My Jobs Search Page Fields and Buttons

Use the fields and buttons on the My Jobs Search page to find and view information about your jobs.

Search Fields and Buttons

The search fields/filters are cumulative. For example, if you filter for a specific client AND a specific project name, only those jobs that include that client name AND that project name are displayed. If you do not get any results from your search, consider removing one of the filters.

The search filters that the following table describes are the default search fields. You can select the fields that you want to use as search filters using the Search Filter Profiles pop-up. The grid columns that the following table describes are the default columns. You can select the columns that you want to see on the grid using the Column Selector Profiles pop-up.

Field	Description
	Click to add, reset, or edit a filter profile.
	Click to create a link to this page on your Home page for easy access.
	Click to clear all filters.
	Click to run the search.

Search Filter Fields

Field	Description
Job Number…	Use this filter to display jobs with a specific job number. You can use the percentage symbol (%) as a wildcard.
Client Name…	Use this filter to display only those jobs that include a specific client name. You can use the percentage symbol (%) as a wildcard.
Project Name…	Use this filter to display only those jobs with a specific project name. You can use the percentage symbol (%) as a wildcard.
Billing Status	Use this filter to display only those jobs with a specific billing status.
System Status	Use this filter to display only those jobs with a specific system status. Use Draft when the job is not yet ready to go live. Use Progress when the job is live. Use Declined when the customer declined the job. Use Completed when the job is finished.
User Status	Use this filter to display only those jobs with a specific user-defined status. The purpose of this status is to enable you to find work in the workflow. For example, the Finance team might use a "To Bill" status to identify all of the jobs that are ready for billing. You create user-defined job status options in Admin » List Management.
In-House Job	Use this filter to display only in-house jobs.
Additional Correspondence filter context…	Use this field to search for jobs with correspondence attached to them by using correspondence tags.

Search Results Grid

Field	Description
	Click to display the Column Selector Profiles pop-up box which you can use to customize the grid.
Job #	This column displays the system-generated job number. When you hover over a job number, the icons are displayed. Click the Dollar icon to open the Financials page. Click the Calendar icon to open the Schedule page.
Date Created	This column displays the date when the job was created.
Date Modified	This column displays the date when the job was last updated by any user.
Client	This column displays the name of the client. Click the name of the client to view the Contacts page.
Relationship	This column displays the client relationship as set in the contacts area (for example, Client, Ex-Client, or Prospect).
Project	This column displays the name of the project.
Job Name	This column displays the name of the job.
Job Owner	This column displays the name of the person who is responsible for the job.
Job Owner's Location	This column displays the job owner's location.
Job Owner's Groups	This column displays any Staff groups to which the job owner has been assigned. The groups are set in Admin.
Job Owner's Department	This column displays the job owner's department.
Internal Deadline	This column displays the deadline toward which you are working internally.
Job System Status	This column displays the job system status: Draft indicates that the job is not yet ready to go live. Progress indicates that the job is live. Declined indicates that the customer declined the job. Completed indicates that the job is finished.
Job User Status	This column displays the user-defined job status. The purpose of the user-defined job status is to enable you to find work in the workflow. For example, the Finance team might use a "To Bill" status to identify all of the jobs that are ready for billing.
Job Type	This column displays the job type. Job types are set in Admin » List Management. They are unique to your implementation of TrafficLIVE.
Client Contact	This column displays the client point of contact.
Client PO	This column displays the client purchase order (PO) reference (the PO that the client gave you).
External Deadline	This column displays the deadline to which you and the client have agreed.
In-House Job	This column specifies whether the job is an in-house job. For in-house jobs, all job lines are marked as non-billable.
Completed Date	This column displays the date on which the task was completed.
Job Free Tags	This column displays add any tag(s) that you have assigned to the job. These are defined in Admin » Tags and assigned on the Job Details tab. These are useful for searching and reporting.
Billing Status	This column displays the billing status of the job. You set it on the Financials page Billing tab.
Job Start Date	This column displays the job start date.
Happy Rating	This column displays the happy rating for the task, set by the person who is allocated to work on the task in My Calendar.
Task Completion	This column displays the number of completed tasks out of the total number of tasks for the job.
Purchases	This column displays the number of purchases made out of the total number of purchases for the job.
Read-Only Schedule	Select this check box on any number of job lines and then click Read-Only Schedule below the grid to display the schedules for those jobs.
Parent Retainer Job	This column displays the name of the parent retainer job. You set a parent retainer on the Job Details tab.

Below the Search Results Grid

Field	Description
	This button is used in conjunction with the Read-Only Schedule column in the grid. You can select the Read Only Schedule check box on any number of job lines and then click this button to display the schedules for those jobs.
	Click to export all open pages of data, or just the data on the current page, to a CSV format.
	Click to output the data that the current view is displaying to a report that your TrafficLIVE administrator has defined.