Save New Filters for Billable Jobs with Open Price Quotes

Use Billable Jobs with Open Price Quotes in the Follow-Up submodule in the Tasks module o save new filters for billable jobs that have open Price Quotes (PQs).

To use Billable Jobs with Open Price Quotes, you must have access to Tasks as defined in User Access Rights under Settings.

To save a new filter for billable jobs that have open PQs:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click Follow-Up > Billable Jobs with Open Price Quotes.
3. On the grid toolbar, click Show/Hide Filter .
4. In the Filter dialog box, select the filters that you want to use for your billable jobs that have open PQs.
   Note: When they are selected or cleared, the filters are applied automatically.
5. If you selected several filters and want to remove all of them, click Clear Filter .
6. Click Organize Filters and select Save Current as New Filter.
7. In the Save a New Filter dialog box, enter the name that you want to use for your new filter.
8. To make your new filter a global filter, select the Share as Global Filter check box.
9. Click OK.
10. Click Close .