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Client Project Pipeline

It’s common for clients to track what they spend by project, program, or some other kind of category. When a new job is opened for a client, you can enter one of these codes into the project field. To keep your job tracking more consistent, you can establish a standard list of projects for each client.

Client Project Pipeline

Need to add a job, but you're in a hurry? The Insta-Job window makes adding a new job easier and faster than ever. Just add the client, give the job a name, choose a template, and Insta-Job instantly creates the job for you.

To edit a job on the fly, select the job from the list below, then click this button. Make your changes, then click save.

Click this button to update traffic and deadlines including the jobs Priority, Status, Dates, Days due, Status note, Traffic assignments, Client status notes/comments/next steps, Milestones, and Unfinished tasks.

Click this button to print the client project pipeline report.

The columns in the client project pipeline window can be customized for each client. Click this button to change the placement of the project, production status, added, sorted, due date, status note, and custom fields.

You can find jobs by client name or number by using this drop-down menu. Once you begin typing the client name or number in the field to the right, Clients & Profits will automatically begin filling in the name of the client or number for you. Once you have the client name or number that you're looking for, click the magnifying glass icon.

Search results for a client can be filtered by production or finance status. Additionally, you can narrow the range of results for more pinpoint accuracy by choosing a starting range from this drop-down menu, then an ending range from the drop-down menu to the right.

Once you've chosen a starting range from the drop-down menu to the left, choose an ending range from this drop-down menu.

If you want to see all job types for this client's project pipeline, leave this drop-down menu set to All Job Types. If you want to see only projects for a particular type of job, select from Branding, Broadcast Production, Direct Mail, Fee, Hours, Interactive, Media, Miscellaneous, or Overhead.

To view only jobs marked as RUSH, select this checkbox.

If you would like to save these search parameters, you can bookmark this search by clicking this button. The next time you need to search this client's project pipeline, you can access it with one click from the Bookmarks menu.

You can edit a job instantly two ways. Either by selecting a job and clicking the Edit button, or simply double-clicking the job. The Edit Job Description (Work Order) window allows you to edit the Job Description, Work Order, Special Instructions, as well as the job's Billing Information. Once you've made your changes, click Save.



To update a job's traffic information

The Job Traffic window provides a manager’s perspective on the job’s progress with a days until due counter, unfinished task list, and roomy status notes field.

With the active days counter and unfinished tasks list, traffic managers can easily see what needs to be completed to get the job finished on time.

Click the job diary link for a quick overview of the job’s history or to add a job diary entry with notes about what is going on with the job.

To update a job's traffic information

1 From the job ticket window, click the traffic link.

The traffic window opens, displaying the job's priority, production and billing status, traffic assignments, milestones, dates, and unfinished tasks.

2 Enter the job's traffic details, which include:

Priority The job’s priority can be changed by clicking on the pop-up menu and choosing one of the six customizable priority levels. A job diary entry will be created each time the job’s priority is changed.

Status The production status and billing status can be changed by entering a new status code over the old status code. If you’re not sure which status code to use, choose Status Codes from the Lookup menu. Double-click on a status code from the Lookup window. The status code will be copied to the Traffic window automatically. A job diary entry will be created each time the production or billing status code is changed.

Dates The job’s start date and due date can be changed in the Traffic window. Changing these dates here doesn’t affect the job schedule (so Work to Do reports won’t be affected). To change the start and due dates for job tasks, use the Reschedule function in the Job Schedule window once the Traffic changes are saved. You can also enter the date closed for the job in this window.

Days due The days until due counter keep a running tab on how close the shop is to meeting the job’s due date. The numbers normally appear in green, but when the job is overdue, they turn red and begin counting the days overdue.

Status note The status note supplements the job’s current production or billing status. It lets you enter a brief description that appears on the Job Ticket window, on some job lists, and traffic reports.

Traffic assignments The job’s traffic assignments (i.e., traffic names) are the initials of the creative and production people most responsible for getting the work done. Traffic reports can be printed for any one of the job’s traffic names.

Client status notes/comments/next steps The client status notes/comments/next steps can be used to create progress reports for clients (see the Client Status report in the Job Lists) with any kind of information you want.

Milestones If the job was added using a job type/spec sheet, its traffic milestones can be edited. Jobs without a job type won’t show milestones.

Unfinished tasks The job’s unfinished tasks are listed for an overall view of what needs to be completed. This field shows the task, who it is assigned to, and when it is due. When tasks are marked done, they no longer appear on the list.


3 Click Save.

To clear the job's traffic information

Click the clear button to erase the job's dates, statuses, milestones, and notes to start over.

To print the job's traffic report

Click the print button to print this job's traffic report.



"Hands down, this Clients & Profits Helpdesk is the best of any support team." -- Kate Mistler, Fabiano Communications