Home Portal

Skip to end of metadata
Go to start of metadata
 

  For a description of the three left-hand panels, click here: Main Data - Project. 

In the Instructions tab, you can can review instructions about the overall project and the given job's task and include new necessary instructions for the job. Certain information is only visible to specific users: the field that you enter the instructions into determines which users can see what messages.

When information directly related to the job are entered, a message appears in the job's Main Data tab notifying the user that special instructions are included in the Instructions tab:

Special Instructions 
From Client
 

The instructions in this column are only visible to you, other users at your company and your client.

Project

Instructions from the client about the entire project entered by the client from their Customer Portal or by a user on the client's behalf on the Instructions - Project tab.

This field cannot be modified here. To modify, go to the Instructions - Project tab.

Task

Instructions from the client about the job's task entered by a user on the client's behalf.

This field cannot be modified here. To modify, go to the Instructions - Task - Project tab.

Job

Instructions from the client about the individual job entered by a user on the client's behalf.

To enter the instructions specified by the client, click . A window with a text box appears. Enter the text into the text box and click .

For Vendor
 

The instructions in this column are only visible to you, other users at your company and your vendor.  

Project

Instructions for the vendors about the entire project entered by a user.

This field cannot be modified here. To modify, go to the Instructions - Project  tab.  

Task

Instructions about this job's task intended for your vendors.

This field cannot be modified here. To modify, go the Instructions - Task - Project  tab.  

Job

Instructions about this individual job intended for your vendors.

To enter the instructions intended for the vendors, click . A window with a text box appears. Enter the text into the text box and click 

Internal
 

The instructions in this column are only visible to you, other users at your company and other users at your company.

Project

Instructions for your users about the entire project entered by a user.

This field cannot be modified here. To modify, go to the Instructions - Project  tab.

Task

Instructions about this job's task intended for your users at your company.

This field cannot be modified here. To modify, go the Instructions - Task - Project  tab.  

Job

Instructions about this individual job intended for users at your company.

To enter the instructions intended for the users, click . A window with a text box appears. Enter the text into the text box and click .

Notes
Payment Note for Vendor

Information about the payment of the individual job only visible to you and other users at your company and your vendor.

To enter any additional information, click . A window with a text box appears. Enter the text into the text box and click .

Notes from Vendor

Information about the given job made by the vendor from the Vendor Portal.

This field cannot be modified.

Click to modify.
Click to apply the modifications.
Click to terminate the modification process.
Click to return to this job's task.