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New easyjob Features - protonic software GmbH

1. 21 New easyjob Features Item planning Pre Schedule devices The function Pre Schedule devices makes It possible to book devices in a job in the preliminary stages of a workshop activity This function can be used for example when a customer wants to have exactly the same device again or for the advanced creation of a carnets To better see the previous and following jobs for the device the new device use part is now available Device use Previous next job End Start In Out Calculating overbookings for multiple days Overbookings can now be calculated for multiple days ventory Name 0 2CH Rack Control arver PM 1400 2 x 700w Amplifiers Sub hires with partial deliveries Sub hires now also support partial deliveries Item Packages A keyword search is now available to find item packages faster Overbooking warning when moving the job time frame easyjob will provide a warning if there are overbookings when moving a job time frame As this function can slow down moving there is a setting for this 28 CALCULA TION The completely redeveloped Cost Planner supports you better when calculating your projects New easyjob Features Calculation Redeveloped Cost Planner To further improve cost calculation we have completely redeveloped the Cost Planner The Cost Planner for the individual jobs of a project is now identical to the grouped Project Cost Planner b 08 0003 Paul Smith Event
2. C 0 Month For each resource type within the resource your own rating and a self assessment is entered Your own rating can also be based on the average values of the respective rating from the pro ject Resource Type AV Engineer Rate presets for Akim Alvarez Daily Rate Hourly Rate Our rating khkk Self assessment Ki The rating on a qualification level takes place in the same way as the rating according to re source type French Speaker Y 4 12 2015 v ARA ii 60 protonic software Gmtbr New easyjob Features Quality Assurance The respective qualifications and ratings can be viewed in the Resource Plan or filtered on this basis jv Sub nire vehicle Qualification v Resource Information ORN Usage time recording v C Without Qualification Force Display Always Display 61 BUSINESS TRAVEL PLANNER The new Business Travel Planner module supports the complete process including the calculation planning and performance of business trips New easyjob Features Business Travel Planner Concept The idea of the Business Travel Planner is to provide a tool you can use to prepare all travel activities from calculation to its completion With the parameters you can define how many off days should be proposed for new arrivals and departures as well from what booking time a previous day or a subsequent travel day
3. The development of our software components as well as the documentation has been done with great care The individual program functions are constantly checked through our Quality Assurance Process However errors can still occur The instructions in this manual are for informational purposes only and are subject to change Protonic Software GmbH assumes no liability The software described in this manual requires a license The individual functions are described using screenshots Depending on your easyjob license operating system or Office version the functions and screenshots you have in your environment may differ from this manual or may only be available in later versions This manual or any portions thereof may not be copied or reproduced in any other manner without the written permission of protonic software GmbH protonic and easyjob are registered trademarks of protonic software GmbH in Germany and other countries Microsoft Windows SQL and Office are registered trademarks of Microsoft Corp in the USA and other countries List amp Label is a registered trademark of Combit Software GmbH Document Version 1 0 April 2015 Documentation based on easyjob Version 6 0 194 Copyright O 2015 protonic software GmbH Frankfurter Landstr 52 63452 Hanau Germany www protonic software com New easyjob Features Table of contents one AP A l Pe Eo PE E SEO TO 8 EES CO OO ceca o a A 8 ea aLe y COC PU o E AAI E E oo oO
4. 5 All Items and Devices that have not been loaded will be delivered later than planned and will be booked in a new later job _ Print Report v Cancel Finalize dialog when loading the last item device If the last device or last item is loaded in the Bill of Items the Finalize dialog appears automatically Cable connected scanner The following new functions are available to improve the use of cable connected scanners Barcode field for loading and unloading linked associated items Quick load of the linked associated items Device tracking with the item device barcode When tracking a device the barcode can now be entered using a barcode scanner 38 New easyjob Features Loading and unloading Mobile Scanner Barcode Terminals Login domain name removed To make it quicker for the user to be selected we have removed the domain name from the login dialog Parameters for optimized barcode detection For Motorola scanners our support can configure the scan engine for optimized barcode detection For this you can first use the integrated Datawedge program to test the parameters with which you receive good results and then send these to our support Optimized group selection When scanning an item that is contained in multiple groups the group selection only shows the groups that contain the item In addition the scheduled quantity and loaded quantity of the respective group is also displayed 39 INVOICING Deta
5. Add Generic ResourceAss Sa Last Edited General Staff Excluding staff from availability checks This new function can be used to deactivate the availability check when booking a person Vehicles Inventory Entry and Inventory Deletion for vehicles The inventory entry and inventory deletion dates define the period in which a vehicle is avallable This can be used for the scheduled purchase or sale of a vehicle or also for sub hire vehicles Max Volume y eu Average Speed o Seats A 4 12 2015 v _ O 4 13 2015 v 56 protonic software Gmtbr New easyjob Features New Resource Planner Only active vehicles are displayed by default on the basis of inventory entry and inventory deletion Gd Vehicles Keyword Gr vehicle uction Year N Yan 75 Van 814 Own Vehicles i Subshired vehicles ___ Excluding vehicles from the availability check This new function can be used to deactivate the availability check when booking a vehicle Improvement for sub hire vehicles In addition to inventory entry and inventory deletion sub hire vehicles are marked with the status Rental vehicle and the respective supplier can be selected dy Vehicle Main Data DigiFleet Qualifications Sites Attachments C Always display in Resource Plan Ignore availability check C Sub hire vehicle _ Means of travel Vehicle Type Van 7 5 v Name Best Truck Rental Ma
6. New easyjob Features Invoicing This function does not apply to finalized invoices Payment plan updating When confirming a project or a job it is possible to select the jobs in the dialog that should be included in the payment plan In addition the new options Create new payment plans based on Master Data and Do not create payment plan are now available Number Name 07 0014 01 GE Product Pres 07 0014 03 GE Product Pres Option Expand existing Payment Plans Create new Payment Plans based on Long Project Term Neue Zahlungspl ne auf Basis der Stammdaten erzeugen Big Project Payment Plan Create manual Payment Plan Keinen Zahlungsplan erzeugen The invoicing address can be customized for each payment plan entry This makes it possible to invoice parts of jobs to different customers Payment Plan Long Project Term Customer Invoice Address Notes 90 at Job end 1000007 00 Edt Det GE Product Presentation ipti Comedy Hall 15 0001 e A CO gt 15000 Terms of Payment o 8 117W Any Parkway Invoice Date 14 12 2015 Los Angeles CA 10012 Paid Invoice Date 1 24 2016 v 3 LJ Phone 123 456 7896 x Jobs Number Name Total 07 0014 01 GE Product Pres 13 175 60 O 07 0014 03 GE Product Pres 0 00 Current payment plan Total of Jobs 13 175 60 13 17560 Demand Pei Calculate 90 00 1 31756 Demand Total 11 85
7. 0 00 0 00 Open 1 12 0002 Big Opening Shopping Mall 1 20 2017 0 00 0 00 John Ross Open 1 12 0001 Repair 1 4 2017 1 160 10 1 170 21 Open 1 10 0001 1 27 2016 1 00 1 00 Open 1 02 0001 0 Sample Project 9 3 2013 492 00 492 00 Max Sample Customer Exported 1 3 gt Totals Quantity 17 Total 82 053 10 Total incl Tax 86 199 71 Print Add Close 10 New easyjob Features Introduction Additional Documentation In order to make it easier to become acquainted with and consult the easyjob documentation we have divided it into multiple sections You can find an overview of all documentation on the following website http www protonic software com downloads Removed program features The following program features were removed as a result of new technologies Support for Windows XP Windows Server 2003 and Windows Server 2003 R2 Incomplete program functions The following program functions are not available as of the official release date and will be made available with future updates also without a current subscription 1 New Business Information Center with the possibility to create or subscribe to your own reports and defined user rights 2 Redesign of sales orders The sales orders will be tracked as a project 3 The Mobile Phone and WebA pp are still being fully revised and optimized for different end devices 11 OPERATION AND PROVISION To make operation and provision easier f
8. Creator sys admin 10 29 2012 4 27 PM Last Edited sys admin 1 26 2016 2 40 PM 34 protonic software Gmtbr New easyjob Features Controlling Center Purchase Invoice To recieve a faster overview of the total amounts of a purchase invoice the total information is provided in the main data Purchase Invoice 08 0001 Aand lbs spire cda E Record Purchase Invoice details here eLo Main Data Number Custom Number Invoice Number Name Supplier 1000045 00 Edit Del Youngstown Super Truss Rent w ada Abbas 10 Stonehouse Street Youngstown 3181 rs Phone 330 130 2364 Manager sys admin v Mobile Phone 330 130 4042 Type Invoice v Document Date 1 23 2016 v Creditor ID Tax Type Wordwide v Costs Paid 4 12 2015 v Total 500 00 Cash Account v Tax 35 00 Sit Ma Total incl Tax 535 00 e ain y i Payments 0 00 Company Standard Y Open 535 00 Base Currency Workflow Status 3 1 Unapproved Assignments Print Finalize Ok Creator sys admin 1 23 2016 5 43 PM Last Edited sys admin 4 12 2015 5 36 PM i Purchase Invoices also in PDF format Purchase invoices are also supported in PDF format In addition text information can be taken from the PDF Cost assignment It is now possible to record assignment line items also without selecting a cost account There is a navigator view available to help you maintain an overview of purchase invoices with missing l
9. _ Assign project customer Confirm Job Project Load check out Job _ Create invoice _ Create reminder Create order Create sales order Assign Resource Reason of block Address geo mapping The geo coordinates of an address are determined when creating and changing addresses This makes it possible to use the distance filter in the resource plan for example This setting must be activated in the program settings and makes saving a new address slightly slower Simple duplicate check When creating an address and contact a check Is performed if there is already another address or contact with the same contact data such as contact phone and e mail There is already an Address 1001020 00 with the specified Telephone Number 737 582 7904 Do you want to continue 21 PROJ ECT MANAGEMENT We have improved some details to make project planning and management even better New easyjob Features Project management Newly designed project creation form The form for creating a project has been revised Project Data Project Name Reference Number Manager Priority Type Site Base Currency Event Terms of Payment Job Data Delivery Address Venue Job Name Status Rental Sub hire gt lt Proposed gt Offer valid through 4 11 2015 v Start 4 11 2015 vw 12 00 AM Time End 4 12 2015 v 12 00 AM Time Notes Service 8 Customer Pick up Resources only Deliver Items
10. 00 John Ross Open 1 12 0003 1 20 2017 0 00 0 00 Open 1 12 0002 Big Opening Shopping Mall 1 20 2017 0 00 0 00 John Ross Open 1 12 0001 Repair 1 4 2017 1 160 10 1 170 21 Open 1 10 0001 1 27 2016 1 00 1 00 Open 1 02 0001 0 Sample Project 9 3 2013 492 00 492 00 Max Sample Customer Exported 1 lt gt Totals Quantity 17 Total 82 053 10 Total incl Tax 86 199 71 Print Add Close Job not to be invoiced The Not to be invoiced switch is used to prevent a confirmed job from being invoiced Calendar Days 2 DaysUsed 1 H Time Frame Offer valid through Y 8 29 2004 Total 13 175 60 Lock Schedule Available 1Daylater CheckOut g Invoiced C Notto invoice O The job is then no longer displayed for invoicing and is not included in the income statistics Update project invoice When making subsequent adjustments to a job with a project invoice the project invoice status is reset Previously it was not possible to subsequently transform an invoice back to a project INVOICE 5 MainData Overview Addresses Schedule Resources Activites Job Costs Atl Show all project references Purchase Orders Y Workshop activities Invoices Due RE Product Presentation 4 12 Update Project Invoice Sa Type Status Number CustomNumber Name Invoice Open Not paid 15 0001 With this new function it is now possible to subsequently update the content of an invoice based on the changes 41
11. Staff Complete Wednesday January 20 2016 v Monday February 1 2016 v yygurrent View gt w Resource Bookings Thu 1 21 2016 7 07 0015 01 Cava Fri 1 22 View Display Times Vehicles ta ray 1 1 AV Engineer Y Rental Jobs 2 1 0 AV Engineer Y Sub hire Jobs OAV Engineer Y Sales Orders n f 1 Bill Burridge Y Purchase Orders ES Y Workshop Activities M 07 0001 01 Main Items poy 1 1 AV Engineer Y Staff dy 1 0 Van 3 5to a wee Generic Resources Resource Assignments 07 0015 Cavalier T Scheduled times i Q Not scheduled times RA 07 0007 Downto C Only without assignment C Only my activities Godwin Fredrik The global filter makes it possible to filter according to Time frame Reference O Project O Vehicle O Job O dep Generic Resource O dy Purchase Order D Esp Sales Order 0 Pe Workshop Activity O Q Address Site multi site Event x Resource Type The per part filter settings are stored individually for each part in every workspace The new concept from view filter grouping and forcing settings makes operation more understandable for the user View Settings are carried out in the View area regarding what type of pre information should be displayed and if the data in the part Stat should be filtered in other parts based on the selection Y Vehicles C Generic Resources C Meets Selection Criteria Only free Filter The fi
12. Status lt Proposed gt Vehicles OAV Engineer da 1 1 Light Enginee di 1 1 AV Engineer Start 2 20 2016 12 00 AM Tig aes 170 SoundEngi i 1 Bill Burridge Mab Acha Smih End 2 21 2016 12 00 AM C Meets Selection Criteria Service Full Service Only free _ f 07 0001 01 Main Items D User sys admin K 1 1 AV Engineer Search v Resource Booking Resource Type AY Engineer Generic Resources Filter Y Always Display Own Staff V Freelancer 207 0012 MA Eve 2 07 0007 Downto Ay 07 0014 GE Prod amp 07 0012 MA Eve Quantity Resource Bookings Temporary Staffing Agency Favored Staff y Godwi l q Resource booking list Own Vehicl ceba ee i Ay 07 0001 Bon Jovi E Y Sub hire vehicle 07 0017 Si Resource Assignments E d temens Qualification Sron Siemens 08 0002 Big Sho Resource assignment list 07 0012 MA Eve 07 0022 Comedy J Resource information Resource Information Fil TARAA DO Fa Usage time recording Log Qualifications _ Without Qualification orce Display T Always Display Own Staff Freelancer Temporary Staffing Agency The layout and filter settings are stored for each user per workspace 5l protonic software Girt New easyjob Features New Resource Planner Global filter and per part filter There is a global filter as well as a per part filter P Resou Siefault Big Project
13. The existing dimensions are calculated in the volume field and can be manually adjusted When an item is being created the volumes are precalculated based on the dimensions The Minimum Rental Price Wizard stores settings The Minimum Rental Price Wizard stores the variables for calculating the price If performed again the values do not need to be re entered This also makes it possible in the future to compare the planned values with the actual values 17 New easyjob Features Master Data Sequential number in the device A sequential number is assigned to devices to identify them faster The sequential number for every item starts with 1 O 1000288 00 DMX XLR 3 30 MainData Prices Inventory Devices Associated Jobs Alternatives Usage R Custom Fields References Images Attachments Blockingindcator PAT Testresu Manage all Devices within the Item here Devices Schedules w _ Single Device Managem Next Service Operating Hours off Days Used off Calendar Days off Search text Site M v Sequence Inventory Enty Deletion Serial Number Purchase Price Inventory Number Su 1 10 7 2012 2 10 7 2012 123123 0 00 3 10 7 2012 123123 0 00 4 10 7 2012 123123 0 00 5 10 7 2012 123123 0 00 6 10 7 2012 123123 0 00 7 10 7 2012 123123 0 00 8 10 7 2012 123123 0 00 9 10 7 2012 123123 0 00 10 10 7 2012 123123 0 00 11 10 7 2012 123123 0 00 The sequential number is displayed in the Bill of Items and Is availa
14. aaa 8 e OP Poyo e e ei E E 8 Ei e eto ooo a Er O EA 9 Additonal Doca MEN ANON e EE Aa 11 Removed go dos lan PI e e E CU O OO ECO EEE 11 Si A e Ne OE ETE E E A AE A A EE 11 Mi AA PP A 112 CCl PA A 13 Mia e o rs AAA Et O OEA 13 Improved view settings for graphical VIEW Srita 13 A e O E E A 13 e E Ee e EEE A A EE EE tube beaten trate 14 Freely conigurable document path SCLUD siones iiion iiaia iaaiiai ninii E EE 14 DOCUMEN pan ends LO VEN lt cee te ee Po o E ee eee 14 Compatiblity with Windows 10 and Windows Server 2016 cccscscscsscsscsesserserssrsersesserserserserseesersersersersetseesetsatsen 14 Server installation with SQL Server 2012 and support for SQL Server 2014 ccsesesescscsssessesesesersesesrsseeess 14 o eo o An A E S E des tote N E 14 ENS A PE ivntioed noveo ioei aina 14 KR RE Ee E E erence amar ee eer en rere a Terre tert E reenter A E E nearer E E 14 New version of the List amp Label report generation rra 14 o A ee ee ee ee eee ert 15 Opening the OU Ut e Omne DEINE Cla Ulsa 15 ITIGIIZE EXPO Names WII arpa 15 New data sources for event based enviamos 15 Me AD E y AMIA ye elo E E 16 AA e OCA E E EEE EEE E E A 17 CHECKING tem custom numer Tor CUDICALES ensaanacrsnmtrsonsnancnnlmenemacaemaeemepose sabana 17 A a e o Oo A 17 E By e A O AE AE T A _ _ A 17 A AAAA IE inai 17 The Minimum Rental Price Wizard stores settingS s ssssssrssrsrunrsrunrnrunrnnurunnnnunnnnnnunnnnunnnnanrnnnnnnnnnrnnnninrnnrnrnrnrtrnn
15. example The function is only available in easyjob L and easyjob XL The function is only available in easyjob L and XL with a current subscription Reference to other chapters References to other chapters and sections are underlined and displayed in orange For example See section Error Unknown switch argument Buttons and easyjob terminology Buttons easyjob terminology system messages etc are displayed in Italics or with buttons Example 1 Click on the Help button Work steps actions and menu paths Individual work steps actions or menu steps are separated from each other by the symbol lI p ll For example easyjob Menu p View p Monthly Overview Important information Important information is highlighted in orange and presented with a light bulb For example This information is important This information is important This information is important This information is important This information is important This information is important This information is important This information is important This information is important This information is important This information is important This information is important This information is important protonic software GndoF New easyjob Features Introduction Special keys Special keys are represented with the following symbols E Windows key Tabulator key Arrow keys Return key Context Menu key Escape key Function key 1 co Contr
16. improved For devices the current job is displayed and the number count filled with 1 In addition the device sequential number is provided in an additional column Price Lists A reference column can be selected in addition to the item prices This makes it possible for example to provide customers with special price agreements with their own numbers on the invoice 19 New easyjob Features Master Data Address Master Data Main contact in the address For improved structuring all contact related information such as first name last name private phone birthday etc are moved from the address to the contact A main contact can be assigned to each address and directly opened 2 1000402 00 Jamie Johansson Custom Fields Attachments DigiFleel Blockingindcato ReportParameter Travel planner Enter general Address information here General Information 1425 Fairfeild Avenue 53715 North Haven Germany 420 373 5746 Creator sys admin 10 27 2013 4 23 PM The contact has been expanded with fields for the passport ID and vehicle license plate Note regarding data migration When migrating data from easyjob 5 to easyjob 6 a new contact is created using the first name and last name and assigned as the main contact and the contact related data is moved from the address to the contact If the contact with the first name and
17. ko m MainData Overview Addresses Schedule Resources Tasks Job Costs Attachments Cost Plannes PostCalculation Fields References Report Parameter Here you can analyze the profitability of your Project Job Project Conference Press Conferenc B 8 Proposed 5 Confirmed C Al F oO Income Expenses Profit Income Expenses Profit Y 1 08 0003 01 Conference Items 36 540 00 0 00 100 34 125 70 0 00 100 Y 08 0003 02 Press Conference Resources 5 370 00 3 750 00 30 9 570 00 6 750 00 29 Job Costs 0 00 0 00 0 0 00 0 00 0 Subtotal 41 910 00 3 750 00 91 43 695 70 6 750 00 85 _ Total 41 910 00 43 695 70 Total no discount 41 910 00 43 695 70 Tax 753 70 3 427 10 Profit 38 160 00 91 36 945 70 85 Insurance 0 00 0 00 Groups Categories Staff Vehicles Generic Resources Owner JobCosts Costs Jobs Job Name Base Price Total Total incl Discount 08 0003 01 Conference Group 1 34 125 70 34 125 70 34 125 70 08 0003 02 Press Conference Item 36 540 00 36 540 00 36 540 00 Travel Sub hire Overview To Outlook Resources Items Close Creator sys admin 1 23 2016 2 43 PM Last Edited sys admin 1 20 2016 4 18 PM i The Project Cost Planner displays the costs for the proposed and confirmed jobs next to each other In addition the filter can be used to determine which jobs should be included The income is displayed next to
18. last name already exists the fields in the contact will be taken from the address Deactivating addresses CRM required When addresses are deactivated the address remains in old workshop activities but can no longer be used in new workshop activities LJ a Last Edited Deactivate O Delete This function can be used in combination with the exchange function 20 protonic software Gmtbr New easyjob Features Master Data A user right is required to edit the deactivated address and it can be redisplayed in the address list for editing via a switch ey Addresses Keyword Address Type lt All gt v Addresses Contacts Y g Display deactivated Number Custom Number Company Company2 Salutation First Name Middle Name Last Name Address 1000090 00 Andrew Balderas Contact 1000090 00 Andre Balderas Address 1000091 00 DearMadam Andrew Ballisager Contact 1000091 00 Dear Madam Andrew Ballisager Address 1000092 00 Andrew balvir Contact 1000092 00 Andrew balvir Address 1000093 00 Andrew Basek Contact 1000093 00 Andrew Basek Address 1000094 00 Andrew Bedford Contact 1000094 00 Andrew Bedford Address 1000095 00 Andrew Behrend Contact 1000095 00 Andrew Behrend Address 1000096 00 Andrew Bentzen Block indicator log and reason for the block CRM When changing block indicators a log entry is made for the address and a comment field is provided for entering the reason Blocking indicator _ Deactivated
19. should be suggested The booking area displays how much staff per resource type is booked on which day The suggested arrivals and departures are suggested 8 and can be customized The required means of travel will be distributed based on the adjusted arrivals and departures Travel planner 08 0002 Big Show k ko Planning Costs Assignment gt constants g x off days arrival departure 1 Arrival one day earlier until 08 00 AM Time Departure one day later than 08 00 PM Time el m Bookings Quantity 1 21 2016 1 22 2016 1 23 2016 1 24 2016 1 26 2016 1 27 2016 AV Engineer 8 4 booked O trip O free 4 booked O trip O free 2 booked 0 trip O free ineer 8 booked 0 trip O free 1 25 2016 8 booked 0 trip O free 8 booked 0 trip O free 1 21 2016 1 22 2016 1 23 2016 1 24 2016 1 25 2016 1 26 2016 1 27 2016 34 14 8 14 14 10 0 14 10 te fe oO fe gt o Le gt O 0 0 o mi Quantity 1 21 2016 1 22 2016 1 23 2016 1 24 2016 1 25 2016 1 26 2016 1 27 2016 a amp 2 oa 73 e S 2 Fa o g N 3 E o o OOO 0 0 O O o OOO o Arrival by airplane 14 4 10 Total overnights 32 4 14 14 Open ovemights 32 4 14 14 0 Means of travel The means of travel can include a single room double room train ticket plane ticket or private car Travel and free days The respective resource booking is created using the context menu for free days and travel day
20. 0001 07 0022 Wednesday April 13 2016 v En Hall Supersonic sdisdfsdf Nestle Concert Series Citibank Project New Test Project pane Hall Fa E Excel Print 07 0010 07 0014 07 0025 13 0004 Thomsen Sound GE Product Presentation Cultural Arena Benefit Public Viweing 107 0013 08 0003 Job Status a Technology Center Paul Smith Event UM Proposed Canceled 107 0012 07 0001 0 Y Confirmed B V Sub Hired MA Events AKG Bon Jovi Tour 2015 407 0016 10 0002 oe Cameras test payment plan Service ME r 07 0017 Customer Pick up Siemens Staging Deliver Items 07 0018 Resources only Theater Days 24 protonic software GndoF New easyjob Features Project management Transferring time frames to other jobs The context menu can be used to quickly transfer the time frame of a job to another job of the project gt cnequie inrormauon Start 1 23 2016 vw 12 00 AM Time End 2 2 2016 v 12 00 AM Time Calendar Days 10 Days Used 7 Time Frame j Offer valid Take the time frame from the Job gt 08 0003 02 Press Conference Total 0 00 Lock Schedule Available 1Daylater Combined tasks and CRM activities CRM The activities available in the CRM Module are combined with the tasks All previous tasks have been converted to activities and the task tab in the project is hidden There is no change for en vironments without CRM 25 ITEM PLANNING Item planning Is a central function of easyjob With expansion
21. 2 00 4M Meets Selection Criteria Service Full Service Only free IM 07 0001 01 Main Items D User sys admin Ki 1 1 AV Engineer Search 1 0 Van 3 5to Resource Booking o i Resource Type AV Engineer Resource Assignments Quantity 1 00 Start 1 20 2016 12 00 AM rane a 07 0012 MA Eve End 1 21 2016 12 00 AM Own Staff Rate Standard Filter Always Display Freelancer HES y Temporary Staffing Agency Favored Staff Own Vehicles 9 9 Ay 07 0012 MA Eve amp 07 0014 GE Prod Resource_Field_1 Resource_Field_2 Plan Costs Resource Booking Income Sub hire vehicle 07 0017 Siemens Days 350 00 Qualification c 07 0017 Siemens 08 0002 Big Sho Haus 0 00 07 0012 MA Eve 07 0022 Comedy Ay 07 0022 Comedy QB Mies woe Resource Information O tirita Total Usage time recording Address _ Without Qualification orce Display C Always Display 15550000 cpfeilFi ejplayground com T Own Staff Freelancer Temporary Staffing Agency Own Vehicles Resource Plan sof Default Big Project Staff Complete Workspace Fiter v weg Resource Bookings v weg Resource information voe w Resource Bookings Job le Wed 1 20 2016 Thu 1 21 2016 Fi 1 22 2016 Sat 1 23 2016 Sun 1 24 2016 Mon 1725 2016 TA Number 07 0001 01 T5 07 0015 01 Cava Display Times Bae s OSOS Custom Number 2 1 1 AV Engineer Name Main Items Staff 1 0 AV Engineer 1 07 0022 02 Entrance Area D
22. 2 00 AM Summarize event projects Various projects can be summarized for events This makes it possible to create a complete Bill Manager Administrator Administrator Administrator Administrator Administrator Administrator Administrator Administrator Administrator Administrator Administrator Administrator Administrator Administrator Administrator Administrator Administrator Administrator Administrator Administrator Status lt Confirmed gt lt Confirmed gt lt Confirmed gt lt Confirmed gt lt Confirmed gt lt Proposed gt lt Confirmed gt lt Confirmed gt lt Proposed gt lt Confirmed gt lt Proposed gt lt Confirmed gt lt Confirmed gt lt Proposed gt lt Confirmed gt lt Confirmed gt lt Proposed gt lt Proposed gt lt Confirmed gt lt Confirmed gt Type Customer Status color A Big Events Inc Demolight Co Print Inc Big Events Inc Stockholm Concert Arena Comedy Hall XY Event Productions XY Event Productions Comedy Hall ACME Pro Inc Comedy Hall Pro Projectors Assoc Hardware Corp Hardware Corp Print Inc Demolight Co 123 You te Hired Inc Hardware Corp gt sa toe of Items for an event in order to better optimize staff use Monthly Overview Fri 1422 2016 Sat 1 23 2016 Sun 1 24 2016 Mon 1 25 2016 Tue 1 26 2016 Wed 1 27 201 Time Frame E Bi Tuesday MERTEN 5 2016 v laa 07 0009 10 0005 07 0023 07 0024 10
23. 8 04 11 858 04 Curent Tote pp 11 858 04 alf 0 00 Current Percentage 90 00 0 00 Wtih the Job Release Function you can quickly release a job from existing payment plans and assign it with its own payment plan Automatic assignment of Creditors Debitors I D With the automatic creditors and debtors I D assignment a new number is automatically assigned for the Creditor or Debitor when creating an invoice or a purchase invoice Revenue account for used device sales A specific revenue account can be created in the Sub Category for the sale of used devices 42 protonic software Gmtbr New easyjob Features Invoicing Invoice Deletable invoices Invoices that are not finalized can be deleted It can be set in the program settings if the invoice number of a deleted invoice can be used again Tax I D check When creating an invoice the Tax I D for customers from the Unified Countries is checked Invoice source note field A note can be entered in the Master Data for the invoice source which is displayed in the invoice Invoice Reminders Reminder block on an invoice level With the reminder block on an invoice level individual invoices are excluded from the reminder procedure Payment receipts A comment can be recorded for each payment receipt and also a log is created 43 MULTI SITE There are many detalled Improvements available to optimize the item processes between the Indiv
24. Full Service Canc Reference number to project and job A reference number can now be assigned to each project The reference number can be used for example to store the activity number of the customer or in the case of a supplier sub hire For this purpose the user number has been arranged behind the number field B 07 0028 London Concert Days o fe You can record all of your Project s neccessary information here Project London Concert Days Truss Main Data Customer Project Name London orap 1000024 00 07 0028 ov Number Reference Number Manager sys admin 81 781 5662 Status lt Proposed gt 381 781 3605 Priority Normal Type Site Main Base Currency EUR Schedule Information Start 1 20 2016 12004M Time End 1 30 2016 12004M Time Purchaser Purchaser Date of Order 1 20 2016 v Type of Order by phone Terms of Payment Event Sub hire Overview To Outlook Resources Items Creator sys admin 1 20 2016 2 37 PM Last Edited sys admin 1 20 2016 4 20 PM To exclude the possibility of creating double workshop activities it is possible to activate the check for duplicate reference number in the program settings 23 mor J Nere L protonic softy New easyjob Features Project management Job costs with supplier The job costs can be assigned to a supplier Job Cost Type Name Actual Cost Billing Rate Purchase Order New column for status color A status c
25. IRCINGVGN nc AIN 30 Alca o A ee reo OOO nee Meanataaes Ji BE OURO E E E E EEA N E EAN EE EEN A E P A i T A 32 e EE E E E E EE a O E E 33 NEW AAO VEN sann ATATA 30 Filter TOR total ANON Many in a purchase INVOICE llar ES mes me CNC ic eet eer eee een AP eE EEE me 34 PUNCH GS UN ON i tc o A noe 30 aeee Oe eas O AOU Lee PPP A 3 protonic software GndoF New easyjob Features Table of contents Bo So MES A e PPP PO 0 po AE E E E E A E A T NINO 35 Payment plans a a Da Me MSU ONS o 35 O O OE 31 co erre o eee 39 New block indicator Do not load e uE bncelmnasinestenebonsinenbenseanwimanas uateeat uusdeenss 38 E A e A E P A AE AA 38 uee KoE E e e i in AA 38 Tranier not loaded temto a NEW O amina andara adidas 38 Finalize dialog when loading the last IteM CeVice csccsesssssssssssrssrsssserssrssrseserseeserseesersersersersersarsersatsansessaseasersenses 38 Beale cig ee PP rte 38 DEVICE tacking WITT THE tem device DEICO UE nicas 38 MOBIS Scanner BCO de MONI Mosaico 39 Le URN e ARN MIN E aca cca cater e eb cue Poo E N E T 39 Parameters for optimized barcode CELE CHOM erre 39 A A E EE 39 A e PER PE O POCO E AEEA 40 GE Gl PPP A A E 41 a Ne A A o ro O naeeea ieee eens 41 A er e asim reteinte 41 O NOO PA Co O CO Po or E OO CEE Te 41 Update MOE NUON suimean iania eii 41 PE DEA ina oR E 42 Automatic assionment of Creditor DEDOS Dania amadanani iiaiai ahidi hiai 42 Revenue account TOP Used COVICS SIES r
26. M appointments in the Resource Plan Appointment type CRM activities can be displayed for Staff Fixed column for resource names Resource names are displayed in a fixed column for better use of the screen Crane Carol x fs 07 0012 h DOLLINGER Dan Driggs Dan A 07 0007 Downto Eshel David Ls 07 0012 M Fisher Dusan Loki Gent Exeter Godwin Fredrik Lopez Larry As 07 0001 Bon Jovi Gent Exeter Miller Hank amp 07 0017 Siemens My Faf Technik Ay 07 0017 Siemens Patel Patrick 07 0012 MA Eve lat Filter my workshop activities With the filter Only my workshop activities only the workshop activities are displayed for which the current user is the Job M anager Distance filter The distance filter can be used to search for optimal staff in the area of the company address the delivery address venue or a manually selected address V Distance 60 Miles 0 to company address to delivery address Manual selection To do so the Geo M apping function of addresses must be activated in the program settings Event filter x The event filter makes it possible to more efficiently make staff arrangements for multiple projects of an event Resource type filter The resource type filter filters all displayed data according to a resource type This makes the view clearer when you want to schedule a specific resource type 54 New easyjob Features New Resource Planner Log view There is a specific part that d
27. Plan Date 1 23 2016 v Variable payment Amount 2 500 00 Cash Account Exported Bank account The payment instruction planning was completely redeveloped There are now many new columns available and the columns can also be sorted When exporting the payments the total amount Is displayed and you are able to select from different export formats 36 OJD NCNANID UNO DIN E Detailed improvements support you when loading and unloading equipment New easyjob Features Loading and unloading General New block indicator Do not load item The new block indicator Do not load item Is used to control if an item should not be loaded This function can be used for example for fixed installations in rooms Navigator View Details The following columns have been added to the navigator views in the stock area Volume Weight Number of Items Number of items loaded Unload number of items Manual loading unloading Transfer not loaded item to a new job Unloaded items can be transferred to a new job This makes it possible for example to create a new job for a partial delivery Job Partial Delivery 07 0014 01 GE Product Presentation Check Out Quick Load Adjust Target figures Create Partial Delivery Create Job Name Additional delivery GE Product Presentatior Date 1 25 2016 vw 12 00 AM Time Next Activity 8 None Open Job Data O Open Bill of Items EC Print Neliven Note
28. Year Constant Backslash Project Number Preview TITAN shareddata 2016 13 0007 Document path settings for vehicles The path settings for vehicle document attachments can be customized Compatiblity with Windows 10 and Windows Server 2016 easyjob 6 already supports the upcoming Windows 10 and Windows Server 2016 operating systems Server installation with SQL Server 2012 and support for SQL Server 2014 SQL Server 2012 Express is now installed with the server installation In addition Version 2014 is also supported for already existing SQL Servers Automated easyjob Installation The InstallUtil tool can be used to install easyjob for quick distribution on new computers The requirement for this is that Version 4 5 of net Framework is already installed in the computer The following retrieval parameters InstallUtil exe InstallClient ConnectionSettings easyjobserver ej6data ConnectionSettings xml can be used to perform the distribution via a login script for example The currently released easyjob Update will then be installed and the connection to the server will be created Display of new functions for the user When the program starts the easyjob User is displayed the new easyjob program functions since the last update Print and report design New version of the List amp Label report generator The new Version 11 of the List amp Label report designer has been updated regarding format copying font color background a
29. asyjob Features Controlling Center Quick Start Views New navigator views The following additional navigator views are now available Different companies This view lists all purchase invoices assigned to a project where the company for the project is different than the one for the purchase invoice Purchase invoice to finalize All purchase invoices that have not yet been finalized Purchase invoices without an expense account All purchase invoices without an expense account Filter for total information in a purchase invoice list In order to search faster for purchase invoices there are now filters available for the type company and site The purchase invoice selection displays under the list the quantity of purchase invoices as well as the total net and gross amount on the basis of the currently displayed entries Purc AS VOICES Start O 3 13 2015 v Type lt A gt v Company Standard End O 5 12 2015 v Manager lt All gt v Site M Keyword Supplier Ced LAN Number Custom Number Name Status 0001 1 23 2016 Invoice Youngstown Super Truss Rent Administrator Open 500 00 _ Invoice Bernhard Bryant 10 0001 sfsdf Invoice 10 0002 Invoice Alan Andersen lez Totals Quantity 4 Total 1 500 00 Total incl Tax 1 605 00 33 protonic software Gmtbr New easyjob Features Controlling Center Post calculation We have greatly improved the post calculation options In ea
30. atus Y Activities Preview 13 0007 Winter Snow Tour 2013 Activity StartMinute Activity StartMonth Assignment Status Activity StartY ear v Preferred O Y a we n Activity Status t Y e r Appointment EndD ay a we Appointment EndHour Standard Close v Cancele Advanced display 2 Staff Edt Vehicle In order to assign a resource to multiple workshop activities faster it is now possible with multi select to select multiple entries at the same time If the content does not fit in the cell a pop up window appears when moving the mouse over the cell to display the complete content of the first line Pop up window replaced by part The pop up window has been replaced by a specific part which can be filled with many new contents 53 New easyjob Features New Resource Planner Job Number 07 0001 01 Custom Number Name Main ltems Status lt Proposed gt Start 2 20 2016 12 00 4M End 2 21 2016 12 00 AM Service Full Service User sys admin Resource Booking Resource Type AV Engineer Quantity 1 00 Start 1 20 2016 12 00 AM End 1 21 2016 12 00 AM Rate Standard Resource_Field_1 Resource_Field_2 Plan Costs Resource Booking Income Costs Days 350 00 250 00 Users can individually set which type of content should be displayed Additional improvements In addition to the aspects that have been completely redeveloped also many detailed improvements have been made Display CR
31. ble as a field and variable in the Report Designer in order to print it for example on a barcode label or return note Manufacturer in the item The item supplier management has been expanded to include the manufacturer O 1000074 00 CEE 16 A 10m Kopfdaten Preise Inventa Ger te Referenzartkel Jobs Alternatiwen Auslastung Repor Benutzerfelder Referenzen Bild Aktivitaten Dokumente Eingangsbelege Webshop anne Liste aller altemativen Artikel Hersteller Neu o Basiswahrung EUR v Zumietung Priorit t Preis Lieferantennummer Nummer Benutzemummer Firma Name Straf 1 248 1000074 00 1000136 00 Best Rental MyPartner Do not book item manually block indicator With the new block indicator Do not book item manually it is possible to ensure for example that an item will only be automatically booked in combination with a main item 18 New easyjob Features Master Data Block indicator log and reason for the block When changing block indicators a log entry is made for the item and a comment field Is provided for entering the reason In addition new manual booking and not to be loaded block indicators have been added Blocking indicator Deactivated Schedule _ Load _ Sub Hiring Purchase Order Sales Order _ Manufacturing Order _ Block stock transfers Stock transfers only with approval _ Not to load _ Manual booking Change Exclude Tax Inventory Some inventory details have been
32. ca o a 42 LL e cree cree AAE TA PP A tp eee E A E oe E A A E 43 e O E T T E E E 43 E GRD od AAA E A ee ee E A o o E E E E ee 43 cala AE E ee 43 no E 43 dr do AA T A e 43 ld AA eE E EOS a 43 PPP e O O E EE E A AT A E N T 44 rar AAA Pe A 46 Ee Fe das OP 8E o O O 47 Project pice calculation Ia TOrIONn CUT rra nEn AARET 48 Automatic calor Me cument exchange FOES sosiaa aoaaa nebo cache tienes deanna Eai 48 Exchange rate call when transforming an invoice into a credit NOLC cscscsessssscsecsesssscsecsessessesseessessesesertsstsesrtay 48 Forcon currency in purchase WONG Se MANE EOC gt O A 48 protonic software GndoF New easyjob Features Table of contents Foreign currency e ccsscsteaasscrdeestantiassawvarcenanve EEE us eens aaraa a a 48 nn 49 PS FS Oe PUVA OY ce POCO E o Fr oo OO erates aemeieete 50 OEE I Po o AP 5l A 0 E AE 54 100 SUN e EPE N ge 55 ess Are E E e 55 de e e ee o EEE o re E a eeeA 55 improved view of resources AMO projet ridad 56 CE T po COCO A e 56 SO eases tate ar ER OO OO mm e 56 E Oe ee 56 Al ot ea 58 nn 58 CONGUE TOF LEOLE EL e l e PE o o E E ET 58 A A phon ma EAN pea AN 59 E A Ae e O PE E VUE EEE 62 A PP E a 63 A ASS e eE Aa 64 O e EU OO E IO eRe THLE MEARS Aa NLU 65 protonic software GndoF INTRODUCTION Important Documentation Information and setup New easyjob Features Introduction Important notice This manual will help you get started with the ea
33. dited in the master data Checking item custom numbers for duplicates The double entry of custom numbers is prevented with the program setting Custom number check Deactivating items When items are deactivated the Item remains in old workshop activities but can no longer be booked in new workshop activities st6737 Deactivate t Edited Exchange Delete This function can be used in combination with the exchange function A user right is required to edit the deactivated item and It can be redisplayed in the item list for editing via a switch Q Items Keyword Category Available lt All gt vil 106 _ Display deactivated Number Custom Number Name MUI VU mourw vrei 1000289 00 0 DMX XLR 3 5 645 645 1000030 00 DMX XLR 3 50 198 198 100772400 0 Drive Rack Master 5 5 1000713 00 Drive Rack Meyer 1 1 1007626 00 Drive Rack Meyer B 2 2 1007639 00 Drive Rack Meyer Monitoramping 2 100772700 0 Drive Rack Slave 2 The unit is defined for each item Einheit St ck v Gewicht kg po Breite H he Tiefe m Tage Meter Volumen m Inch Quadratmeter Lager Kubikmeter v Liter Herstellungsland Kilogramm y Gramm Scheinleistung VA The units are displayed in a column in the Bill of Items and transferred as a field in the Report Designer Additional units can be provided by the support team Field transport volumes The transport volumes of the item are now calculated using a dedicated transport volume field
34. ge With the Output Language function the M aster Data items sub categories resources Is localized in up to five additional languages General Information Item Number 1007765 00 Custom Number Item Name Main tem A Sub Category earr Creator sys admin 4 12 2015 6 27 PM Last Edited sys admin 4 12 2015 6 39 PM G To maintain an overview of which Master Data still needs to be translated a language list editor is available In addition to the Master Data you can also output fixed text contents of the reports depending on the language 47 protonic software Gmtbr New easyjob Features New internationalization module Each easyjob user receives a standard language The default report output language Is defined in the report settings This makes it possible to differentiate between a fixed language the customer s language or the user s language Settings User requests Settings Restricted Access iv Settings Integrate Template Y Language From User v esign with XML Data Language O ooo oel The language can be changed again manually in the print dialog Activity Create Name London Concert Days Date Type Language _ Quick Design Project price calculation in a foreign currency The Project price calculation in a foreign currency function was already available in easyjob 5 to calculate proposal
35. idual sites New easyjob Features M ulti site Many new functions have been implemented in the multi site area A detailed description of the functions will be provided later Summary of the new functions Scheduling O O O O O O O 00 O Item Transfer M anager Transport Route Tool Temporary item transfers linked with scheduled transports Sub hire optimizer considered date of the scheduled transfer Quick transfer from the Bill of Items Authorization workflow for permanent transfers Block of the Bill of Items from transfers Loading of permanent and temporary transfers Internal sub hires support partial deliveries Transfer part expanded to include internal sub hires Resources O Invoicing O Assigning bookable personnel to individual sites Filter in invoice reminders Controlling Center O Warning in the purchase invoice when creating a false site 45 NEW INTERNA TIONALI ZATION MODULE Companies with international customer relationships or sites obtain considerable improvements in the new Module regarding multi language and multi currency Capabilities New easyjob Features New internationalization module The easyjob International Pack has been created for companies who prepare proposals for customers in foreign languages and calculate in foreign currencies or operate sites in countries with different currencies The functions depend on your easyjob license Output langua
36. iled improvements support the invoicing process New easyjob Features Invoicing General New navigator views My projects to invoice Printing from view lists Invoice printing can be started from the invoice list in the view menu Total information in the invoice list The invoice selection shows under the list the number of invoices as well as the total net and gross amount on the basis of the currently displayed entries Invoices ix From O 3 13 2015 v Type lt All gt v Company Standard v To 2 2015 Status lt All gt v Keyword 3 Reminder Status v Customer ne All Site M v Number Custom Number Name Invoice Date Total Total incl Tax Namel Name2 Status Exchanc 13 0009 2 2 2016 0 00 0 00 Open 1H 13 0008 Downtown Art Exhibition 2 2 2016 16 650 00 17 899 50 Amy Arlenta Open 1 13 0007 CATS Revue 2 2 2016 0 00 0 00 Open 1 13 0006 Big Show 2 2 2016 36 000 00 36 000 00 Big Events Inc Jane Doe Open 1 13 0005 Big Show 2 2 2016 0 00 0 00 Open 1 13 0004 2 2 2016 0 00 0 00 Open 1 13 0002 2 2 2016 0 00 0 00 Open 1 12 0008 Big Opening Shopping Mall lc 1 20 2017 6 300 00 7 049 00 John Ross Open 1 12 0007 Big Opening Shopping Mall lb 1 20 2017 7 150 00 7 865 00 John Ross Open 1 12 0006 Big Opening Shopping Mall la 172072017 7 150 00 7 858 00 John Ross Open 1 12 0005 1 20 2017 0 00 0 00 Open 1 12 0004 Big Opening Shopping Mall 2 1 20 2017 7 150 00 7 865
37. ine items More information can be found in the New navigator views chapter To obtain quicker access to purchase invoice line items and assignments they are now all automatically opened To speed up the selection of the cost account the selection box now also supports keyboard entries Payment plans and payment instructions We have completely redesigned the payment procedure for purchase Invoices Individual payments can be scheduled in advance using payment plans and exported in SEPA format This makes it possible to directly transmit the payment instructions to your banking program or online banking For each purchase invoice you can specify as many payments as you want in the payment plan z een ma Due 5 350 00 Option 2 0 Days 0 00 Line items Date Amount Cash Account Variable payment Exported on 1423 2016 5 43PM 2 500 00 Cash ccount 1 23 2016 5 43PM 2 850 00 Cash ccount Total incl Tax 5 350 00 Payments 0 00 Open 5 350 00 Add Edit Delete Print Finalize Ok Creator sys admin 1 23 2016 5 43 PM Last Edited sys admin 4 12 2015 6 25 PM i 35 New easyjob Features Controlling Center In addition to the date you can also define in advance the recipient account to which the payment should be made If a recipient account has not been selected the export uses the first bank account Terms of Payment 1st payment 0 Days 0 00 1 23 2016 Balance Due 2 Payment 0 Days 0 00 1 23 2016 Balance Due Payment
38. isplays the respective booking log for the resource Assignment Resource 1 21 2016 1 22 2016 Dan Driggs Prefered User Book resources Times scheduled With the new Times scheduled function you can define if the entered times are provisional or if they are already final 1 Simple Series lt none gt v 1 21 2016 vw 12 00 AM Time 1 22 2016 v 12 00 AM Time O Standard v Biling Rate Actual Costs Dayrit 1 0a C eooo ESOO esoo eam RatePerHour el o Hours o 00 Pp 00 Distance Omi 0 00 0 00 30 00 0 00 350 00 250 00 Last Edited In the resource planner it is possible to filter by status to ensure that staff is only requested for times that are final Initialize times A standard start and end time can be set in the programming settings for creating new resources 59 protonic software Git New easyjob Features New Resource Planner Improved view of resources in the project The resources in a project can also be represented as a list and the appointments CRM can be displayed can m anage Pro ect Resour rr el eom Taaa ee mas Tas a a Resource Field_1 1 24 2016 amp 00 AM 1 24 2016 8 00AM 1 24 2016 9 00 PM ikli lilkilkj il ilik li iklilk 1 24 2016 8 00 AM 1724 2016 9 00 PM 1 24 2016 8 00 AM 1726 2016 9 00 PM 1 24 2016 8 00 AM 1 26 2016 9 00 PM Add Staff Add Vehicle
39. lter settings define which data should be filtered Filter Y Always Display Y Own Staff Y Freelancer Y Temporary Staffing Agency Favored Staff Y Own Vehicles Y Sub hire vehicle 52 New easyjob Features Forcing Force Display C Always Display C Own Staff Freelancer C Temporary Staffing Agency C Own Vehicles New Resource Planner The settings in Forcing define that staff vehicles are also displayed even though the filter settings would filter out the data Grouping Grouping defined on which level the data should be displayed de together V Appointments Y Resource Bookings Y Resource Assignments Individually settable line content The content of the lines is set individually per workspace and part This makes it possible to display the project in the case of a detailed staff view of staff and to display the resource type for a view of a selected project Crane Carol i DOLLINGER Dan Driggs Dan 07 0007 Downto g 07 0012 M Eve Resource Information Owai Usage time recording Ay 07 0014 GE Prod A 07 0012 MA Eve Without Qualification Line 1 Po Project Number Constant Blank Project Name _ Always Display Own Staff al Activity EndMinute TE Freelancer Activity EndMonth T Activity EndYear Activity Location Temporary Staffing Agency _ Own Vehicles Activity Name ol Resource Assignments v V Resource St
40. me Other Contry Project Status 0 Rental O Sub hire lt Proposed gt v Offer valid through 4 15 2015 v Nose Start 4 15 2015 vw 12 00 AM Time Service End 4 16 2015 wv 12 00 AM Time Customer Pick up Resources only Deliver Items Full Service Cancel 49 NEW RESOURCE PLANNER We have completely redesigned the Resource Planner so staff and vehicles can be scheduled more efficiency and faster New easyjob Features New Resource Planner Concept We have completely redesigned and newly developed the Resource Planner The main focus was on adaptability and comprehensibility Individual workspace per user Each user can create an individual workspace This makes it possible for example to differentiate between the setup of a detailed staff overview and an overview for a large project JUN Default oae Staff Complete fbinesday January 20 2016 v Monday February 1 2016 v w Resource Bookings Job Thu 1 21 2016 Fri 1 22 2016 Sat 1 23 2016 Sun 1 24 2016 Mon 1 25 2016 Ta Number 07 0001 01 T5 07 0015 01 Cava Fa 10 0001 Sales Orde _ Display Times a Custom Number 2 111 AV Engineer Name Main Items Staff 1 0 AV Engineer f 07 0022 02 Entrance Area D Status lt Proposed gt Vehicles 1 0 AV Engineer 171 Light Enginee 1 1 AV Engineer i Start 2 20 2016 12 00 AM f 1 Bill Burridge 1 0 SoundEngin 4 1 John Smith k Generic Resources 1 Patrick Patel End 2 21 2016 1
41. nd alignment support for high resolution displays as well as the new object Checkbox 14 New easyjob Features Operation and provision Quick Design To customize the report design faster you can start from the print dialogue of the Quick Design mode As only variables and fields that can be used are made available the designer opens much faster Opening the output file from the print dialog The output files can be opened directly from the print dialog a Pri nter First Page lt Standard gt Printer Following Pages lt Standard gt Options Copies 1 Y Attach file to Project V Open file Dutput Printer O Preview File TITAN shareddata 2016 07 0028 07 0028 London C Format PDF ORTF XML O HTML E Mail OJPG OBMP OXLS O DOCX Language Sprache 5 v _ Quick Design Edit Cancel Initialize export names with default values In the previous version it was not possible to automatically assign the output names of the exports With the variable editor the file name can be initialized with default values based on various job and project based variables With the backslash variables the same report can be stored in sub folders depending on the variables New data sources for event based item lists A new data source is available in order to output event based item lists 15 MASTER DATA New easyjob Features Master Data Item Master Data Order types via e mail telephone etc can be e
42. nufacturer Model 814 License Plate Production Year Max Payload to Max Volume Ope Average Speed 0 Seats 0 Notes SNS Y 4 15 2015 v _ _ Time Deletion 9 4 16 2015 v _ Time Supplier Add o Document attachments for vehicles Documents can now also be added for vehicles dl New easyjob Features New Resource Planner Creating a resource status series In order to quickly create regular resource statuses they can be created in a series Simple Series Start 08 00 AM Time End 06 00 PM Time Mo Tu We _ Th Fr Sa Su Start 1 20 2016 v End 2 20 2016 v Status Freelancer Notes Cane This can be used for example to create a school day every Monday for a vocational student Add overbooking calculation to status When adding a resource status a check is performed if there are already bookings Colour for resource status A color can be selected for each resource status for a better overview Name Type Color Work time 30 QUALITY ASSURANCE The easyjob Quality Assurance module has been completely revised The ratings now take place on a resource type level New easyjob Features Quality Assurance The rating system for resources has been completely revised Ratings now take place according to resource type as well as to qualification It is defined in the Qualification Master Data if the respective qualification should be rated French Speaker
43. ol key Keep the control key pressed down and press the A button CH Alt key Keep the Alt key pressed down and also press the H button Del Delete key Screenshot explanations The screenshots will be explained using numbers and arrows The navigation path in the forms will be specified using curved orange arrows Tm Screenshot highlights will be marked with orange frames oa Ba ahang pie e x From O 3 12 2015 v ype lt All gt v Company Standard v To O 4 11 2015 v Status lt All gt y Keyword 3 Reminder Status v Customer a All Site M y Number Custom Number Name Invoice Date Total Totaficl Tax Namel Name2 Status Exchanc 13 0009 2 2 2016 0 00 0 00 Open 1 13 0008 Downtown Art Exhibition 2 2 2016 16 650 00 17 899 50 my rlenta Open I 13 0007 CATS Re 2 2 2016 0 00 0 00 Open 1 13 0006 Big Sh 2 2 2016 36 000 00 36 000 00 Big Events Inc Jane Doe Open 1 13 0005 Big How 2 2 2016 0 00 0 00 Open 1 13 0004 2 2 2016 0 00 0 00 Open 1 13 0002 2 2 2016 0 00 0 00 Open 1 12 0008 Big Opening Shopping Mall lc 1 20 2017 6 300 00 7 049 00 John Ross Open 1 12 0007 Big Opening Shopping Mall 1b 1220 2017 7 150 00 7 865 00 John Ross Open yA 12 0006 Big Opening Shopping Mall la 172072017 7 150 00 7 858 00 John Ross Open 1 12 0005 1 20 2017 0 00 0 00 Open i 12 0004 Big Opening Shopping Mall 2 1 20 2017 7 150 00 7 865 00 John Ross Open T 12 0003 1 20 2017
44. olor column is available in the Navigator easyjob Today project list and job list Y 4 12 2015 v 9 Proposed Y Confimed C Canceled O 5 12 2015 vw Priority lt A gt Keyword Customer Name Big Show CATS Revue Downtown Art Exhibition Football tournament ITC Show London Concert Days Tri State Athletic Conference ABC Product Launch ARF Closing Date Cavalier Hall Cityline Football CPH Cameras City Hall Supersonic Sounding 144 Auto Show MA Events AKG Siemens Staging Smith Boat Cruise Technology Center Sound Theater Days Thomsen Sound vi Manager lt Al gt Y Type lt AI gt Ca J All Site M Start Date 1 12 2016 12 00 AM 1 20 2016 12 00 AM 1 20 2016 12 00 AM 1 20 2016 12 00 AM 1 20 2016 12 00 4M 1 20 2016 12 00 AM 1 20 2016 12 00 AM 1 21 2016 12 00 AM 1 21 2016 12 00 4M 1 21 2016 12 00 4M 1 21 2016 12 00 4M 1 21 2016 12 00 4M 1 22 2016 12 00 4M 1 22 2016 12 00 4M 1 22 2016 12 00 4M 1 22 2016 12 00 AM 1 22 2016 12 00 4M 1 22 2016 12 00 4M 1 22 2016 12 00 4M 1 22 2016 12 00 4M End Date 1 14 2016 12 00 AM 1 22 2016 12 00 AM 1 25 2016 12 00 AM 1 23 2016 12 00 AM 3 20 2016 12 00 AM 1 30 2016 12 00 4M 1 21 2016 12 00 AM 2 1 2016 9 00 AM 1 22 2016 12 00 AM 1 22 2016 12 00 AM 1 31 2016 12 00 AM 1 23 2016 12 00 AM 1 23 2016 12 00 AM 2 1 2016 12 00 AM 1 24 2016 12 00 AM 1 24 2016 12 00 4M 1 24 2016 12 00 AM 1 23 2016 12 00 AM 1 24 2016 12 00 AM 1 23 2016 1
45. or you we have improved distribution integrated a new version of the report designer and introduced many new user rights New easyjob Features Operation and provision General The login dialog displays the login name Instead of the login name the login dialog displays the user name Improved view settings for graphical views The editor for defining the graphical views has been revised and a few new variables are available New user rights The user rights have been expanded Some of the rights are only available in connection with the respective module The following new user rights are available Master Data o Change item Disable item Change address Disable address Edit events View disabled items o View disabled addresses Job Project o Edit inventory planning in tentative proposals o Edit inventory planning in proposals o Edit calculation basis o View purchase invoices o Job not to be invoiced Resources o Assign resources to staff o Assign resources to vehicles o Assign resources to generic resources o Edit resource status o Edit work time relevant resource status WebApp o Authorize project o Permit login M ulti language multi currency o Language list editor o Edit currency O O O O 0 13 New easyjob Features Operation and provision Installation and configuration Freely configurable document path setup The document storage path can be setup as required using various variables Project Start
46. rnreens 17 stes NE CU ro AP e e a 18 AP eo E eozw wenz 18 DO NOL book item manually block iNdicator X tata 18 BIOGEN MIC ro lod and reason Tor the DOCK X rr 19 protonic software GndoF New easyjob Features Table of contents O A A A o ee ee ee ee eee 19 nn o e 19 A mE A 20 Pe UIs UMN NS PEPA COPPER o A 20 D activating addresses A o MP Aaa iiS EE 20 Block indicator log and reason TOF the DIOCK CRM raro oirlo 21 A 21 lolo p le E E E oz OO 22 Newly designed projec eatoni TONM ssassn o lo o eiS apani 23 Reference mumga to PP e E oli E gt onie oorr e i aenioini 23 EREE E e TEEI IE E EEE O AE E E E 24 e cn O N en O E 24 a Pee ll o E dination 24 Tansiening ume ames to ONET OD moda 25 Combmed tasks and CRN activites CRM anta 25 liado Ea E EE E E A N E EENE EEA EE EE EENE A E eho peatt oes 26 LES 5 PP oo AP E T 21 Prine Of Report ei controlled mine Bill OF TENTS iran 21 PVC COUTTS S NG CH EIN ala EE E Pe o re 21 L E IAA E A E AE EE E E A E E E E E E E EET 27 IOS AE 5 E E A EA EE E E E E A EE E A E 21 A EOE OE A FF e 21 dc Ai E APP 28 Calculating Wren la aloe oso oa AAA en E O O enn E eee eer er 28 A O O PO POS O thas iadaidanebco nina 28 PP OT 28 Overbooking warning when moving the job time MaMe ccsesessessesscssessesscsssrssrsseserseseeserseeserserserserseesersansaseaserserseas 28 Cec e OPE o ee 29 pla ls poll Mo e y ONPPPPPO0 OP UN O P PP RROA OREO 30 Oner Matenal Groups aS an S
47. s Cost Calculation The costs are calculated and included in the project cost calculation The costs become more exact during the process During the planning phase you can first schedule hotel costs with a fixed daily rate Then the costs will become more exact when assigning booking the actual means of travel By assigning the means of travel to the final staff booking easyjob creates a list for you that shows how the individual staff members arrived and departed and the hotel where they stayed 63 New easyjob Features Business Travel Planner Master Data Features in the address You can define special features in the address for example if the person is a vegetarian and if special discount cards are avallable for the means of travel or hotels gt 1000058 00 Akim Alvarez Main D c Activit Ad Te c E A Sales Trends Items Resources Custom Fields Attachments DigiFleel Time Card The Travel Planner parameters can be stored here Features _ Smoker Vegan _ Vegetarian C No pork Discount cards Own vehicle as means of travel You can set in the Master Data if a vehicle is available as a means of travel and how many people can travel in it a Vehicle O Main Data DigiFleet Qualifications Sites Attachments C Always display in Resource Plan _ Ignore availability check Sy C Sub hire vehicle C Means of travel Vehicle Type Van 7 5 v Name Manufacturer Model License Plate Prod
48. s in foreign currency The function scope has been expanded in easyjob 6 Automatic call of the current exchange rate The current exchange rate can be automatically called via a web service in intervals Exchange rate call when transforming an invoice into a credit note When transforming an invoice into a credit note the user is asked if the invoice exchange rate or the current exchange rate should be used Foreign currency in purchase invoices Registration of purchase invoices in foreign currencies Foreign currency in in purchase orders Registration of purchase orders in foreign currencies 48 New easyjob Features New internationalization module Different base currencies Different base currencies makes it possible to register the all M aster Data Prices in different base currencies This functionality is necessary when operating with sites in multiple countries with different currencies This function can also be used in combination with the Project price calculation in a foreign currency function This makes it possible in the project to consider both the base currency as well as the output currency in the calculation for example Create Project Project Data Customer Project Name Other Contry Project Add Reference Number py Manager sys admin v Priority Normal v Type v Site Main v Base Currency EUR v Output Currency EUR v Event v x Terms of Payment v Delivery Address Venue Opportunity 0 v Add Job Data Job Na
49. s such as print control we have placed the focus on improved Individualization New easyjob Features Item planning Item Print on Report item controlled in the Bill of Items In addition to the selection that can be defined in the Item M aster Data it is possible to set the Print on Report control character according to job for each item When adding a rounding adjustment line item this is automatically set to Do Not Print on Reports As this new function was not available in earlier versions a display condition must be added for it to reports New Columns in the Bill of Items The following new columns are provided in the Bill of Items Purchase price Purchase Price and Total Sales Price ratio Minimum Rental Price Volume Sequential number No discount Unit Free lines Weight volume and unit can now be assigned to the free lines In addition it is now possible to assign free lines to previous items from a different category When adding a quantity of 1 is added by default Groups Copy groups Groups including items can be copied within the respective project as well as in other projects using the copy function in the Bill of Items The field length of the group name has been increased to 250 characters The group editor form can be enlarged In addition there is a new part for changing the group settings in the Bill of Items Print on Reports v Item total undiscounted Apply Altemative
50. syjob 5 it was possible to view the differences in the post calculation between the current situation and the actual costs With the new status calculation basis x it is now possible to incorporate the output calculation in Controlling Therefore the new post calculation Cost Planner makes it possible to compare all three phases The planning calculation includes the calculation bases the current situation the confirmed schedule jobs as well as the income from the invoice bases as well as the actual income from the invoice bases and the costs from the purchase invoices In addition the costs still to be calculated from the purchase invoices are also determined Current Income Expenses Profit Income Expenses Profit 12 164 60 60 00 100 7 275 60 60 00 99 5 100 00 4 350 00 15 5 100 00 4 350 00 15 800 00 910 00 14 800 00 910 00 14 18 064 60 5 320 00 71 13 175 60 18 064 60 13 175 60 13 175 60 12 744 60 7 855 60 12 675 60 5 320 00 60 13 175 60 Sub hires Expendable Item Staff Vehicles Generic Resource Job Costs Project Costs Number Custom Number Supplier Quantity Name Income Planned expenses Real expense Travel Subhite Overview ToQutlook Resouces
51. syjob rental software The development of the easyjob rental software as well as the documentation has been done with great care The individual program functions are constantly checked through our Quality Assurance Process However errors can still occur Main Office protonic software GmbH Frankfurter Landstr 52 63452 Hanau Germany http www protonic software com support You can find more information about the support options on line at http www protonic software com de service In addition there is a support forum where you can exchange information with other users The support forum can be found at http forum protonic software com Training We offer customized training programs for the following extensive topics To learn more please visit our website or contact our sales office New easyjob Features Introduction How to use this manual This document uses the following standards Functions that require a license Individual program functions are made avallabile in your easyjob enviornment based on your license This may concern individual program functions or entire modules Funtions that are only available in individual modules are marked with minimum edition symbolss m orx Some functions are limited in easyjob S There is no indication of this You can find the limitations in the version comparison matrix on our website Functions that are only available by subscription are marked with the symbol For
52. the expenses The income and expenses are used to calculate the respective profit margin as a percentage Details information regarding the individual total amounts can be displayed using the expand button amp The individually displayed detail lists can be compiled by each user using the context menu In the case of confirmed jobs with a connected calculation basis the income is calculated from the calculation basis and the costs are calculated from the confirmed job The calculation of the Minimum Rental Price has been adjusted for Item Expenses The check in out expenses are no longer multiplied by the days but are calculated once The other values are calculated as before Offer Material Groups as an alternative Complete material groups can be offered as an alternative The alternative material groups are not considered in the total price and are deleted from the workshop activity when the project is confirmed When creating the calculation basis copy the optional groups are maintained in order to be accepted if confirmed later 30 New easyjob Features Calculation Control price lists by project type The price list can not be defined in the job based on the project type This makes it possible for example to select the trade show price for a trade show project 31 CON TROLLING CENTER The new post calculation functions in the project help you to better identify your income and expense situation New e
53. uction Year Max Payload 0 to Max Yolume 0 cu Average Speed 0 Seats 0 Notes Entry LJ 4 15 2015 ET Time Deletion 4 16 2015 os Time Supplier Add o 64 ROOM PLANNER With the new easyjob Room Planer module event centers can plan the occupancy of the individual rooms New easyjob Features Room planner The easyjob Room Planner is a completely new module Details about the individual functions will be provided soon The following functions were implemented during development Rooms with different prices and equipment Nesting of rooms Availability per room and unit area Types of use in the course of time Booking of standard equipment 66

New easyjob Features - protonic software GmbH

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