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The Project Management Dashboard (PMD) includes all modules available through Job Jacket and additional Job related information.
If the module appears disabled, it means that the record has not been created yet. Click on the 'disabled' link to access that module.
If the Job Jacket does not have all of the required fields entered, user will not be able to access any of the Job related applications from within the PMD.
The PMD will be available from other applications that are accessed through Job Jacket or when searched for by Job.
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*Standard security applies to access PMD applications
*Click here to view additional Security and Setup
When an application in the PMD menu is selected, Client Name, Job Number, Job Component, Job Description and Job Component description will display along with the selected application name. When this information is hovered over, additional client, division, product, job and job component information is also displayed.
The Action button, located above the PMD Menu, gives the User the option to perform the following actions:
| Send Alert | Send Assignment | Send Email | New Proof | |
| Print/Send Options | Bookmark | Webvantage Link | Client Portal Link | Edit Menu |
* CP (Client Porta) Link / WV (Webvantage) Link - Click to copy of the screen's URL to include (paste) in various types of correspondence such as emails, Alerts/Assignments, and outside systems. Copy and Paste option will not work in the Alert / Assignment's Subject - use the Subject's formatting tool Insert Link option.
To abbreviate the PMD menu, click the Left Arrow. All menu items will be abbreviated as follows. To view full names, click the Right Arrow.
JS |
Job Status |
JJ |
Job Jacket |
T |
Team |
A |
Assignments & Alerts |
D |
Documents |
CB |
Creative Brief |
S |
Specifications |
V |
Versions |
E |
Estimate |
PS |
Project Schedule |
PO |
Purchase Orders |
R |
Reviews |
RA |
Risk Analysis |
C |
Calendar |
W |
Workload |
FS |
Financial Status |
JF |
Job Forecasts |
M |
Media |
AS |
Account Setup |
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The Unity Menu is available, for certain applications, by right clicking on it to send Alerts, Assignments, Emails, select Print Options and Print.
The Job Status dashboard provides a quick snapshot of various information for the job.
Details – Includes basic Job information: Office, Client, Division, Product, if the Job is Billable and the current Process Control.
People – Displays the employees associated to the Job and Project Schedule: Account Executive, Project Schedule’s designated Manager and assignments.
Alerts – Displays the last Alert sent for the Job. Includes: Alert Subject, Date/Time sent, total number of Alerts sent, how many Alerts are still open/not dismissed and percent completed (Total number of Alerts to number of Alerts open).
Assignments – Displays the last assignment sent for the Job. Includes: Assignment Subject, Date/Time sent, total number of Assignments sent, how many Assignments are still open/not completed and percent completed (Total number of Assignments to number of Assignments open).
Schedule – Displays current Project Schedule details. Includes: Current Project Schedule status, Start Date, Due Date, number of Projected Hours, number of Actual Hours, the number of remaining Hours and percent completed (Total number of Projected Hours to number of Actual Hours).
Tasks – Displays current Project Schedule Task details. Includes: Total number of Tasks, the number of Tasks still open (not completed), percent completed (total number of Tasks to number of Tasks open) and the number of Task Hours that are unassigned.
Estimate Approval – Displays current approval status for the Estimate. Includes: If an Approved Estimate is Required, Client Approval Name and Date, with any Client Comment entered and Internal Approval Name and Date, with any Internal Comment entered.
QvA – Displays current Quote versus Actual information. Includes: The number of Quoted Hours, number of Actual Hours, Remaining Hours, Percent Complete (Total number of Quoted Hours to Actual Hours), Quoted Amount, Actual Amount, Remaining Amount (Quoted Amount minus Actual Amount) and percent used (Quoted Amount minus Actual Amount)
Billing Approval - Displays current billing approval status. Includes: Process Control, Billing Approval Batch, Batch Created By, Batch Date, Selected for Billing By and if the job is Advanced Billed.
The Action Button is available to create Bookmarks, WV Link, CP Link, Print Settings, Print and send Emails, Alerts and Assignments.
The Team dashboard displays information cards for each of the Team Members for the Job/Component.
Hover over the card to display detailed information. Click the Card to view additional information regarding the Team Member.
Front of Card
* Setup required in either: Dashboard | Settings or in Maintenance | General | Profile Administration |
Back of Card
All information is setup in Advantage Maintenance | Accounting | Employee or Employee Update. |
Displays current assigned Alert Group.
Use the dropdown to change the Alert Group and click Save.
Displays the Account Executive assigned to the job. To change the assigned Account Executive, click the Edit icon.
Select from the available Account Executives by dragging the name from the list on the left to the image in the card on the right.
An assigned Account Executive is required.
When completed, click
the Click when you
are done editing Account Executive icon .
Account Executives available are not limited to the user's Office or Employee Security limits.
Displays the Manager assigned to the job. To change the assigned Manager, click the Edit icon.
Select from the available Team Members by dragging the name from the list on the left to the image in the card on the right. To remove an assigned Manager, click the Delete button.
An assigned Manager is optional.
When completed, click
the Click when you
are done editing Manager icon
.
Displays the Team Members assigned to the Project Schedule. To change the assigned Team Members, click the Edit icon.
Select from the available Team Members by dragging the name from the list on the left to the image in the card on the right. To remove an assigned Team Member, click the Delete button.
An assigned Team Member is optional.
When completed, click
the Click when you
are done editing schedule assignments
icon .
Displays the Team Members assigned to Project Schedule Tasks. An assigned Team Member is optional.
To change the assigned Team Members, click the Edit icon. All tasks are displayed. The icons are color coded to indicate the Task's current Status.
Projected = Light Blue |
Active = Green |
High Priority = Orange |
Low Priority = Blue |
Click on the task to display current and available Team Members. Current assigned Team Members are highlighted/selected.
Select the Task Assignment to view THEN click on the Filter to limit the employees by Role, Alert Group, Department or All. To select an Employee, highlight the Employee in the listing. To remove an existing Employee, unselect from the listing.
When completed, click the Click
when you are done editing task assignments icon .
Role - Employees are listed based on the Roles assigned to Tasks in Role Maintenance, the Employee's default Role set in Employee Maintenance, and the Alert Group setting for the Alert Group that is assigned to the selected job. An Alert team must be assigned to the Job and the Alert team set up to be 'Included on the Project Schedule'. Click here to view Project Schedule - Set team by role.
Alert Group - Active Employees are listed based on the Task’s default Estimate Function (set in Task Maintenance, Task Template Maintenance, or in the Project Schedule Grid), the Employee’s default Estimate Function set in Employee Maintenance, and the Alert Group settings for the Alert Group that is assigned to the selected job. An Alert Group must be assigned to the Job and the Alert team set up to be 'Included on the Project Schedule'. (See documentation in Webvantage | Maintenance | Project Management | Alerts Groups). Click here to view Project Schedule - Set team by function.
Department - Active Employees are listed based on their assigned Departments within Employee Maintenance. Use the dropdown to select the Department.
All - All active Employees are listed for selection.
The Action Button is available to create Bookmarks, WV Link, CP Link, Print Settings, Print and send Emails, Alerts and Assignments.
All Assignments and Alerts associated with the Job will be displayed. 'Diary Only' (no recipients) alerts from Advantage Job Jacket can be seen in the Job Jacket Alert Inbox.
For further information on Alerts and Assignments, click here.
New Assignment (button) – Click to create a new assignment. For more info on creating a new assignment, click here.
New Alert (button) – Click to create a new alert. For more info on creating a new alert, click here.
Save changes (icon) – Click to save changes to the Assignments & Alerts Manager. This button becomes active when there are unsaved changes.
Cancel (icon) – Click to cancel changes to the Assignments & Alerts Manager before saving. This button becomes active when there are unsaved changes.
My Alerts & Assignments - Displays both Alerts and Assignments for the employee logged in.
My Alerts - Displays Standard Alerts for the employee logged in.
My Assignments - Displays Assignments (only) for the employee logged in.
All Assignments - Displays Assignments (only) for all employees. Allows managers and others to see all assignments for any level. This does not include assignments that are assigned to Unassigned.
Unassigned - Displays only the Assignments that have been assigned to Unassigned.
Refresh - Use to manually update / refresh data displayed. The Alert/Assignment count will automatically update as Alerts / Assignments are added, reassigned, dismissed or completed.
Incl. Completed - Select this option to show Assignments that have been completed.
All Comments - To view all comments added to existing Alerts and Assignments, click the All Comments button. This also includes all task level Alerts. The Comments will be grouped by Subject of Alert / Assignment. The comments displayed within each Subject grouping can be sorted in ascending / descending order by clicking the column headings: Comment, By and Added.
The Filters section enables the ability to limit the assignments and alerts displayed based on selected criteria. Toggle the header to show or hide the Filters section.
Employee (display only) -Displays the name and avatar for the employee logged in.
Start/Due Date - Enter the date range in which the Assignments / Alerts was sent, or click the Calendar button to select a date.
Export - To export the a list of all Alerts currently displaying to Excel, click the Excel icon located in the top right corner.
Toolbar
Text - Searches for text, case insensitive and/or incomplete words, in the Alert Subject, Last Update By and the Alert Body.
Numeric - Searches for a number in the Alert ID and Job Number fields as well as the Alert Subject, Last Updated By and the Alert Body.
Managing Assignments and Alerts in Grid
An Assignment and Task Assignment associated with a Job/Component that is closed will not display in the Assignments and Alert Manager.
The Assignments and Alerts that are in bold text indicate they are unread. Assignments and Alerts that are not in bold indicate they have been read.
Grouping - Drag a column header to the grouping field to group rows. Multiple grouping levels can be selected.
Sorting - Each column can be sorted ascending or descending by clicking on the column header.
Columns - Click here for more information about columns displayed in the grid.
Reorder Rows in the Grid
Rows be reordered by clicking the ellipses in the first column and using the drag and drop method. This is available when My Alerts or My Assignments is selected in the Toolbar.
Managers can change the order of Assignments in the Assignments & Alerts Manager for other employees. The Group/Filter should be changed to 'None' and select the Employee in the Filter. To re-order the Assignments, use the Drag Handle to drop the Assignments into a different order. The re-order can be removed by sorting by any column. Note: If using Google Chrome as browser, zoom must be set to 100%.
Changing the order of Alerts or Assignments in the grid will not change dates or priority.
The Action Button is available to print and send Alerts, Assignments and Email, access Print/Send Options, create Bookmarks, WV Link, CP Link and edit the PMD Menu.
To add/view Documents select Documents from the PMD (Project Management Dashboard).
All Documents associated with the Job will be displayed. Click the Collapse Group section header to close a particular level. Click the Expand Group to view all within that level.
Additional document levels that can be accessed from PMD:
AR Invoices - Client AR Invoices uploaded from Document Manager.
AP Invoices - Account Payable Invoices uploaded from Document Manager.
Task - Documents added from the Task Detail can be viewed at both the Job and Job Component levels.
For further information on Documents, click here.
The Action Button is available to create Bookmarks, WV Link, CP Link, Print Settings, Print and send Emails, Alerts and Assignments.
To add/view a Creative Brief through the Job Jacket, select Creative Brief from the PMD (Project Management Dashboard) to display the Creative Brief screen.
If a Creative Brief has not been created for the Job, the Add New Creative Brief popup will display.
For further information on Creative Briefs, click here.
The Action Button is available to create Bookmarks, WV Link, CP Link, Print Settings, Print and send Emails, Alerts and Assignments.
To add/view Job Specifications through Job Jacket, select Specifications from the PMD (Project Management Dashboard) to display the Job Specification screen.
If a Job Specification has not been created for the Job, the Add New Job Specification popup will display.
For further information on Job Specifications, click here.
The Action Button is available to create Bookmarks, WV Link, CP Link, Print Settings, Print and send Emails, Alerts and Assignments.
To add/view a Job Versions through Job Jacket, select Job Version from the PMD (Project Management Dashboard) to display the Job Version selection screen.
Job Version's application title is customize-able from Webvantage | Maintenance | Project Management - Product Settings - Job Versions tab.
If a Job Version has not been created for the Job, the Add New Job Version popup will display. A Job can have multiple Job Versions added. Once a Job Version is created, accessing Job Versions from the PMD will display a list of all Job Versions created.
For further information on Job Versions, click here.
The Action Button is available to create Bookmarks, WV Link, CP Link, Print Settings, Print and send Emails, Alerts and Assignments.
To add/view Estimates through the Job Jacket, select Estimate from the PMD (Project Management Dashboard) to display the Estimate screen.
For further information on Estimates, click here.
The Action Button is available to create Bookmarks, WV Link, CP Link, Print Settings, Print and send Emails, Alerts and Assignments.
To add/view a Project Schedule through the Job Jacket, select Project Schedule from the PMD (Project Management Dashboard) to display the Project Schedule screen.
On the Project Schedule screen, right click anywhere on the screen to use the quick access to other applications / processes using the Unity Menu.
For further information on Project Schedules, click here.
The Action Button is available to create Bookmarks, WV Link, CP Link, Print Settings, Print and send Emails, Alerts and Assignments.
The Purchase Order dashboard displays all Purchase Orders that have been created for the Job/Component. To review all Purchase Orders, select Purchase Orders from the PMD (Project Management Dashboard). The Purchase Orders for Job/Comp window will display a list all of the associated Purchase Orders for the Job/Component.
Purchase Orders that have not yet approved will not display the PO Number, it will display as Incomplete.
Purchase Orders that have been submitted for approval, but have not yet been approved will not display the PO Number, it will display as Pending.
To sort the Purchase Orders by PO Number, Line Number, Vendor Code, Vendor Name or Extended Amount, click on the column headers. To view the Purchase Order, click on the PO Number link.
For further information on Purchase Orders, click here.
The Action Button is available to create Bookmarks, WV Link, CP Link, Print Settings, Print and send Emails, Alerts and Assignments.
Risk Analysis dashboard allows monitoring the progress of all projects. Click the Risk Analysis link on the PMD (Project Management Dashboard) to display the Risk Analysis screen.
The Risk Analysis dashboard is a unique tool that allows the monitoring of the progress of all projects and spots risks, predict results and head-off problems from kick-off to completion. This option is available on both the Single View and Multi View of Project Schedule and from the Project Management Dashboard (PMD).
Unlike 'exception' reports, the risk analysis method uses real-time data to calculate the percent complete and burn rate based on key factors that provide a pro-active tool for analysis. Depending on how the system is used, various factors and options apply. Use the Refresh button to get the most up to data results.
For further information on Risk Analysis, click here.
The Action Button is available to create Bookmarks, WV Link, CP Link, Print Settings, Print and send Emails, Alerts and Assignments.
To view tasks associated to the Project Schedule, click Calendar link from the PMD (Project Management Dashboard) to display the Calendar associated with the Job Schedule.
When accessing the Calendar using the PMD, the Tasks, To-Do's, Calls and Meetings are related to selected Job / Component. Appointments are not displayed here as they are not related to a Job / Component. Holidays can be displayed based on selection in the Include option.
When adding a new To-Do, Call or Meeting, the Job / Component will be defaulted to the selected Job / Component.
The filter settings saved here will only be used when accessing Calendar from the PMD. The filter in Desktop | Calendar uses it's own filter settings.
For further information on Calendar, click here.
The Action Button is available to create Bookmarks, WV Link, CP Link, Print Settings, Print and send Emails, Alerts and Assignments.
The Workload dashboard indicates employee's workload, standard hours available, appointed hours, hours off and adjusted hours assigned, based on the selected Project Schedule(s) Start and Due date. Click the Workload link on the PMD (Project Management Dashboard) to view Employees assigned to tasks within Project Schedule.
The option to view just the overbooked employees is also available by selecting the Only overbooked employees checkbox at the top of the Workload Analysis. If an employee is overbooked, the Variance will be displayed in RED.
Employees information is displayed for the date range of the Project Schedule's time frame. The ability to sort results is available by clicking on the column heading.
Only overbooked employees (check box) - To display only the overbooked employees, check the check box. Uncheck the check box to display all employees with assigned tasks during the Project Schedule's time frame, regardless of being overbooked or not.
Employee Code - Employee code assigned to the task.
Employee Name - Employees full name.
Standard Hours Available - The number of hours the employee is available to work during the Project Schedule's date range.
Appointment Hours - The number of hours the employee is scheduled for appointments during the Project Schedule's date range.
Hours Off - The number of hours the employee is 'off' during the Project Schedule's date range.
Adjusted Hours Assigned (Current Job) - Hours assigned to the employees for all tasks for the Project Schedule being viewed.
Adjusted Hours Assigned (All Other Jobs) - The hours of all tasks (for all other jobs) assigned to the employee within the date range of the Project Schedule that is currently being viewed.
Variance - Indicates if the employee is overbooked or under booked based on the difference between the Adjusted Hours Assigned (Current Job) and the Adjusted Hours Assigned (All Other Jobs).
The Action Button is available to create Bookmarks, WV Link, CP Link, Print Settings, Print and send Emails, Alerts and Assignments.
To view Financial Status information for the job, select Financial Status from the PMD (Project Management Dashboard) to display the Financial Status screen.
The Action Button is available to create Bookmarks, WV Link, CP Link, Print Settings, Print and send Emails, Alerts and Assignments.
For further information on the Financial Status, click here.
The Job Forecast dashboard displays the forecasts that the job is associated to. A job can be added to multiple Job Forecasts. Each forecast is listed showing the following:
Job Forecast - Displays the Job Forecast description. Non-editable
Post Period - Displays the posting period for the Job Forecast. Non-editable
Depending on how the Job Forecast is created, either Billing, Revenue or both amounts may be shown. If the Job Forecast has been approved, the fields are display only. If the Job Forecast is not approved, the Billing and/or Revenue monthly amounts can be added/updated.
Billing - Billing is the actual billable amount made up of total actuals for all function types excluding resale tax.
Revenue - Revenue is Income Only total including commission PLUS Employee time total including commission PLUS Vendor commission (no net), excluding Resale Tax.
Income Only Function Type - Actual billable amount. Income Only date to find correct month/year.
Employee Time Function Types - Actual billable amount. Timesheet date is used to find correct month/year.
Vendor Function Types - Actual billable markup amount. Invoice date is used to find the correct month/year.
Modifications to the Billing and Revenue amounts are automatically saved.
Use the collapse / expand arrows to view or not view the Job Forecast individual posting periods.
To view changes made to the Job Forecast, click the Refresh button.
The Action Button is available to create Bookmarks, WV Link, CP Link, Print Settings, Print and send Emails, Alerts and Assignments.
To create a new Job Forecast or add the Job Component currently viewing to existing Job Forecast. Click the New button. Select from one the following options:
Create New Forecast - Enter the New Forecast data. When completed, click the Save button. To discard the adding of a new Job Forecast, click the Cancel button. To return to the Forecast Options popup, click the Previous button.
Add Job Component to Existing Forecast - Use the Search options to locate the Job Forecast. Highlight the Job Forecast and click the Save button. To discard adding the job to an existing Job Forecast, click the Cancel button. To return to the Forecast Options popup, click the Previous button.
Approved Forecasts are not available for selection.
For further information on Job Forecast, click here.
The Media dashboard is designed to provide a central location for viewing all media orders associated with job components. This dashboard allows users (Account Executives, Media Buyers and Accountants) to view media orders already associated with a job and to take action on order/lines and move them to/from available job components.
All media types are available, Newspaper, Magazine, Internet, Out of Home, Radio and Television. It includes both Orders and Quotes based on the date ranges for Order Line Date Range, Line Level Start Date Range and Job Jacket Media Date to Bill.
Show available media - Select this option to display all media orders available for association with the Job. Only orders not currently associated with a specific job/job component will be available.
Group By - Select grouping from the dropdown. Options are None (default), Type, Order Number, Vendor and Ad Size.
The following fields are displayed:
Order Type* |
Order Number* |
Order Description* |
Order Date |
Type (Quote/Order) |
Processing Control |
Vendor Code* |
Vendor Name* |
Line |
Revision |
Cancelled |
Status |
Start |
End |
Ad Size Code* |
Ad Size Description* |
Date To Bill |
Net |
Gross |
Billing |
Searchable fields* - Enter search criteria in the above noted fields, the system will automatically search.
The Action Button is available to create Bookmarks, WV Link, CP Link, Print Settings, Print and send Emails, Alerts and Assignments.
Actions available:
Move selected available media rows into this job - Use this option to assign the specific job/job component to the media order line selected..
Move selected media rows out of this job - Use this option to remove the job/job component from the specific media order lines selected..
Columns Displayed - The columns that display can be customized to show specific columns. Click the Column Preferences icon in the grid or right click on any column header and hover over Columns. Select the columns to be displayed by checking/unchecking the options:
Add |
Remove |
Order Number |
Order Description |
Order Date |
Type (Quote/Order) |
Processing Control |
Vendor Code |
Vendor Name |
Line |
Revision |
Cancelled |
Status |
Start |
End |
Ad Size Code |
Ad Size Description |
Date To Bill |
Net |
Gross |
Billing |
Type - Use the dropdown to change the type of media. Options are Order (default) and Quote.
Processing Control - Use the dropdown to change the Job Component's Job Processing Control. The Processing Control can only be modified if the Type is Quote.
Processing Control options are All Processing, Closed and A/P Only. Standard system security applies.
Status - Click the Status link to view the Status History for the media row. Displays the Status, Date changed and the User that changed the status. Available status are:
Pending
Printed
Quote Generated - Set through API or if the order is a Quote where auto-email feature has been used.
Quote Accepted
Order Generated - Set through API or if the order is where auto-email feature has been used.
Order Accepted - Set through API.
Materials Delivered - Set through API.
Cancellation Generated - Set through API or if the order is a Quote where auto-email feature has been used.
Cancellation Accepted - Set through API.
Cost Collected - Set through API or set when an AP Invoice has been received.
Approved - Set through API, meaning that the Account Executive has approved and billing can be done / finalized.
Date To Bill - Displays the date to be billed. Enter a revised date to bill.
All modifications made are automatically saved.
To sort by Type, Function and/or Description, click on the column header to search ascending and a second time for descending order.
Account setup is used to create account and Client/Division/Product percentage splits for reporting purposes. Enter the following information:
Client (Required) - Enter the client code, up to 6 characters, or double click in the input box to select from the Search List popup.
Division (not required) - Enter the division code, up to 6 characters, or double click in the input box to select from the Search List popup.
Product (not required) - Enter the product code, up to 6 characters, or double click in the input box to select from the Search List popup.
Account Setup Codes 1,2,3,4 (not required) - Enter customized codes, up to 10 characters.
Percentage (Required) - Enter percentage amount to assign to this Client, Division, Product and Account Setup Codes. The total percent should either equal 0 (zero) or 100 (one hundred) percent. If the total percentage does not equal 0 or 100, a message stating (Unbalanced) will display.
When completed, click the Add icon at the end of the row. Use the Cancel icon to not add the new row.
To delete a row, click the Delete Row icon at the end of that row.
The columns that display can be customized to show specific columns. Click the Column Preferences icon in the grid or right click on any column header and hover over Columns. Select the columns to be displayed by checking/unchecking the options:
Division Code |
Product Code |
AccountSetupCode1 |
AccountSetupCode2 |
AccountSetupCode3 |
AccountSetupCode4 |
Percent |
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Each columns can be sorted ascending or descending by clicking on the column header.
These changes are automatically saved. If the browser cookie has been cleared, these column display changes will not be saved.
The information entered here can be used in reporting - Report Writer | Dynamic Report Writer Data Sets| Job Detail Item Account Split.
Boards are a visual Kanban-style tool used to manage the flow of work. Boards allow for more flexible planning options, clear focus, and transparency throughout the project life-cycle while keeping everything centralized in a single system.
Boards displays existing Boards related to the Job with options to add or remove this job from a board(s), view details, edit boards and create new boards.
View - Click the View icon of the Board to drill down to view Sprints and Cards.
Edit - Click the Edit icon of the Board to modify the Board details.
Add New Board - Click the Add new board to create a new Board.
Click here to view detailed information regarding Boards.
Proofs displays existing proofs for the job currently being viewed. Click on the asset image or magnifying glass in the first column to open the proofing assignment. The magnifying glass will display in the first column in lieu of the asset image if the latest uploaded asset on the assignment is a file type other than an image (Word, PDF, etc.) or if there is no asset uploaded to the assignment.
The grid contains a separate row for each proof, along with the following columns containing information for each proof:
Routed - Routed or Non-Routed chosen upon creation of the proofing assignment (Yes for routed, No for non-routed).
Workflow - Workflow chosen upon creation of a routed proofing assignment (non-routed will be blank).
Current State - Current state of the routed proofing assignment (non-routed will be blank).
Completed - Assignment completed (Yes or No).
Total Reviewers - Number of reviewers assigned at the current workflow state (including external reviewers which are not assigned by state).
Approved - Number of approvals received at the current workflow state.
Deferred - Number of deferrals received at the current workflow state.
Rejected - Number of rejections received at the current workflow state.
Assets - Number of assets uploaded to the proofing assignment (additional asset versions included in count).
Markups - Number of markups added to the assets on the proofing assignment.
Comments - Number of comments on the proofing assignment (including markup related comments, general comments and approval comments).
Last Internal Comment - Name, date and time of last comment added by an internal reviewer.
Last External Comment - Name, date and time of last comment added by an external reviewer.
Status - Number of approval status decisions received out of the number of assigned reviewers at the current workflow state (including external reviewers which are not assigned by state)
Created - Date that the proofing assignment was created.
Select the Add New button along the top tool bar to add a new proofing assignment.
Select the Refresh button along the top tool bar to manually update / refresh data displayed.
Select the Pr button on the right side of the page to open the proofing tool for the selected proof.
Select or de-select the Show Completed checkbox in the top right corner of the page to either show or not show completed proofing assignments.
Click here to view the Advantage Proofing User Guide.
Security
and Setup
