New Mission Control

May 20, 1-2pm  |  Tennessee Ballroom  |  🟢 Operations 🟠 Sales
The art of managing a job efficiently.
with Robin Biffath

Media

Slide Presentation

New Mission Control Slides
File Size: 2173 kb
File Type: pdf
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The Weekly Super Four
File Size: 219 kb
File Type: pdf
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Outline

1. Mission Control Workspace
     a. Columns
               i. Start Date
               ii. Job phase completion indicators
     b. Sales Person vs. Show All
     c. Refresh Statuses

2. Filters at Mission Control Basics
     a. Selecting completion filters
     b. Selecting search parameters
     c. Defining budget search
     d. Applying filters and search parameters
     e. Reset & clearing filters

3. Filter Extras
     a. Limit filter
     b. Extra filter
     c. Saving a filter profile
     d. Loading a saved filter profile
     e. Deleting a saved filter profile

4. What you may have forgotten
     a. Clicking an indicator & filtering lines at the job
     b. Show all vs. salesperson user
     c. Color indicators on the phase completion indicators
     d. Export function
     e. JR elements (project#, GPM rollup)