The Closed Builds list
The Closed Builds sub-tab displays all of your Closed/Completed projects and any Lost sales leads. If you can't find your client's project on your active Build Project list, chances are you find them here.
The Closed Buildstable, displays a number of columns, from left to right we have:
- The Client name - which acts as a shortcut link to the client's profile
- The Job Number - which also acts as a shortcut link to open the job
- The Building Consent Number - if loaded
- The Deposited Plans number - if loaded
- The Project Manager's name - if allocated
- The project Site Address if loaded
- The Project Status - which includes a number of options as per the drop-down up to the left
- The Build Status - Lead, Pending, Active, and Maintenance
- And the “Show” button - which you can also use to open the job
Over to the top left, we have the 'Set Project Status' bulk action - where you can quickly select multiple jobs and update them to a specific status or Project Status.
To the bottom left of this page, we have the results reference which shows you how many jobs are being displayed, given any applied filters, out of the total number of Projects or Entries.
To the bottom right, we have the “Show X number of entries” dropdown, allowing you to set how many entries you’d like to see on each page before you have to click over to page 2, 3, etc. This will default to 10 or 15, but there are a lot of options including 'All'.
Making A Closed Build Active Again:
If you accidentally mark a build as closed, you can easily make the build active again by clicking on the Project Name and then tick the box next to Please tick to activate the build. Your build till now be active again and can be found under Site/Build / Build Projects.