Depending on the screen resolution, the tool bar at the top of the page may not display all the options introduced here. In this case, on the right of the tool bar you will see a button which contains the additional tools.


By default at the first opening the filter window is displayed. Click on "OK" to display the default filtered list (all the current year worksites).




Filter


The worksites list can be filtered to introduce only a part of the information.

For that puropse, click on "Filter" in the tool bar in order to access to the filter settings.

Select the content of a setting by clicking on , cancel the selection by clicking on .

The filter can be reset to its default values by clicking "Reset".


Area

the list contains

Code

the worksite(s) corresponding to the code input.

Use * as wildcard character

Field Name

the worksite(s)corresponding to the field name input.

Use * as wildcard character

Date

the worksite(s)corresponding to the selected date.

Closed

le(s) chantier(s) correspondant à l'état sélectionné.

Type of Worksite

the worksite(s)corresponding to the selected type of worksite


      • The filters can be saved by clicking on the button .
      • You can modify a filter name by selecting it in the list and by clicking on .
      • If you modify the settings of a selected filter, save them by clicking on .
      • Delete a filter from the list by selecting it and clicking on.
      • Add a widget on the home screen corresponding to the selected filter by clicking on.


Then click on "OK" to apply the filter.




Create


For the designation of a worksite creation, consult Create a worksite.




Consult


Select a worksite in the list and click on "Consult" to access to its content.

Then click on "Back" to come back to the list.




Modify


Select a worksite in the list and click on "Modify" to access to its content.


    • Tab "Global view" :

This tab shows the chronological distribution of the WO assigned to the worksite. Only the WO which contain at least one scheduled / done operation appear here.

Click on to access to the print / export menu of this diagram.


    • Tab "Purchased" :

When you create a purchase voucher it is possible to link the items / services provided lines to a worksite. The concerned vouchers are situated in this tab.

      • Consult : consult the currently selected voucher piece.
      • Delete : delete the currently selected voucher piece of the worksite assignment.
      • Types : select the type to display (Price enquiries / Purchase requisition / Orders).


    • Tab "Works" :

During the creation / modification of a WO it is possible to assign it to a worksite. You find here the list of hte assigned WO.

      • Consult : consult the currently selected WO.
      • Delete : delete the currently selected WO of the worksite assignment.


    • Tab "Statistics" :

Define the date interval on which you want to calculate the statistics and click on "Calculate".

By default the start date corresponds to the creation date of the worksite and the end date corresponds to the date of the day.

When the calculation is done you can consult a distribution of the purchases amounts assigned to the worksite and a distribution of the work costs (depending on the WO assigned to the worksite).

Note that only received order lines will be taken into account in this calculation.

If you want you can "Print" this statistics.


Click on "OK" at the bottom of the page to save the changes.




Delete


Select a worksite in the list and click on "Delete".




Copy


Select a worksite in the list and click on "Copy".

Then you have to specify the creation date, which is used as a basis to align the WO assigned to the initial worksite.

Click on "OK" to confirm the copy.




Close


Select a worksite in the list and click on "Close".

Specify the worksite closing date and click on "OK".