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Adding new tasks by groups
Is it possible to add tasks to a job by groups? I want to open a job and pick the groups that I want on the estimate. We have our groups made up into photography, creative, media...etc. Some jobs don't need all of this obviously.

Estimate development
Does anyone use C&P for the development of the initial estimates for clients? If so, does anyone have this process streamlined and/or can offer some good suggestions?

Estimating
I'd like to get some feedback on how others handle estimating. Currently, some of our account execs use C&P for their estimates. Others use Excel and other non-C&P methods. To enforce consistency, particularly in verbiage, I'd like to have everyone do them in C&P.

Job due dates
We are moving our due dates every day so that nothing is past due. However, when we get jobs in that have a due date that can absolutely not move our production department doesn't have that information. How are you handling due dates? What are some ideas on how to break the production department of missing deadlines?

Jobs reopening
Has anyone experienced jobs reopening after they have been closed? In our company there are only a small group of us that has the ability to close jobs. Every employee is set up so that they cannot enter time on any closed/billed jobs. I have gone to the job diary when these jobs have reopened only to find that the last entry indicates that job being closed. Needless to say this has been a frustrating problem and I welcome any suggestions/reasons as to why this happens and how we can avoid it from happening in the future.

Multiple printing specifications
If you have more then one printing spec for a job. Is there a way to save your information without deleting the old one? What we are doing is to print them then rewrite over the older ones. Is there a better way?

Setting up task table
I'm a new user and still in the set up and experiment stage. Most of my tasks are time related however, for estimating purposes we use a "Printing" and "Out of Pocket" task code. I do alot of estimate billing. How would you set these items up with relation to cGL and dGL? I will eventually get the vendor invoices and enter them through A/P. I don't want to duplicate GL postings. Any suggestions?

Time to close jobs
I wondered if anyone had any ideas/thoughts on how they ensure staff aren't loading time to closed jobs. I know it comes up with error messages and won't let them tab through but if they use their mouse they can get past it and load it on anyway. So unfortunately even though staff know they shouldn't be doing this it still happens and then there are extra costs on the job after we've closed it that haven't been reviewed.

Using client projects
We seem to have a growing number of projects that usually start with a job number being opened called XXXXX whatever "!!!!!Development" Then, it splits into a dozen jobs within that umbrella job. So i was considering opening the main job (as usual)...then giving it a project name....then was wondering if i can do "individual" sub-estimates for each 12 components....but still have the one job number?

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When to do the estimate
We have a dilemma here at work. We are not sure when to have the Account Supervisors send the estimate to the client for approval. Should it be done when the job is opened or should it be after the start up meeting or somewhere else? We are having the problem because people are starting work without a signed estimate. Any suggestions?

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