Retainers

This is the initial phase of development for retainers and serves as the foundation for future development in subsequent releases.

This feature:

• Adds a job category to distinguish a job as a retainer job (known in TrafficLIVE as the Parent).
• Allows you to link production jobs (the actual deliverables under the retainer) to retainer jobs.
• Allows you to link production tasks to the retainer equivalent task/charge band.
• Enables reports to display burn/usage on the retainer by the production jobs.

Using this functionality no longer requires parent and production jobs that make up the retainer to be stored in a retainer Project folder.

Set up the Parent Retainer Job

To set up a parent retainer job, complete the following steps:

1. Create a job.
2. In Job Details select the Retainer Job check box.

Add in tasks that make up the retainer — that is, the total hours and value of the retainer calculated by the hours agreed to by each role (charge band).

Link Production Jobs to the Parent Retainer Job

To link production jobs to the parent retainer job, complete the following steps:

1. Create a job.
2. In Job Details, click the Edit button next to Link to Parent Retainer.
3. Choose the parent job
4. Click Save.

Continue with the steps that are described after the following figure.

1. Click on the wrench and activate the Retainer Task column.
2. Add tasks as you normally would.

Continue with the steps that are described after the following figure.

1. Click on Select a task.
2. Choose the parent task that you want to link to.
3. Click Save.

Search Retainers

To search retainers, click Menu »Jobs »Job Search.

Release 14 added search filters to assist with retainers. They are highlighted in the following figure.

Release 14 added data columns to assist with reviewing retainer information. These are:

• A column that indicates whether the job is a production or retainer job.
• A column that shows the number of production jobs under a parent retainer job.