In WorkBook a job holds the timeline (schedule), price quotes, invoices, and all job-related costs including timesheets, expenses and purchases.
ON THIS PAGE YOU WILL FIND: | ||||||
|---|---|---|---|---|---|---|
|
...
CREATE A JOB
To create a new job, go to the jobs module > click create new job button
...
Complete necessary job fields (see table below) in the basic, finance and dimensions tabs
...
BASICS TAB | |
|---|---|
Company | This will default to company you are creating the job in |
Client | Name of client/company |
Client contact | The project contact at the company/client |
Project | The grouping, campaign or project this job belongs to Use the ‘+’ to quickly add a new project |
Price list | The price list (rate card) will default to the client’s standard price list |
Employee group | This will default to ‘All Employees’ |
Job type | This is a list and will depend on how your WorkBook has been setup |
Project Manager | Manager of the project deliverables and budget |
Account Manager | Defined as the main client contact overseeing the job |
Time entry | This will default to ‘All’ |
Job end date | Job due/end date – date you expect to close the job This can be modified later as needed. |
Billable job | Yes/No – defaults to ‘yes’ for client jobs |
Job name | Name of job |
Job folder name | Defaults to the job name and will be saved as part of the WorkBook folder structure |
Status | Job status will default to “quotation” (yellow) and depending on your system set-up, can either be set to change automatically, i.e. when a price quote is approved, or changed manually. If duplicating an existing job, please be aware that the job status will also need to be manually re-set |
...
Depending on your agency process, you may be required to complete some details in the finance tab
Each agency will have unique requirements, however, selecting the debtor and completing the client PO number are quite common
...
The folders tab is part of the WorkBook folders structure. It is usually locked for editing, so there is often no need to visit this tab
...
MAINTAIN JOB PROPERTIES
From the jobs list, select the job and client on the job properties sidebar
...
| Info |
|---|
Refer to Jobs > System Controls R12 to see how your system settings may impact job creation. |
...
Related articles
| Filter by label (Content by label) | ||||||
|---|---|---|---|---|---|---|
|