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ON THIS PAGE YOU WILL FIND: | ||||||
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ACCESSING BASIC JOB SETTINGS
From the jobs list > select the job > and click on the job properties sidebarsettings button
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TIP: You can also access the job settings (formerly the job properties sidebar) from any of the job sub- |
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menus like Briefing, Tasks, Price, Purchase Order, Invoice, Costs etc. Just look for the job |
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settings button |
In the job properties sidebar >select the basic job settings menu
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UPDATING BASIC JOB SETTINGS
The following fields can be updated in the basic job settings sub-menu:
ITEM | DESCRIPTION |
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Job 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 |
Production Status | Can be used to reflect an additional status of the job e.g. with client, with supplier, etc. Production Statuses need to be setup in advance by a system administrator in Settings > Projects & Jobs. |
Evaluated Progress | Allows you to add in your own percentage on how far you think you are through the job and can be used in various job list views to compare against scheduled and price TO progress |
Start Date | This defaults to the date the job was created but can be updated manually if required |
End Date | The date you expect to close the job. This date is important for quite a few things in WorkBook including but not limited to, time entry, net revenue forecast, job closure etc. This can be modified later as needed. |
Next Step Date | A date field allowing you to keep track of the next step due date. |
Delivery Date | A date field allowing you to keep track of the delivery date. |
Project Manager | Manager of the project deliverables and budget |
Account Manager | Usually defined as the main client contact overseeing the job |
Finance Manager | A Finance Manager can be assigned to a job and used as part of the approval processes |
Client Contact | The main contact at the company/client If you have the right permissions, you can use the ‘+’ to quickly add a new contact. |
Client PO Number | A field to include the client’s purchase order number which will then appear on sales invoices for this job |
Client Product | If used, a drop-down of client products as set up in the settings module |
Project | The grouping, campaign or project this job belongs to If you have the right permissions, you can use the ‘+’ to quickly add a new project. |
Job Type | The type of job: the use of this Job Type field will depend on how your WorkBook system has been configured |
Team | The team working on the job, usually defaults to All Employees |
Department / Profit Centre | The main department/profit centre that will be working on this job You can only select one department/profit centre |
Time Entry | This will usually be set to default based on client or system rules. You can also choose one of the options to restrict time entry: (1) Team Members (based on members of the Team assigned to the job) (2) Everyone with Access to the Client (3) None, Time entry is blocked |
Public | Determines whether this job is accessible to client portal users or not |
Billable | The check box indicates whether the job is billable or not. Defaults to ‘yes’ for client jobs |
Support Ticket Job | The check box determines whether this job is to be used for support tickets |
Price List | The price list (rate card) will default to the standard price list associated with the client on this job |
Material Price List | If your agency is using materials this will default to the standard material price list associated with the client on this job |
Mileage Price List | If your agency is using mileage this will default to the standard mileage price list associated with the client on this job |
Coupon Jobs | Used to limit the job to a specific amount of hours or total expense |
Pipeline Reference | A free text field to reference a pipeline |
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