In WorkBook a job holds the timeline (schedule), price quotes, invoices, and all job-related costs including timesheets, expenses and purchases.
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CREATING A JOB IN WORKBOOK
To create a new job, go to the jobs module > click create new job button
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Complete necessary job fields (see table below) in the basic and dimensions tabs
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Basics TabBASICS TAB | |
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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 | Will default to job name |
Status | Job status will default to “quotation” (yellow) but can be set to changed automatically e.g. when a price quote is approved or be changed manually - this will depend on your WorkBook setup Note: If duplicating an existing job, please be aware that the job status will also need to be manually re-set |
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If dimensions have been setup as part of your WorkBook implementation then, these will appear in the dimensions tab. See example of types of dimensions in the above image.
Note: Dimensions are usually unique to your business reporting requirements
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MAINTAINING JOB PROPERTIES
From the jobs list, select the job and client on the job properties sidebar
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In the basic settings sub-tab, you can maintain things like the job end date, delivery date, client PO number, project manager and account manager
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In the dimensions sub-tab you can maintain the job dimensions
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