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ON THIS PAGE YOU WILL FIND: | ||||||
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CREATE A JOB
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To create a new job, go to the jobs module > click create new job button
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BASICS 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 Groupgroup | This will default to ‘All Employees’ |
Job Typetype | 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 ‘yes’ for client jobs |
Job name | Name of job |
Job folder name | Will default Default to the job name |
Status | Job status will default to “quotation” (yellow) but can and depending on your system set-up, can either be set to changed change automatically, i.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 set-up as part of your WorkBook implementation then, these will appear in the dimensions tab. See example of types of dimensions in the above image.
Dimensions are usually unique to your business reporting requirements
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MAINTAIN 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 job fields including, the job end date, delivery date, client PO number, project manager and account manager
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