In WorkBook a job holds the schedule (timeline), price quotes, invoices, and all job-related costs including timesheets, expenses and purchases.
ON THIS PAGE YOU WILL FIND: |
|---|
JOB STRUCTURE
WorkBook follows a fixed breakdown structure:
ELEMENT | DEFINITION |
|---|---|
Project | A way of linking together / grouping multiple jobs underneath the client, for the purposes of reporting. |
Job | A job has a unique ID and holds all invoices, quotes, schedules, forecast, for a single, or a series of, client deliverable/s. |
Schedule | A collection of phases & tasks grouped together for the purposes of planning a timeline and resource assignments. |
Price Quote | A quote that can be output for the purposes of client approval. Has statuses assigned that will be used for forecasting revenue. |
Invoice | An invoice that can be output to send to client. |
JOBS LIST NAVIGATION
Jobs are created and accessed via the ‘Jobs’ tab from the main navigation bar.
NUMBER | FUNCTIONALITY |
|---|---|
1 | The Job list shows you a list of jobs – which can be used for reporting purposes or specific job-related activities e.g. creating quotes. The columns visible can be chosen from the ‘sandwich’ menu outlined in reference #5 |
2 | Create new job allows you to create new jobs |
3 | This drop-down menu allows you to view the job list in different ways – Status (2) is how you will run your weekly WIP meetings |
4 | The filter allows you to filter the job list e.g. by Project Manger, Client, Team, Job Type or any other dimensions related to the job – for viewing and reporting purposes |
5 | This ‘sandwich’ menu allows you to:
|
INDIVIDUAL JOBS NAVIGATION
When an individual job is selected in the jobs list, you can then create items against that job such as quotes, invoices, timelines & purchase orders. You can also update and review information against the selected job directly from many of the list views.
NUMBER | FUNCTIONALITY |
|---|---|
1 | By selecting a job in the jobs list, you can drill into more information about that particular job |
2 | Down the left-hand side of the jobs list there are additional modules that relate to a selected job. The most common modules used are: 2a. Briefing – where finalised job briefs are uploaded 2b. Chat – create job specific conversation with other team members 2c. Tasks - create timelines/schedules on the selected job 2d. Price – create price quotes on the selected job 2e. Purchase Order – create POs on the selected job 2f. Invoice – create invoices on the selected job 2g. Costs – review costs (time, expenses, POs etc.) on the selected job. Close (“settle”) open POs that will not be subject to any further invoicing 2h. Documents – upload or download files saved to the selected job |
3 | The job properties side bar allows you to update job information e.g.
|
4 | This is the current job status, by clicking on it you can easily change the job status |
5 | The further options menu has additional job-related functions including:
|