Step-By-Step > Create a Job

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 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 Can be left blank or use the ‘+’ to quickly add a new contact
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	Default to the job name
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. Note: If duplicating an existing job, please be aware that the job status will also need to be manually re-set

If dimensions have been 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

In the basic settings sub-tab, you can maintain job fields including, the job end date, delivery date, client PO number, project manager and account manager