Jobs > Create a Job
- Kye Hush
- Helen Johnson
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: |
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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, finance and dimensions tabs.
BASICS TAB The below are common fields that need to be populated, however, this will be different for each company that uses WorkBook, and/or an individual user’s permissions. | |
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Company | The WorkBook (internal) company you are opening the job in. This will likely default to the company you are employed in, but may differ based on system set-up or client set-up. |
Client | Name of client/company Use the ‘+’ to quickly add a new client* |
Client contact | The main 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 usually default to the standard price list associated with that client. |
Team | The team working on the job. |
Job type | The type of job: the use of this Job Type field will depend on how your WorkBook system has been configured. |
Project Manager | Manager of the project deliverables and budget |
Account Manager | Usually defined as the main client contact overseeing the job |
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 |
Job end date | The 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 | Defaults to the job name and will be saved as part of the WorkBook folder structure |
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 |
Depending on your agency process, you may be required to complete some details in the finance tab
Each agency will have unique requirements, however, selecting the debtor and completing the client PO number are quite common
If completing these details are not part of your agency process, you can skip the finance tab
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
The folders tab is part of the WorkBook folders structure. It is usually locked for editing, so there is often no need to visit this tab
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