Jobs > 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:

ON THIS PAGE YOU WILL FIND:
1 CREATE A JOB

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.

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.
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 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 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

Deltek WorkBook

Jobs > Create a Job

CREATE A JOB

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