Jobs > Create a Job R12

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 2 MAINTAIN JOB PROPERTIES

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

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	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

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