Module Overview:

Jobs

form part of the core Work Breakdown structure in Workbench along with Work Centres and Activities. Jobs contain a large amount of data and

can be modified

at any time

individually using Job Maintenance

, but a selection of the most important ones are shown in the Jobs grid. You can create a New Sub Job up to 5 levels deep, all with individual settings, catering for incredibly complex requirements.

From this screen you can access a variety of modules, including Contract Reports, Subcontracts, and Procurement Lists.

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Click + Create Job to start the Job Setup Wizard to guide you through the creation process. See Job Financials for further information about the Job Financials List button.

Many filter options are available, and by default the filter excludes Jobs with an Open/Closed status of Closed (not a Status of closed).

Job Code is a unique alphanumeric code assigned to this Job. Subjobs tend to contain their parent's code and add iterative numbers on the end.

Description is the text given to the Job or Subjob to describe the project or purpose.

Company is the client Company for this Job.

Level is the tier or hierarchy that this Job or Subjob was created at. Jobs can be 5 levels deep.

Profit Centre displays the Profit Centre this Job sits under.

Open/Closed determines whether the Job is open or closed for posting. Jobs should be closed once all transactions have been finalised to archive the Job.

Status allows you to choose from the list of Job Statuses. By default the statuses are Open, Closed, and Invoiced. Note that these statuses are for filtering and coordination, and are different from the Closed and Finalised flags in Job Maintenance.

Job Manager is the person nominated to be the central manager of the Job. You can set someone as a Job Manager in Users.

Account Manager is the person nominated to be the manager of the client account for the Job. You can set someone as an Account Manager in Users.

Job Type is a category that this Job is assigned to. These categories can be used for reporting purposes.

Charge Type displays which Charge Type the Job is using.

or in bulk from this Editable Job List screen.

Users can edit key details on Jobs with only a few clicks and without having to open each Job individually. All users with access to Jobs list can access this screen.

Only users with ‘Edit Job' or ‘Edit Job Details’ permission will be able to edit. All users that have access to Jobs List will have access to this new screen.
The same Security Access level as in Jobs List is applied. The list of jobs displayed is subject to:

filtered for the logged in user's Profit Centre Groups.
"View other job managers job" permissionallows current user a view of jobs where they are not the job manager, else they only see jobs where they are the job manager. This includes jobs where they are the account manager.

There are two ways to update Jobs:

From the grid itself, update each field as required and click on the Save button.
Or use the Bulk Update section at the bottom where you can select/enter the values that will be applied to each Job selected in the list above (with a checkbox). Use Bulk Save to save these changes.

Update from version 4.6.17: added column and filter ‘Status’ .