/
Jobs

Jobs

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 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.

image-20250520-011522.png

 

 

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.

 

Default option when clicking on a Job
To provide more flexibility and let users decide their preferred action when clicking on a Job code on the Jobs list, use the setting to define the preferred action.

Setting ‘Default Job List Link’ will allow a System Administrator to define the default action at Global and Person level. Most popular options are likely Job Enquiry or Contract.

Default option is Job Enquiry.

 

Child Pages:

FAQs:

Filter by label

There are no items with the selected labels at this time.

Process Flow: