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• Name is the description of the Job.

• Client Account is the client Company for the Job.

• Job Manager is the person nominated to be the central manager of the Job. You can set someone as a Job Manager in Users or use the Maintain option from the blue ellipsis button to edit managers.

• 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 or use the Maintain option from the blue ellipsis button to edit managers.

• Profit Centre displays the Profit Centre this Job sits under.

• Job Type is a category that this Job is assigned to. These categories can be used for reporting purposes, and can be maintained using the blue ellipsis button taking you to Job Types.

• Use GST defaults from the Client Account used and enables the appropriate GST Type to be collected on a Job Invoice.

• Admin Job is a flag that nominates this job as an administration job. This is used for reporting and filtering.

• Sync to Upvise indicates whether the company will be synchronized with Upvise.

• Req. Sched. stands for Requires Scheduling, enabling this job to be used with the Datasheet Scheduling module.

• Job Level is the tier or hierarchy that this Job or Subjob was created at and is not editable.

• Job Details is a custom text that can optionally be entered to give more information about the project.

• 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 Details View.

• Cost Activity Group is the Activity Group you want this Job to use. Activities will be restricted to this list for all Job Transactions.

• Billing Currency defaults from the selected Client Account but can be edited to adjust for certain circumstances.

• Check Against Budget has three options to select from:

  • No Check - no checks are made against the budget allocation.

  • Warn if no budget - will prompt the user that there is no or insufficient budget for the Job/Work Centre/Activity combination they entered in Purchase Orders.

  • Enforce budget - entry of data in Purchase Orders and Work Orders will be prohibited if there is no budget for the entered line. Only budgets with 'In Forecast' budget types (regardless of approval status), will be taken into account when enforcing a budget.

• Parent Job is used only when this Job is a Sub Job. This field determines where this Job sits in the Job Hierarchy below.

• Job Hierarchy displays where this Job sits in the hierarchy, level 1 being the top level Job.

• Contract will only be populated if a contract exists for this Job. Select the Contract option in the blue ellipsis button of the header Job to create a new Contract.

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• Price Code is a required field allowing you to set the Price Code for Input Based Selling. Even if your Job does not use this Billing method, an empty code can be used.

• Charge Type determines which Charge Type and subsequently the Billing method you would like to use for your Job Sales Invoices, includes Internal sales. This determines how you will request money from your client.

• WIP Code uses WIP Codes to determine the calculation for Generate WIP Accruals.

• Invoice Type determines which Invoice Types should be used, changing the display of the Job Sales Invoice document that is sent to the client.

• Client Credit Status is a field that comes from the Companies file of the client, and is for reference only.

• Job Value is meant to be a field that contains how much the Job is meant to be billed to the client for. This is most commonly used for Jobs with the Quoted Charge Type as it streamlines the billing by pulling this value into the Job Sales Invoice.

• Labour Costing Group allows selection of a Labour Costing Group.

• DR/CR GL Account gives you the option of specifying a DR or CR GL Account to post to. Otherwise the Job Sales Invoices will default to the Sales Codes used.

• Invoice Title defaults to the Job Name, but can be edited. This appears on the claim/invoice sent to the Client.

• Invoice Text defaults to be blank, but can optionally be edited to whatever you or the client needs. This appears on the claim/invoice sent to the Client.
  
  
  

Review the Internal Sales section to understand how the Internal Sales attributes work: Charge To Job, Charge To Activity, Charge To Log. These become visible when the Charge Type on the Job allows Internal Sales.

• Order Number is an optional field to place a client Purchase Order number, which will be shown on the claim/invoice.

• Job Reference is an optional field for custom text.

• Client Reference is an optional field for custom text.

• Quote Reference is an optional field for custom text, used for tracking quote numbers given to the client for this Job.

• Created Date is the date that the Job was created.

• Date Fields are available for optional use. Ticking the Closed or Finalised boxes in Job Details View will populate the Closed Date and Finalised Date respectively with the current date, and unticking them will clear these dates. Note that there are date fields available in Contract Dates to track project-wide dates if a Contract is being used.

• Billing Address defaults to the Client Company's default billing address, but can be changed here.

• Site Address defaults to the Client Company's default site address, but can be changed here.

• Billing Contact defaults to the Client Company's default billing contact, but can be changed here.

• Site Contact defaults to the Client Company's default site contact, but can be changed here. If you use the blue ellipsis button to search for people, you can change the filter to nominate someone who is not part of the Client company.

• Workbench currently supports two address formats for the Site address:

  • Unstructured address - Site Address Details is a custom text field to enter a specific site address or other details. Address 1 - 6, Post Code, Email, Fax, Reference. This one will be deprecated.

  • Structured address: Street Line 1, Street Line 2, Suburb, City, State, Country, Postal Code, Email, Fax, Reference.
    
    

    At some point in the future the only address format supported will be the structured format, but for now the format is dictated by the control parameter 'BETA FEATURE - Structured Addresses'. Check here how to migrate from unstructured to structured format.

Groups are used to categorise jobs in custom ways that aren't already provided for reporting purposes. These are optional and can be updated independently at any time.

• Category is the overarching Group Category for this job.

• Group is the Job Group you wish to apply to this job.

• Value is an optional free text value given to this categorisation.

• You can add additional lines using the New Line link, or delete mistaken or incomplete entries by ticking the Bin checkbox.