Create and Manage Jobs
Background
Note that Jobs are intended for internal projects as data cannot be deleted ie Time Sheets. Projects are meant for external data and can import/replace existing data in the system.
Process
1) Click Settings
2) Under Projects click Manage Job List,
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3) Before adding a new Job check that it doesn’t currently exist by filtering/searching the grid data.
4) Add, edit, delete Jobs using the icon buttons identified below.
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Click on picture to enlarge
Sub Jobs can be achieved by creating a head project first in the top pane, then selecting it (highlighting its row) to provide the hierarchy tree in the bottom pane. Additional projects can then be entered by right clicking on the project in the bottom pane to bring up the context menu and adding sibling or child Jobs.
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Pre-Requisite Requirements
Licensing – users are to be licensed for the ORG module, this can be found under Settings then click User Licensing , set a billing account for the user. For more info see Knowledge Base Article -> User Licensing
Roles – users are to be assigned a user role for accessing the Billing Classification menu item. This can be found under Settings – System Security then click Assign User Roles . For more info see Knowledge Base Article -> Assign User Roles
Managers – are from the Internal Contacts menu item. This can be found under ORG – “Member” Contacts then click Internal Contact List . For more info see Knowledge Base Article -> Contact List
OBS (Organisation) – is from the Corporate Structure menu item. This can be found under ORG – ORG then click Corporate Structure. For more info see Knowledge Base Article -> Organisation Breakdown Structure (OBS)
Client Company – is from the Companies menu item. This can be found under ORG – ORG then click Companies. For more info see Knowledge Base Article -> Companies Register
Client Contact – is from the External Contacts List menu item. This can be found under ORG – External Contacts then click External Contacts List. For more info see Knowledge Base Article -> Contact List
Client Address – is from the Companies menu item. This can be found under ORG – ORG then click Companies. For more info see Knowledge Base Article -> Companies Register
Sector – is from the Sectors menu item. This can be found under Settings – Project then click Sectors. For more info see Knowledge Base Article -> Project Sectors
Industry – is from the Industry menu item. This can be found under Settings – Project then click Industry. For more info see Knowledge Base Article -> Project Industries
Category – is from the Category menu item. This can be found under Settings – Project then click Category. For more info see Knowledge Base Article -> Project Categories
Delivery Method – is from the Delivery Method menu item. This can be found under Settings – Project then click Delivery Methods. For more info see Knowledge Base Article -> Project Delivery Method
Contract Types – is from the Contract Type menu item. This can be found under Settings – Project then click Contract Types. For more info see Knowledge Base Article -> Project Contract Type
Additional Information
Field | Example Input | Characters | Field Restrictions |
---|---|---|---|
Project Num | 1031 | Min 2 Max 25 | Mandatory
Alpha, Numeric and special characters allowed. Duplicates Allowed. |
Project Abbr | SRH | Min 2 Max 6 | Mandatory
Alpha, Numeric and special characters allowed. Duplicates Allowed. |
Short Name | Starr Resort | Min 4 Max 50 | Mandatory
Alpha, Numeric and special characters allowed. Duplicates Allowed. |
Full Name | Starr Resort & Hotel Design Construct | Min 4 Max 150 | Mandatory
Alpha, Numeric and special characters allowed. Duplicates Allowed. |
OBS | AR | PPM | Northern Region | Select List | Non Mandatory
Links the project to the Corporate Structure entity delivering the project. |
Project Closed | Check Box | Check Box | Closed projects do not display in the top dropdown project list to prevent further editing of data. |
Manager | Albert Salinas | Select List | Mandatory |
Client Contract Number | ISD-9872 | Min 0 Max 50 | Non Mandatory
Alpha, Numeric and special characters allowed. Duplicates Allowed. |
Client Company | Panasonic Corp | Select List | Non Mandatory |
Client Contact | Jeff Belweather | Select List | Non Mandatory |
Sector | Real Estate | Select List | Non Mandatory |
Industry | Real Estate Management & Development | Select List | Non Mandatory |
Project Category | Cat 5 | Construction Category 5 | Select List | Non Mandatory |
Profit Center | PPM | Project and Project Management | Select List | Non Mandatory |
Delivery Method | DC | Design and Construct | Select List | Non Mandatory |
Contract Type | CFFB | Cost + Fixed Fee with Bonus | Select List | Non Mandatory |