Jobs

7 articles

About Jobs and Sub Jobs

Disambiguation: This article is about optional references for transactions and other documents. To issue inventory directly to project sites or job sites with no individual accountability, set up thi…

Updated by Cheryl Wallace

Adding Jobs and Sub Jobs

To add a Job, Click Utilities in the left side menu bar, then click Jobs. Click to add a new job. Enter a unique Job Number.. Enter a descriptive Job name. This can be the same as the Job Number. The…

Updated by Cheryl Wallace

Attaching Cost Codes to Sub Jobs

To add a cost code to a sub job, the cost code must already exist. Tip Cost Codes can only be attached to sub jobs. If you are only using a single level of jobs, consider either duplicating each job as its own sub job or grouping everything under a single top-level job. Click Utilities in the left side menu bar, then click Jobs. ...

Updated by Cheryl Wallace

Looking Up a Job

All jobs are displayed when the page is opened. If there are more job records than are visible without scrolling, consider using the search. Click Utilities > Jobs.

Updated by Cheryl Wallace

Editing a Job or Sub Job

Look up the record to edit under Utilities > Jobs. Select the job or sub job to change and make the required changes. Click to save the changes. See also: Attaching Cost Codes to Sub Jobs. Looking Up…

Updated by Cheryl Wallace

Deleting a Job or Sub Job

Look up the record to delete under Utilities > Jobs. Select the Job or Sub Job delete by clicking in the checkbox to the left. Click in the edit tool bar. Click OK to confirm. Clicking Cancel will st…

Updated by Cheryl Wallace

Removing Cost Codes from Sub Jobs

A cost cost can be removed or unlinked from a sub job even if there is history. This does not delete the cost code. Look up the record to delete under Utilities > Jobs. Select the Job or Sub Job delete and click ​ in the edit tool bar. ...

Updated by Cheryl Wallace