Create a Job

Add a new job to the system.

  1. Select Time & Jobs > Create New Job.

    The Create Job page opens.

  2. Enter information in the fields shown, including the Job Number, Description, and Job Category.
    Note: Required fields are marked with an asterisk (*).
  3. Add phases to the job (all jobs require at least one phase):
    1. Enter the phase Description (required), and choose a Job Type (Time & Materials or Bid).
    2. Optionally, you can enter additional phase information, such as the Job Cost Budget, Billable Budget, and Status (Open or Closed).
  4. Select Create Job.

    This saves the job information and opens the Edit Job page.

  5. An Additional Details section displays at the bottom of the Edit Job page. You can use this section to add any Material Mark Up, Shift Details, or Comments related to this job.
  6. When you are finished making changes, select Save Job.