Jobs
The Jobs area supports common project management tasks, such as configuring a job and scheduling a resource, as well as providing the information needed to manage budgets and monitor progress. With the Jobs feature, you can manage long-term projects that involve the use of man hours, machine hours, inventory items, and other types of usage that you want to keep track of. You can track machine and employee hours on the project by using time sheets. Using the Jobs functionality will provide a good overview, not only of individual jobs, but also of the allocation of employees, machinery and other resources being used in all projects. You can also use this functionality for many types of services and consultancy tasks.
The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.
| To | See |
|---|---|
Create a new job and plan tasks in a job. Configure an existing job and adjust prices. |
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Create, schedule and manage resources. |
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Manage a job's budget and generate reports. |
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Record usage on a job and monitor progress and performance of a job. |
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Purchase items and manage the supplies of a job. |
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Integrate time sheets with job orders. |
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Complete a job and invoice the customer. |