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Set Up Jobs

When you start a new project, a job must be created. Job planning has two layers:

  • The first layer consists of job task lines. It is necessary to set up at least one job task because all posting needs to refer to a job task. Having at least one job task in your project enables you to set up planning lines and to post consumption to the job.

  • The second layer consists of planning lines, which specify the detailed use of resources, items and various general ledger expenses.

All jobs that you create can be separated into task lines and planning lines. This enables you to divide the job into smaller tasks, and therefore use more specific details in budgeting, quotes and registration.

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

Start a new job or to configure an existing one.

How to: Create a Job

Plan the different tasks in a job.

How to: Create Tasks for a Job

Set up specific prices for resources on a job.

How to: Set Up Job Resource Prices

Set up specific prices for items on a job.

How to: Set Up Job Item Prices

Set up accounts for posting.

How to: Set Up Job Posting Groups

Set up specific prices for general ledger expenses for a job.

How to: Set Up Job General Ledger Account Prices