Jobs
Use the Jobs module to manage jobs and the conversations, tasks, price quotes, purchase orders, invoices, costs, and email messages related to them. It contains the following submodules:
- Jobs List
- Chat
- Description
- Tasks
- Price
- Purchase Order
- Invoice
- Costs
- Docs
- Reviews
- Materials
- Settings
To perform these transactions, you must have access to Jobs as defined in the User Access Rights submodule under Settings.
- Related Topics:
- Job Lists
Use Jobs List under Jobs to view a list of all the jobs in WorkBook. It enables you to create and duplicate jobs, make job-related time entries, view job KPIs, progress, reminders, and logs, and manage job settings, project settings, and price lists. You can also view different job information depending on the jobs list view that you selected from the drop-down list of the grid toolbar. - Briefing
Use Briefing under Jobs to view the creative brief, approvers, attachments, and conversations of the job that you selected in Jobs List. It enables you to add, edit, download, add a template, and approve and reject briefings. You can also add and delete approvers, upload, download, and delete attachments, and view, manage, and respond to briefing-related conversations. - Chat
Use Chat under Jobs to view the conversations from Briefing, Tasks, Descriptions, Price, Purchase Order, and Invoice of the job that you selected in Jobs List. It enables you to create, manage, and respond to job conversations. - Description
Use Description under Jobs to view the description of the job that you selected in Jobs List. It enables you to keep specifications and other notes on the bids that you received from different potential suppliers. You can also copy the specifications or notes of the winning bid to a purchase order. - Tasks
Use Tasks under Jobs to create and manage schedules within jobs, phases within schedules, tasks within phases, and resource bookings on tasks. - Price
Use Price under Jobs to view the price quotes of the job that you selected in Jobs List. It enables you to create, delete, edit, approve, and manage the price quotes that you prepare for your clients, as well as view, manage, and respond to price quote-related conversations. - Purchase Order
Use Purchase Order under Jobs to view the purchase orders of the job that you selected in Jobs List. It enables you to create, edit, approve, settle, and manage the purchase orders that you prepare for your suppliers, as well as view, manage, and respond to purchase order-related conversations. - Invoice
Use Invoice under Jobs to view the invoices of the job that you selected in Jobs List. It enables you to create, delete, edit, approve, and manage the invoices that you issue to your clients, as well as view, manage, and respond to invoice-related conversations. - Costs
Use Costs under Jobs to view all the cost entries of the job that you selected in Jobs List. It enables you to track the cost and expenses of a job to ensure that it stays within budget. - Docs
Use Docs under Jobs to view all relevant documents and images attached to the job that you selected on Jobs List. You can create, delete, and manage files such as signed price quotes, signed statements of work, signed purchase orders, and so on. - Reviews
Use Reviews under Jobs to log into your ConceptShare account and manage the ConceptShare Reviews that are associated with a job. - Task-Level Reviews
Use the Reviews - ConceptShare menu on the Task Card to log into your ConceptShare account and manage the Reviews that are associated with a task. - Materials
Use Materials under Jobs to view the list of in-house costs that you will be charging the client of the job that you selected in Jobs List. It enables you to create, delete, and manage material calculations. You can also update cost and sales rates based on price lists and transfer the total amount of material calculations to price lines. - Settings
Use Settings under Jobs to open and view the Job Properties sidebar of the job that you selected in Jobs List. It enables you to view and update different job settings such as finance, invoicing, and dimension settings. When clicked, it opens on top of the submodule that you are currently in.
Parent Topic: WorkBook Online Help