Procedures
Use the procedures in this section to view a list of all the jobs in WorkBook and create and duplicate jobs, make job-related time entries, and manage job settings, project settings, and price lists.
To use Jobs List, you must have access to Jobs as defined in User Access Rights under Settings.
- Related Topics:
- Create Jobs
Use the Jobs List submodule to create jobs. - Duplicate Jobs
Use the Jobs List submodule to duplicate jobs. - Move Jobs to another Client
Use the Jobs List submodule to move jobs to other clients. - Edit Job Status and Job End Date
Use the Jobs List submodule to edit a job's status and end date. - Mark Jobs as Favorite
Use the Job List submodule to mark jobs as favorite. - Make Time Entries on Jobs
Use the Jobs List submodule to make time entries on jobs. - View Job KPI Numbers
Use the Jobs List submodule to view job key performance indicator numbers or job KPI numbers. - View Job Progress
Use the Jobs List submodule to view job progress. - Display Job Settings
Use the Jobs List or Settings submodule to view job settings. - View Project Settings
Use the Jobs List submodule to view project settings. - View Job Reminders
Use the Jobs List submodule to view job reminders. - View Job Logs
Use the Jobs List submodule to view job logs. - Setup Job Specific Price Lists
Use the Jobs List submodule to setup job specific price lists. - View Price List Setup
Use the Jobs List submodule to view the price list setup. - Create Clients
Use the Jobs List submodule to create clients. - Display Client Cards
Use the Jobs List submodule to display client cards. - Search for Jobs
Use the Jobs List submodule to search for jobs. - Display Jobs Based on Information Views
Use the Jobs List submodule to display jobs based on information views. - Filter Jobs
Use the Jobs List submodule to filter jobs. - Create Batch Invoices
Use the Jobs module to create batch invoices. - Enable the Time of Supply Lines Setting
Use these steps to enable the Time of Supply Lines setting from the Job Card. - Edit the Supply Date for Individual Line Items
Use these steps to update the Supply Date from the Job card.
Parent Topic: Jobs Lists