Settings

Use the Settings submodule in the Jobs module to open and view the Job Properties sidebar for the job that you select in the Jobs List. Settings enables you to view and update job settings such as finance, invoicing, and dimension settings. The Job Properties sidebar opens on top of the submodule that you are currently in.

To use Settings, you must have access to Jobs as defined in e User Access Rights under Settings.

This sidebar provides the following tabs:

• Job Status: Displays the status of the selected job. It includes the next step, next step date, and last review date.
• Basic Job Settings: Displays the basic characteristics of the selected job. It includes production status, evaluated progress, and start, end, and delivery dates.
• Job Team: Displays the team and its members who are assigned to the selected job. You can add and remove members from the team, as well as change the team that is assigned to the job.
• Job Custom Codes: Displays the list of custom codes that can be used for the selected job. You can add and remove custom codes, as necessary.
• Job Finance Settings: Displays the financial characteristics for the selected job. It includes time entry, billing method, and posting date.
• Job Invoicing Settings: Displays the invoicing characteristics for the selected job. It includes the method and fixed unit price of personal expense and mileage entries.
• Job Inter-Company Settings: Displays the Inter-Company characteristics for the selected job. It includes the settlement method, minimum Inter-Company settlement amount, and maximum Inter-Company settlement amount.
• Job Dimension Settings: Displays the dimension characteristics for the selected job. It includes the agreed-upon billing method, client group and segment, and profit center.
• Project Retainer Job: Displays the project retainer characteristics for the selected job. It includes booked hours, remaining booked hours, planned cost, and planned sale.
• Reminder: Displays the list of reminders for the selected job. You can add and delete reminders, as necessary.
• Chat: Displays the conversations from Briefing, Tasks, Descriptions, Price, Purchase Order, and Invoice for the selected job. You can create, manage, and respond to the conversations.
• Job Elements: Displays the various elements of the selected job. It includes the description, schedule, and price.
• External References: Enables you to identify the project number and invoice number that you want to use as external references for the selected job.