Walkthrough: Managing Projects with Jobs. 18 minutes to read. Contributors. In this article This walkthrough introduces you to the project management features in jobs. Jobs are a way for you to schedule the usage of your company's resources and to keep track of the various costs associated with the resources on a specific project. Jobs involves the consumption of employee hours, machine hours, inventory items, and other types of usage that you may want to track as a job progresses. This walkthrough covers the setup of a new job in addition to some common tasks such as handling fixed pricing, making payment by installments, posting invoices from jobs, and copying jobs.
In 2013, I was wrote series about using Jobs in Microsoft Dynamics NAV. Reason for this was that Microsoft have added several enhancements to jobs and project management features.
About This Walkthrough This walkthrough demonstrates the following tasks: Setting Up a Job With the budget structure set up for jobs, creating a job is straightforward. This walkthrough covers the following procedures:. Setting up job task lines and planning lines.
Creating job-specific prices for items, resources, and general ledger accounts. Invoicing from a job.
Handling Fixed Prices In jobs, you can handle fixed prices and the prices for services or goods that are agreed upon in advance with customers. In this walkthrough, you can do the following:.
See how contract and invoice values are determined. Allow for extra work in the schedule that has not been invoiced. Copying a Job This part of the walkthrough focuses on how to copy part or all of a job in order to reduce manual data entry and improve accuracy.
It includes the following:. Copying part of a job to a new job.
Copying job-specific prices. Copying planning lines.
Making Payment by Installment When a large, expensive project lasts for a long period, the customer often makes an agreement with the company to pay by installments. This scenario shows how you set up payment by installments and covers:. Creating payment by installments for a job.
Invoicing payments to customers. Accounting for usage in a job set up for payment by installments. Roles This walkthrough includes tasks for the following roles:.
Project Manager. Project Team Member Prerequisites Before you can perform the tasks in the walkthrough, you must do the following:. Install the CRONUS International Ltd. Demonstration database.
Create sample data by using the steps in the following section. Story This walkthrough focuses on CRONUS International Ltd., a design and consultancy firm that designs and fits new infrastructures, such as conference halls and offices, with furniture, accessories, and storage units. Most of its work is project oriented. Prakash is a project manager at CRONUS. He uses jobs to give him an overview of each ongoing job that CRONUS has started, as well as the jobs that are completed. He is usually the one who sets up deals with customers and enters the core of the job, which is task and planning lines in addition to prices, into Dynamics NAV.
He finds that creating, maintaining, and reviewing information is straightforward. Prakash also likes the way Dynamics NAV enables copying jobs and payment by installments. Tricia, a project team member who reports to Prakash, is responsible for monitoring the job day-to-day. She enters her own work in addition to the work performed by technicians on every task. She records the items that they have used and the costs that they have incurred.
Preparing Sample Data To prepare for this walkthrough, you must add Tricia as a new resource. To prepare the sample data. Choose the icon, enter Resources, and then choose the related link.
Choose the New action to create a new resource card. On the General FastTab, enter the following information:. No.: Tricia. Name: Tricia. Type: Person. Choose the Base Unit of Measure field, and choose the New action to open the Resource Unit of Measure window. In the Code field, select Hour.
Choose the OK button. On the Invoicing FastTab, enter the following information:.
Direct Unit Cost: 5. Indirect Cost%: 4.
Unit Cost: 10. Gen. Posting Group: Services. VAT Prod. Posting Group: VAT 25.
Choose the OK button to save the changes. In the next procedure, you create a job journal batch for Tricia in order to post her usage. To create a Job Journal batch. Choose the icon, enter Job Journals, and then choose the related link.
In the Job Journal window, choose the Batch Name field. The Job Journal Batches window opens.
Choose the New action to create a new line with the following information:. Name: Tricia.
Description: Tricia. No. Series: JJNL-GEN. Choose the OK button to close all open windows. Setting Up a Job In this scenario, CRONUS has won a contract with a customer, Progressive Home Furnishings, to design a conference and dining hall. The customer is based in the United States and the project will require special software. The project manager reaches an agreement with the customer and creates a job that covers the agreement.
To set up a job. Choose the icon, enter Jobs, and then choose the related link. Choose the New action to create a new card. On the General FastTab, enter the following information:. Description: Advising on conference hall setup. Bill-to-Customer No.: 01445544.
On the Posting FastTab, enter the following information:. Status: Order. Job Posting Group: Setting Up. WIP Method: Cost Value.
On the Duration FastTab, type today's date into the Starting Date and Ending Date fields. These dates will help apply currency conversions when the job is invoiced.
On the Foreign Trade FastTab, set the currency code to USD. If you select USD in the Invoice Currency Code field, then the job will be invoiced in U.S. Dollars and planned in the local currency of CRONUS only.
You can customize the pricing for customers on a per job basis, depending on the agreements you have set up. In the next procedure, the project manager specifies a cost for Tricia’s time, sets the price for the required software, and adds in the travel costs that the customer has agreed to pay. To customize pricing. From the job card, choose the Resource action.
In the Job Resource Prices window, enter the following information:. Code: Tricia. Unit Price: 20. Choose the OK button to close the window.
Choose the Item action. In the Job Item Prices window, enter the following information and customized price:. Item No.: 80201 (Graphic Program). Unit Price: 200. Choose the OK button to close the window. Choose the G/L Account action. In the Job G/L Account Prices window, enter the following information and the cost of travel, for which the customer has agreed to pay cost plus 25 percent:.
G/L Account: 8430 (Travel). Unit Cost Factor: 1.25. Choose the OK button to close the window. The final steps in setting up a job are adding the job tasks and the planning lines that are part of each task. The planning lines determine what is invoiced to the customer. To add job tasks. On the Job card for the new job, choose the Job Task Lines action.
The following table describes the information that you should enter in the fields. Description Job Task Type 1000 Consulting on hall setup Begin-Total 1010 Consultation meeting with customer Posting 1020 Development Posting 1090 Consulting Total End-Total. To show that some tasks are subcategories of other tasks, on the Actions tab, in the Functions group, choose Indent Job Tasks. A planning line can be one of the following types:.
Schedule: Added to the schedule, but not invoiced. Contract: Invoiced, but not added to the schedule. Both Schedule and Contract: Invoiced and added to the schedule. In this walkthrough, the project manager uses Both Schedule and Contract.
He creates three planning lines for task 1010, and two planning lines for task 1020. To create planning lines. Select line 1010, and then choose the Job Planning Lines action.
Enter the following information: Line 1. Line Type: Both Schedule and Contract. Planning Date: (today’s date). Type: Resource. No.: Tricia. Quantity: 40 Line 2. Line Type: Both Schedule and Contract.
Planning Date: (today’s date). Type: Resource.
No.: Timothy. Quantity: 40 Line 3. Line Type: Both Schedule and Contract. Planning Date: (today’s date).
Type: G/L Account. No.: 8430 (Travel). Quantity: 2. Unit Cost: 400. Choose the OK button to close the window.
The totals are updated in the Job Task Lines window. Select line 1020, and then choose the Job Planning Lines action. Enter the following information: Line 1. Line Type: Both Schedule and Contract. Planning Date: (today’s date). Type: Resource. No.: Tricia.
Quantity: 80 Line 2. Line Type: Both Schedule and Contract. Planning Date: (today’s date). Type: Item. No.: 80201 (Graphic program). Quantity: 1. Choose the OK button to close the window.
Totals are updated in the Job Task Lines window. Calculating Remaining Usage Tricia, the team project member, has been working on the job for a while and wants to register her hours and usage on the job. She has not worked more hours than was agreed upon with the customer in advance. She uses the Calculate Remaining Usage batch job to calculate remaining usage for the job in a job journal. For each task, the batch job calculates the difference between scheduled usage of items, resources, and general ledger expenses and the actual usage posted in job ledger entries. The remaining usage is then displayed in the job journal from where she can post it. To calculate remaining usage.
Choose the icon, enter Job Journals, and then choose the related link. In the Job Journal window, in the Batch Name field, open the Job Journals Batches list. Select the Tricia job journal batch.
Choose the Calc. Remaining Usage action.
In the Job Calc. Remaining Usage window, on the Job Task FastTab, choose the Job No.
Field, and select the relevant job number, typically job J00010. On the Options FastTab, type J00001 in the Document No. This makes future tracking of the posting easier. Enter today’s date as the posting date. Choose the OK button.
This will generate job journal lines derived from the planning lines that Prakash created for the job. Choose the OK button in the confirmation window.
The generated lines are added to the job journal. Make sure that all the document numbers are J00001, and then choose the Post action. Choose Yes to confirm the posting. The lines are now posted. Choose the OK button to close the windows. Creating and Posting a Job Sales Invoice Next, Tricia can create a new invoice for the whole job or for part of a job. She can also attach the invoice to another invoice for the same customer for the same job.
In this case, she invoices for the whole job, because the project is now completed. To create a job sales invoice. Choose the icon, enter Jobs, and then choose the related link. Select the job that you created earlier, and then choose the Create Job Sales Invoice action. On the Job Task FastTab, clear any filter on Job Task No. In order to invoice the job.
In the Job No. Field, select the relevant job. On the Options FastTab, fill in the posting date and define whether you want to create one invoice per task or just a single invoice for all tasks. Choose the OK button to create the invoice and choose the OK button in the confirmation window. After Tricia creates the invoice, she can access it from Sales & Marketing under Order Processing and do additional processing. To post a new sales invoice.
Choose the icon, enter Sales Invoices, and then choose the related link. Open the invoice for Customer No. You can see the information that was entered from the planning lines. Choose the Post action. Choose Yes to confirm the posting. To view the posted invoice.
Open the job, and then choose the Job Planning Lines action. Select any of the planning lines that have been invoiced, and then choose the Sales Invoice/Credit Memo action. In the Job Invoices window, choose the Open Sales Invoice/Credit Memo action. Tricia has a question about the prices, costs, and profits that are relevant to this particular job, so she accesses that information in the Statistics window. To open the Statistics window. Choose the icon, enter Jobs, and then choose the related link.
Choose the Statistics action. You can review detailed information about the job prices, costs, and profits in both local and foreign currencies. Choose the Close button to close the Job Statistics window. Handling Fixed Prices CRONUS has been contracted to set up conference rooms. As the project manager, Prakash wants a good overview of the tasks required for the job with the associated budgeted and incurred costs for each task. In addition, he wants to know the total contracted price for the job and the amount that has been invoiced to this point.
He has reached an agreement with the customer regarding fixed pricing for the job. To manage fixed pricing in jobs. Choose the icon, enter Jobs, and then choose the related link. Select the Guildford job number, and then choose the Jobs Task Lines action.
Select line 1120, and in the Schedule (Total Cost) field, right-click the amount and choose DrillDown. By reviewing the Job Planning lines, Prakash determines that he will also need Tricia for 30 hours for this stage of the project. He agrees on a fixed price with the customer. In the Job Task Lines window, select line 1120, and then choose the Job Planning Lines action. Choose the New to create a new line with the following information:. Line Type: Both Schedule and Contract. Type: Resource.
No.: Tricia. Quantity: 30.
Choose the OK button to close the window. In the Schedule (Total Cost) field, right-click the field, and choose Drilldown again in the Job Task Lines window. View the changes to the schedule. You see that 30 hours have been added to the schedule. Choose the OK button to close the windows. After Tricia has been added to the schedule for this task line, she works 25 hours on the job. She enters these hours into the job journal.
To enter hours in the Job Journal. Choose the icon, enter Job Journals, and then choose the related link. On a new line, enter the following information:. Line Type: (blank). Posting Date: (today's date). Document No.: J00002.
Job No.: Guildford. Job Task No.: 1120. Type: Resource.
No.: Tricia. Quantity: 25. Choose the Post action. A few days later, Tricia works for another 10 hours on the job. She has now worked 35 hours in all. Because the agreement is for 30 hours with the customer, only five of these hours will be charged to the customer.
Tricia will manually add the additional five hours she worked to the schedule. In the Job Journal window, choose the Calc.
Remaining Usage action. In the Job Calc. Remaining Usage window, on the Options FastTab, enter the following information:. Document No.: J00003. Posting Date: (today's date). On the Job Task FastTab, enter the following information:.
Job No.: Guildford. Job Task No.: 1120 Choose the OK button to run the calculation. There are five hours of work remaining for Tricia. The Line Type field is blank, which indicates that only the usage remains to be posted because the work has already been scheduled. In the Job Journal, create a new line with the following information. Make sure that both job numbers are sequential with those that you have already used:.
Line Type: Schedule. Job No.: Guildford. Job Task No.: 1120. Type: Resource. No.: Tricia.
Quantity: 5 By using the Schedule line type, there are updates to the scheduled costs and prices, but no updates to the contract costs and prices that are invoiced to the customer. Choose the Post action. Choose the OK button to close the window.
Open the Jobs list. Select the GUILDFORD job, and then choose the Job Task Lines action. Select line 1120 and in the Schedule (Total Cost) field, right-click the amount. Choose DrillDown to view the information.
Changes are automatically entered on the line for Job Task No. In the total cost of scheduled work, five additional hours of work by Tricia has been added to the schedule. Choose the Close button to close the window. Right-choose the amount in the Contract (Total Cost) field and choose DrillDown to view the information. In the total price for the contract, only the original contracted 30 hours are included, because this is what was agreed upon with the customer. Copying Jobs Prakash has reached an agreement with a customer, Selagorian Ltd, to set up 10 conference rooms.
The agreement resembles an earlier job. Therefore, it will save time to copy that earlier job. In the Copy Job window, you can select the job and task lines that you want to copy. You can also select to copy the source job ledger entries, which creates planning lines based on actual usage, or you can copy the source job planning lines, which copies the original planning lines to the new job. You can then choose what planning line or ledger entry line type that you want to include, selecting only what is relevant to this new job. Finally, you can select the job that you want to copy to and define whether prices and quantities should be copied as well. To copy a job.
Choose the icon, enter Jobs, and then choose the related link. Choose the New action to create a new job. Enter the following information:. Description: Setting up 10 Conference Rooms.
Bill-To Customer No.: 20000. Choose the Copy Job Tasks from action. In the Copy Job Tasks window, enter the following:. Job No.: Guildford. Job Task No. From: 1000.
Source: Job Planning Lines. Incl. Planning Line Type: Schedule + Contract.
To Job No.: GuildfordSetting up 10 Conference Rooms. Select the Copy Dimensions and Copy Quantity fields. Choose the OK button to copy the job and then choose the OK button to close the confirmation window. By comparing prices, job task lines, and job planning lines for the two jobs, you can see that the information was successfully copied.
Making Payments by Installments CRONUS has just landed a large project that will take a year to be completed. Because it requires the dedication of many resources, the project manager sets up the contract so that the customer pays part of the price up front, part when the project is halfway completed, and the final payment upon completion. To set up a new account. Choose the icon, enter Chart of Accounts, and then choose the related link.
In the Chart of Accounts window, choose the New action to create a new card. On the New G/L Account card, enter the following information:. No.: 6630.
Name: Job Payment. On the Posting FastTab, in the Gen. Posting Group field, select MISC. Choose the OK button to close the window. In the Chart of Accounts window, select No.
6630 Job Payment, and then choose the Indent Chart of Accounts action. Choose Yes to confirm. The following procedures show how to create a new job, set pricing, and then set up payment by installment. In the job task lines, you can create specific lines dedicated to the payment by installments. All work completed on the job that is added to the schedule will be entered on the usage lines.
For each payment task line on the planning lines, the line type is Contract, which means that the customer will be invoiced. Enter a new line for the down payment. On the usage task line, you can enter the information for the items and resources that have been used in this project, which will increase the schedule, such as employee hours and items used on the job. To make a payment by installment. Create a new job. On the new Job card, fill in the following information:.
Description: Redecoration of Reception Area. Bill-to-Customer No.: 30000. Job Posting Group: Setting up. WIP Method: Cost Value. On the job card, choose the Resource action. Enter the following information:. Code: Tricia.
Unit Price: 10 Choose the OK button to close the window. On the Job card, choose the Job Task Lines action. The following table describes the lines that you will create. Line Job Task No. Description Job Task Type 1 1000 Payment-Down Payment Posting 2 2000 Usage Posting 3 3000 Payment - Midway Posting 4 4000 Payment - Completion Posting. In the Job Task Lines window, select task 1000, and then choose the Job Planning Lines action.
Create a planning line with the following information:. Line Type: Contract. Planning Date: (today's date).
Type: G/L Account. No.: 6630. Quantity: 1. Unit Price: 5000 Choose the OK button to close the window.
In the Job Task Lines window, select task 2000, and open its Job Planning Lines. The following table describes the planning lines that you will create.
Line Line Type Planning Date Type No. Quantity 1 Schedule (today’s date) Resource Tricia 120 2 Schedule (today’s date) Item 70104 10 Choose the OK button to close the window. In the Job Task Lines window, you can see the schedule amounts have been updated. In the Job Task Lines window, select task 3000. Create a planning line with the following information:.
Line Type: Contract. Planning Date: a future date. Type: G/L Account. No.: 6630. Quantity: 1. Unit Price: 5000 Choose the OK button to close the window.
Create a similar planning line entry for job task 4000. Now that the task and planning lines have been entered, Prakash creates an invoice for the first payment. He does this from the job task lines to make sure that the invoice only contains the lines for the first payment. You can open the sales order from the planning lines or the task lines. To create an invoice.
In the Job Task Lines window, select line 1000, and then choose the Create Sales Invoice action. In the Create Sales Invoice window, set today’s date as the posting date, specify Per Task, and choose the OK button to create an invoice with the default information.
Choose the OK button to close the confirmation window. Choose the Sales Invoice/Credit Memo action.
On the sales invoice, you can see that only the down payment is included in the invoice. You can now send this to the customer as agreed. Next Steps This walkthrough has taken you through some of the basic steps of working with jobs in Dynamics NAV. You have learned about how to create a new job, how to copy a job, and how to handle payments. Also, you have seen a demonstration of how to track hours and create invoices. See Also Feedback.
Recently, Encore hosted an event: “What’s New in Microsoft Dynamics NAV 2017”. We presented the best new Features in Dynamics NAV 2017, including improvements to Jobs.
Video will start playing at the correct point in the presentation. Transcript: So, as many of you probably know, Jobs is one of my favorite modules within the NAV list of modules and functionality. And I’m happy to say, and you’ll be happy to hear, at least our job-based clients, that it got a nice little facelift for the 2017 version. So what I wanna do is kind of walk you through some of those changes to the job module. And, yeah, show off a little bit of what’s now available. So specifically, we’ve got a few things. We’ve got a newly redesigned Role Center.
So now you can subscribe to the Project Manager Role that’s gonna show you all the cool things that you see up here. And we’ll step through to those things one by one. We also have a newly-redesigned Job cards, so presenting a whole lot of the information about the job, a little a bit better.
All right, on that Job card is also pretty cool new stuff. You’ll also see we’ve got a couple of buttons on that homepage that indicate new processes are available as well.
So there’s a new Job Setup Wizard, as well as a Job Closing Process that better ties and integrates into WIP. And also quick access to things like running process like creating invoices out of the job modules as well. So I’m gonna walk through all of those. I’m not going to go through detailed discussion of WIP. There’s just too much detail, so I’ll keep it a little bit high level. So a couple of quick things to note on the Role Center for the Project ManagerOne, I’ve got all of the relevant links that a project manager or anyone running a job needs to know about as well as you can see lists of jobs, the various tasks, access to sales invoices, purchases orders and whatnot, as well as resources and items. Time sheets is on there too so we don’t have to navigate around looking for those things anymore.
They’re defaulted here right in my navigation pane. In the activity section, I’ve got sort of two sections. The blue tiles at the top indicate, effectively, list or filtered list based on a certain stead of circumstances. You can see within my list, I don’t have a lot here, although I do have a nice indicator showing me that I actually have a job that is running over budget. Like all the tiles that you’ve probably seen in the later version of NAV, you can click on that, get a quick view as to which job that is. You also have just to kinda show it off, a couple of ways of presenting lists, if you haven’t noticed before in the 2017 version. I don’t have a lot here but you can see I can kind of toggle in between in on how I want that list to be presented to me.
Constantine is gonna show a little bit more on that, and we will launch into that specific job later, and see why it’s over budget and where. The next section, the green tiles here represent actions that I can take related to jobs. So we will hit this button here and create a new job.
Notice as I hovered over, it actually tells me what function is. So for on-boarding purposes and training purposes getting people familiar with the activities that they’ve got available to them, it’s become a lot easier because that constructions is right there for them.
And the other thing that we’ve got now here is also the Jobs Listing down at the bottom. So previous to this, we always had customers and vendors and items. Now I can cherry pick the specific jobs that I’m really interested in tracking, throw them right down into my Role Center, and I get interesting little KPIs right here that tells me what’s my rough percentage complete based on cost, as well as what percentage of the overall job have I invoiced. Likewise, just to quickly show you, you can manage that list like you used to, those that are familiar. You guys select My Own Job.
I do have the opportunity here to exclude it from the KPIs that I’m going to show next. So I don’t want to clutter KPIs too much. I want to keep it focused on DEERFIELD and GUILDFORD projects. But I want to see Aaron’s job in my list. And there we go it’s added toadd to the list of jobs. The KPIs that you see here are largely presenting a couple of different things. First one is the Price to the Budget Price.
So what you are budgeting or planning to bill a customer versus the data that you are accumulating that you are going to bill the customer. And there can be difference between the two. Top right shows me my projected profitability so far. So blue shows me revenue, cost to date, and then profit margin, which is negative at this point largely because I just haven’t billed this project yet, as per list tile right over here. And then in the last one here, my actual cost related to my budgeting cost. So, really how I’m truly tracking from a cost perspective against this project and we can see that I am going over a little bit.
One quick thing to note, I’ll quickly point this one out. While we have these actions down here in this green tiles, we still have the Actions ribbon at the top, which I can click on to expand, and they do a little bit of redesign on this certainly in the Web client. I think it’s in the Windows client as well. Instead of hitting a number of different tabs like to navigate to, say, the Reports section, you’ll notice it’s all drop-down-menu based when I click on Job Reports, which I really like so you don’t lose context of where you were in that ribbon. You got to quickly see there’s My Report and you get to pick from this list rather than jump in from tab to tab, which is kinda cool. Really small subtle change but aesthetically, it becomes a lot easier to work with.
These KPIs are interactive as well so I said I was gonna launch into this one. So I’m want to look at my actual cost to my total cost.
And let me just refresh a few things here. And I know we have a number job-based deployments in the room and customers here. Anyone care to point out a few of the changes that they’ve made to this one. There’s some pretty obvious.
Female: inaudible 01:47:35 Aaron: Tasks right on the job card. I know that’s a big one. Maybe not for you guys because you have so many of them but for a tighter task list, really quickly being able to see these and how we’re tracking against the job right on the Job card is a big kind of a deal. Otherwise, I normally navigate to the Job Task and then take a look at everything there. So that’s one really interesting thing. I still can do that, launch into the regular job task list if I wanted to see or get a little bit more real estate on that one. They’ve added a Project Manager to this as well, and that Project Manager is largely tied to what gets presented on your own personalized homepagea bit smaller.
Within the Job Tasks, it’s kinda of a small and subtle change but they’ve started calling the budget, the Budget. It’s not called Schedule anymore. So, again another really small thing but one that we had to go through and train people from the very beginning, no, budget doesn’t actually mean budget. There is no budget column. It’s called Schedule.
And by the way, if you want to bill something it’s called Contract. It’s not called something that’s billable. Well, they’ve changed that just to make it a lot easier for people to understand and use.
So finally, I don’t have to answer the question anymore to people assessing NAV, budget is just called budget, and billable is called Billable Activity. I actually got quite a bit of applause when they first launch it. The other thing, another sort of no-brainer-type change that they made is on the statuses, again, a little small one. The Open Jobs or what the previously called Jobs on Order are now called Open Jobs.
So again, a little bit more obvious that the jobs that you’re working on or that you can’t post to is open, not order. Like I said, small and subtle, but a big step in terms of overall usability. We have some new Fact Boxes on right of the cardif I can get to the button there. So you don’t have to hit statistics anymore like I’ve used to had to do to when you wanted to this type of information. So I can see my Budgeted Cost by Type.
So what I’m budgeting for resource and versus items and G/L Accounts. I can see it really quickly there’s probably my biggest problem in terms of budget to actual is I’m overspent on my resources. So we got a couple of new Fact Boxes that help as well. And for organizations that like to do quoting based on jobs, there is a New Quote Report. I’ll just quickly show you what that one looks like. So, new standard quote reports so you can bill these jobs or bill the budgets for the jobs in here, and then send them out to the customer right off of the job instead of having them mock something up in a sales order that wasn’t necessarily tied to the actual job itself.
So I said we’d create a New Job using the Job Wizard. So let’s go back to the homepage and do just that. So it guides me through a couple of steps.
Yes, I want to create a new job from an existing job, because of my Copy Budgets. I’ll let it default my numberOopsAnd let’s see who we’ll bill it to, the Elkhorn Airport. And it guides me through who I do want to copy it from.
We’ll copy it at that, from GUILFORD one, and I’m gonna include everything, one of these also. My Job has now been setup.
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It launches the job for me as well, right away. And it pulled in, as you can see, all of the entries that I had asked.
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And if I quickly specify that I am the project manager on it, and close that, we can now see it show up on my homepage here. So, it was that one.
And then likewise creating these sales invoices from Jobs also, a simple click of a button and it guides me through the process to create that sales invoice. I’m gonna do it for the GUILFORD job as well. You could do it for all jobs at once. And now my invoice has been created.
We leave this guy right hereAnd there we go. And at that point, of course, I can set the customer inaudible 01:52:41. And that’s it for Jobs. So a couple of little things but certainly helped out in the overall usability of the jobs themselves. So, I think, Constantine, I’m over to you now.