3 – Jobs

The purpose of this page is to provide a listing of jobs and projects for that the business has quoted for or undertaken.

New jobs can be added via the [Add a new job] link at the top of the page, along with new projects [Add a new Project]. Job details can also be modified, by selecting the appropriate link under the title [Job].

Note – A Project needs to be added before any jobs can be created for a Project.

There are 3 sections of interest:

1 – Add a new job

2 – Add a new Project

3 – Job

 

Figure 3 - Jobs

 

3.1 – Add a new job

The purpose of this page is to provide an interface to add new jobs for the business.

The [Add New Jobs] screen provides up to 3 separate job entry sections, allowing for 1-3 jobs to be entered at a time. Each section is comprised of the same data entry fields, with 3 pre-selected fields of which only the [Project] field can be changed.

1 – Job #

2 – Entered By

3 – Project

There are also other items of interest in this section:

4 – or add new

5 – Job Name

6 – Estimate

7 – add to timesheets

8 – Notes

Note – Remember that there are 3 optional sections to add a new job on this page. You may fill in any number (1-3) or simply use the back button if you came to this page by mistake.

 

Figure 3.1 - Add a new job

 

3.1.1 – Job #

The [Job #] is a field that is automatically filled in by the database for use as a primary key or identifier. This field cannot and should not be changed manually.

3.1.2 – Entered by

The [Entered by] field holds the user that will be adding the job and is filled in automatically. This will be the current user of the system. This field cannot and should not be changed, as it is a useful tool when auditing the system.

3.1.3 – Project

The [Projects] field is a drop-down list of Projects that have been entered into the timesheeting system. A link to add a new project, [or add new], has been provided for easy and convenient access. See 1.3.1.4 – or add new for more details.

3.1.4 – or add new

If you are about to enter a new job, but have not yet added a project, this link has been provided to assist you in the steps it take to create a new job. You must first enter the details for a project before you may add a job.

3.1.5 – Job Name

The [Job Name] field provides an entry point for a descriptive job name.

3.1.6 – Estimate

The [Estimate] field is used to enter the estimated time to complete the job.

3.1.7 – add to timesheet

The [add to timesheet] section provides a list of users and allows the person adding the job to add this particular job to the timesheet of any other users who will be working on this job.

Note – Jobs can also be added later from individuals timesheets in the [Reports/Customise] section.

3.1.8 - Notes

If there is any other information that is related to this job, it may be entered into the [Notes] field.

 

3.2 – Add a new Project

The purpose of this page is to provide an interface to create a new project in the timesheeting system.

There are 6 fields where data can be entered:

1 – Project Name

2 – Client

3 – Quotes

4 – Quotes

5 – Quotes

6 – Notes

There are also 3 other points of interest:

7 – Add

8 – Clear

9 – or add new

Note - the [Entered by] field is already filled in with the user who is creating the project.

Figure 3.2 - Add a new project

 

3.2.1 – Project Name

A field, that identifies a unique project for the business.

3.2.2 – Client

A dropdown list of current clients, that are registered on the timesheeting system.

3.2.3 – Quotes

Not sure what this is :}

3.2.6 – Notes

A field that can contain notes about the current project that is being added.

3.2.7 – Add

The [Add] button will submit the data that has been entered, a new entry will be created in the database for the specified project.

3.2.8 – Clear

The [Clear] button provides a quick means to clear the input fields in the event of erroneous data being entered.

Note – The same effect can be achieved by manually deleting all the accessible fields of data.

3.2.9 – or add new

The [or add new] link provides a facility for adding a new client in the case that the client does not currently exist on the timesheeting system.

Note – This link takes you through to the Add Client page. See Section 6 – Clients for more details on.

 

3.3 – Jobs

The [Jobs] column is the second in a set of 4 that are combined to create the main table layout.

Provides a facility for modifying job details.

If you click a link in the [Job] column, you will be taken to a Modify a Current Job page.

There are 10 items of interest on this page.

1 - The heading

1 - Jobno

2 - Project

3 - Job Code

4 - Job name

5 - Entered by

6 - Estimate

7 - Notes

8 - Delete

9 - Update

10 - Reset

 

Figure 3.3 - Jobs

 

3.3.1 - The heading

The heading identifies the page that you are on.

3.3.1 - Jobno

The Jobno is a unique identifier for every job that is recorded in the database.

The field provides a facility to change the Jobno.

*Note* - Only administrators or advanced users should use this facility.

3.3.2 - Project

Identifies the project that the job is related to.

Provides a facility to change the title of the project that the job is related to.

3.3.3 - Job Code

*Help* not sure what this denotes.

Provides a facility to change the Job Code should the need arise.

3.3.4 - Job name

The title of the job as specified when created.

Provides a facility to change the title of the current job.

3.3.5 - Entered by

Identifies the staff member who created the job.

The field provides the facility to change the name of the staff member who created the job.

3.3.6 - Estimate

An estimate of how long the job will take. (unit of measurement = hours)

The field provides the facility to change the estimated time for the current job.

3.3.7 - Notes

Provides a facility to add or change any notes for the job.

3.3.8 - Delete

Provides a link to delete the current job displayed.

3.3.9 - Update

Provides the facility to save all the changes that you have made to the job information.

3.3.10 - Reset

Provides the facility to return the data displayed to its original configuration.