To create a new Job, navigate to 'Jobs' in the side menu, then click the 'Add Job' button in the upper right corner of the screen. Or, create a Bid, change the status to 'Won', then create a Job from the Bid.
Enter the Job details on the 'Add Job' form, then click the 'Add Job' button at the bottom.
- If eligible for parking expense reimbursement, then you will need to add the Limit (maximum $ Amount per day) for this Job.
- Contract/Budget amounts are required. These can be modified after the Job has been created using the WIP/Budget tool.
Once the Job has been created, it gets added to All Jobs, My Jobs (for those assigned as Foreman, PM, or Supervisor), and in the Job Selector at the top of the FOP dashboard screen.
To view or delete a Job, navigate to either All Jobs or My Jobs, then click the Actions Menu icon.
On an existing Job, click the 'Edit Job' button to make changes.
Edit Job has three sections…
Job Details
Budgets
Comments are required when modifying the Budget $ Amounts (keeps track of the history)
Addresses
When finished, click the 'Update' button at the bottom.
The number of Job Actions available will vary based on the Rights assigned to the logged in user.
Close a Job using the 'Close Job' button at the top of the screen.
Use the 'Previous Job' and 'Next Job' buttons to quickly navigate to other jobs.
Add uploads, forms, expenses, documents, Time Entries, PO's, Invoices, change orders, etc… using the Job Actions menu.
The 'Tabs' at the bottom of the screen contain the uploads, forms, expenses, documents, Time Entries, PO's, Invoices, change orders, etc…, all of which are specific to this Job.
