The Jobs area supports common project management tasks, such as configuring a job and scheduling a resource, as well as providing the information needed to manage budgets and monitor progress. With the Jobs feature, you can manage long-term projects that involve the use of man hours, machine hours, inventory items, and other types of usage that you want to keep track of. You can track machine and employee hours on the project by using time sheets. Using the Jobs functionality will provide a good overview, not only of individual jobs, but also of the allocation of employees, machinery and other resources being used in all projects. You can also use this functionality for many types of services and consultancy tasks.

The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.

To See

Create a new job and plan tasks in a job. Configure an existing job and adjust prices.

Set Up Jobs

Create, schedule and manage resources.

Schedule and Manage Resources

Manage a job's budget and generate reports.

Manage Project Budgets

Record usage on a job and monitor progress and performance of a job.

Monitor Progress and Performance

Purchase items and manage the supplies of a job.

Manage Project Supplies

Integrate time sheets with job orders.

Use Time Sheets

Complete a job and invoice the customer.

Invoice Jobs

See Also

Other Resources

Walkthrough: Managing Projects with Jobs