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Overview:

The Job Workbench is a tool to view a snapshot of a Job and drill into additional details.

Benefits:

  • Quickly view billed, job cost, contract, etc. real time information in one spot
  • Limits all panels to one job

Roles:

  • Project Coordinator
  • Project Manager
  • CFO

Additional Content

  • While the PM: Job Workbench can be used to review job information at any time, it is useful during Forecasting and Billing review as part of the revenue recognition workflow to confirm the job is ready to have revenue recognized

Location:

  • PENTA Workbench > PM: Job Workbench

Video:

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Penta Technologies continuously strives to improve customer content, therefore, information is subject to change at any time.