Overview:
The Job Types window allows you to define different types of jobs to be used primarily for reporting purposes. Most PENTA workbench panels and reports list Job Type as a standard column making this the preferred grouping for many operations reports. The Job Type window also allows you to define default values, some of which are listed below:
- Revenue Recognition Method for Lump Sum, Cost Plus, and Unit Price contact types
- Loss Recognition Rules
- Costcode Breakdown Structure
- Default Sales, AR, AP, Over/Under Billing accounts
- Default Cost Types and corresponding general ledger account #
- Default Forecast Calculation Rules
- Job Copy Rules
Benefits:
- By defining default data at the Job Type level, it streamlines the job setup process by pulling in the default information resulting in less data entry
- Key data element when reviewing project reporting
Roles:
- Operations Lead
Location:
- Project Management > Setup > Job Types
Video: