PENTA Learning Center is an evolving tool. Additional content is added as soon as it is available.
Job Workbench Review
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: