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 contract 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:

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