Job Types

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: