Overview:
The Job Type Information window allows you to define different types of jobs to be used for reporting. 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: