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Job Workbench Review

Owned by Joseph Wall (Deactivated)
Last updated: 06 21, 2022 by Claire Aleman

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:

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