Create a job

Add a site, project or contract, and nest areas or phases under it.

For administratorsPortal4 min read

A job is where work happens. Forms, planners, time, Log-Its, documents and training can all be linked to a job, so you can see everything about it in one place.

Jobs in different industries

• Construction: a building project, with child jobs for each floor.
• Facilities: a client site, with child jobs for each building.
• Field service: a customer contract.
• Healthcare: a ward or department.

1. Start Select Add Job in the menu, or go to Company › Jobs.
2. Name it Add a name and a short code. Codes can use letters, numbers, hyphens and underscores, such as NORTH-01.
3. Describe it Add a description and the address.
4. Set dates Add Starts On and Ends On if the job has a fixed duration.
5. Nest it (optional) Choose a parent job to make this a child job.
6. Limit who can see it (optional) Turn on Only assigned people and groups can find and use this job for confidential work.
7. Save Save the job.

Child jobs

Use child jobs to break a job into areas, phases or buildings. They appear nested under the parent in the workspace, and labels on the parent apply to them too.

Next steps

• Add the crew and cost codes: Add people, groups and cost codes to a job.
• Link planners, documents and courses: Link planners, documents and courses to a job.
• See the job's activity: Use the job workspace.

Note

If your organization renamed Jobs, you'll see your own word, such as Site or Project, instead.