Planning Tasks in a Job

When setting up a new job, you also want to specify the various tasks involved in the job. You do this by adding new lines in the Job Task Lines window, one task per line. To get more detailed information on how to fill in the various fields, click F1 in the field to open the field help.

To Enter Tasks in a job:

  1. Open the Job Task Lines window.

  2. Enter a number for the job task in the Job Task No. field (click F1 to get tips on how to number the tasks).

  3. Enter a description of the job task in the Description field.

  4. Select one of the options in the Job Task Type field: Posting, Heading, Total, Begin-Total or End-Total.

  5. If you wish to assign different posting groups to different tasks, fill in the Job Posting Group on the task. If you leave this field empty, the Job Posting Group entered in the Job Card will be used for the task.

  6. Enter Total in the WIP-Total field if you wish to indicate that the WIP should be calculated for a task and all blank tasks above this task up until the previous task with Total or Closed.

Enter Closed in the WIP-Total field if you wish to indicate that the WIP should not be calculated for a task and all blank tasks above this task up until the previous task with Total or Closed. You may wish to do this if some tasks are still being planned for the job and no usage or invoices have been posted yet.

Related topics

Setting Up Job Posting Groups



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