Creating a Job

To enter a job through project setup:

1. Create the job shell (Job Cost- Jobs - Jobs - New)

a. Enter the basic job information (job title, customer, price type, contacts, job address)

2, From the right-side navigation pane, select Import Estimates 

3. Select Billing Detail, enter the billing items. These should be the same as the lines you wish to appear on your contract schedule of values, and should total the total contract revenue amount.

4. Enter the job phases with their projected amounts. 

6. If there will be any subcontracts associated with the base contract, enter the subcontract information by selecting the Subcontract button. NOTE: there must already be a subcontract phase entered for this to happen.

7. Select Update, verify th job and estimate type, select OK 

8. Verify the selection options, select continue. 

NOTE: We advise to include the check boxes for all selections except "Include phases with no estimated cost, hours or quantity?"