Add a Job to a Project

Back Top Prev Next Print

Open the job to connect (link) to a Project.

 

LinkJobToProject

 

Click the ellipsis [...] beside the Project# field and choose the Project to link to the job.

 

The job will now appear in the Active or Invoiced tab on the Project.

 

activejobonproject

 

info

Note: If there is information in the Location field of any Asset, this information will appear in the header of contracts and jobs created via the Asset or Project. The Location field will also show and populate when creating a job and entering the contract number in the header of the job. Note that this is used more for Managed Print Services.

 

location1

 

Further information

Project Security

Set Up Managed Services

Assets

Preview Pane

Project Footer Tabs

Project Header

Project List

Project Reports

Project Templates

Promotional Pricing

Workflow Example

Add a Document to a Project

Add Recurring Managed Service Jobs

Create Similar Project

Prepaid Labour Reporting

Set up a Managed Service Contract