Job Setup

Phases:

• Purpose: Construction phases can be added to each opportunity/job and are used for splitting up the phases of construction into smaller segments of time. This allows you to create assignments that are tied to the specific dates of the construction phase which helps auto adjust the dates of any assignment if the construction phase dates are changed.

• Permissions: Assign construction phases to Jobs on the Jobs > Phase Page. Normal users can only add phases that are already created by an admin. 

• Note: The "Entire Job" phase is auto generated by the system if the Job has a Start and End date

Tags:

• Purpose: Use tags to categorize jobs and improve searchability/filterability.

• Future Use: Tags will contribute to building employee work histories and enhancing resource recommendations.

Work Schedule:

• Purpose: Used for creating specific working schedules. 

• How to: 

  • Use the "Add New" button.

  • Enter a Schedule Description, select a Start and End Time, and enter the number of hours an employee with this schedule should work on each day.

  • You can then apply this Work Schedule to a specific resource or assignment by selecting the "Work Schedule" dropdown.

Statuses:

• Purpose: Used for creating statuses that can be applied to Jobs. 

• How to: 

  • Use the "Add New" button.

  • Select a Status Type from the dropdown. 

  • Name the Status. e.g. Opportunity - Billing, Opportunity - Review, Open - Construction etc. 

Budget Groups:

• Purpose: used to organize budget groups descriptions where users can view the details, labor types, positions, and asset categories for each budget group (mechanical, electrical, plumbing, etc..)

• How to:

  • Click on a Budget Group Description Name

  • Select one of the following:

    • Details

    • Labor Types

    • Positions

    • Asset Categories

  • Use the “Add” button to create a new one.

• Users can also select “Add New” Budget Group.

• Note: Notice the option to 'Apply Rules to All Jobs.' This setting allows the organization of employees and budget codes across the platform.