A key part of setting up a new job is 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. Every job must have at minimum one task.

To create tasks for a job

  1. In the Search box, enter Jobs, and then choose the related link.

  2. Select a job, and on the Home tab, in the Process group, choose Job Task Lines.

  3. In the Job Task Lines window, enter a number for the job task in the Job Task No. field. For more information about how to number the tasks, see Job Task No. field.

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

  5. Select one of the options in the Job Task Type field:

    • Posting
    • Heading
    • Total
    • Begin-Total
    • End-Total

    For more information about these types, see Job Task Type field.

  6. To assign a job posting group to a task, select a code in the Job Posting Group field for the task. If you do not select a code, the value from the Job Posting Group that is specified on the Job card is used.

  7. In the WIP-Total field, indicate whether WIP should be calculated for the task and all previous blank tasks following the previous task grouping:

    • Enter Total to include the group of tasks in a WIP calculation.
    • Enter Excluded to exclude the task from a WIP calculation. This setting can be useful if you are still planning a task for a job and you have not posted any usage or invoices.

    Choose the OK button.

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