Video: Add Jobs
Jobs - View, Add and Edit Jobs
You can create jobs in Practice Manager individually when new work comes in (e.g. business development opportunities or other special work), in bulk (e.g. all your annual accounts jobs at the beginning of the year) or as recurring jobs (e.g. monthly jobs). Bulk-creating jobs and setting up recurring jobs will save you a lot of time and ensures you do not forget to create jobs each month.
- Choose ONE of these options to begin:
- Click Jobs > Jobs.
- Click Time and Billing > My Timesheet.
- Click Contacts > Clients > locate and select the required client > click the Jobs tab.
- Click Add Job.
- Click the Search button
to locate and select the client.
If you have set up custom groups and filters for your firm (for jobs and contacts), the job has its firm groups automatically set to whatever is set at the contact record. Note that this is only for jobs created via the Add Job button in a contact or the job section. Jobs created by other processes (e.g. recurring jobs, auto jobs, bulk jobs) have their own method to set the firm groups.
- Select the job type from the list.
- Use the Calendar button
to select the Period Ended date, if required. - Select a Job Partner and Job Manager (available only if you have enabled these job settings).
- The Job Owner defaults to the partner or manager, depending on your job settings, or the automatic resources that are set up in Contacts. This person will manage the job and may receive automated emails as the job progresses, if you have enabled them.
- Use the Calendar button to select the Target End Date.
- Change the job status, if required - the initial default status is set to the first status for the selected job type.
- Set the priority of the job, according to your firm's convention.
- Type a description for the job in the Job Details box, if required - for example, you could enter detailed instructions for the job. Otherwise, it will default to the job details as specified in the Job Type settings.
- Type an opening WIP amount and description, if required - you can enter opening WIP manually as an alternative to importing it when you first start using Practice Manager.
- Type an amount in EITHER of these boxes, depending on the situation:
- Enter the amount you have agreed to charge the client in the Agreed Fee box. This becomes the default invoice amount and it will show in the Budget field in reports and job lists. This overrides any automatic fees, except for Set Fees you may have created for the client.
- Enter the estimated cost of the job in the Budget Total box. This amount does not show in the invoice.
- Click Save.
