Selections

Job

Customer

Division

Enter or search for the job number, customer number, and division.

Personnel

Superintendent

Estimator

Project manager

Enter the superintendent, estimator, and project manager.

Dates

From last cost date

To last cost date

Enter the earliest and latest last cost dates to include, or press Enter to accept the default dates. To quickly enter dates, view the Date Shortcuts.

From last bill date

To last bill date

Enter the earliest and latest last bill dates to include, or press Enter to accept the default dates. To quickly enter dates, view the Date Shortcuts.

Job status

Active?

Inactive?

Complete?

Select the Job status to determine which records will display. Records with an Active and Inactive status will default, but you can use any combination of statuses to customize your display.

Defaults

Complete date

Enter the default complete date for jobs set to Complete during this session.

Allow override of complete date?

New status

Select a new status default.

If the Job Cost Installation screen Set projected costs, quantity, and hours to actual when job is complete checkbox is selected and a job's status is set to Complete, then the job's projected quantity is automatically set to equal the actual quantity amount.

Default all 'Complete' jobs to disallow revenue entry?

If the Disallow revenue entry checkbox is selected in Job Main Properties, select this checkbox to default this setting for all 'Complete' jobs.

User-defined fields

The field names are defined in Job Cost > Job User-Defined Fields Maintenance.