How do I complete job steps?

Mark off the done steps.

The Steps list shows you the tasks for finishing a job in the order that they should be completed, or in some cases, as a laundry list of tasks in no particular order. When you complete a task, use Complete Job Steps to record the finished task, the name of the person that is recording the finished task, and the date the task was finished. The steps list can help you track the progress of a job as it moves toward completion.

In this Topic

How do I complete job steps?

Completing a task on the steps list

1. Open Connect Project Accounting > Jobs > Complete Job Steps.

2. Use the Lookup bar to enter a job number. Press Enter.

Lookup Bar in Complete Job Steps

3. Click to select a step from the Steps grid.

Steps Grid in Complete Job Steps

4. Use the options on the Step subtab to select the Completed checkbox.

Completed Checkbox in Complete Job Steps

5. Then, fill in the Completed By and Completed Date.

The step is marked as completed.

Updated 10Jan2018

Options

Step

A step is the description assigned to the task. For example, City XYZ's steps to complete are (1) Initial Setup, (2) Order materials, (3) Pull and deliver materials, (4) Construction phase, (5) Close project. When City XYZ creates a steps list in Project Accounting, it looks like this...

Required

A required task must be completed before the job can be closed.

Completed

Steps can be waiting to be completed or completed. A completed task is a task that is finished.

What is the step status?

This step needs to be completed. Leave blank the Completed checkbox.
This step is finished. Click to select the Completed checkbox. Then, fill in the Completed By and Completed Date.

Completed by

Completed by is the name of the individual that is responsible for completing the task.

Completed date

The completed date is the date the system will use to record the completed task.