How do I manage master jobs?

Create a new record for a master job.

A master job is another tool for dividing and grouping jobs based on their shared similarities. Use Manage Master Jobs to add or remove jobs from a master job.

Example

 

 

 

 

Adding a master job

1. Open Connect Project Accounting > Jobs > Manage Master Jobs.

2. Click New (CTRL+N).

3. Enter the Master Job Number.

The master job number is a unique number that is assigned to a master job.

What is the master job number?

• Use the Master Job Number to enter a master job.

4. Enter the Description.

A description is a word or phrase that describes the character or features of the record.

What is the description?

• Use the Description field to enter a word or phrase (60 characters or less).

5. Click Add Sub-Jobs.

You'll want to add the sub-jobs that belong to the master job.

6. Click Save (CTRL+S).

The master job is saved.

 

Changing a master job

1. Open Connect Project Accounting > Jobs > Manage Master Jobs.

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

3. Now, you can edit the master job properties.

4. Click Save (CTRL+S).

The master job was updated.

 

Deleting a master job

1. Open Connect Project Accounting > Jobs > Manage Master Jobs.

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

3. Click Delete (CTRL+D).

The master job is deleted.

 

Options

Master job number

The master job number is a unique number that is assigned to a master job.

What is the master job number?

• Use the Master Job Number to enter a master job.

Description

A description is a word or phrase that describes the character or features of the record.

What is the description?

Use the Description field to enter a word or phrase (60 characters or less).

Sub-jobs

A sub-job is a job that belongs to a master job.

How do I add a sub-job?

Use the Sub-jobs grid to click Add Job. Then, use the Search form to select job numbers to add to the Sub-jobs list.

How do I remove a sub-job?

Use the Sub-jobs grid to select a job number. The selected item is highlighted. Next, click Remove Selected Job.  

Lock/unlock restricted fields

Use Restricted Fields to unlock a locked field. A locked field is disabled, which means users cannot make changes to the field's contents without first unlocking the field. Clicking the Restricted Fields button again will lock an unlocked field.

How do I restrict fields?

You can select which fields to restrict on the entry screen. After the field information is entered, the field is locked and the information in the field is view only. Click Options (F12) and then click the Select button to choose which fields to include on the Restricted Fields list.

How do I lock/unlock restricted fields?

You can lock fields to prevent users from making changes to the field value. A locked field has a gray background. If you need to make changes to a locked field, you can click the Restricted Fields button to unlock the field contents. An unlocked field has a white background and you can edit it.