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You will now set the global options of the job costing system, then create a new project and enter summary job details on the project.
1. Select the '''Job Costing''' [[Application|application]].
[[Image:Job.png]]
The '''Job Costing''' [[Application|application]] is displayed.
[[Image:Ajob.png]]
This window consists of the following tabs
* '''My Estimates''' – estimates where you are the manager.
* '''My Jobs''' – jobs or projects where you are the manager.
* '''My Tasks''' – tasks in projects where you are an assigned resource.
* '''All Estimates''' – all estimates within the job costing system.
* '''All Jobs''' – all jobs within the job costing system.
* '''Resources''' – all resources within [[SmartSimple]]. This includes people, facilities, and equipment, and material type resources.
* '''Settings''' – Job Costing [[Application|application]] settings.
* '''Reports & Dashboards''' – link to the reports and dashboard features.
If you don’t have access to the '''Job Costing''' [[Application|application]], you will need to ask your [[SmartSimple]] System [[Administrator]] to activate the [[Application|application]].
==Setting Job Costing Defaults==
These current units of time can be set for the current project, and all future projects that you create, by selecting the '''Set as Default''' button.
1. Click the '''Settings''' tab.
The '''Settings''' tab is displayed.
[[Image:Ajob1.png]]
Settings are divided into two categories: '''Job Settings''' and '''Task Settings'''.
==Job Settings==
* '''Job View''' – defines the fields that should be displayed when viewing estimates and jobs in a list view.
* '''Estimate Statuses''' – defines the stages/statuses of an estimate before it is converted into a job.
* '''Budget Statuses''' – defines the stages/statuses of a job once it has been converted from an estimate.
* '''Project Custom Fields''' – you can add [[Custom Fields|custom fields]] to the estimate/job level.
* '''Task Custom Fields''' – you can add [[Custom Fields|custom fields]] to the task level.
==Task Settings==
* '''Task Statuses''' – defines the stages/statuses of a task.
==Setting Estimates and Job Statuses==
First you will set the estimate and job statuses.
1. Click the '''Estimate Status''' link.
The '''Estimate Status''' page is displayed.
[[Image:Ajob2.png]]
The statuses will be listed to the left of the page, and new statuses are added to the right of the page.
Each status has three settings:
* '''Name''' – the name of the status.
* '''Display order''' – the order of the statuses should be displayed in the Status combo box.
* '''Color Code''' – an optional color code for the status when displayed in the list.
2. Add the following '''statuses''':
[[Image:Ajob3.png]]
Color codes are a useful way of identifying estimates and jobs.
==Setting the Job/Budget Statuses==
These statuses will only be used once you have converted the estimate into a budget.
1. Click the '''Settings''' tab.
2. Set the following '''Job/Budget Statuses'''.
[[Image:Ajob4.png]]
==Setting Task Statuses==
Finally, you will set up the task statuses. These statuses can only be estimated at the '''Budget''' stage and not at the task or estimate of job stage.
1. Click the '''Settings''' tab.
2. Set the following '''Task Statuses''':
[[Image:Ajob5.png]]
You can now create the estimate.
[[Category:Project and Job Costing]][[Category:Applications]][[Category:System Management]]
1. Select the '''Job Costing''' [[Application|application]].
[[Image:Job.png]]
The '''Job Costing''' [[Application|application]] is displayed.
[[Image:Ajob.png]]
This window consists of the following tabs
* '''My Estimates''' – estimates where you are the manager.
* '''My Jobs''' – jobs or projects where you are the manager.
* '''My Tasks''' – tasks in projects where you are an assigned resource.
* '''All Estimates''' – all estimates within the job costing system.
* '''All Jobs''' – all jobs within the job costing system.
* '''Resources''' – all resources within [[SmartSimple]]. This includes people, facilities, and equipment, and material type resources.
* '''Settings''' – Job Costing [[Application|application]] settings.
* '''Reports & Dashboards''' – link to the reports and dashboard features.
If you don’t have access to the '''Job Costing''' [[Application|application]], you will need to ask your [[SmartSimple]] System [[Administrator]] to activate the [[Application|application]].
==Setting Job Costing Defaults==
These current units of time can be set for the current project, and all future projects that you create, by selecting the '''Set as Default''' button.
1. Click the '''Settings''' tab.
The '''Settings''' tab is displayed.
[[Image:Ajob1.png]]
Settings are divided into two categories: '''Job Settings''' and '''Task Settings'''.
==Job Settings==
* '''Job View''' – defines the fields that should be displayed when viewing estimates and jobs in a list view.
* '''Estimate Statuses''' – defines the stages/statuses of an estimate before it is converted into a job.
* '''Budget Statuses''' – defines the stages/statuses of a job once it has been converted from an estimate.
* '''Project Custom Fields''' – you can add [[Custom Fields|custom fields]] to the estimate/job level.
* '''Task Custom Fields''' – you can add [[Custom Fields|custom fields]] to the task level.
==Task Settings==
* '''Task Statuses''' – defines the stages/statuses of a task.
==Setting Estimates and Job Statuses==
First you will set the estimate and job statuses.
1. Click the '''Estimate Status''' link.
The '''Estimate Status''' page is displayed.
[[Image:Ajob2.png]]
The statuses will be listed to the left of the page, and new statuses are added to the right of the page.
Each status has three settings:
* '''Name''' – the name of the status.
* '''Display order''' – the order of the statuses should be displayed in the Status combo box.
* '''Color Code''' – an optional color code for the status when displayed in the list.
2. Add the following '''statuses''':
[[Image:Ajob3.png]]
Color codes are a useful way of identifying estimates and jobs.
==Setting the Job/Budget Statuses==
These statuses will only be used once you have converted the estimate into a budget.
1. Click the '''Settings''' tab.
2. Set the following '''Job/Budget Statuses'''.
[[Image:Ajob4.png]]
==Setting Task Statuses==
Finally, you will set up the task statuses. These statuses can only be estimated at the '''Budget''' stage and not at the task or estimate of job stage.
1. Click the '''Settings''' tab.
2. Set the following '''Task Statuses''':
[[Image:Ajob5.png]]
You can now create the estimate.
[[Category:Project and Job Costing]][[Category:Applications]][[Category:System Management]]
