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Project Budget: Part 4 (OPTIONAL) - Adding Jobs as Scheduled Work into your Project

Jeffry Juni avatar
Written by Jeffry Juni
Updated over a week ago

Overview:

You don’t need to schedule jobs in the field. Technicians can log timesheets directly against projects. If you are a technician assigned to a project, you can record your time on the project timesheet. There is also a setting that restricts technicians to only see and log time against projects they are assigned to.

However, if you want to plan jobs for technicians and have that scheduled work appear on the calendar, you can absolutely do so.

Step 1: Navigate to your Project, and click "Add job"

Step 2: Select Site

By default, if the project has a site linked this will default to that site. Otherwise, you will have to select the site or create a new site to be able to create a job.

Step 3: Fill out the Job Details

Step 4: Add Additional Jobs as Required

As a rule of thumb, if you plan to use Project Claims, create jobs that align with how tasks will be claimed for invoicing.

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