How to: Create a Job

  • Article

You create a job in Microsoft Dynamics NAV, and then create job task lines and job planning lines for it. Each step in job creation is designed to give you an overview of and insight into how a job is progressing. For example, you can track whether you are meeting designated milestones, or are on target for meeting budget expectations.

To create a job

  1. In the Search box, enter Jobs, and then choose the related link.

  2. On the Home tab, in the New group, choose New to create a Job card.

  3. Enter a number and description for the job. To save the job, you do not have to fill in any other other fields. However, you typically enter information for the fields described in the following table. These are the fields that need values for you to create tasks and planning lines for the job.

    Field Description

    Bill-To Customer No.

    Required. Provides information about the customer to be billed for the job.

    Status

    Choose a status setting for the job. At the first stages, you can set the Status to Planning.

    Job Posting Group

    Assigns a job to a posting group for general ledger purposes.

    Starting Date

    Provides information about the start date for the job.

    Note

    If you are using time sheets with your job, you must also designate a Person Responsible. This person can approve time sheets for the employee tasks associated with the job.

  4. You must have at least one task for every job, so that you can have posting. To define tasks for the job, on the Home tab, in the Process group, choose Job Task Lines. In the Job Task Lines, window, add the tasks that make up the job. For more information about how to create tasks, see How to: Create Tasks for a Job.

  5. Job planning lines are where you specify the resources, items, and general ledger expenses to associate with a job task. To create a planning line, select a job task, and on the Home tab, in the Process group, choose Job Planning Lines. For more information, see How to: Create Job Planning Lines.

See Also

Tasks

How to: Set Up Job Posting Groups
How to: Set Up Job Item Prices
How to: Set Up Job Resource Prices
How to: Set Up Job General Ledger Account Prices

Other Resources

Job Planning Lines
Job Task Lines
Walkthrough: Managing Projects with Jobs
How to: View and Approve a Time Sheet by Job
How to: Copy Job Planning Lines to a Time Sheet