How do I complete job 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.
You would complete job steps to track the progress of work performed on a job or project. Marking steps as complete helps departments monitor project timelines, document completed phases of work, and identify what tasks still remain. Completing job steps also improves reporting, supports project accountability, and provides a clearer picture of overall job status for staff and management.
Complete job steps
1. Open Connect Project Accounting > Jobs > Complete Job Steps.
2. Use the Lookup bar to enter a job number. Press Enter.
3. Click to select a step from the Steps grid.
4. Use the options on the Step subtab to select the Completed checkbox.
5. Then, fill in the Completed By and Completed Date.
The step is marked as completed.
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.
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