How do I delete a job?

 You would delete a job to remove a job record that was created in error or is no longer needed before significant activity has been posted to it. Deleting unused or incorrect jobs helps maintain accurate records, reduces clutter in job lists and reports, and prevents users from accidentally posting transactions to the wrong job. Typically, jobs should only be deleted when they contain little or no financial activity.

Note: You cannot delete a job when related transactions exist. A related transaction is a transaction that is linked to another transaction to show how they are connected.

Do this...

1. Open Connect Project Accounting > Jobs > Modify Existing Jobs.

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

3. Click Delete (CTRL+D).

The job is deleted.

• Related Articles

• Job Detail Report

  You would print the Job Detail Report to review detailed information about a specific job or group of jobs. The report typically includes job descriptions, statuses, budgets, costs, phases, cost codes, and transaction activity. Printing the report ...

• How do I change job numbers?

  A job number is a unique identifier assigned to each job in Project Management. The Change Job Numbers process allows you to reassign or replace existing job numbers when project information changes. This is commonly used to merge two jobs into one, ...

• How do I enter manual job costs?

  A manual job cost is a transaction that was created as a single, or one-off, job cost. For example, Jane cuts a manual job cost to bill materials for a single project. You would enter manual job costs to record expenses that were not automatically ...

• How do I set up a job?

  You would set up a job to create and organize a project before work begins. Setting up a job allows you to define important details such as the job number, description, budget, phases, cost codes, departments, and billing information. Proper job ...

• How do I adjust job costs?

  When the application enters, creates, or adjusts a job cost, it records a transaction in the Transaction table. If you need to edit a transaction that has been recorded, you can use Adjust Job Costs to modify the records in the Transaction table. Use ...