How do I remove a job type?

You would remove a job type when it is no longer used or needed for project tracking and processing. Removing unused job types helps keep job setup options organized, reduces confusion during data entry, and ensures users select from only current and valid project categories. Before removing a job type, organizations typically verify that it is no longer associated with active jobs or reporting requirements.

Note: You cannot remove a job type 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 > Organization > Organization.

2. Click to select the Job Types tab.

The job types are listed at the top of the tab.

3. Click to select a job type.

4. Click Remove the Selected Job Type.

 

 

The job type is deleted.

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