How do I set up job types?
You would set up a job type to create standardized categories for organizing and managing jobs. Job types help define how different kinds of projects are processed, including settings for costing, billing, reporting, and asset tracking. Setting up job types improves consistency, simplifies job setup, and helps ensure projects follow the appropriate organizational rules and workflows.
Examples of job types can vary by organization, but common job types include:
- Capital Improvement Projects
- Street Maintenance
- Utility Repairs
- Equipment Maintenance
- Building Construction
- Parks and Recreation Projects
- Water or Sewer Projects
- Grant-Funded Projects
- Customer Billable Work
- Internal Service Projects
- Emergency Repairs
- Preventive Maintenance
- Vehicle Replacement Projects
- Technology or Infrastructure Upgrades
- Recurring Maintenance Jobs
Job types help group similar projects together so they can follow consistent costing, billing, reporting, and workflow processes.
1. Open Connect Project Accounting > Organization > Organization.
2. Click to select the Job Types tab.
3. Click Add New Job Type.
The Job Type form clears.
4. Use the form at the bottom of the Job Types tab to enter the job title, code, type, and asset action.
5. Click Save (CTRL+S).
The job type is saved.
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