A form is a document that has been set up to print information, such as text, titles, or variables. Use Job Forms to print forms that include job-related information, such as project details, costs, departments, billing information, or status updates. Job Forms help standardize how information is presented and can be used for internal records, project documentation, customer communication, or operational reporting.

1. Open Connect Project Accounting > Reports > Job Forms.

2. Select a report title.

3. Fill in the report date and select a form layout.

4. Will you print the job information to a pre-printed form?

• Yes, print the job information to a pre-printed form. Load the pre-printed forms to the printer tray.

• No, print the job information to plain paper. Continue to the next step. 

5. Click Print (CTRL+P).

The form prints.

Options

Forms

A form is a document that has been set up to print information, such as text, titles, or variables.

Do you want to use the current form?

• Yes, I want to use the current form. Continue to the next step.

• No, I want to use a different form. Click on the Forms tab > Form Options subtab. Then, select a different form name from the Form drop-down list.
  
  

Include previously printed job forms

A previously printed job form is a job that has already been printed during a prior session. When you print a job the system changes the status on the job to printed. Use this option to override the printed status.

Do you want to re-print printed jobs?

• Yes, re-print printed jobs. Click to select Include Previously Printed Jobs.

• No, only print jobs for jobs that have not been printed. Click to deselect Include Previously Printed Jobs.