A contract job and its project
What moves
Every contract job is tied to one project in Projects, which keeps the schedule and the tasks. The job reads the project's name and status, and an archived project is flagged on its live job.
Before you start
- Construction and Projects in your plan
Step by step
- Construction managerProject Management
Creates the project, or picks one that has no job yet.
You see:The project exists once.
- Construction managerConstruction & Contracting
Creates the job on that project and activates it.
You see:The job carries the project's name; a second live job on it is refused.
Keeps the project's name and status up to date on the job.
You see:A renamed or archived project shows correctly on the job.
Related
- Construction & Contracting
- Project Management
- Approvals, cost codes and job cost flow both ways
- Approved timesheets price the job's labour
- Clients, subcontractors and banks are parties
- A snag is fixed by one person and closed by another
- A subcontractor is certified, billed and paid
- Connections between modules