Changes can be made to jobs at any point during its lifetime, as needed. The
changes you make to jobs take affect when they are saved; so anyone who prints
a job report will see your changes immediately.
All of the job's details can be changed in the
Job Ticket windows. The different windows let you
change different things, such as estimates or schedules.
But most of the job's key information is in the
Job Specifications window. Here you can change the
job's specifications, dates, job type, and user
fields as needed.
Only the client number and job number can't be
changed in the Specification window. Once a job
is saved, the client number and job number are permanently
assigned to the job ticket and can not be edited.
To edit a job ticket
1 From the Job Tickets window,
click on the edit
button.
The Edit Job Ticket window opens. The job's specifications
can be edited here. Only the client number,job number,
and job type can't be changed.
2 Make your changes, then click
Save.
To make a job always unbillable
A job ticket is billable to the client unless it
is specifically marked as always unbillable. This
option checks the unbillable checkbox on the job's
tasks, which make all newly added costs unbillable.
This option should be set when a job won't be billed
(e.g., new business, account service, pro-bono,
etc.).
1 From the Job Ticket window,
click on the edit
button.
2 Click the Always Unbillable checkbox, then click
Save.
Changing the always unbillable option doesn't
affect existing costs (i.e., if they were billable
before, they'll stay billable; only new costs will
be unbillable). For more flexibility, a job can
be set as billable but have some always unbillable
tasks. In this case, selected job tasks can be set
as always unbillable -- while the job is not marked
as always unbillable. A job can have any combination
of billable and always unbillable tasks.
To delete a job ticket
A job can be deleted before any work has begun.
But once a job has costs, hours, or billings it
can't be deleted. This prevents jobs from mysteriously
disappearing with unbilled costs. Deleting a job
is permanent and irreversible. However, the deleted
job's diary entries aren't affected, allowing anyone
to see who deleted the job.
1 From the Job Ticket window, find the job you
wish to delete.
2 Click the delete button.
Avoid using the deleted job's number over again.
If a new job is opened using a deleted job's number,
you'll see the deleted job's diary entries.
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