Proposed Works - Creating a Job from a Proposed Work

Proposed Works - Creating a Job from a Proposed Work

Info
This article is part of the Proposed Works section.
Find all related articles here:
 
When you are ready to create a job from your proposed work you can do this directly from the Proposed Works main screen. 

  1. Open your Proposed Work from the main Proposed Works tab, or from the Proposed Works tab inside the Development.

  2. Click the Create Job button in the left action panel.



  3. A pop-up message will appear advising you that this will set the work to In Progress. Click Yes to continue.



  4. This will open the Jobs for Development window at Stage 2. Some details will be pre-populated.



  5. Continue to create your Job following the steps in Jobs Maintenance - Creating a Job.

  6. You will still be able to receive payments towards the Proposed Work after you have created a Job.


    • Related Articles

    • Jobs Maintenance - Job Statuses

      This article is part of the Jobs Maintenance section. Find all related articles here: Jobs Maintenance Below is a list of all possible Job statuses. Code Description Notes CAN Cancelled Jobs will change to CAN when the Cancel button is clicked at ...
    • Jobs Maintenance - Creating a Work Order

      This article is part of the Jobs Maintenance section. Find all related articles here: Jobs Maintenance Once you have created your job and contacted the contractor to check they are happy to accept the job, you will want to create a Work Order to ...
    • Jobs Maintenance - Completing a Work Order

      This article is part of the Jobs Maintenance section. Find all related articles here: Jobs Maintenance Once you have sent out a Work Order to the contractor, the Job moves to Stage 3. Stage 3: Complete Work Order After the contractor has completed ...
    • Jobs Maintenance - Creating a Job

      This article is part of the Jobs Maintenance section. Find all related articles here: Jobs Maintenance Before you start Before you create a new Job, there are a few things that need to be set up: Job Types This is configured in System - System ...
    • Jobs Maintenance - Adding a Task to a Job

      This article is part of the Jobs Maintenance section. Find all related articles here: Jobs Maintenance You can split a job into multiple tasks for one contractor, or for different contractors if you don’t want to raise multiple jobs. Each task needs ...