This guide is provided as a quick reference to the steps that should be taken when setting up a new job. Most of the fields on the job screen are self explanatory but special attention should be paid to those items displayed below. Refer to the Update Jobs section of this manual for more information on each field contained on the List of Jobs Screen.
Go to Job Cost > Update Jobs to create a new job.
| 1. | When creating a new job, enter the job number and job description first and then select the Save Button to ensure that the job number does not already exist. Then select the Edit Button and set up as much basic job information as possible on the tabs listed below. |
•Link the Project Manager, Salesman, etc to the specific roll on the job. This is used in conjunction with the User setup to restrict access to the Job Cost and PM screens based on the user role.
| 1. | Create new customer, architect, and lender information through the Clients module as needed. |
•Set up individual contact names (ie. Joe Smith) for those companies through Clients > Email Contact List. This information will be utilized by the PM module.
•Link client names to the Contract Billing and Preliminary Info fields.
| a. | If you have set up your company's client number on the System Administrator > Configuration > Accounting Tab, then the contractor field will default with your company name. |
| 2. | Select the Billing Format. |
•Uncheck the 'Certify' setting if desired.
•If you work in multiple states, change the state code on the job to match the job site location.
•i. Enter the Contract Date and the Estimated Completion Date as desired.
| 2. | Once the job has been saved, edit the job and review the items below. Click Save at the top left of the screen to record your changes. |
•If you have created a document folder template for the jobs, then the job will be automatically set up with the new folders. If you don't use folder templates, then you may set up document folders on the job now.
•Note: If you add more than one job without exiting the Job Center screen, you will need to click on the icon on the bottom right 
("file any modified documents back to ADMS and refresh the document folders") in order to display the list of folders that were added with the Document Template.
| b. | UDFS Tab |
•If you have created any user defined fields for the jobs, then update the UDFs on this job as needed.
| 3. | Once the basic information about the job has been saved, you may create the budget and schedule of values. |
•The budget and Schedule of Values (SOV) may be set up manually on the Detail Items Tab or you may utilize the Job Templates or Job Estimate Import options on the Job Cost Menu to set up this information.
| i. | When detail items are created, the phase number and description is saved immediately to the jobcost.adt table which is the table that controls the descriptions that you will see when printing your job cost reports. Editing the description on the detail item does not automatically overwrite the description in the jobcost.adt table therefore you must manually change the description on the History > Cash Basis Costs > Cost Phase Info Tab. |
| ii. | If you track production units, you may enter the original estimated units on the History > Cash Basis Costs > Cost Phase Info Tab. |
•Click the Lookup Button to review the budget and SOV totals.