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How are job tasks placed in the job hierarchy?
On the second level of the hierarchy, we divide the job into multiple job tasks. You can think of these as the phases of a project, and they provide the data structure for all transactions on the job.
This is what happens in the video
You can also think of this as a simple chart of account for each job, and way to have some functionality similar to the chart of accounts when it comes to defining the job tasks.
Be aware that job task lines are mandatory when it comes to creating a job, as you cannot post entries on the job without at least one job task to refer to.
So, let’s go into the system and have a look. I will go to the list of jobs. And just open one of them. Now, I will go from the top level on the jobs. In this example, I’ve divided my job into eight job tasks. You can see them down here.
This looks like a more waterfall-based project method, but it’s up to you to define how you want these job tasks to be structured, and just a word of advice, you need at least one job task of the type “posting”.
But as I mentioned, it’s similar to the chart of accounts where you can have different types. So, like the chart of account, you can create Headings, Totals, Begin-Totals, and End-Totals. This is mainly used on more complex jobs, but that’s of course up to you.
But as I said, you need at least one of the type posting, in order to post entries to your job.