Job Hiearchy Overview

Introduction to Jobs
Video 1/4
  • Helpful
  • Not helpful
  • Needs update
  • Technical error
A beginner video is for people with little or no experience with Business Central. It is explained thoroughly and is easy to understand. Beginner In the "overview"-videos we draw the big picture to provide you with an understanding of how the solution is structured. Overview Watch the "basic" videos to take the tour of the main processes of Business Central. This is the basic, need-to-use functionality. The Basics
Open Playlist
Presenter: Mette Thavlov Neukirch

How is the hierarchy of jobs?

In my daily work as a consultant, I often find that people have a hard time understanding the hierarchy of jobs. It’s actually quite simple when you put it up like this in a model, but of course, you need the overview as well when you’re working in the system. I often say that if you understand this structure, this hierarchy, then you’re a long way.

This is what happens in the video

The hierarchy is divided into three levels, at the top level we have the job itself, you can view that as the project. The job can then be divided on the second level into different tasks that we need to perform.

And on the third level, we divide into planning lines and job ledger entries, showing the expected and the realized.

This structure gives us a powerful tool to follow up on projects.

There are different phases, and what we are expecting, and what we have actually realized so far. So, let’s have a look in the system. So, let’s see the structure on actual data.

I will go to my list of jobs. It’s easy accessible here from my project manager role center. Here, I have my list of jobs.

So that’s the top-level, the level 1, I will open one of the jobs. And here in the middle we have the job tasks, so that’s the second level. If I want to see my planning lines, I’ll go to navigate, job planning lines.

So now we’re on the third level. I can also view my job ledger entries. And here we can see that a resource has spent some time working on this project.