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Best Role Center for Jobs

Getting started with Jobs
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A beginner video is for people with little or no experience with Business Central. It is explained thoroughly and is easy to understand. Beginner 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
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Presenter: Mette Thavlov Neukirch

How do you select a Role Center for managing jobs?

Since I’m working with jobs, I will change my role center. I will go to my settings. And under Role, I will change it to Project Manager.

This is what happens in the video

You can of course have other role centers and still be working with jobs. But the project manager role center gives a good overview of your jobs if that’s your primary work area.

Now I’ve changed my role center, and I’m ready to start working with my jobs.

The role center gives me a good overview of invoicing, work in process, jobs to budget, my tasks. I can also see a list of my jobs. This means jobs were I’m the project manager. This also some relevant diagrams at the bottom of my role center.

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