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How to drill down a job transaction
Drill Down is a function within Accountability that enables you the capability to instantly shift from an overview of data to a more detailed and granular view within the same dataset.
Steps:
- Navigate to JOBS > Jobs.
- Select the Job No.
- Click Activity, located at the top of the page.
- Click Financial Status in the activity drop-down box.
- This loads the Job Transactions Summary page showing the Estimated, Actual, and Billed transactions for each Task Type.
- Click a Task Type to drill down and see the transactions for that specific task type.
- Click the Transaction Type to open a detailed page for the transaction.
You can click on the Job No. hyperlink throughout Accountability to drill down into specific transactions associated with the job.