How to create a sub job

Sub jobs can be very useful when managing a large project. By creating Sub Jobs, users can separate components or phases within the project for ease of tracking, and still have the ability to report and bill all of the segments together.

Steps:

1. Create a new job like usual. This will be your Master Job. 
2. Click Activity located at the top of the page 
3. Click Sub Jobs from the activity drop-down box. 
4. Click Create a new sub job.
5. Enter the following information 
   
   

   Details	Description
   Job Description	Enter a short job description or the job name.
   Job Type	Enter a job type - This will drive revenue classification and determine which Task Types are available for time recording, estimating, and billing on the job.
   Client	Enter a client or click on the magnifying glass to search the agency database.  Only Clients that are assigned to Office(s) can be seen. Default client settings are applied to the job.
   Product	Enter or select a product.
   Campaign	Enter or select a campaign.
   Office	Default client settings are applied - change if necessary.
   Job Manager	Default client settings are applied - change if necessary.
   Production Manager	Enter or select a product manager.
   Date Opened	The date opened will be defaulted to today's date - change if necessary.
   Active	Check to keep the job active.
   Date Closed	Enter the job's closing date.

   
   

   Billing Settings	Description
   Billable	Check to view all billable jobs.
   Default Job Currency	Default client settings are applied - change the currency if necessary.
   Service Fee %	Applied by default through the client field but can be edited at the time of a job creation.
   Supplier Invoice Mark Up %	Applied by default through the client field but can be edited at the time of a job creation.
   Pass FX Gains/Losses to Clients?	Check to view any foreign exchange (FX) gains or losses incurred by a business or financial institution to its clients or customers.

   
   

   Client Information	Description
   Client Order No.	Enter a client order number if necessary.
   Budget	Enter a budget - optional but recommended.
   Estimate Contact	Applied by default through the client - change if necessary.
   Invoice Contact	Applied by default through the client - change if necessary.

    

   Other Details	Description
   Billing Status	Enter or select a billing status
   Producer	Enter or select a producer.
   Finance Lead	Enter or select a finance lead.
   Scope Status	Enter or select the scope status.

6. Click Save.