---
title: Job Management Training Packet
description: A collection of step by step reference guides on Fee and Production Jobs and Estimates.
---

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July 20, 2023

# Job Management Training Packet

## A collection of step by step reference guides on Fee and Production Jobs and Estimates.

**Table of Contents:**

- [**Client Job Management Basics: Fee Jobs**](https://knowledgebase.counta.com/knowledge/job-management-training-packet#Jobbasics) 
    - [Create Fee Jobs](https://knowledgebase.counta.com/knowledge/job-management-training-packet#Jobbasics)
    - [Create an Estimate ](https://knowledgebase.counta.com/knowledge/job-management-training-packet#estimate)
    - [Copy and Revise an Estimate](https://knowledgebase.counta.com/knowledge/job-management-training-packet#Copyrevise)
    - [Create Revenue Tracker ](https://knowledgebase.counta.com/knowledge/job-management-training-packet#RevTrack)
    - [Job Summary and Reporting ](https://knowledgebase.counta.com/knowledge/job-management-training-packet#Jobreporting)
- [**Client Job Management: Production Jobs**](https://knowledgebase.counta.com/knowledge/job-management-training-packet#CLIENTJOBMANAGEMENT) 
    - [Create Production Jobs](https://knowledgebase.counta.com/knowledge/job-management-training-packet#CREATEPRODUCTIONJOB)
    - [Create an Estimates](https://knowledgebase.counta.com/knowledge/job-management-training-packet#ESTIMATES)
    - [Purchase Order Management](https://knowledgebase.counta.com/knowledge/job-management-training-packet#PURCHASEORDER)
    - [PO and Supplier Invoice approval workflow](https://knowledgebase.counta.com/knowledge/job-management-training-packet#WORKFLOW)
    - [Job Reporting](https://knowledgebase.counta.com/knowledge/job-management-training-packet#REPORTING)

### **Client Job Management Basics: Fee Jobs**

#### Create Fee Jobs 

A job can represent a client or internal project that your agency needs to allocate resources and cost against.  A job is the foundation of all transactions within the Accountability platform.  Fee Jobs are defined in Accountability as billable jobs that are assigned to a specific Job Type mapped to fee task types. 

👩‍🏫 For detailed steps on creating a fee job go [here](https://knowledgebase.counta.com/knowledge/create-a-job?hsLang=en).  

👩‍🏫 To learn more about task types, go [here](https://knowledgebase.counta.com/knowledge/managing-task-types?hsLang=en). 

#### Create a Fee Estimate 

Creating an estimate sets client expectations for the scope of work that will be provided and outlines how long the project will take to complete. 

👩‍🏫 For detailed steps on creating an estimate, go [here](https://knowledgebase.counta.com/knowledge/create-an-estimate-freeform?hsLang=en).  

#### **Copy and Revise an Estimate**

You can easily create a copy of an Estimate and make revisions to the previous version.  You have the option to keep concurrent versions or supersede the previous version. 

👩‍🏫 For detailed steps in copying and revising an Estimate, go [here](https://knowledgebase.counta.com/knowledge/estimates-how-to-revise-copy-or-create-new-version?hsLang=en)

#### **Create Revenue Tracker Fees**

For Fee Estimates, Accountability's Revenue Tracker allows you to define your revenue allocation across months. 

 

- [Create a Revenue Tracker from existing Estimates](https://knowledgebase.counta.com/knowledge/revenue-tracker-how-to-create-from-an-estimate?hsLang=en)
- [Update Revenue Tracker](https://knowledgebase.counta.com/knowledge/revenue-tracker-update-via-revenue-tracker-menu?hsLang=en)
- [Revenue Tracker Reporting Options](https://knowledgebase.counta.com/knowledge/revenue-tracker-reporting-options?hsLang=en)

#### **Job Summaries and Reports**

Access Job Summaries from the Jobs menu for on-demand access to your job's financial health.  Go to Jobs\>Job Summaries and choose from the following: 

- Job Cost & Billing Summary 
- Job Financial Summary 
- Job Time Summary
- Job Cash Summary 
- **Job WIP Summaries  **- provides you at-a-glance WIP balances for your clients and your jobs, as well as the age of that balance.  Drill down into a specific job to see costs by task type and drill down into each task type to see the underlying cost transactions.  
- Task Summary

Available from the Jobs\>ob Reports, there are a range of reports that fall into 3 categories;

- **Job Cost Reports** –help you manage the review of job costs and billing
- **Production Transaction Reports** – these are summary reports analyzing various job-related transactions for reporting and analysis
- **Client Expenditure Reports** – summaries of client /job expenditure for management reporting

All Job Reports can be run on various filters, including Office, Client, Client Manager, Product, and Campaign

👩‍🏫 For detailed steps on job reporting, go [here.  ](https://knowledgebase.counta.com/knowledge/what-types-of-job-reports-are-available-in-accountability?hsLang=en)

### **Client Job Management: Production Jobs**

#### **Create Production Jobs**

A job can represent a client or internal project that your agency needs to allocate resources and cost against.  A job is the foundation of all transactions within the Accountability platform.  Production Jobs are defined in Accountability as billable jobs that are assigned to a specific Job Type mapped to supplier task types. 

👩‍🏫 For detailed steps on creating a production job, go [here](https://knowledgebase.counta.com/knowledge/create-a-job?hsLang=en). 

#### **Create Estimates**

Creating an estimate sets client expectations for the scope of work that will be provided and outlines how long the project will take to complete. 

👩‍🏫 For detailed steps on creating an estimate, go [here](https://knowledgebase.counta.com/knowledge/create-an-estimate-freeform?hsLang=en).  

#### **Copy and Revise an Estimate**

You can easily create a copy of an Estimate and make revisions to the previous version.  You have the option to keep concurrent versions or supersede the previous version. 

👩‍🏫 For detailed steps in copying and revising an Estimate, go [here](https://knowledgebase.counta.com/knowledge/estimates-how-to-revise-copy-or-create-new-version?hsLang=en)

#### **Create a Purchase Order**

You can easily create a Purchase Order from supplier line items on your Estimate.  The system will ensure that you don't go over the estimated amounts approved by the client. 

- - [Purchase Orders - How to create from an estimate](https://knowledgebase.counta.com/knowledge/purchase-orders-how-to-create-from-an-estimate?hsLang=en)

- - [Purchase Orders - How to edit](https://knowledgebase.counta.com/knowledge/purchase-orders-how-to-edit?hsLang=en)
    - [Purchase Orders - How to create multiple Purchase Orders for one line item](https://knowledgebase.counta.com/knowledge/purchase-orders-how-to-create-multiple-purchase?hsLang=en)
    - [Purchase Orders - How to create from Purchase Order menu](https://knowledgebase.counta.com/knowledge/purchase-orders-how-to-create-from-purchase-or?hsLang=en)

- - [Reconcile supplier invoices with POs](https://knowledgebase.counta.com/knowledge/reconcile-supplier-invoices-and-purchase-orders?hsLang=en)

#### **PO and Supplier Invoice approval workflow**

This optional workflow feature allows for a second level of approvals for Supplier invoices and Purchase Orders – where you would like a Manager (such as a Client Manager or Job Manager) to sign off on Supplier Invoices /POs relating to their clients or jobs. , before those supplier invoices/PO’s can receive final approval.

👩‍🏫 For detailed steps on job reporting go [here](https://knowledgebase.counta.com/knowledge/manage-approvals-function?hsLang=en)

#### **Job Reporting**

Access Job Summaries from the Jobs menu for on-demand access to your job's financial health.  Go to Jobs\>Job Summaries and choose from the following: 

- Job Cost & Billing Summary 
- Job Financial Summary 
- Job Time Summary
- Job Cash Summary 
- **Job WIP Summaries  **- provides you at-a-glance WIP balances for your clients and your jobs, as well as the age of that balance.  Drill down into a specific job to see costs by task type and drill down into each task type to see the underlying cost transactions.  
- Task Summary

Available from the Jobs/Job Reports, there are a range of reports that fall into 3 categories;

- **Job Cost Reports** –help you manage the review of job costs and billing
- **Production Transaction Reports** – these are summary reports analyzing various job-related transactions for reporting and analysis
- **Client Expenditure Reports** – summaries of client /job expenditure for management reporting

All Job Reports can be run on various filters, including Office, Client, Client Manager, Product, and Campaign

👩‍🏫 For detailed steps on job reporting go [here.  ](https://knowledgebase.counta.com/knowledge/what-types-of-job-reports-are-available-in-accountability?hsLang=en)

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