---
title: System Update - Job UI Redesign
description: Simplified job form streamlines job creation and management
---

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August 28, 2023

# System Update - Job UI Redesign

## Simplified job form streamlines job creation and management

#### What is it?

The Job form has been redesigned and reorganized to simplify the creation of new jobs and streamline the overall user experience for all job stakeholders. 

#### Why does it matter? 

Users can focus on the information required to quickly create jobs to execute a client project. 

Job stakeholders can easily see the primary details about the job and access activities or other other settings in the relevant sections. 

#### What changed?

The new UI provides a streamlined and more comprehensive look by breaking down the needed information into easy-to-manage sections and actions. 

There are 3 main parts to this change:

![Job Form](https://knowledgebase.counta.com/hs-fs/hubfs/Job%20Form.png?width=688&height=325&name=Job%20Form.png)

1. The main Job Form only displays the primary details of a job, broken out into specific sections for ease of navigation: 
     1. **Details** what this job is about, including the description, type, client, office, and job manager. 
     2. **Billing Settings** shows whether this job is billable or not (inherited from the client in main Details section), as well as the default currency used in reporting. 
     3. **Client Information** includes additional details provided by the client including a Client Order No, Budget (for reference), and Contacts from the Client record
     4. **Other Details** includes agency-defined custom fields
2. The hyperlinks on the old job UI have been consolidated within the **Settings** sub-menu on the top right-hand side of the page. 
     1. Dates 
     2. Notes
     3. Lock Transaction Types
     4. Interoffice Billing
3. Transaction links and messages have been consolidated within the Activities sub-menu on the top right-hand side of the page.  Where applicable, a count appears next to the activity to indicate the number of transactions posted to the job.  
     1. Sub Jobs
     2. Financial Status \*
     3. Estimates
     4. Client Job Invoices
     5. Purchase Orders
     6. Messages

**Note on Job Creation:**

The page sub-menu, including Settings and Activities, only appears on job creation after the client has been entered. 

**Financial Status**

For this release, this page shows the Job Financial Status for the job.

Subsequent release(s) will centralize all relevant financial details about a job, including:

- **Job Billable Status** for all charge types, with option to drill-down into specific transactions 
- **Job Cash Details** by transaction type, with option to drill down into specific transactions
- **Time** transactions
- Billable and non-billable **External Costs** 
- Option to include amounts from unposted transactions

 

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