The Jobs function on the Timekeeping Modules Settings page of the Admin > Settings Page is available to manage the Jobs or Projects that are used with the Timekeeping Module functions.  Administrators can add new Jobs, edit existing Jobs and delete Jobs.  


Availability

Only users with the Portal Administrator, Timekeeping Administrator or Manage Timekeeping Settings permission will have access to this function.


Navigation

Admin > Settings > Timekeeping Module Settings > Jobs


Job Maintenance Functions

The following functions are available when performing Job Maintenance



Properties of a Job

A Job has the following properties:


  • Name
  • Description
  • Job Type
  • Active Flag
    • Jobs with an Active Flag of "No" will not appear on Timesheets
  • Start Date
    • Jobs with a Start Date in the future will not appear on Timesheets
  • End Date
    • Jobs with an End Date in the past will not appear on Timesheets
  • Requires Comment Flag
  • Requires Separate Project Manager Approval Flag
    • This this is set to "Yes", the assigned Project Manager for Approval will automatically be added to Workflows as first level approver for Hours worked for this Job
  • Assigned Project Manager for Approval
    • Only available if the "Requires Separate Project Manager Approval Flag" is set to "Yes"
  • Sort Group
  • Custom Attributes


A sample Jobs List with filter with paging enabled


The Jobs List

The Jobs list displays the Jobs that are configured and assigned to the iSite License.  The list will display the following information:


  • Name
  • Description
  • Job Type
  • Active Status
  • Start Date
  • End Date
  • Last Updated


How to Use the Jobs List

  1. Click on the Job Name in the list whose information you would like to edit.
  2. Use the Filters to limit the Jobs that are displayed in the List based on the criteria in your Filters.


A sample Job edit page


How to Add a Job

  1. Click the Add New Job button in the toolbar.
  2. Fill in the appropriate information in the Properties section of the page.
    1. For the Requires Separate Project Manager Approval setting, set this to YES if you require the assigned Project Manager to approve Hours worked on this Job
  3. Fill in the appropriate information in the Extended Properties section of the page. *
  4. Click the Create Job button to create the new record or click the Cancel button to abort the creation process.


How to Edit an Existing Job

  1. In the Jobs List, select the record to be edited by clicking the Job Name.
  2. Fill in the appropriate information in the Properties section of the page.
    1. For the Requires Separate Project Manager Approval setting, set this to YES if you require the assigned Project Manager to approve Hours worked on this Job
  3. Fill in the appropriate information in the Extended Properties section of the page. *
  4. Click the Update Job button to update the record or click the Cancel button to abort the editing process.


* The Extended Properties section will only be visible if Custom Attributes have been defined for Timekeeping Jobs.


Deleting Jobs

Deleting a Job is a permanent change and cannot be reversed.  Proceed with caution.


NOTE:  You cannot delete Jobs that have Time Activities already created against.


How to Delete a Job

  1. In the Jobs List, select the record to be deleted by clicking the Job Name.
  2. In the Job Maintenance page, click the Delete this Job... button in the toolbar.
  3. In the confirmation message pop-up, click the OK button to permanently delete the selected record or click the Cancel button to abort the deletion process.


The selected Job will be permanently deleted from iSite.


How to Delete Multiple Jobs

  1. In the Jobs List, click the check box next to each record that you want to delete.
  2. Click the Delete Jobs... button in the toolbar.
  3. In the confirmation message pop-up, click the OK button to permanently delete the selected records or click the Cancel button to abort the deletion process.


The selected Jobs will be permanently deleted from iSite.



How to set Properties for Multiple Jobs

  1. In the Jobs List, click the Assign Job Properties button on the Toolbar.
  2. In the Properties section, select the Job Field Type that you would like to set. *
    1. For Job Properties, select the Job Property that you would like to set.
    2. For Job Attributes, select the Job Attribute that you would like to set. *
  3. Set the Property or Attribute Value that you would like to assign to selected Jobs.
  4. In the Select Jobs section, use the Add Jobs and Remove Jobs buttons to specify the Jobs that you want to change a Property/Attribute value for.
    1. See the Using the Job Selection Control topic for more information on how to select a list of Jobs.
  5. Click the Update Properties button to update the selected Property/Attribute for the selected Jobs or click the Cancel button to abort the editing process.


* The Job Attributes option will only be visible if Custom Attributes have been defined for Timekeeping Jobs.


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