How to Create New Jobs

Step 1: Navigate to the Home page, use the Search box to find ‘Projects'. Select the related Projects link.

Step 2: On the Projects page, choose the ‘+New' action. A new blank Project Card will open.

Step 3: On the blank Project Card, click on the description field and enter the name of the Project.

In the Customer No. field, type a part of the customer's name or number, and then select the customer from the drop-down list. 

The customer's default (or last used) buying-selling details will populate the fields on the Sales order header.

(Boxed in Green are the ones which are auto populated from the Customer card. Boxed in Red are the ones which we need to populate.)

Step 4: In the posting section Fill in the details below:

• Status – Keep it as open to indicate the project is in use.
• Job Posting Group – Keep it to contract to indicate it is a contract.

The Project Card saves automatically after filling each field.

Step 5: Navigate to the Tasks section and enter the below information in the lines.

• Project Task No –  Type in MCW if the contract is a main contract.
  1. If it is an overhead project, please enter Overhead in the Project Task No. Field.
• Description -  Enter Description as Main Contract Works if the Project Task No is MCW.
  1. If the Project Task No. is Overhead, please enter description as Overhead.
• Project Task Type -  Fill in with Type Posting. This will tell Business Central that it the task lines will be able to be used for posting. 
• Project Posting Group – Enter as Contract if it is an MCW Task No. and enter as Overhead if it is an overhead.

Step 6 – Once all information is filled, the project card will be saved automatically.