This article will show you how to achieve your goal in two different ways. You can either watch a short video ►, or read a conventional list of actions [?] with accompanying screenshots.
The Jobs Zone allows you to manage the active client jobs in your business. Jobs is only available to someone who is either:
- A Metis Administrator
- Someone with a permission level of 1 or 2. See more about permissions here.
This article contains:
- How do I get to the Jobs list?
- Input a custom Revenue and Cost spread
- Add someone to the Resource Plan
How do I get to the Jobs list?
You can get to the Jobs list by navigating to Zones > Jobs.
Once there, you'll see a full list of all Jobs in your business.
Add a client job ► [?]
On the Jobs list page, click the + Add Client Job button.
You'll then see a screen where you can input the basic details of the job.
Fill in all of the fields:
- Select a Client name from the list. If this is a new client then you’ll need to go to Metis’ Clients Zone to add them first.
- Create a unique Job name. Metis won’t let you create a duplicate job name for a client and won’t let you save it unless the name is unique.
- You can either select an Job lead from a list of existing people - this is who is responsible for the job in Metis. If the person you want to be the Job Lead isn't yet set up in Metis, you can add them now by clicking + Invite new person.
- You can optionally add a Job Executive - This is who needs to see the job but not manage it
- The practice it belongs to
- Select Status from the list - the default is Active. You'll change this to Complete when the job finishes.
- Optionally, add an Job ref code. You can ignore this or enter a code to match with another system in your organisation if required.
Also on this page, you'll see information about the Job Type and extra information around timesheets and expenses approvals for this Job.
Fill in all of the fields:
- Select a Client name from the list. If this is a new client then you’ll need to go to Metis’ Clients Zone to add them first.
- Create a unique Job name. Metis won’t let you create a duplicate job name for a client and won’t let you save it unless the name is unique.
- You can either select an Job lead from a list of existing people - this is who is responsible for the job in Metis. If the person you want to be the Job Lead isn't yet set up in Metis, you can add them now by clicking + Invite new person.
- You can optionally add a Job Executive - This is who needs to see the job but not manage it
- The practice it belongs to
- Select Status from the list - the default is Active. You'll change this to Complete when the job finishes.
- Optionally, add an Job ref code. You can ignore this or enter a code to match with another system in your organisation if required.
This is where you define the Job Type.
The Job Type is something that cannot be changed after a Job has been created - make sure you get this right first time! To find out more about the different job types in Metis, click here.
You can also choose to mark this job as Strategic. What's a strategic job/opportunity?
Next you'll see the snapshot around the figures - this is where put a value for the job's Revenue and Costs, and define it's duration.
To enter the job's duration, first select the start date on the left calendar, and then the end date on the right calendar. The duration of the job will be highlighted in grey. Typically this should include the period from when you start work to when you finish recognising revenue for the job.
You'll see that Metis has produced a margin based on the values you've entered on the right hand side - you can use this to better price your jobs and guide them through to completion. To see more information about the differences between the different revenue and cost types, click here.
You'll also see some settings information around who is responsible for approvals for this job. These boxes will be editable if your company has set the approvals for each job as Configurable by Job. Read our article about Timesheets & Expenses Settings or contact your Metis administrator to fix this.
Custom Fields
If your company has this set up, you may see an extra box at the bottom of this page which is a Custom field. These can be set to capture whatever information you like. You can read more about custom fields set up, you may see an extra box at the bottom of this page which is a Custom field. These can be set to capture whatever information you like. You can read more about custom fields here.
The job now has all the information it needs to be created - great! Press Save & Finish to close this job, or click Adjust budget and add resource plan to go on and add a custom Revenue and Cost spread, and add people to the Resource Plan so that they can charge time to this Job.
Input a custom Revenue and Cost spread
When you input a total value for each of the categories (People/Time, Expenses and Other) for Revenue and Costs on the previous page, Metis goes ahead and spreads out that total value of each category over the duration of the job.
As the job entity has already been created, any edits you make are to an 'existing job'. Once editing an existing job's budget, Metis offers you smart help in spreading the revenue and cost totals out over the job's duration.
Click here to see how to edit the Budget & Phasing section of an existing job.
Add someone to the Resource Plan
The last part is to assign the team who will work on this job to the Resource Plan. See our article on How to add someone to the resource plan.
You can also find out how to set your Resource Plans up specifically with your Job Type in mind. You can do this for:
Didn't find what you need in this article? You can submit a support ticket or send an email to support@getmetis.com.