Jobs is a core Zone in Metis where you can come to see all of the business's jobs including client and internal jobs, both past and current.
You can also edit the Jobs from this page if anything changes during the Job's running, including adjusting dates, revenue/costs and resources booked onto them.
This article contains:
- What will I see on the Jobs page?
- How do I add a new client Job?
- How do I add a new internal Job?
- How can I edit an existing Job's details?
- How can I add resources to a Job?
What will I see on the Jobs page?
On this page you'll see:
1. The Add client Job button
2. The Add Internal Job button
3. Filters to sort/search the Jobs list
4. The Jobs list
5. An Export icon to save this list as a csv file
How do I add a new client job?
On the Jobs list page, click the + Add Client Job button.
Click to see more about adding a client job.
How do I add a new internal Job?
On the Jobs list page, click the + Add Internal Job button.
Click to see more about adding an internal job.
How can I edit an existing Job's details?
From the Jobs list page, click the job's name or the Eye Icon.
Then, click Edit in the top right hand corner.
Click to see in more detail how to edit an existing job.
How can I add resources to a job?
To add resources to a job, navigate to the Budget tab.
At the bottom of the page you'll see the Resource Plan. This where you can add resources to the job, and allow people to enter time against it on their timesheets.
Click to see how to add people to a resource plan.
When you add someone to a job's resource plan, you allow them to charge time and expenses to the job. If someone can't submit time or expenses to a job, check they are on the Resource Plan.
Didn't find what you need in this article? You can submit a support ticket or send an email to [email protected].