Jobs

How do I add a client Job? ► [?]
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 [?]...
Tue, 1 Aug, 2017 at 5:34 PM
How do I add someone to a Resource Plan?
The Resource Plan is where you add people to work on a job or opportunity in Metis. It allows People to be able to charge time and expenses to the Job/Oppor...
Tue, 1 Aug, 2017 at 5:35 PM
How do I add an internal job?
Internal jobs in Metis are defined as any non-client work that you want to track on timesheets. This allows you to track other costs that ar...
Tue, 1 Aug, 2017 at 5:35 PM
How do I edit a client Job?
Through the duration of a job, some details may change such as who is working on the job and for how long, the job owner and the financials around it. Bec...
Tue, 1 Aug, 2017 at 5:35 PM
How can I delete a job?
Deleting a job is final! You can't undo this action so do so with caution. To delete a job, click into the job from the jobs list, a...
Tue, 1 Aug, 2017 at 5:36 PM
The Forecast tab
The Forecast tab is the place where you can compare the original plan for your jobs (the budget) with what's actually happened based on submitted times...
Tue, 1 Aug, 2017 at 5:39 PM
Job and Opportunity Types in Metis
When creating a job or an opportunity in Metis, you'll make some important decisions, which affect how you're able to monitor the job/opportunit...
Tue, 1 Aug, 2017 at 5:40 PM
How should I drive my budgets? Revenue-driven vs effort-driven
When creating a job or an opportunity in Metis, you'll make some important decisions, which affect how you're able to monitor the job/opportunity&...
Tue, 1 Aug, 2017 at 5:40 PM
How does Job/Opportunity type and how I'm driving my budgets affect the Forecast tab?
So you've got a job/opportunity in Metis. You've already defined the Type and are now deciding how to drive your budgets. If you need to, you can ...
Tue, 18 Jul, 2017 at 4:10 PM
How are the job forecast values calculated?
The Forecast tab within a job is where you can compare the original plan for your job (the budget) with what's actually happened based on submitted tim...
Tue, 18 Jul, 2017 at 4:08 PM