[JC] Creating a New JC Job

Go into Job Cost>Programs> JC Jobs

Info Tab:
JM1. Enter Job
Silvertrek Standard is YY001, then just keep going in order


JM2. Enter Job Description
Enter a description of the job/project. 

Example: Conframe-Fire Station 6 (what is the way that'll you be able to track your job and is there anything specific your GC or owner of the job will need to see?)

JM3. Select the Contract

You can either use the contract linked to the job/project or select one from a list by pressing F4.

When starting a new job/project, the contract number is set to match the job number by default. You can keep this default or input a different contract number.

If you need to change the contract linked to a job, you can do so unless there's already a change order detail in JC or PM. When you change the contract, all records in the JC Job Phases form will automatically update to reflect the new contract. If a phase was linked to a contract item that doesn't exist in the new contract, it will be assigned to the first contract item on record for that contract. Any incorrect links can be corrected in the JC Job Phases section.

 

JM4. Select your Department

Choose a department for the contract or select one from a list by pressing F4.

If you've entered a contract in the Contract field that isn't set up in JC Contracts, this field becomes active. The department determines which GL accounts will be utilized for posting contract revenue and job costs. You can set up the department for each contract item in the JC Contract Items section. The department you choose here will be the default when adding new items to the contract.

Departments are managed using the JC Departments section. You can access this by pressing F5 in this field.

JM5. Select your Customer

Select a department for the contract or choose one from a list by pressing F4.

If you've entered a contract not set up in JC Contracts, this field activates. The department determines the GL accounts for posting contract revenue and job costs. You can set it for each contract item in JC Contract Items. The selected department here becomes the default for adding new items to the contract.

Departments are managed in JC Departments, accessible by pressing F5 in this field.

Note:  Do not worry about this section as it'll connect once you set up your Contract. 

JM6. Assign Project Manager if Applicable

Assign a project manager to a project using this field. It helps organize and search for jobs/projects based on the project manager, such as in the PM Work Center.

You can type in a project manager's name or select one from a list by pressing F4.

Project managers are managed in JC Project Managers.

Note: Many of the fields on the JC Jobs form are also on the PM Projects form. When you make a change to this field on the JC Jobs form, the system immediately updates the same field on the PM Projects form.

JM7. Select you Liability Template

The liability method decides how payroll burden is allocated. Enter a liability template number or choose one from a list by pressing F4.

Liability templates are managed using the JC Liability Template form.

JM8. Select your Insurance Template

The insurance template is applied during job/project payroll processing.

Enter an insurance template code or select one from a list by pressing F4.

Insurance templates are managed in the JC Insurance Template form.

JM9. Select your PR State

PR State is the default state used when posting timecards (PR Timecard Entry) for this project. It's utilized by the Payroll module if you're using the job state for tax state, unemployment state, or insurance state (options in PR Company Parameters).

Enter the state where the project is situated or select one from a list by pressing F4. State codes are managed in the HQ States form.

Add'l Info Tab:

JM10. Fill in the Mailing and Shipping Address

PR Info Tab:

JM11. Select your PR Local Code

This field helps pinpoint the location of the job or project for tax purposes. You can either input a local code or choose one from a list. 

These codes are managed using the PR Local Codes form. If the option to use the local code for tax calculation is enabled, this code will automatically apply when recording timecards for this job/project in PR Timecard Entry.

Click the OR PR Local Tax Boundary link if applicable

JM12. Is it Certified Payroll?
Check this box if the job needs to be on Certified Payroll reports. If selected, the job will appear on the report according to settings in PR Employees. Leave it unchecked if the job doesn't require certification.

If Certified:
Project Intent ID: Enter #
LI County: Which County are you reporting for under Labor and Industries?

JM13. Start Date for Certifieds: If Applicable
If this job is on certified payroll reports, input the start date (when work began) for accurate week calculations on reports like PR Certified Payroll Transcript. This date should mark the end of the first week on the job/project.

JM14. Select your Craft Template
Choose a craft template here to set default pay rates for posting timecards to the project/job. You can enter a PR template code or select one from a list. 

Craft templates are managed in the PR Templates form, where you can add them to the template using the Craft Templates tab.

Reference the PR Craft Template How To link

JM15. Select your PR Overtime Schedule
Select the overtime schedule to calculate PR overtime for this job/project. You can input the schedule or choose one from a list by pressing F4. 

Overtime schedules are managed in the PR Overtime Schedule form.

Reference the PR Overtime Schedule How To link