Understand the job workspace
Use the job as the central record for delivery and commercial context.
Before you beginUse a representative record and confirm you have the permissions required for this area.
Step by step
- Open Jobs and select the required job number.
- Review the header for client, owner, dates and status.
- Use the relevant tabs for tasks, time, purchasing, documents and financial detail.
- Update information at the source rather than keeping a parallel spreadsheet.
- Use activity history when tracing a decision.
Good practice
Keep important decisions on the job so the next person does not need the original email thread.
If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.