How can I define the job status and the start of the budget year?

General information

Here, you can define a custom job status (i.e. what is the current state of the job and what should be the name of that status?). Once a job status has been defined, it can be used in “Jobs” > “Job management” > “Job overview” > “Job information” > “Status”.

Steps

  1. Go to “Admin” > “Settings” > “Jobs”.
  2. To add a new job status, ..
    1. Click the green ‘plus’ icon at the end of the list
    2. Enter a status name and (un)check “Active” depending on your use case
    3. HINT: if a job status is set to inactive, the job will not automatically be listed in the tab “Jobs” > “Job management” > “Jobs”, but you would have to deselect the checkbox “only active” in the top-right corner of the tab to display jobs with an inactive job status
    4. If applicable, select “Start” or “End” in the column “Set date”
    5. HINT: if, for instance, “Start” is defined for this status, a new / edited job would be affected as such: as soon as this job status would be assigned to a job, today’s date (i.e. when the job is thus changed) would be set as “Start” date for this job

    6. Save your changes by clicking the green ‘check’ icon
  3. To change the start of the budget year, ..
    1. Select the relevant date from the drop-downs at “Budget year start”
    2. HINT: for most systems, we do not recommend the use of the automatted feature “Suggest next budget year” – using this would automatically set the next budget year for jobs that stretch into the next budget year, but most clients prefer to change the budget year manually
  4. At the bottom of the page, click ‘Save’
    => The job settings have been applied to the system.