Job Item Form

Job items let you organize the job into distinct sections. Each Job Item can be managed as if it were its own separate job -- complete with status information, milestone and scheduling dates, percent complete, billing percentage and up to the minute job cost information.

An often-used approach when creating Job Items is to create one Job Item for each location (e.g. Room 101, Room 202, etc.) or phase that make up the overall job. However, a Job Item can be anything you want it to be. For example, a Job Item could be a category of like product, a particular product, or a functional grouping of work such as measurement, purchasing, fabrication, etc.

How you structure your job, in other words, how you determine the number of Job Items and work orders underneath a given Job Item, depends on many factors: size of the batch, common materials and/or processes, internal and/or external schedules, shop capacity, work flow, ability to get shop drawings and submittals approved, etc. Generally, we recommend users try to structure their jobs by focusing first on optimizing fabrication, and second, on grouping actual job costs that makes analyzing discrepancies between estimated and actual costs easier and more straightforward.

Located under the ShopPAK major tab Jobs, the Job Item form is used to create, update, and delete Job Item information. The Job Item form is controlled by the Job Tree, located under the Jobs tab. If you select a particular Job Item node from the Job Tree, you’ll see the Job Item’s information appear in the Job Item form.

	TIP: We recommend reading “Job Tree Hierarchy” before reviewing this chapter. This chapter introduces the Job, Job Item, Work Order, and Product objects. It also describes the hierarchical relationship of these objects.