2 Overview to Project or Job Setup

This chapter contains these topics:

2.1 Objectives

  • To set up your projects or jobs

  • To establish the jobs within your projects

  • To set up the cost code structure

2.2 About Project or Job Setup

Before you use the Subcontract Management system, you must set up your project and job information. A project includes one or more jobs. When you set up a job, you include information regarding the work to be done. When you set up a project, you include the details of the overall project and the details of each job within the project.

After you enter your project and job information, you can use the Subcontract Management system to create and maintain contracts for each of the subcontractors on your jobs.

You can customize your project and job information to suit your business needs. Consider the following examples:

  • You accept the contract to build an office building. The office building is your project, and each floor is a separate job.

  • You accept the contract to build the houses in a subdivision. The subdivision is your project, and each house is a separate job.