For more information, see Set Up Time Sheets. This person can approve time sheets for the employee tasks associated with the job. If you are using time sheets with your job, you must also designate a person responsible.
To specify the job with information on other jobs, choose the Copy Job action, fill in the fields as necessary, and then choose the OK button.Hover over a field to read a short description. Choose the New action, and then fill in the fields as necessary.Choose the icon, enter Jobs, and then choose the related link.You create a job card and then create job task lines and job planning lines for it. Overwrite the standard financial terms of the project.Add information about external references to simplify communication about the project.Where the work will happen by selecting from a list of ship-to addresses for the customer.You can also provide the following information: On the Jobs page, you can specify the customer who will benefit from the project in the Sell-to fields, and the party to invoice in the Bill-to fields. Sometimes the party that is receiving a service is different from the party that is paying the bill.
#Create a blan taskcard how to
For an example of how to create a job manually, see Video: How to create a job in Dynamics 365 Business Central. The following procedure describes how to perform the steps manually. Choose the New Job action on the Project Manager Role Center to launch an assisted setup guide that takes you through the steps of creating a job with integrated tasks and planning lines.
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