Job Classification Tab

 

This tab tracks the project class and provides user-defined fields to track additional information relevant to the lot/job, entered by the user on an as-needed basis. To assign the appropriate description to each of the User Field numbered fields, see Custom Descriptions - Timberline Integration. The fields can be renamed however the company likes (with the exception of the Project Class field). The naming of the Community, Plan, Elevation, Garage (L/R), and Color Scheme fields shown in the Job Classification tab come from the custom descriptions set up in the sample data, seen here:

 

 

To populate the Job Classification tab:

  1. From the Setup menu, selectJobs. Or click the Jobs icon on the Setup toolbar.

  2. Select the specific job using the Jobs Toolbar.

  3. Click the Job Classification tab.

 

 

 

Note

Each field that is mapped to, and synchronizes with, Sage Timberline Office Job Cost will be identified by the Synchronize to Timberline icon displayed to the right of the field name. To synchronize individual job fields, see Synchronize Job Field with Timberline and Master Job Synchronization Settings.

 

 

 

 

 

 

 

 

 

  1. To enter the project class, click the Synchronize to Timberline icon to synchronize this field with the information entered in the Type field on the Setup Jobs screen in Job Cost. Or, type the name of the project class for the job in this field.

  1. Populate the remaining fields as necessary.

  1. Click the Save button to save any changes entered manually. Or, click the Cancel button to cancel any changes entered manually.

 

Related Topics

Synchronize This Job with Timberline

Synchronize Job Field with Timberline

Share All Job Information with Job Cost

Master Job Synchronization Settings

Estimate Cover Page

Field Mapping to Timberline

Custom Descriptions - Timberline Integration.

Overview of Setup Jobs Screen