You can perform the following activities for all job types:

With EAM, you can create a work order from a job. When you create a WO from a job, EAM pulls in all the data from the job and automatically enters it into the WO. This feature saves you time and ensures data integrity. If a WO has been created from a job, the WO is directly tied to the job and the associated WO numbers appear in the Work Orders submenu.

To create a work order for a job, open the job. Select the Work Order submenu and click New. Enter information about the work order in the fields. See Creating a Work Order.

If you create a work order and reference a job, the work order appears in the job’s Work Orders submenu. See Creating a Work Order.

To attach an existing piece of equipment to a job, open the equipment record and reference the job from the Job No field. See Equipment: Asset Tab. Any equipment that references the job appears in the job’s Equipment submenu.

To create a piece of equipment for a job, open the job. Select the Equipment submenu, and click New. A blank equipment record opens. Enter the necessary information in the equipment record. See Creating an Equipment Record.

When you create a stores requisition list from a job, EAM pulls in all the data from the job and automatically enters it into the requisition list. This feature saves you time and ensures data integrity. If a requisition list has been created from a job, the list is directly tied to the job and the associated requisition list number appears in the Stores Req List submenu.

To create a stores requisition list for a job, open the job. Select the Stores Req List submenu and click New. Enter the information in the requisition list record. See Creating a Stores Requisition List.

To review requisition lines associated with a job, open the job and select the Requisition Lines submenu.

The Job Cost Analysis submenu allows you to view detailed cost analysis for an individual job. At a glance, you can see the forecasted, allocated, and unallocated costs for a job. You can also see the planned and actual expenses for the job. You can review cost summaries and totals, and by using tabbed pages you can find the details of those costs, such as labor postings, part issues, outside contractor charges, manual GL transactions, and expenses by job activities.

Cost analysis is updated with the Refresh action for the project. The action updates cost analysis amounts for both projects and jobs to reflect current balances and amount details.

Costs for labor, labor burden, manual, contract, and expense categories, plus a total of all these categories, are shown for each of the following items on the Cost Analysis summary screen:

The Cost Analysis submenu contains the following tabs: