Template Maintenance

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You can use templates to simplify the creation of new jobs that share common parameters. Templates are also an effective way of creating sub-jobs, as custom code ranges, including prefix and suffix options, can be defined for specific templates. When creating a new job, you can access templates in the JC Job Maintenance form.

The job template Main form contains the same information as the JC Maintenance Main form, with a few exceptions - for example. it is not applicable to show balances and parent job at the template level. The Additional form contains the same information as the JC Maintenance Additional form, with the exception of finalised and closed options, which do not apply here. Any information that you enter into the template defaults to a new job when this template is selected during job creation.

If an existing template contains an inactive Job Manager, the manager's name will appear in the Job Manager list. You can't select the manager's name from the list.

Code/Name

Enter a code and name to represent the template. Both can be alphanumeric, the code being up to 20 characters long, and the name 50 characters.

Job Number Generation

Range From/To

From and to number ranges can be alphanumeric and up to 10 characters long. When this template is selected to create a job, Greentree creates the job code based on this range, and the last code that was used. The Next Number field updates as you add job codes, to reflect the next number used when this template is applied. You can also enter a Prefix and a Suffix to be applied to job codes, although this is not mandatory.

Both the prefix and this suffix can be up to 13 alphanumeric characters long. This feature is useful if you are want to create sub-jobs, or a range of jobs that have something in common. The assignment of a prefix and/or a suffix enables these jobs to be easily identified for analysis/reporting purposes.

Job Creation

To select a template when creating a new job in JC Job Maintenance, press F5 while on a empty form or click the icon on the toolbar. The JC New Job Creation form displays.

Job Level

• Select Header (default) if you the job you are creating is a main (parent or project) job. When you select this option, you can only select a Template to create the job it is not applicable to select a parent in this situation.
• Select Sub Job if the job you are creating is a sub-job, which indicates it will have a parent or project for it. You can create this job using either a Template or a Parent Job.

Load From

This option is enabled if you are creating a Sub Job. Select whether you want to create the job using the parent job or on a template.

If you select Parent Job, you can select a parent job code, and the new job inherits the parent's job attributes. If the Job Cost Module Control auto-code option At Job Template Level is selected, enter a New Job code before the Create Job button is enabled. Otherwise, the code is determined by the system range defined in Job Cost Module Control.

If you select Template, you can select a template, and the new job will be created using the template's defaults. Click Create Job to create the new job.

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