Creating a Job from a Template

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

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Job Level

Select Header (default) if 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 has 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 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 option At Job Template Level is selected, you must enter a New Job code before the Create Job button is enabled. Otherwise, Greentree Desktop determines the code using the range defined on the Job Cost Module Control form.

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