Creating a Job from a Template

To select a template when creating a new job on the JC Job Maintenance form, either:

• Press F5 while on a empty form, or
• Click the icon on the toolbar.

The New Job Creation form displays.

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.
• 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.

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