Let’s take a look at opening jobs. So from our desktop, we’ll click the main menu, project management and job jacket.

This is where you’d be able to search for any open job jackets. But since we’re just opening a new one, we’re going to click the green plus button.

 From there, we can select our client. You can click on the words or double-click in the boxes. Pick your client and then division. Depending on the client you choose, they may have different options for the different kinds of jobs. 

Here’s where we’ll add the job description. This is the name of your job. Include as much detail without creating too long of a name, you will be able to add more information in the job jacket. This is just the basic information to identify the job.

Next, we’re going to pick sales class. This is the type of job you’ll be working on.  

You also select your account executive, based on the client is who comes up in a system.

And then, job type, this is specific to the sales class and another way to specify the type of work being done. 

Next, create job, and it will take you to the job jacket. This is the information we just filled out and you can now see it has a number assigned to it. If there’s any additional information, you can add that in here.

Anything in red is a mandatory that we’re missing, and it may change depending on your template. 

Then we can add a start date and end date for this project, if it’s required. If it’s not required, it’s an optional field depending on the needs of your job and if you’ll be creating a project schedule or not. 

So whatever details you need to include in this job jacket, as much as possible or as little as needed, depending on the kind of work that you’ll be doing with this job. So from there, we’re just going to save it.