Copying a Job in Job Cost

Question

What is the best method for copying jobs? I do not want entries, estimate, or GL activity copied. Would like a more efficient way of setting up a new job without having to set up/enter cost codes each time.

Art Minds · Accepted Answer

From within Job Cost, choose Setup > Copy Job (security settings or permissions may prevent you from seeing this menu item, depending on the permissions granted to you). If you do not want to create estimates and/or scheduled value entries for the new job, click [Options] and remove the unwanted option(s) from the Copy Job Options window. If extras are used, you also can change the option to include or exclude extras in the copy process. Consult the "Help" menu, click the Index tab, and search for "Copy Job command". FYI, copying a job only accesses information in Job Cost, not General Ledger activity.

john@nexusconsultingsolutions.com · Answer

Hi Connie K, 
 
If you have jobs that use a similar base structure, you can set up jobs as a templates for these, never use them, and then copy them to new jobs as needed. I have many customers that do this. The same thing applies on the contract side if you use the Contracts application.

Sage Construction & Real Estate

Copying a Job in Job Cost

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