Changing job levels

Jobs Overview > Reviewing your job information
Jobs Overview > Creating jobs > Linking a customer to a job
Jobs Overview > Changing job levels

Occasionally, you'll find it necessary to make changes to specific job information that are assigned to jobs.

The list of jobs in the Jobs List window is arranged in a hierarchy much like the one you use in your accounts list. Just as accounts are arranged in levels, jobs are organized by level-you can use up to four levels in your job organization. Think of each Level 1 job as the master record for a job and the jobs at lower levels as details that need to be completed. For example, if your company remodels kitchens, a Level 1 job might be Jones Kitchen Remodeling and you might have lower-level jobs for removing cabinets, installing new cabinets, removing appliances and the like.

As with header and detail accounts, you can assign transactions only to detail jobs. The header jobs above them in the list display totals of income, cost, expenses and profit or loss for the detail jobs. A header job's name and number appears in bold in the jobs list. Jobs are arranged in alphanumeric order.

Some things to keep in mind when you're planning to change a job's level:

  • If a detail job is moved up one level, all the detail jobs beneath it are also moved up one level automatically.

  • A detail job can be moved down a level only if there is a header job immediately before it at the same level or a detail job before it at a lower level.

  • A header job can't be moved down a level if the move places it more than one level from the previous header in the list.

  • Because of their place in a job hierarchy, some jobs' levels simply can't be changed. If this is the case, you won't be able to click the Up and Down buttons in the Jobs List window.

  • If you change a job's number and the new job number moves that job into the hierarchy of a different Level 1 job, the linked customer for the job you changed will be changed to the linked customer that applies to the job's new hierarchy. Any jobs at a lower level beneath the job you're moving will move up one level.

Click below for the step-by-step procedure:

To change a job's level

Jobs Overview - Changing job levels