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Operations Overview

The Operations module is the central hub for managing day-to-day project execution in JobNext ERP. It contains the following sub-modules: Jobs, Tasks, Trading, and Work Requisition.

End-to-End: Project Lifecycle 0:46
Operations module end-to-end project flow
Operations module — end-to-end project flow from contract award through planning, execution, monitoring, and billing.

Jobs

The Jobs page displays all projects and jobs in a card-based grid view. Each card provides a quick snapshot of the job with the following information:

  • Job Code — A unique identifier for the job (e.g., OMNISVC-GH-34861)
  • Contract Reference — Displayed if the job is linked to a contract
  • Job Description — A brief summary of the job scope or purpose
  • Warehouse Assignment — The warehouse allocated to the job
  • Status Badges — Visual indicators of job state. For example, a "Warehouse Missing" badge appears in red if no warehouse has been assigned to the job

Job Card Actions

Each job card includes a set of action buttons for quick operations:

ButtonAction
Edit Open the job for editing its details, assignments, and configuration
Copy Duplicate the job to create a new job with the same settings as a starting point
Details (arrow) Navigate to the full job details view with all associated data
Disable Deactivate the job without deleting it, removing it from active listings

Filters

The top of the Jobs page provides several filters to narrow down the displayed jobs:

  • Search Box — Free-text search across job codes, descriptions, and references
  • Warehouse — Dropdown to filter jobs by their assigned warehouse
  • Business Unit — Dropdown to filter jobs by organizational business unit
  • Zone — Dropdown to filter jobs by geographic zone

Adding Jobs

At the bottom of the Jobs page, two buttons are available for creating new jobs:

  • Add Job — Opens a form to manually create a new job with all required fields
  • Upload Job Details — Allows bulk creation of jobs by uploading data from a spreadsheet template
Operations Jobs page showing card-based grid view with job codes, descriptions, warehouse assignments, status badges, and action buttons

Other Sub-Modules

Jobs

View, create, and manage all project jobs with card-based navigation and quick actions.

Tasks

Track and assign tasks related to job execution and project delivery.

Trading

Manage trading activities including sales orders, catalogs, and customer returns.

Work Requisition

Create and manage work requisitions for subcontractor and internal work assignments.