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Job Setup

The Job is the core unit of work in JobNext. A Job represents work (also referred to as a Project or Site) executed by a contracting organization that has been awarded a contract by a customer. This page explains how to create a new job and understand the job dashboard.

Job creation workflow showing manual and enquiry-to-execution paths
Job creation workflow — manual creation and enquiry-to-execution conversion paths.

Creating a New Job

How to Create a New Job 0:51
Job edit form showing fields for Nature of Job, Zone, Account Centre, Job Type, Job Name, and Currency
Job creation form with required fields for setting up a new project
  1. Navigate to Job Dashboard — From the Home screen, click the Job icon (briefcase) in the left navigation menu
  2. Initiate New Job Form — The Job dashboard displays all existing jobs. Click the blue Add Job button in the bottom-left corner
  3. Complete the Create Job Form — Fill in all required fields (see table below)
  4. Submit — Click the blue Submit button
  5. Confirmation — The new job appears in the main table with status "Execution"

Job Form Fields

FieldDescriptionExample
Nature of Job Select category from the dropdown "Railway", "Building"
Zone Select geographic zone "N - North"
Account Centre Select the accounting centre "Head Office"
Job Type Select job classification Based on organizational categories
Job Name Enter a unique name for the job "Metro Station Phase 2"
Currency Select the job currency "INR - Indian Rupee"

Job Dashboard Features

Once created, each job has a dedicated dashboard providing an overview of all project activities. The job dashboard includes:

Job detail view showing job information, navigation menu, and project summary
Job detail view with core information, horizontal navigation menu, and project summary
  • Job Details — Core information including name, nature, zone, and status
  • BOQ Section — Access to Bill of Quantities management via the horizontal menu
  • Scopes Section — Define and manage execution scopes from WBS templates
  • Estimates — Create and manage resource estimates and budgets
  • Horizontal Menu — Quick navigation to BOQ, Scopes, Estimates, and other job-related functions

Converting Enquiry to Execution Job

Enquiry conversion: If the Pre-Tender process was used and an Enquiry was created, when the Quote is won and Contract created, a Job need not be created separately. The Enquiry itself may be converted to an Execution Job, carrying forward all associated BOQs and pricing data.
Minimum requirements: At minimum, a job requires a currency and job type to be created. All other fields provide organizational context and should be filled in for proper tracking and reporting.