# Job Costing Screens Defined ### Manage Job - Buttons Explained [![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-06/scaled-1680-/NrEimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-06/NrEimage.png)
**Info**This screen is used to add and manage **internal notes for a job**.
- Enter notes in the main text area (with formatting options available) - **Save** to store notes against the job - **From Template** to insert **pre-set templates** - **Print Notes** to include notes in printed documents - **Close** to exit
**Workflow**This screen allows you to control how the Job Workflow overview is displayed, helping you plan and track jobs over a selected time period.
**Ready for Invoice**When selected, it simply adds a **thumbs-up icon** to the job in the results grid, providing a clear visual indicator that the job is complete and ready for billing.
**Functions**The **Functions** tab provides access to a range of additional actions that can be performed on a selected job. These are typically used for maintenance, updates, or managing specific job settings.
**View Doc**When you select a document in the Sales Doc or Purchase Doc tab and click **View Doc**, the document will open in a new screen.
**Print Doc**When you select a document in the Sales Doc or Purchase Doc tab and click **Print Doc**, it will open a print selection screen. From there, click **Continue** to either **print or email the document**.
**Print Reports**The **Print Reports** button provides a dropdown list of available job reports. Select the required report (e.g. Job Card, Job Analysis, Cost Report), and it will open ready for printing or review. This allows quick access to different reports related to the selected job.
### Manage Job - Tab Explained #### **Basic Tab Overview** The **Basic** tab provides a high-level overview of the job and contains the key fields required to manage and update core job information. The **Basic tab** is used to:
- View and update key job details - Track job progress and status - Assign responsibility and references - Capture essential operational and administrative information
It acts as the central point for managing the most important aspects of a job before moving into more detailed tabs (such as Dates, Address, or Progress). [![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/scaled-1680-/2Rzimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/2Rzimage.png)
**Completed**
This controls the **overall progress of the job**- Can be updated manually to reflect how far along the job is - Helps with tracking timelines and reporting The small controls beside it allow for **quick adjustments** without typing
**Charge Up (SC) Tick**
When ticked, this indicates the job is **chargeable to the customer**
**Assembly Tick**
Used when the job involves **building or assembling components**
**Prepriced (CTC) Tick**
Indicates the job has **fixed or predefined pricing**, meaning costs are not calculated dynamically
**Internal Job Tick**
Marks the job as **internal use only**, meaning it is not billed to a customer
**Sub Job Link**
Allows you to **connect this job to another related job**, useful for larger projects split into parts
**Comment**
Used to add **important notes, instructions, or context**- This is useful for keeping **communication clear between users or teams**
**Short Description**
A **brief summary** of the job for quick identification
**Reference**
Any **additional identifier or note** provided by the customer or internally
**Order No**
Links the job to a **customer order or purchase order**
**Sales Rep**
The **person responsible for the sale or account**
**Status/Position**
Shows where the job sits within the **workflow or process stage**
**Team**
The **group or department** responsible for completing the job
**Asset Item**
Links the job to a **specific asset or item**, if required - Includes lookup options to quickly **search and attach records**
##### Job Percentage Complete [![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-06/scaled-1680-/8cLimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-06/8cLimage.png) The job completion percentage is calculated by comparing the **total budgeted quantity** to the **total actual quantity completed**. This value is displayed in blue; however, it may not always accurately reflect the true completion status. In such cases, the user may need to adjust it manually. The percentage can be updated by clicking the **arrow button** or selecting a value from the **dropdown menu**. If the **tick box is enabled**, the percentage will automatically update each time the job is saved. If the tick box is disabled, the percentage will remain unchanged and must be updated manually by the user. ![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2962).png) A single button is available to **update the completion percentage across all jobs simultaneously**. This function will only apply to jobs where the **tick box is enabled**. Jobs with the tick box disabled will **not be updated automatically** and must be adjusted manually by the user. #### **Filter Tab Overview** [![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/scaled-1680-/r2Fimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/r2Fimage.png)
**Item Code**
**Description**
**Department**
**Function**
**Req Date From and To**
**Quote No**
**Show Locked Lines Tick**
**Employee**
**Line Type**
**Line Reference**
**Line Status**
**Group Name**
**Update Lines**
**Clear Filter**
**Delete Range**
#### **Progress Tab Overview** The **Progress tab** provides a summary of job performance, with totals calculated based on values entered in the **Scheduling tab** (task activity groups). **![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3731).png)**
**Total Sell Budget** - This value is initially populated when a quote is promoted to a job. - It represents the **total sell value (excluding)** from the quote. - This figure **can be manually updated** if required.
**Total Cost Budget** - Also populated when the quote is promoted to a job. - Represents the **total cost value (excluding)** from the quote. - This figure **can be manually updated**.
**Activity Job Progress %**
- Calculated as the **sum of percentage completion** entered in the Scheduling tab for task activity groups. - Reflects overall job progress.
**Activity Sell Budget Sum**
- The **total of all sell values** assigned to task activity groups in the Scheduling tab.
**Invoiced to Date** - The **total value of all processed invoices**. - Displayed as the **sell value excluding GST**.
**Potential to Invoice** - Calculated as: **Activity Sell Budget – Invoiced to Date** - Indicates remaining value available to invoice.
**Invoiced % to Date Sum**
- The **total percentage already invoiced**, based on percentages entered on task activity lines.
**Value to Invoice**
- The **calculated value ready to be invoiced**, based on the invoicing percentages selected on task activity lines.
**Total Hours**
- A **manual entry field** used to record the total hours required for the job.
#### **Manage Job - Notes Tab** The Notes for Manage Job has been upgraded to the new text format [![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-01/scaled-1680-/CFqimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-01/CFqimage.png)