How to add a Job/Project

This article explains how a new job/project is added from scratch in Magnetic. Alternatively, you can convert an Opportunity to a Job. 

There are two ways you can create a new Job:

1. Click on the Quick Add Menu at the bottom of your screen.
2. Click on Job.
3. Fill in the project details (See explanation of entry fields below).
4. Save.
   
   
   OR
   
   

1. Located Jobs in the navigation menu.
   
2. Click on New job
   
3. Fill in the project details (See explanation of entry fields below).
4. Save.
   
   

Job name: The name of your job.

Contact: The primary external contact person on the job.

Company: Associate the job with a company.

Billing entity: Billing entity associated with the job
Rate Card: Rate card associated with the job
Description: Description of the job
Owner: The user you are assigning this project to.

Default Billing Rate: Choose the relevant Billing Rate or Item type you want to select by default for all user types on this project. 

Billable By Default: Choose if the tasks in this project are Billable or Non-billable by default.

Won by: This is a feature for the Sales team to show who closed the deal

External reference: Insert a reference that can be used to automatically associate emails to this job by adding (m#reference) to the email subject.
Private: Setting to Private will make the job only visible to the users with assigned tasks in the project/job.
Retainer: Select if this job is retainer and complete the retainer detai

Status: The current status of the job. E.g. In Studio, On Hold, In Production, Finalised, Canceled.

Percentage Complete: Track how far the job is from being complete.

Date: The start and end date for the job. 

Watcher: Add Watchers who will receive email notifications when important changes happen on the job.

Tag: Inserted comma separated.