---
title: "Jobs Module Overview"
canonical: "https://technology.bytangram.com/space/TGKB/1423835145/Jobs%20Module%20Overview"
format: markdown
---
In WorkBook** **a **job** holds the schedule (timeline), price quotes, invoices, and all job-related costs including timesheets, expenses and purchases.
| **ON THIS PAGE YOU WILL FIND:** |
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| > Macro (toc) |
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## JOB STRUCTURE
WorkBook follows a fixed breakdown structure:
| **ELEMENT** | **DEFINITION** |
| --- | --- |
| **Project** | A way of linking together / grouping multiple jobs underneath the client, for the purposes of reporting. |
| **Job** | A job has a unique ID and holds all invoices, quotes, schedules, forecast, for a single, or a series of, client deliverable/s. |
| **Schedule** | A collection of phases & tasks grouped together for the purposes of planning a timeline and resource assignments. |
| **Price Quote** | A quote that can be output for the purposes of client approval. Has statuses assigned that will be used for forecasting revenue. |
| **Invoice** | An invoice that can be output to send to client. |
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## JOBS LIST NAVIGATION
Jobs are created and accessed via the ‘Jobs’ module from the main navigation bar.
| **NUMBER** | **FUNCTIONALITY** |
| --- | --- |
| **1** | The **Job list** shows you a list of jobs which can be filtered and used for reporting purposes. The columns visible can be chosen from the 2 line hamburger menu outlined in reference #5 |
| **2** | The **further options menu** has additional job-related functions including:
- Create a job
- Duplicate a job
- Move job to another client
- Add a time entry
- View job KPI
- View job log
- View price list setup |
| **3** | **Create new job **allows you to create new jobs |
| **4** | The **open job** icon allows you to perform specific job related actions like creating schedules, quotes, purchases orders and invoices or reviewing job costs, adding briefs etc. |
| **5** | This **2 line hamburger menu** allows you to:
- Expand
- Collapse
- Save favourite views
- Modify grid (choose the columns you want to see, and what field you want to sort and sub-total by)
- Export grid data
- View grid shortcuts |
| **6** | The** search in grid** field allows you to search the current job list by job number, name, client etc. |
| **7** | **Previous** and **next **allows you to move between jobs in the current job list. |
| **8** | This **drop-down** **menu** allows you to view the job list in different ways e.g. you could use [Status (2)](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/1658454017) to run your weekly WIP meetings |
| **9** | **Job settings** allows you to update information on the selected job. |
| **10** | The **filter** allows you to filter the job list e.g. by Project Manger, Client, Team, Job Type or any other dimensions related to the job – for viewing and reporting purposes |
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## INDIVIDUAL JOB NAVIGATION
When an individual job is selected in the jobs list, you can open the job by selecting the **open job** icon. From here you can create items against that job such as quotes, invoices, schedules/timelines & purchase orders. You can also update and review information against the selected job directly from many of the list views.
| **NUMBER** | **FUNCTIONALITY** |
| --- | --- |
| **1** | By **selecting a job** in the jobs list, you can drill into more information about that particular job by clicking on either of the **open job** icons |
| **2** | This is the **current job status**, by clicking on it you can easily change the job status |
| **3** | **Job settings** allows you to update information on the selected job including:
- Job dates
- Project Manager or Account Manager on the Job
- Project
- Client Contact
- Job Type
- Price list
- Dimensions |
| **4** | The **further options menu** has additional job-related functions including:
- Create a job
- Duplicate a job
- Move job to another client
- Add a time entry
- View job KPI
- View job log
- View price list setup |
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### Related articles
> Macro (contentbylabel)