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AUDIENCE: FINANCIAL ADMINISTRATION © 2020 Northwestern University For more information, visit the Facilities Connect website at www.northwestern.edu/fm/connect 1 PURPOSE: Use this job aid to learn how to create a manual job cost From the Facilities Connect Home Screen, click on: Tasks 1 2 From the Tasks screen, click on: All Tasks 2 2 Create Job Cost Detail Entry 1 Create Job Cost Detail Entry 1 of 8

AUDIENCE: FINANCIAL ADMINISTRATION Create Job Cost Detail … · 2021. 7. 19. · PURPOSE: Use this job aid to learn how to run work task job cost process The Work Task window opens

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Page 1: AUDIENCE: FINANCIAL ADMINISTRATION Create Job Cost Detail … · 2021. 7. 19. · PURPOSE: Use this job aid to learn how to run work task job cost process The Work Task window opens

AUDIENCE: FINANCIAL ADMINISTRATION

© 2020 Northwestern UniversityInventoryv1.1 (12/17/19) Page 1 of7

For more information, visit the Facilities Connect website at www.northwestern.edu/fm/connect

1PURPOSE: Use this job aid to learn how to create a manual job cost

From the Facilities Connect Home Screen, click on:

Tasks1

2 From the Tasks screen, click on:

All Tasks

2

2

Create Job Cost Detail Entry

1

Create Job Cost Detail Entry 1 of 8

Page 2: AUDIENCE: FINANCIAL ADMINISTRATION Create Job Cost Detail … · 2021. 7. 19. · PURPOSE: Use this job aid to learn how to run work task job cost process The Work Task window opens

AUDIENCE: FINANCIAL ADMINISTRATION

© 2020 Northwestern UniversityInventoryv1.1 (12/17/19) Page 2 of7

For more information, visit the Facilities Connect website at www.northwestern.edu/fm/connect

3 Enter the Work Task ID in the Task ID Contains text box and press Enter.

3

3

Create Job Cost Detail Entry

4 Click on the task name. 4

4

Create Job Cost Detail Entry 2 of 8

Page 3: AUDIENCE: FINANCIAL ADMINISTRATION Create Job Cost Detail … · 2021. 7. 19. · PURPOSE: Use this job aid to learn how to run work task job cost process The Work Task window opens

AUDIENCE: FINANCIAL ADMINISTRATION

© 2020 Northwestern UniversityInventoryv1.1 (12/17/19) Page 3 of7

For more information, visit the Facilities Connect website at www.northwestern.edu/fm/connect

5PURPOSE: Use this job aid to learn how to run work task job cost process

The Work Task window opens. Display the Job Cost tab. Click on:

Job Cost5

6 The Job Cost tab displays. If necessary, scroll down to the Job Cost Detail section.

6

6

Create Job Cost Detail Entry

5

Create Job Cost Detail Entry 3 of 8

Page 4: AUDIENCE: FINANCIAL ADMINISTRATION Create Job Cost Detail … · 2021. 7. 19. · PURPOSE: Use this job aid to learn how to run work task job cost process The Work Task window opens

AUDIENCE: FINANCIAL ADMINISTRATION

© 2020 Northwestern UniversityInventoryv1.1 (12/17/19) Page 4 of7

For more information, visit the Facilities Connect website at www.northwestern.edu/fm/connect

7PURPOSE: Use this job aid to learn how to run work task job cost process

In the Job Cost Detail section, click on:

Add7

8Complete the all fields (marked by *) and Markup Percent. Then click on:

Create Draft88

Create Job Cost Detail Entry

7

Create Job Cost Detail Entry 4 of 8

Page 5: AUDIENCE: FINANCIAL ADMINISTRATION Create Job Cost Detail … · 2021. 7. 19. · PURPOSE: Use this job aid to learn how to run work task job cost process The Work Task window opens

AUDIENCE: FINANCIAL ADMINISTRATION

© 2020 Northwestern UniversityInventoryv1.1 (12/17/19) Page 5 of7

For more information, visit the Facilities Connect website at www.northwestern.edu/fm/connect

9PURPOSE: Use this job aid to learn how to run work task job cost process

Optionally from the Job Cost window click on:

Notes & Documents9

10 To enter a comment, click on:

Add10

Create Job Cost Detail Entry

9

10

Create Job Cost Detail Entry 5 of 8

Page 6: AUDIENCE: FINANCIAL ADMINISTRATION Create Job Cost Detail … · 2021. 7. 19. · PURPOSE: Use this job aid to learn how to run work task job cost process The Work Task window opens

AUDIENCE: FINANCIAL ADMINISTRATION

© 2020 Northwestern UniversityInventoryv1.1 (12/17/19) Page 6 of7

For more information, visit the Facilities Connect website at www.northwestern.edu/fm/connect

11PURPOSE: Use this job aid to learn how to run work task job cost process

The Comment window opens. Type your comment.

Then click on:

Create11b

12 The Comment window closes. On the Job Cost window, click on:

Pending Billing12

Create Job Cost Detail Entry

11a

11a 11b

12

Create Job Cost Detail Entry 6 of 8

Page 7: AUDIENCE: FINANCIAL ADMINISTRATION Create Job Cost Detail … · 2021. 7. 19. · PURPOSE: Use this job aid to learn how to run work task job cost process The Work Task window opens

AUDIENCE: FINANCIAL ADMINISTRATION

© 2020 Northwestern UniversityInventoryv1.1 (12/17/19) Page 7 of7

For more information, visit the Facilities Connect website at www.northwestern.edu/fm/connect

13PURPOSE: Use this job aid to learn how to run work task job cost process

Close the Job Cost window. Click on:

x

Create Job Cost Detail Entry

13

Create Job Cost Detail Entry

13

7 of 8

Page 8: AUDIENCE: FINANCIAL ADMINISTRATION Create Job Cost Detail … · 2021. 7. 19. · PURPOSE: Use this job aid to learn how to run work task job cost process The Work Task window opens

AUDIENCE: FINANCIAL ADMINISTRATION

© 2020 Northwestern UniversityInventoryv1.1 (12/17/19) Page 8 of7

For more information, visit the Facilities Connect website at www.northwestern.edu/fm/connect

14Click on “Save”:

Create Job Cost Detail Entry

14

Reverse Job Cost Entry on WT

14

8 of 8