Getting Started with Jobpac

Jobpac brings your project and financial information together in one system. This helps you see job, cost and financial details clearly and manage your work confidently. 

This article explains what you need before you begin, how to sign in, and how to find your way around the main screens. 

It is designed for new Jobpac users signing in for the first time.

What you need before you start

Before you can use Jobpac, several access details must be set up for you. Most of these steps are handled by your internal administrator. You do not need to set these up yourself, but it is helpful to know what is required.

• Access request – your manager or internal administrator must request a USERID for you based on your role.
• USERID and password – you will receive your login details through your organisation’s standard process.
• Menu structure access – your administrator assigns a Menu Structure that controls which Jobpac functions appear for you.
• Browser or desktop access – confirm which browser, URL or desktop shortcut you should use.

If you do not have this information, contact your internal Jobpac administrator or service desk.

Signing in to Jobpac

Once you have your login details, you can sign in to Jobpac.

​1. Open the Jobpac link or application provided by your organisation.

​2. Enter your USERID.

​3. Enter your password.

​4. Select the required environment or company options, if prompted.

​5. Click Sign in.

If your login fails, check that:

• you are using the correct USERID and password
• your account has not been locked after repeated attempts

Follow your organisation’s process if you forget your password or cannot sign in.

Understanding the Jobpac main screen

After you sign in, the main Jobpac screen opens. What you see depends on your role and assigned Menu Structure, but typically includes:

• Main menu – the navigation panel where you select modules and functions such as project costing or accounts payable.
• Work area – enquiry screens, entry screens and reports open in this space.
• Status or information area – shows your active WorkID, period or job. This appears in the top right of the Jobpac window.

Your Menu Structure controls which options appear and keeps your workspace focused on the areas relevant to your role.

Navigating menus and functions

Jobpac uses Menu Structures to group related functions. Your menu may include project, finance, payroll or other modules depending on your role. Your Menu Structure controls which options appear in your left-hand menu.

To open a function:

​1. Locate the module you need in the main menu.

​2. Expand the menu item to display its options.

​3. Select the function you want to open.

Navigation tips:

• Use the main menu and toolbar buttons to move between enquiry, entry and reporting screens.
• Close screens you no longer need to keep your workspace manageable.
• Complete or cancel any in‑progress transactions before leaving an entry screen.

Selecting companies and jobs

Jobpac can store information for multiple companies, called WorkIDs, with many jobs inside each one. Your active WorkID and job selection determine which company and project data you are viewing and updating.

To work in the correct context:

• check which WorkID you are currently using, especially if you work across multiple companies
• use job enquiry or selection functions to search for projects by job number, name or other criteria
• confirm you have selected the correct job before viewing or entering data

If something is missing or you cannot see a WorkID or job you expect, contact your Jobpac administrator.

Common starting tasks

The tasks you complete first depend on your role. Common starting points include:

• Project and site users
  • view job information and cost summaries
  • review budgets and Cost Centres
  • submit or review time and cost information using Jobpac Mobile, if enabled
• Finance users
  • review general ledger and project reports
  • enter or approve accounts payable transactions
  • run trial balances and period‑end checks
• Payroll users
  • review time data from Jobpac Mobile
  • prepare and process payroll runs
  • reconcile payroll information with project costs

Your team may provide role‑specific guides that build on this overview.

Getting help and learning more

As you become more familiar with Jobpac, additional articles and resources can help you understand how your project and financial data fits together. These resources can also help you build confidence and resolve issues quickly.

• read Jobpac Overview and Core Concepts to learn how the system is structured
• review Job Costing Fundamentals to understand how costs are organised and tracked
• use your organisation’s help or service desk channels if you encounter access or data issues
• submit a support request through the BuildingPoint customer portal when you need assistance
• submit a Professional Services request through the portal if you need Jobpac training or tailored guidance
• participate in any training or onboarding programs provided by your team

Once you are comfortable with these basics, a good next step is reading Jobpac Overview and Core Concepts to see how key concepts link together across the system.