Getting Started
Getting started with Jobpac
What you need before you begin, how to sign in, and how to find your way around the main screens.
Overview
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 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.
| 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
| 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
Understanding the 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 area | Shows your active WorkID, period or job. Appears in the top right of the Jobpac window. |
Navigating menus and functions
| 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.
- 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
| Project and site users | View job information and cost summaries, review budgets and Cost Centres, and 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, and run trial balances and period-end checks. |
| Payroll users | Review time data from Jobpac Mobile, prepare and process payroll runs, and reconcile payroll information with project costs. |
Next steps
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