Core Concepts in Jobpac

This article is a central index for the core concepts in Jobpac. It brings together the main topics that explain how Jobpac is structured, how costs and ledgers work, and how access and security are controlled. Use it as a starting point for learning or as a quick way to find related concept articles.

Getting started and overview

These articles provide a high level understanding of what Jobpac is and how users begin working with it.

• Welcome to Jobpac – introduces Jobpac as a cloud based solution with web and mobile applications, and explains how it supports project planning, contract management and field operations.
• Jobpac Overview and Core Concepts – outlines what Jobpac covers, the main modules, and how project and accounting functions fit together.
• Getting Started with Jobpac – explains what you need before you start, how to sign in, and how to navigate the main screens and menus.

Project structure and job costing concepts

These articles explain how Jobpac structures project information and tracks costs.

• What Is a Job Number in Jobpac – defines job numbers, recommended formats and where job numbers are used throughout the system.
• Job Costing Fundamentals in Jobpac – describes jobs, cost codes, cost types and cost centres, and how budgets and costs are managed at cost centre level.
• What Is a Cost Centre in Jobpac – explains the role of cost centres as the core unit for budgets, commitments, actual costs and forecasts.
• Cost Codes vs Cost Types in Jobpac – What Is the Difference – clarifies the difference between cost codes and cost types and how they combine to form cost centres.
• Glossary of Key Jobpac Terms – provides definitions for common cost and project terms such as cost code, cost type, cost centre, committed cost and cost of work in progress.

Linking projects to the general ledger and reconciliation

These articles describe how Jobpac links project costs and revenue to the general ledger and how reconciliation works.

• How Jobpac Links Project Costs to the General Ledger – explains cost type level and cost centre level linking and how they affect general ledger postings.
• Linking Job Costs to the General Ledger and Reconciliation in Jobpac – covers linking methods in more detail and explains how they support reconciliation between job costing and the profit and loss.
• Month End Processing in Jobpac – describes how periods are closed, how history snapshots are created and how that supports reliable period end reporting.

System configuration, parameters and history

These articles focus on how Jobpac is configured and how it supports multi company environments and history data.

• System Configuration and Cross Company Setup in Jobpac – explains monthly periods, system configuration across multiple WorkIDs, intercompany transactions, centralised creditors and debtors, and the chart of accounts structure.
• System Parameters in Jobpac – introduces system parameters, explains how they drive Jobpac behaviour and outlines good practices for managing them.
• History Data and Retrospective Trial Balances in Jobpac – describes how monthly history snapshots support project analysis and retrospective trial balances for financial modules.

Technical structure, security and access

These articles explain the technical structure of Jobpac, user access and security.

• Technical Structure, Menus and Licensing in Jobpac – describes how users access Jobpac using USERIDs, how menu structures control module access and how licensing models work.
• Security and User Access in Jobpac – explains WorkID security, job security, menu and function access and payroll security and how they combine to create role based security.

Role based landing pages

These articles help users understand which parts of Jobpac are most relevant to their role.

• Jobpac for Project and Site Users – highlights key functions for project managers, engineers and site based staff.
• Jobpac for Finance Users – focuses on general ledger, payables, receivables, period end and reconciliation tasks.
• Jobpac for Payroll Users – explains how payroll processing, labour costing and payroll security work within Jobpac.

Using this index

You can use this index in several ways:

• as a learning path for new users who want to understand Jobpac concepts
• as a quick way to locate a specific concept article when answering questions
• as a reference for which topics to include in training or onboarding plans

As your Jobpac knowledge base grows, you can update this index to include any new concept articles you add, keeping it as the central hub for how Jobpac works.