🟠 3. Project, Cost Management & Forecasting

Projects βœ… Purchase Orders βœ… Subcontracts βœ… Variations βœ… Forecasting (PMW) βœ… Progress Claims βœ…
  • Projects

    A practical guide to setting up and managing projects in Jobpac Connect, from initial job setup through to budget control and invoice coding. | 51min Topics include project configuration, cost centres, budgeting, contract types, and coding invoices to maintain accurate financial records.
  • Purchase Orders

    Master the end-to-end purchase order process in Jobpac Connect, from requisition through to delivery. | 40min You'll learn how to enter and maintain purchase orders, process and approve requisitions, amend approved orders, manage delivery dockets, and use PO inquiry and reporting tools.
  • Subcontract Agreements and Payments

    Get up to speed with subcontract management in Jobpac Connect, from agreement setup through to payment processing. | 55m You'll learn how to create lump sum and schedule of rates subcontracts and prepare subcontract payments. A downloadable reference guide is included.
  • Internal and External Variations

    A practical guide to managing internal and external variations in Jobpac Connect, from setup through to approval. |30min Topics include creating and managing variations, linking to subcontracts and cost centres, reporting, and ensuring accurate project margin management.
  • Forecasting

    A practical guide to project forecasting and reporting in Jobpac Connect using the Project Manager’s Worksheet (PMW), from setup through to reporting. | 30min Topics include entering forecast line items, updating cost centres, managing subcontract commitments, and using key reports to track project financial performance and margins.
  • Head Contract Progress Claims

    A practical guide to managing progress claims in Jobpac Connect, from setup through to certification. | 30min Topics include setting up trade items, creating claim structures, entering and adjusting claim amounts, posting to accounts, managing accruals, and generating reports.