Back to: Complete Jobman Set-Up Guide for Administrators

Just like you did for your sales team, you will now need to create some labour centres for your jobs.

What are Labour Centres?

Labour centres are a measure of your operational capacity, broken into segments. Each labour centre is linked to one or more operations, (such as “Cutting”, “Assembling”, “Install”), and consists of the number of staff available for that operation, multiplied by the number of available hours each day.

What are Operations?

Operations serve as the connection between labour centres and tasks, designed for reporting and capacity planning. Customise operations to fit your organisation’s needs.

Each operation will be assigned to one or more tasks, which are in turn organised into workflows. When your staff track time against their tasks, the corresponding operation will be shown in your job cost report, which will display estimated versus actual time spent on each operation.

How to Create Job Operations

From the User Menu Panel on the left, click Settings > Operations > Jobs > Create.

1. Name your operation.
2. Choose a colour (optional – see next section).
3. Assign your operation to a labour centre (you can do this later if you haven’t created any labour centres).
4. Set your operation costs, overheads, wastage and profit margins if required.
5. Click Create.

Tip: Update an operation at any time by clicking into the operation and selecting either Update or Delete.

Please Note: You cannot have two operations with the same name.

Marking Operations as “Critical”

You can mark operations as “critical”, allowing your staff members to see relevant task dates on jobs/leads/projects screens, progress charts and agenda screens.

You can mark operations as critical in Settings > Operations > {Operation} > Update.

Simply tick the checkbox for Critical, then Save Changes:

Once an operation is marked as critical, you’ll have the ability to enable that column in the relevant screen, such as the progress chart, target calendar, agenda screens, etc.

Creating a Labour Centre

To create a new labour centre, follow these steps:

1. From the User Menu Panel, navigate to Settings > Labour Centres.
2. Click Create.
3. Name your labour centre, e.g. “Assembly”, or “Cutting”.
4. Using the Operations drop-down, select all applicable operations for this labour centre.
5. Enter the number of hours available for each day. (You may have different hours available on different days.)
6. Click Create again.

Example: Labour Centre set-up

Important: If you do not have any available hours on weekends or public holidays, make sure to enter a zero (0) in these fields, otherwise you will be set to infinite availability by default.

Tip: When you create a labour centre and link it to one or more operations, your changes will automatically be reflected in Settings > Operations:

Editing or Deleting a Labour Centre

To make edits to a labour centre, follow these steps:

1. From the User Menu Panel, navigate to Settings > Labour Centres.
2. Click into the labour centre you want to edit.
3. Click Update.
4. From here you can change the name, add/remove operations, or update the available hours if required.
5. Click Save Changes.

If you need to delete a labour centre, either click into the one you want to delete and hit the delete button, or delete multiple by clicking the checkboxes from the Labour Centre screen and using the ‘With Selected’ drop-down to delete.