Job Creation

VIDEO | Create a Job

As discussed in Lesson 1, a job folder contains all pertinent information for a single project, and it is independent from any other job. When you create a new job folder, all your estimating and managing of the project will be stored in that folder.

First, you will create a new job from scratch.

Step by Step — Create a New Job

  1. From the InEight Estimate Backstage view, under the Create a new Job from… section, select Scratch, or select New > Scratch from the left sidebar menu.

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  2. On the New Job dialog, name the Code field.

    • The Job Code must be unique to differentiate between projects

  3. Type in a description in the Description field.

  4. When you create a new job, you can choose to auto-update the job in Connected Analytics. You do not need to manually select the Connected Analytics option to auto-update it.

  5. Click OK to create the new project.