Overview #

A job is the base of a Valuation. A Job will have multiple levels below it consisting of Entities, Job Segments & Scenarios.

A job costs 100 credits to create and has an expiry of three months for data entry.

Create Job #

• Job Type: Determines what Job features are available
• Job Name: Name of Job, will appear on reports
• Date of Valuation: Date the valuation is being performed
• Currency Symbol: Currency symbol which will appear for the system and reports
• Status: Current status of the job
• Due Date: Internal date for when the Job is due to be complete
• Details: Internal notes for the details of the Job
• Contact: Contact information for the Job
• Client Details: Client details for the Job
• Assigned Users: Which Firm Members have access to this job (Note. All firm administrators have access to every Job)
• Create Entity: Create an initial entity for the Job

Create Entity #

When creating a Job, you can also create a first Entity.

• Entity Name: Name of the entity
• Industry Code (SIC): Standard Industrial Classification for the entity. (Note. Using Google and performing a search for “sic industry” will generally give you a correct result
• Entity Industry Description: A short description of the industry