Below is a list of the steps that should be undertaken for the successful importation of JobManager.

TIP: Read here to learn how to make demodata for Cronus.

Step Description Run
1 Run the Guide JobManager Foundation Setup Guide Open the page JobManager Setup and select JobManager Foundation Setup Guide
2 Parameters setup in JobManager Open the page JobManager Setup
3 Run Set default permissions (Note 1) Open the page JobManager Setup and select Set default permissions
4 Users and Permissions and Role Center Create Users og Assign Role Center
5 Customize User Interface Open the page User Interface
6 Import demo Calculation Open the page Calculations and select Download online
7 Create relevant Periods and Calculation & Approval Groups Open the pages Periods and Employee Groups
8 Create Employees i Human Resources Create Employees
9 Assign Employees to JobManager Employees Open the page JobManager Employees
10 Update relevant Jobs to Procuction, Job, Service and Assembly. Open the page JobManager Jobs and select Update Jobs

Note 1: If JobManager is installed as an Extenstion/APP, these Permission Sets already exists (as they are part of the installation).

See also

JobManager Foundation Setup Guide
Make demodata
License for JobManager
Daily use
Choose device
Choose device
Post to NAV/BC
General Setup
Payroll Setup
Other Setup
Q&A (Questions & Answers)
Advanced Setup
Mobile Role Center
Questionnaire
Power BI

Reference

JobManager Calculations



This help includes both Dynamics NAV and Dynamics Business Central (BC). All references to NAV applies to both.