Turn an approved project into a job with a schedule and cost items, and track estimated vs. actual to see variance as the work runs.
Last updated 2026-07-07
A job is the execution record for work you've won — where you plan the schedule and track what it actually costs to deliver. Open a project's Jobs tab and click New Job, or let an automation create one for you the moment a lead moves to Approved.
Give the job a start and end date and add cost items — the pieces of work or material you're tracking. Each item carries an estimated amount, and you fill in the actual as costs land.
The Jobs table shows Estimated, Actual, and Variance per job at a glance, and its status moves through not started → in progress → on hold → completed — so you can spot a job running hot before it blows the budget.
Jobs track the schedule and per-item costs on the delivery side; the Project Budget is your overall internal cost plan that feeds the profitability report. Use both for full job costing.