Location jobs can be assigned to a parent job from two places: a job record on the Jobs page, or a group labor matrix on the Labor Matrix page. The group labor matrix also supports bulk assignment for multiple jobs at once.
Parent jobs group jobs from multiple locations under a shared label. Each parent job allows only one job per location.
Location jobs can be removed from a parent job on the Jobs Settings page or the associated job record.
This feature is in beta for select customers. Contact your CSM for more information.
Security
Users must have the following permissions to assign location jobs to parent jobs:
Labor → Jobs → Edit Jobs
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Assign a Location Job to a Parent Job from the Jobs Record
Navigate to the Jobs page.
Locate the desired location job, then click its row to open the job record.
On the General tab, click the Parent Job drop-down.
The drop-down displays available parent jobs. A parent job is available only if no other job from the same location is already assigned to it.
If the needed parent job does not exist:
Click Add Parent Job to create a new one inline.
Click Edit Parent Jobs to open the Parent Jobs page and manage parent jobs there.
Learn more about creating parent jobs.
Select the parent job to assign.
Click Save.
The location job is now assigned to the selected parent job.
Assign a Location Job to a Parent Job from a Group Labor Matrix
Navigate to the Labor Matrix page and select the Groups tab.
Open an existing group or click Add Group to create a new one.
If opening an existing group where the current version's effective date has already passed, add a new version before proceeding.
Scroll to the Assign Location Jobs to a Parent Job section.
This section lists all location-level jobs from the group's assigned locations that are not yet assigned to a parent job.
In the row for the desired job, click the Parent Job drop-down.
The drop-down displays available parent jobs. A parent job is available only if no other job from the same location is already assigned to it.
If the needed parent job does not exist:
Click Add Parent Job to create a new one inline.
Click Edit Parent Jobs to open the Parent Jobs screen and manage parent jobs there.
Learn more about creating parent jobs.
Select the parent job to assign.
The location job is assigned to the selected parent job and moves out of the unassigned list.
Assign Multiple Location Jobs to Parent Jobs in Bulk
Navigate to the Labor Matrix page and select the Groups tab.
Open the group containing the location associated with the desired jobs.
If the current version's effective date has already passed, add a new version before proceeding.
Scroll to the Assign Location Jobs to a Parent Job section.
Select the checkbox for each job to include in the bulk assignment.
Only one job per location can be selected at a time. Selecting a job from a location prevents selecting additional jobs from the same location in this bulk action.
Click the Edit (pencil) icon.
A bulk edit panel opens.In the bulk edit panel, click the Parent Job drop-down and select the parent job to assign to all selected jobs.
The drop-down displays available parent jobs. A parent job is available only if no other job from the same location is already assigned to it.
If the needed parent job does not exist:
Click Add Parent Job to create a new one inline.
Click Edit Parent Jobs to open the Parent Jobs screen and manage parent jobs there.
Learn more about creating parent jobs.
All selected location jobs are assigned to the chosen parent job.
