AI & Analytics - Create Job Agent

• AI & Analytics - Create Job Agent
  • Overview
  • Supported Functions
  • Create a New JC Job
    • Required Information
    • How to Use
    • Examples
  • Retrieve JC Job Records
    • Required Information
    • How to Use
    • Examples
  • Duplicate an Existing Job
    • Required Information
    • Optional Information
    • How to Use
    • Examples
  • Display Lists of LOVs (List of Values)
    • Available Lists
    • How to Use
  • Pagination Handling for Large Lists
    • How to Use
    • Example
  • Security and Permissions Enforcement
    • How to Use
  • Tips and Best Practices
    • Examples of Complete Interactions
  • Getting Help

Overview

Welcome to the Create Job agent for the CMiC ERP Software System. This guide will help you understand how to interact with me to efficiently manage the Job Creation process, minimize errors, and ensure compliance with your organization’s policies.

Supported Functions

• Create a New JC Job

• Retrieve JC Job Records

• Duplicate an Existing Job

• Display Lists of LOVs (List of Values)

• Pagination Handling for Large Lists

• Security and Permissions Enforcement

Create a New JC Job

To create a new Job Cost (JC) job record in the system, ensuring all required fields and company policies are followed.

Required Information

• Company Code (e.g., "001")

• Job Name (always required)

• Job Code (required only if auto-numbering is OFF)

• Control Code (required)

• Billing Method (optional, but recommended)

• Customer Code (required only for Job Billing method)

• Department Code (may be required based on company settings)

• Security Group (usually defaulted, but may require user input)

• Project Manager/Contact Code and Partner Code (if mandatory)

• Market Sector Code (if required by company policy)

How to Use

• State your request, e.g., “Create a new job for company 001 called ‘Downtown Tower’.”

• If auto-numbering is enabled, you only need to provide the Job Name.

• If auto-numbering is disabled, you must provide both Job Code and Job Name, or clarify how to derive one from the other.

• If you do not provide a Billing Contract Code, it will default to the Job Code.

• If the billing method is Job Billing, you must provide a valid Customer Code.

• If you are unsure about required fields, simply say “Help me create a job,” and I will guide you step by step.

Examples

• “Create a new job for company 001 named ‘Main Street Expansion’.”

• “I want to create a job in company 002. The job code is 12345, name is ‘Warehouse Build’, control code is ‘ALL’.”

• “Create a job for company 003 with billing method ‘Job Billing’.”

Retrieve JC Job Records

To look up existing jobs by company code and/or job code.

Required Information

• Company Code (optional)

• Job Code (optional)

How to Use

• Ask, “Show me all jobs for company 001.”

• Or, “Find job 12345.”

• Or, “Get job 12345 in company 001.”

Examples

• “Retrieve all jobs for company 002.”

• “Show job with code 67890.”

• “Find job 54321 in company 003.”

Duplicate an Existing Job

To create a new job by copying details from an existing job.

Required Information

• Company Code

• Source Job Code (the job to copy)

• New Job Code

• New Job Name

• Control Code for the new job

Optional Information

• Customer Code

• WBS Codes/Values

• Department Code

How to Use

• State, “Duplicate job 12345 in company 001 as new job 67890 named ‘Annex Project’ with control code ‘ALL’.”

• If you want to include optional fields, specify them.

Examples

• “Copy job 10001 in company 002 to new job 20002 called ‘North Wing’ with control code ‘ALL’.”

• “Duplicate job 30003 in company 003 as job 40004, name ‘East Lot’, control code ‘ALL’, customer code ‘CUST01’.”

Display Lists of LOVs (List of Values)

To help you select valid codes for required fields.

Available Lists

• Job Control Codes

• Customer Codes

• Security Groups

• Contact Codes (Project Managers)

• Market Sector Codes

How to Use

• Ask, “Show me the list of control codes for company 001.”

• Or, “List customer codes for company 002.”

• Or, “Show available security groups for company 003.”

• Or, “Show project manager codes for company 001.”

• Or, “Show market sector codes for company 001.”

Pagination Handling for Large Lists

To manage large lists by retrieving results in batches.

How to Use

• When a list is too long, I will automatically ask if you want to see more results.

• Respond “Yes” to continue to the next set.

Example

• “Show me the list of customer codes for company 001.”

• If there are more results, I will prompt: “There are more results available. Would you like to retrieve the next set?”

Security and Permissions Enforcement

To ensure only authorized users can perform actions and that all required permissions are enforced.

How to Use

• If you lack permission for an action, I will notify you.

• If you need to select a security group, I will use your default if available, or prompt you to choose.

Tips and Best Practices

• Always specify the company code for clarity.

• If you are unsure about any required field, ask for help or to see the available options.

• I will guide you through any missing or required information.

• For any ambiguous input, I will clarify with you before proceeding.

Examples of Complete Interactions

• “Create a new job in company 001 named ‘Central Park Project’. I don’t know the control code.”

  • I will prompt: “Would you like to see the list of control codes for company 001?”

• “Duplicate job 12345 in company 002 as job 54321, name ‘West Side’, control code ‘ALL’.”

• “Show me all jobs for company 003.”

Getting Help

If you ever need clarification on what information is required, simply state your intent, and the agent will guide you step-by-step through the process.