Creating a New Monitor Record

Click the New button
Enter a Job Code, or select from the Job Lookup. The Monitor record created will include transactions and budgets for that selected job and all it's subjobs
The Created Date defaults to today's date and cannot be changed
Select a 'Monitor to Timesheet Date'. This will default to the current Timesheet Week Ending Date but can be changed. Note that only one Monitor record can be created for each Job / Timesheet Week Ending Date combination.
If the Monitor record is to be based on a Year Period, click the radio button for this option. The current Year / Period will default and can be changed. Note that only one Monitor record can be created for each Job / Year / Period combination.
Note that when creating a new Monitor record the previous record is automatically flagged as Complete (and hence is Read Only) to ensure consistency of reporting