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