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Trident

Productivity Skills

Less repetitive entry. More useful work.

Excel import and export, focused updates and smaller tools for everyday JobBOSS work.

Paid add-on Skills packRequires Trident Automation (Act)24 defined outcomes

Trident launch expected December 2026. Explore the planned Skills catalogue. These are high-level outlines, not final operating procedures or confirmed availability. Individual Skill availability will be confirmed for your rollout.

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Productivity Skills

24 of 24 Skill outlines

Material Re-cost / Re-priceMaterial Bulk UpdateRaw Stock Bulk UpdateMaterial SubstitutionInventory Hold & ReleasePhysical Inventory AssistantCycle Count WorkflowJob RecostLabor Cost BalancingJob Bulk UpdateJob ImportBOM ImportRouting ImportProduction Activity EntryWork Center AssignmentEmployee Work AssignmentAttendance EntryPurchase Order ImportPurchase Order Bulk UpdateCustomer Bulk UpdateVendor Bulk UpdateBudget ImportGL / Journal ImportAttachment Maintenance

Materials & inventory

Materials & inventorySK-101

Material Re-cost / Re-price

Refresh material costs and selling prices across a selected set of records without editing each one separately.

You provide
A material selection and proposed cost or price changes, entered directly or returned in Excel.
The result
Reviewed material values updated in JobBOSS, with a clear result for each selected record.
Workflow outline

  1. Choose the scope

    Select the materials and the cost or price values to maintain.

  2. Prepare the changes

    Export a working file or describe the changes; preserve the material identifiers.

  3. Review and approve

    Compare current and proposed values, resolve exceptions and approve the update.

  4. Apply and verify

    Apply the approved changes and review the completed and outstanding items.

Explore the draft workflow guide →
Materials & inventorySK-102

Material Bulk Update

Maintain a selected set of material master information through one coordinated review.

You provide
Material identifiers, the fields to maintain and an edited spreadsheet or a clear change request.
The result
Consistent material records and a record-by-record summary of the changes.
Workflow outline

  1. Select records and fields

    Choose the materials and supported information to update.

  2. Prepare the working set

    Export current values or supply structured changes.

  3. Review differences

    Resolve missing matches and check the proposed changes before approval.

  4. Update and confirm

    Apply the approved selection and summarize results.

Materials & inventorySK-108

Raw Stock Bulk Update

Bring raw-stock information up to date using a structured spreadsheet instead of repeated record entry.

You provide
Raw-stock identifiers and the values to maintain in an Excel or CSV file.
The result
Reviewed raw-stock records updated with exceptions left visible.
Workflow outline

  1. Define the selection

    Choose the raw-stock records and information involved.

  2. Prepare the file

    Export current data or provide the structured update file.

  3. Check and approve

    Review record matches and before-and-after values.

  4. Apply the update

    Confirm the changed records and identify items needing follow-up.

Materials & inventory

Material Substitution

Replace one material with another across selected job or quote requirements while keeping the intended quantities clear.

You provide
Source and replacement materials, eligible jobs or quotes, quantity conversions and any date cutoff.
The result
Approved requirements updated with the affected records and estimated-cost impact summarized.
Workflow outline

  1. Define the substitution

    Identify the source, replacement and conversion basis.

  2. Find affected work

    Review eligible job and quote requirements within the selected scope.

  3. Approve the impact

    Check quantities and estimated material effects before proceeding.

  4. Apply and summarize

    Update the approved requirements and report what changed.

Substitution concerns selected requirements, not merging material masters or rewriting historical transactions.

Materials & inventory

Inventory Hold & Release

Organize held inventory and carry out a reviewed hold or release decision.

You provide
Material and location details, affected quantities and the business disposition.
The result
A documented inventory disposition with the resulting stock position checked.
Workflow outline

  1. Identify the stock

    Select the material, location and quantity requiring attention.

  2. Review its position

    Check the hold context and the intended disposition.

  3. Approve the action

    Confirm what should be held, released or left for investigation.

  4. Record and verify

    Apply the approved supported action and confirm the resulting stock position.

Materials & inventorySK-104

Physical Inventory Assistant

Turn a planned stocktake into a reviewed reconciliation and a controlled set of inventory corrections.

You provide
The inventory scope, count cutoff and returned count file or entered quantities.
The result
Count differences explained and approved corrections reconciled to the selected stocktake.
Workflow outline

  1. Prepare the stocktake

    Define the materials, locations and count timing.

  2. Bring in the counts

    Accept the returned count information and identify missing or inconsistent entries.

  3. Review discrepancies

    Compare quantities, resolve recounts and approve the correction set.

  4. Reconcile the result

    Apply approved corrections and summarize the final differences.

Materials & inventorySK-218

Cycle Count Workflow

Keep smaller inventory checks moving through selection, counting and discrepancy review.

You provide
A defined subset of stock and the counted quantities for that count.
The result
A completed count review with approved corrections and unresolved items clearly separated.
Workflow outline

  1. Select the count

    Choose the materials and locations for this counting exercise.

  2. Collect the results

    Provide the counts and identify anything still missing.

  3. Resolve the differences

    Review discrepancies and decide what needs a recount or correction.

  4. Complete the count

    Apply approved corrections and retain the result summary.

Jobs & production

Jobs & productionSK-105

Job Recost

Refresh the costing basis of selected jobs and reusable job templates in a coordinated exercise.

You provide
Jobs or templates to review and the costing basis to apply.
The result
Approved costing updates with before-and-after results and outstanding exceptions.
Workflow outline

  1. Choose the records

    Identify the jobs or templates and the purpose of the recost.

  2. Establish the basis

    Confirm which cost information should be refreshed.

  3. Review the effect

    Compare proposed totals and resolve unusual changes before approval.

  4. Recost and verify

    Apply the approved process and summarize the resulting costs.

Jobs & production

Labor Cost Balancing

Review overlapping labor activity and rebalance selected allocations on a clear, agreed basis.

You provide
The jobs, employees or time period to review and the intended balancing basis.
The result
Approved labor allocations with the affected entries and job-cost differences explained.
Workflow outline

  1. Find the overlap

    Select the period or jobs and identify overlapping activity.

  2. Review the allocation

    See the proposed balancing and its cost impact.

  3. Approve the selection

    Confirm the entries to adjust and set aside exceptions.

  4. Apply and compare

    Complete the approved adjustment and review before-and-after results.

Jobs & productionSK-109

Job Bulk Update

Apply the same reviewed maintenance exercise across multiple existing jobs.

You provide
A job selection and proposed values supplied in a file or a bounded change request.
The result
Selected job information updated consistently, with exceptions reported individually.
Workflow outline

  1. Define the change

    Choose existing jobs and the supported information to maintain.

  2. Prepare proposed values

    Export current values or supply structured changes.

  3. Review exceptions

    Check the affected jobs and approve the intended differences.

  4. Apply and verify

    Update approved records and confirm the results.

Jobs & productionSK-211

Job Import

Create JobBOSS jobs from structured spreadsheet information rather than entering every record by hand.

You provide
An Excel or CSV file containing the jobs to create and their required information.
The result
Created job references and a clear list of rows that need attention.
Workflow outline

  1. Provide the file

    Identify the new jobs and explain the spreadsheet structure.

  2. Match and check

    Resolve customer, part and other required record references.

  3. Review the job list

    Approve the proposed records after resolving missing information.

  4. Create and confirm

    Create the approved jobs and report each result.

Jobs & productionSK-203

BOM Import

Bring a prepared bill of materials into the intended JobBOSS records without rekeying the requirements.

You provide
A structured material or BOM file and the target job or record selection.
The result
Approved material requirements created with matching and quantity exceptions identified.
Workflow outline

  1. Choose the destination

    Confirm the target records and source file.

  2. Review the requirements

    Match materials and check quantities and units.

  3. Approve the proposed BOM

    Resolve ambiguity and confirm the intended structure.

  4. Import and verify

    Apply the approved requirements and summarize the result.

Jobs & productionSK-204

Routing Import

Turn a prepared operation list into a reviewed routing for the selected work.

You provide
An operation spreadsheet, target records and the intended operation sequence.
The result
Approved routing operations created or updated, with sequencing and exceptions checked.
Workflow outline

  1. Select the source and target

    Choose the operation file and the records it belongs to.

  2. Review the operation list

    Check work centers, sequence and the supplied time or cost information.

  3. Approve the routing

    Resolve missing information and confirm the proposed changes.

  4. Import and check

    Apply the approved operations and review the resulting routing.

Import a prepared routing here. Use Routing Builder for a broader workflow that develops the routing from requirements and history.

Jobs & production

Production Activity Entry

Record selected shop-floor activity through a guided conversation tied to the correct job and operation.

You provide
Employee, job and operation details, with the activity, time or completed quantity to record.
The result
Confirmed production entries and a concise summary of the recorded activity.
Workflow outline

  1. Identify the work

    Confirm the employee, job, operation and activity.

  2. Prepare the entry

    Review the time, quantity or start/stop action being recorded.

  3. Approve the record

    Resolve conflicting information and confirm the intended entry.

  4. Record and confirm

    Apply the supported activity and verify the result.

Jobs & production

Work Center Assignment

Assign selected released work to the appropriate work center or child work center.

You provide
Released jobs or operations, eligible work centers and the intended assignments.
The result
Approved work-center assignments reflected in the selected work.
Workflow outline

  1. Choose the work

    Identify released jobs or operations to assign.

  2. Review the destinations

    Check the relevant work centers and intended allocations.

  3. Approve the assignments

    Confirm where each selected item should run.

  4. Apply and verify

    Update the assignments and summarize the resulting allocation.

Jobs & production

Employee Work Assignment

Connect selected employees with the operations and dates they are intended to work.

You provide
Employees, jobs or operations, dates and the supervisor’s assignment choices.
The result
A reviewed assignment plan applied to the selected work.
Workflow outline

  1. Define the planning scope

    Choose the people, period and operations involved.

  2. Prepare assignments

    Review the proposed person-to-operation assignments and dates.

  3. Resolve conflicts

    Adjust ambiguous or conflicting choices and approve the plan.

  4. Apply and confirm

    Record the approved assignments and return the final list.

The Skill supports assignment decisions; it does not promise finite-capacity optimization.

Jobs & production

Attendance Entry

Prepare attendance entries across selected employees and dates with one editable review.

You provide
Employees, dates, hours and the applicable attendance types.
The result
Approved attendance records with existing entries and exceptions accounted for.
Workflow outline

  1. Select employees and dates

    Define the attendance exercise and applicable entry types.

  2. Prepare the entries

    Build the proposed hours and review existing records.

  3. Check and approve

    Correct the preview and confirm the records to create or change.

  4. Record and review

    Apply the approved entries and summarize the results.

Purchasing & master data

Purchasing & master dataSK-201

Purchase Order Import

Create supplier purchase orders from a prepared spreadsheet, with a review of how the rows become orders and lines.

You provide
An Excel or CSV purchase-order file, vendor references and any relevant job requirements.
The result
Created purchase orders or approved additional lines, with the resulting references and exceptions.
Workflow outline

  1. Provide purchasing data

    Supply the structured file and identify new or existing orders.

  2. Review order grouping

    Confirm vendors, lines, quantities and relevant job links.

  3. Approve the orders

    Resolve exceptions and review the proposed purchasing records.

  4. Create and verify

    Create the approved orders or lines and return the result list.

Purchasing & master dataSK-110

Purchase Order Bulk Update

Maintain supported values across selected purchase orders or lines in one reviewed batch.

You provide
Purchase-order references and the proposed changes or edited spreadsheet.
The result
Approved purchasing changes with completed and restricted items clearly reported.
Workflow outline

  1. Select orders and fields

    Define the existing orders, lines and information to maintain.

  2. Prepare the changes

    Compare current values with the supplied updates.

  3. Review and approve

    Resolve activity-related restrictions and confirm the intended change set.

  4. Apply and check

    Update the approved records and verify the purchasing results.

Purchasing & master dataSK-106

Customer Bulk Update

Keep customer information consistent through a reviewed export-and-update exercise.

You provide
A customer selection and edited supported values in Excel or a structured request.
The result
Updated customer information with a clear change and exception summary.
Workflow outline

  1. Choose customers and fields

    Define the records and information to maintain.

  2. Prepare updates

    Export current values or provide the change file.

  3. Review and approve

    Resolve matches and confirm the proposed differences.

  4. Apply and confirm

    Update approved records and summarize the results.

Purchasing & master dataSK-107

Vendor Bulk Update

Maintain selected vendor information without repeating the same record-by-record administration.

You provide
Vendor identifiers and the information to update in a spreadsheet or structured request.
The result
Reviewed vendor changes applied consistently, with exceptions retained for follow-up.
Workflow outline

  1. Choose vendors and fields

    Define the records and supported information in scope.

  2. Prepare the working set

    Export current values or supply the proposed changes.

  3. Check and approve

    Review matching and before-and-after values.

  4. Apply and verify

    Update the approved vendor records and report the outcome.

Finance

Finance

Budget Import

Bring an Excel-prepared budget into JobBOSS by account, fiscal year and period.

You provide
A budget spreadsheet, fiscal year, account references and period amounts.
The result
Reviewed budget figures available in JobBOSS with account-and-period totals checked.
Workflow outline

  1. Provide the budget

    Identify the fiscal year and source spreadsheet.

  2. Check accounts and periods

    Review the mapping, amounts and any missing references.

  3. Approve the budget changes

    Compare the proposed values with the intended financial plan.

  4. Import and reconcile

    Apply the approved budget and verify the totals.

Budget maintenance is separate from posting actual accounting transactions.

FinanceSK-217

GL / Journal Import

Turn a structured journal file into reviewed, balanced JobBOSS journal entries.

You provide
An Excel or CSV journal file, account references, dates and fiscal context.
The result
Created journal records and a reconciliation of the approved debit and credit totals.
Workflow outline

  1. Provide the journals

    Identify the source entries and fiscal context.

  2. Validate the entry set

    Review accounts, dates, balance and potential duplicate entries.

  3. Approve creation

    Confirm the reviewed journals and their totals.

  4. Create and reconcile

    Create the approved records and verify the result.

Posting is a separate decision, not an automatic consequence of importing the file.

Documents

Documents

Attachment Maintenance

Associate documents with the right JobBOSS records and maintain selected attachment references in a batch.

You provide
Document locations, target records and the associations or path changes to make.
The result
Reviewed attachment relationships with unresolved files or record matches called out.
Workflow outline

  1. Identify documents and records

    Choose the files and the records they support.

  2. Review the associations

    Check proposed links or path changes and flag missing files.

  3. Approve the selection

    Confirm the associations to create or maintain.

  4. Apply and check

    Update approved references and verify the resulting relationships.

One focused task. A reviewed result.

Select the records, prepare the change and review the result. Productivity Skills concentrate on useful, bounded work rather than reproducing a separate utility interface.

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