[JC] Job Phases

Go into Job Cost>Programs> JC Job Phases

Info Tab:

JCJP1. JC Job Phases Form

Enter a job phase description (up to 60 characters). It defaults to the description from JC Phases.

Changing the description here does not affect the original description in JC Phases.

JCJP2. Assign a Contract Item
Assign a Contract Item - When you add a phase to the job, you must assign a contract item. 

Typically, you will use an existing contract item for the job. If the Auto-Add Contract Item and Update Contract Item Amount box is checked in JC Jobs, you can add a new contract item on the spot by entering its number, and it will be automatically added to the contract. 

Any estimated costs for the phase's cost types will be included in the contract item's original amounts. If the Auto-Add Contract Item and Update Contract Item Amount box is unchecked, you must have existing contract items before assigning them to a phase.

JCJP3. Verify Active Phase is Checked

JCJP4. Verify Show in Keystyle is Checked

Cost Types Tab: 

JCJP5. Verify Cost Types

Double check Cost Types Tab

Additional Items:

• To post estimates, commitments, and costs, the phase must be marked as active in the Active Phase field on the Info tab.
• To quickly change the status of multiple phases, go to File > Phase Status Change.
• To delete a phase assignment in this program, first delete all cost types assigned to the phase. Only cost types with zero balances in every month can be deleted. Once all cost types are deleted, you can then delete the phase assignment.
• To enter estimates, use the Estimates tab to create original estimates for each phase/cost type on a job. You can enter estimates directly in the grid or use the JC Original Estimates form, accessible by double-clicking a cost type in the grid or selecting ‘Open Related Record in Form’ from the Records menu.

1. All cost types for a phase will appear in the grid. You can modify or delete a cost type here, but to add a cost type, use the Cost Types tab.
2. The informational display above the grid shows running totals of estimated costs for the job and phase as you enter estimates for each cost type.
   
   

• Use the Roles tab to assign roles to job phases. This optional feature lets users filter phases by role when entering progress and cost projections (JC Progress Entry and JC Cost Projections). Note that this feature is not available in the enhanced cost projections process (PM Cost Projections).