Job

The job code and description display. This is view only unless you add a single new phase from the Search Phases window.

Phase

Enter the phase code for the first phase of this job.

Each job can have an unlimited number of phase breakdowns. The phase codes can be set to correspond to bidding categories or to the logical breakdown of cost centers. The CSI Standard phase codes are another possibility of a phase breakdown that can be used.

The phase code format is very flexible, allowing major and minor grouping for subtotaling on the Analysis and Productivity reports. The mask specified in Jobs controls the format for the phase code.

When a new phase is added, and the Set projected costs, quantity, and hours to current estimate when adding a phase checkbox is selected on Job Cost Installation, the projected costs and hours are set to equal the current estimated costs and hours.

In addition to setting projected cost and hours in this screen, when a new phase is added, the projected figures are also initialized during the Project Setup > Job Setup Update based on the installation option.

Cost type

The cost type entered here must have been previously defined in Cost Type File Maintenance. Enter the code for a valid cost type, or click the arrow to select from a list of available cost types. This field is required.

Cost center

If the phase has a different cost center than the job, enter a valid cost center or press Enter to accept the system default of blank. This field is typically left blank unless the phase is associated with a different cost center than the job.

Status

Active

Inactive

Complete

Complete date

If you select Inactive or Complete, then an attempt is made to assign a new transaction to this phase

Properties

Unit of measure

Enter the unit of measure associated with the "estimated qty" field. For example, if the phase is pouring 500 yards of concrete, "u/m" would be CY (cubic yards) and "estimated qty" would be 500. A lookup window is available for viewing units of measure.

The unit of measure entered here may have been previously defined in Accounts Receivable > Unit of Measure File Maintenance.

Billing item

Enter the billing item code and description.

Update projected contract quantity?

Select this checkbox if you want to use the projected contract quantities for a unit price job. Once selected, this phase and cost type will be linked to the corresponding billing item in the Accounts Receivable contract detail file. When the projected quantity update is performed, any phases that are flagged will also update the corresponding projected quantity and the projected contract for the billing item in the Accounts Receivable contract detail file.

Alternate phase

Enter the alternate phase to be used for the Job Comparison Report. This number may be the same or different than the number in the Phase field. Entry here does not need to fit the phase mask set for this specific job.

The system has been designed with flexible phase codes. For example, phase 10-100 on one job might be the equivalent of phase 5-10-100 on another job. This field is provided so that corresponding phases are used for the Job Comparison Report.

Unit cost

The estimated unit cost amount will display for each cost type in each phase. This and the following fields are optional.

This figure defaults based on entry in the Summary Totals window. The unit cost field tracks expected costs per unit on unit-priced phases of jobs. For example, one unit cost for a grading phase may be $12.50 per square yard (sy).

Override price type

Use job default?

Price type

Select the price method for this job from the list provided: Fixed price, Time + Material, Cost plus, Unit price, or Job default.

Markup?

Select this checkbox to set the markup flag for selected price type.

Estimated dates

Start date

End date

Duration

Enter the dates this phase is expected to begin and end. The start date, end date, and lead time are linked. The system will calculate any one of these fields based upon entry of the other two.

Original estimate

Original quantity

The quantity for each cost type displays.

Original hours

Enter the estimated hours for this phase/cost type.

Original cost

During initial entry, enter the estimated cost for this phase/cost type in the Summary Totals window.

Current estimate

Current quantity

The quantity for each cost type displays.

Current hours

Enter the estimated hours for this phase/cost type.

Current cost

The current estimated cost will then default onto the main screen. Press Enter to accept the default estimated cost or specify a new cost.

The cost entered is printed on the job cost reports for comparisons with the estimated cost and actual cost.

Click the arrow to Calculate Estimated Cost From Hours.

Override payroll setup

Work state

Enter the abbreviation for the work state or use the drop-down menu to select. Work state information in Time Card Entry defaults according to the following hierarchy:

• Job Phases

• Jobs

• Employees

Work county

Use the drop-down menu to select the abbreviation for the work county.

Work local

Use the drop-down menu to select the abbreviation for the local district.

Worker's compensation

Select the worker's comp code from the drop-down menu.

Rate level

Enter the wage rate level number (1-9), if desired. This corresponds to the pay rate level found in the second screen of the Wage Code File Maintenance or Union File Maintenance screens. The system looks first to the wage code (when entered) for a pay rate and then to the union (when entered), and finally to the employee file (unless the Default pay rate field in the Payroll Installation screen is set to Employee pay rate or Higher of the two rates and the employee rate is higher). When adding records, the rate is determined by the wage/union code combined with the rate level. The rate level defaults from the phase file, the job file, or the employee file.

In Change mode, if the phase is changed for a line to one that has an applicable wage/union code combination specified, the pay rate will be adjusted automatically using the same hierarchy used in Add mode.

If there is no wage code specified in the import file, but there is a union code, the system takes the wage code from the employee file and the union code from the import file. Additionally, if there is no wage code or union code specified in the import file, the wage code will come from the employee file and the union code from the job file.

Certified

From the drop-down list, select the certified status. Options include: Yes, No, or No default. If the certified selection is set to Yes or No, this setting will act as the default for the Payroll > Time Card Entry screens. (Only the certified override in Payroll > Employee File Maintenance will take precedence over the selection made here in Job Cost.)

Wage codes

This option only displays if Payroll Installation is set to 'Wage codes'.

Press F4 to open the Wage Code Phase Overrides window offered in the New Phase window window.

Last revised

Enter the date the estimates were last revised. This field is for informational purposes only. It allows the user to maintain control over revisions to estimates.

Comment

Enter any remarks about this phase. You can enter up to 250 characters.

User-Defined

The user-defined fields display when you select them in the Operator Phase Display Preferences window. These fields may be set up in System Administration. Click the arrow to open the User-Defined Fields window.

Phase Notes

Click to enter a note in the Phase Summary Notes window.