Import Standard Job - Field Descriptions

Use the table below for reference when completing the fields on this screen.

Fields

Descriptions

Job code

 Entry in this field is required. Enter the Spectrum job number into which the estimated job will be imported. This may be an existing Spectrum job, or double-click to display the Search Jobs window and click New to add a job from here.

If the Work Order module is present and the installation screen is set up to allow job work orders, the Job W.O. button displays and the Search Work Orders window will auto-open and allow you to select a work order.

Estimate type

 Use the drop-down menu to select the estimate type: Base contract or Change request.

Estimates for base contracts will continue to be recorded in Job Cost > Phase File Maintenance. Estimates for change requests will be updated to Accounts Receivable > Change Request Log / Entry.

If you select Change request, the Reference field displays. In the Reference field, enter an eight-digit alphanumeric reference for the change request estimate or select from a list of valid change requests.

Note: Only users with the proper security settings can add change requests on-the-fly by clicking the Maintenance button in the Change Requests For Selected Contract window. The Maintenance button does not display for users with insufficient security.

Import job with bid group?

 Select this checkbox to default the billing item with a bid group during the import. If this checkbox is selected, the Bid group field displays.
  • If this is select this option and enter a bid group, then that bid group will append to the front of the billing item.
  • If you clear this option, then the first two digits of the billing item will be used as the bill group. Therefore, the billing item code needs to be at least 3 digits, preferably 4 digits.

Clear phase setup?

 Leave this checkbox clear to append the imported data to information already in the Job Setup screen. If the check box is left clear, the data being imported will append (add to the bottom) to the data that currently exists in the Job Setup. This allows you to import a base bid, then append alternate bids to the same Project Setup job and set up the job as one large job in Spectrum.

Clear billing detail setup?

 Leave this checkbox clear to append the imported billing detail data to information already in the Billing Detail Setup screen. If the checkbox is left clear, the data being imported will append to the billing data that currently exists in the file (add at the bottom). This allows you to import a base bid, then append alternate bids to the same file and set up the job as one large job in Spectrum.

Price method

 If the price method selected is 'Cost plus' or 'Time + material', then when the Job Setup Update is run, the job will automatically be set up in the Time + Materials module.

Set projected contract quantities: Cost type

 If this is a unit price job, enter the cost types to set projected contract quantities for. As a result, the projected contract will be used on all the Contract Status Reports instead of the original or revised contract amount.