Set up Phases for the Project

You must set up phases for each project in order to define the cost estimates for the project.

Job and cost type estimates are created when you set up phases on the project. Phase codes are created and maintained using the JC Phases form and help you break down job costs; all estimated and actual costs are processed and tracked by phase code.

You can either import estimates or enter them manually into the application. The following steps cover manual entry of required fields and basic setup using the grid. If you want to use the PM Project Phase form to enter phases, double-click in the grid.

For further information on a field, press F1 from that field.

  1. Open the PM Projects form and select the Phases tab.
  2. In the Phase field, enter the phase you would like to add to the project or press F4 to select from a list of valid phases.
    Note: You can add multiple phases to the project using the PM Copy Project Phases form.
  3. The Description and Contract Item fields will populate once a phase code is selected. You can change these values if they do not apply.
  4. Select the Cost Type tab.
  5. Select Initialize Cost Types.
    The system automatically adds a cost type record for each cost type defined in the JC Phases form, and then displays a message indicating the number of cost types added to the phase.
  6. For each cost type, enter the estimate amounts (units, hours, unit cost, etc.). If a cost type does not apply to the project, highlight the cost type and select Delete.
  7. If applicable, enter subcontract and material detail (via the Subcontract Detail and Material Detail buttons).
  8. Repeat the process for each phase you want on the project.
  9. Once you have entered estimates for the cost types associated with each phase, you are ready to interface the project with the Job Cost module.
Once you have completed entry of the phases, cost types, and cost type estimates you can interface the project to Job Cost (via the PM Interface form).