Cost Estimates and Job Costs can be organized into Project Phases, whether it be a period, aspect, structure, or some physical aspect of your Project. Your Project Cost Codes are assigned to Phases, allowing you to track and organize estimated or actual costs by Phase.
Phases can be set up during the estimating and bidding process while the Project is in "Request" status, or later as you organize and adjust the Budget while the Project is in "In Progress" status.
Phases are linked to your Project Cost Codes, so you could have the same Project Cost Code used in multiple Phases on a Project and track your Commitments and costs accordingly.
1. Add a Phase to a Project
You can use Project Phases to manage your Estimates, Budgets, and Costs in a specific job by whatever criteria for Phase you choose to set up. Once Phases are created in a Project, you can begin linking as many Project Cost Codes as you need to each Phase.
Start here by creating Phases.
Steps:
To create a New Phase, click the +New button and select Add Project Phase.
Assign a Phase Code, Phase Name and Description, and click Save when you are ready.
You can Edit the name and code once they are created if needed, but you can only Delete Phases that do not contain Project Cost Codes.
2. Add a Cost Code to a Phase on a Project Estimate
In any Project, you have the ability to set up Phases to segment out your Project. This is done by first creating Project Phases, and then linking them to Project Cost Codes. You can add a Project Cost Code linked to a Phase several ways in a Project:
Add the Cost Code to an Estimate (Request status) under a Phase and build a Cost Code Assembly.
Add the Cost Code to a Budget (In Progress status) under a Phase and build a Budget line Item.
Manually link a Project Cost Code to a Phase from Project Cost Codes in the Project Setup form.
Steps:
Go to the Projects menu and select a Project in Request status.
Go to the Project Estimate (from the Project Seetup form or Home menu).
Click the + icon and select Add Cost Codes
Select a Phase from the dropdown (if there are no Phases, none exist on this Project; go to Project Home > Project Setup form > Step 2: project Preferences > Project Phases).
Once the Phase is selected, use the search or scroll through the Cost Codes to find and select Cost Code(s) to add to this Phase and Project Estimate.
Click "Save".
3. Add a Cost Code to a Phase of a Project Budget
In any Project, you have the ability to set up Phases to segment out your Project. This is done by first creating Project Phases, then linking them to Project Cost Codes. You can add a Project Cost Code linked to a Phase several ways in a Project:
Add the Cost Code to an Estimate (Request status) under a Phase and build a Cost Code Assembly
Add the Cost Code to a Budget (In Progress status) under a Phase and build a Budget line Item
Manually link a Project Cost Code to a Phase from Manage Project Cost Codes
Follow the steps below for the second option. Please note that your Project must be in "In Progress" status AND you must have Permission to Adjust the Budget and add Cost Codes in order to do this.
Steps:
Go to the Projects menu and select a Project in In Progress status.
Go to the Budget (from the tab or Home menu).
Click the (+)New icon and select "Add Cost Code".
Select a Phase from the dropdown (if there are no Phases, none exist on this Project; go to Project Home > Manage Project Phases to check and add).
Once Phase is selected, use the search or scroll through the Cost Codes to find and select Cost Code(s) to add to this Phase and Project Budget.
Click "Save".
4. Link an existing Project Cost Code to a Phase
In any Project, you have the ability to set up Phases to segment out your Project. This is done by first creating Project Phases, then linking them to Project Cost Codes. You can add a Project Cost Code linked to a Phase several ways in a Project:
Add the Cost Code to an Estimate (Request status) under a Phase and build a Cost Code Assembly.
Add the Cost Code to a Budget (In Progress status) under a Phase and build a Budget line Item.
Manually link a Project Cost Code to a Phase from Manage Project Cost Codes.
Steps:
Go to the Projects menu and select a Project.
Click the Home menu and select "Project Cost Codes".
Locate the Project Cost Code you want to link and click the Edit icon.
Select a Phase (or Add New if you have Permission) from the dropdown.
Click the Save icon.