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Setting Up JC Job Phases

JC Phases is the master list of phase codes. JC Job Phases assigns those phases (with cost types) to a job. Use JC Original Estimate for baseline costs by phase and cost type.

Before you start​

  • Phase code length is set in JC Company Parameters.
  • JC Cost Types exist.
  • Prefer a clear master list (for example CSI-style codes) before assigning phases to jobs.

Steps​

Master phases​

  1. Open JC Phases.
  2. Add phase codes that match your company standard.
  3. For each phase, list default cost types that should auto-add when the phase is added to a job manually.
  4. Save.

Phases on a job​

  1. Open JC Job Phases.
  2. Select the job and add phase codes.
  3. Confirm each phase has at least one cost type (labor, material, subcontract, equipment, and so on).
  4. Set the default unit of measure for each cost type (lump sum, square foot, and so on).
  5. Enter original estimates per cost type (or use JC Original Estimate).

Notes​

  • Imports of job phases do not always add default cost types automatically—add them after import if needed.
  • Phase character length must match company parameters or entry will fail.