On the Site Map screen, click Project Setup. The Project Setup menu appears.

The Project Setup module is designed to work with the leading estimating software for each construction trade. This module allows the user to import the information from the third party estimating system into the Spectrum Project Setup file where the information can then be changed and phase coded before it is transferred to Job Cost. This is a good management tool for budgeting the job before setting it up in the Job Cost module, as it allows the user to revise the estimate and transfer it again if phases need to be changed. Once the budget is defined correctly, Spectrum can automatically set up the job and contract using the Update Project Setup screen.

In addition, Project Setup can be used to import directly into Change Request Entry. Simply import the estimate,review the phases and assign vendors to the subcontract phases, review the billing items, and then update the estimate, subcontract, and billing information to the change request.

Project Setup is integrated with Job Cost, Accounts Payable, Accounts Receivable, General Ledger, Time + Material and Purchase Order modules.

Once the installation is complete, the Project Setup screens may be used in any order. Click one of the links below for more information.

• Standard Phase File Maintenance

• Job Setup

• Create Historical Costs