About the JC Progress Filter Form

Use this form to select the phases and cost types to which units or percent complete will be posted on a job.

Access this form by selecting File > Filter by Phase and Cost Types in JC Progress Entry.

JC Progress Entry

Job Roles

Phase Option

The Phase Option section allows you to restrict the phases that will be displayed in the progress entry grid.

The available options are:

  • All Phases – Display all phases. Typically useful when posting progress to all phases on a job.
  • Select Phases – Select phases to display. Typically useful when posting progress to specific phases on a job. When this option is selected, the phase selection box (below) is enabled, allowing you to select the phases that will display in JC Progress Entry. Phases are initially sorted by phase code; however, you can sort by contract item to allow selecting phases based on contract item. To select phases, highlight the desired phases (using the Shift key for consecutive selection or the Ctrl key for random selection) and check the box for any of the selected phases. This will automatically check the box for all highlighted phases.
    Note: If you are using the job roles functionality and have assigned job roles at the phase level (in JC Job Phases), the phase grid shows only those phases to which the user has been assigned. If the user needs access to all phases (regardless of job role assignment), select the All Phases option. If the user is not assigned a job role, all phases for this job will display.

    Using the Select Phases option will cause this form to display each time a job is specified in JC Progress Entry.

  • No Phases – No phases will be displayed. Phases must be entered manually.
Note: These options do not control which cost types are displayed for each selected phase. Cost type display is determined by the Cost Type Option.

Cost Type Option

You can enter units completed for any or all cost types on the job.

Units for subcontracts and materials are generally updated by the posting forms in other modules; therefore, you may only need to post units complete on labor or equipment. The Cost Type Option allows you to restrict the cost types displayed in the progress entry grid to only those you need.
  • All Cost Types – Display all cost types. Typical used if you will be posting progress to all cost types for a phase.
  • Select Cost Types – Select cost types to display. Typically used if you will be posting progress to specific cost types (e.g. labor and/or equipment). When this option is selected, the cost type selection box (below) is enabled, allowing you to select the cost types to display. To select cost types for display, highlight the desired cost types (using the Shift key for consecutive selection or the Ctrl key for random selection) and check the box for any of the selected cost types. This will automatically check the box for all highlighted cost types.
  • Item Units Only – Display only those cost types with the Item Units box checked in JC Job Phases. Typically used if you post progress to only those cost types designated for accumulating units complete for the related contract.
  • Phase Units Only – Display only those cost types with the Phase Units box checked in JC Job Phases. Typically used if you post progress only to those cost types designated for accumulating units complete for the related phase.
    Note: These options do not control which phases are displayed in the progress entry grid. Phase display is determined by the Phase Option.
Once you have specified the phases and cost types to display, click Set Filter to populate the progress entry grid based on the selected criteria. Criteria will apply to each job specified in JC Progress Entry and will remain as set until changed.