Field Definitions: JC Job Copy Form

The following is a list of field descriptions for the JC Job Copy form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Contract Items

This box is only enabled if the phase group for the destination company matches that of the source company.

Check this box to copy the contract items from the source contract to the destination contract. Copy will include standard item codes (if applicable), description, UM, markup, and bill group/description. Department, tax code, retainage, and start month will be assigned as specified in the copy parameters. Contract items may be modified as necessary via JC Contracts.

Uncheck this box if you do not want to copy contract items from the source contract. Instead, a single contract item #1 will be created for the new contract. Contract item may be modified and new items added as necessary in JC Contracts.

 

 

JC Job Copy

Item Departments

Enabled only if the phase group for the destination company matches that of the source company and you have selected to copy Contract Items.

Check this box to copy the departments from the source contract items to the new contract items. When checked, a warning displays (in red) to the right indicating that you are copying source departments.

Uncheck this box if you are not copying item departments from the source contract. All items added for the new contract will automatically be assigned the department specified for the destination contract above.

 

 

JC Job Copy

Job Roles

Check this box to copy role assignments from the source job to the destination job.

Uncheck this box if not copying role assignments from the source job to the destination job.

Note: Checking this box enables the Job Phase Roles checkbox, allowing you to copy roles at the job phase level.

JC Job Copy

Phases/Cost Types

Enabled only if the phase group for the destination company matches that of the source company.

Check this box to copy phases and cost types from the source job to the new job. Copied phases/cost types may be modified as necessary.

Uncheck this box if you do not want to copy phases and cost types from the source job. You will need to set up phases and cost types manually for the new job via JC Job Phases or JC Original Estimates.

 

 

JC Job Copy

JB Bill Groups

Check this box to copy bill groups defined for the source contract (in JB Bill Groups) to the new contract.

Uncheck this box if you are not copying bill groups from the source contract. No record will be set up in JB Bill Groups for the new contract.

 

 

JC Job Copy

Job Phase Roles

This checkbox is enabled only when the Job Roles box is checked.

Check this box to copy job phase role assignments from the source job to the destination job.

Uncheck this box if not copying job phase role assignments to the new job.

JC Job Copy

 

Orig Estimates/Contract Amt

Enabled only if the phase group for the destination company matches that of the source company.

Check this box to copy original estimates and contract amount from the source job to the new job. Estimates and contract amount will only be copied if you also elected to copy phases and cost types. Copied estimates and contract amount may be modified as necessary.

Leave this box unchecked if you do want to copy the contract amount and original estimates from the source job. You will need to manually set up the contract amount via JC Contracts and original estimates via JC Original Estimates.

 

 

JC Job Copy

Item Retainage

This box is only enabled when the Contract Items box is checked.

Check this box to copy item retainage from the source contract items to the destination contract items.

Uncheck this box if not copying item retainage from the source contract items to the destination contract items. The destination contract items will default the retainage percent specified for the destination contract (above).

 

 

JC Job Copy

Change Orders

This box is only enabled only if the phase group for the destination company matches that of the source company and you have selected to copy Contract Items.

Check this box to copy change orders from the source job to the new job. Change orders will only be copied if you are also copying phases and cost types. Change orders may be modified as necessary in JC Change Orders.

Uncheck this box if you do not want to copy change orders from the source job. Change orders may be set up manually in JC Change Orders.

 

 

JC Job Copy

Job Reviewers

Check this box to copy the reviewer setup from the source job to the destination job.

Uncheck this box if you do not want to copy the reviewer setup from the source job to the destination job. Reviewers will need to be set up manually for the new job in JC Jobs (Reviewers tab).

 

 

JC Job Copy