Field Definitions: JC Phases Form
The following is a list of field descriptions for the JC Phases form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.
Phase
Enter a unique code for a division of work on a job. The exact length (number of characters) and format (such as dashes between characters) of the phase code is defined to your specifications at installation time by Viewpoint.
JC Phases
Description
Enter a description for this phase code, up to 60 characters. If a description needs to change on different jobs, set up a standard description here and then change the phase description for specific jobs in JC Job Phases or Project Management.
JC Phases
Minimum Projection %
Enter the minimum percent complete needed to calculate a cost projection in JC Cost Projections. If the percent complete is below this minimum, then the projected costs will be calculated as the higher of the estimated or actual costs.
Projection minimum percentage is set up in several places
PM Company Parameters / JC Company Parameters - This value is only used if a projection minimum percentage has not been set up on the project/job or phases.
PM Projects / JC Jobs - This value is only used if a projection minimum percentage has not been set up on the phases.
PM Project Phases / JC Job Phases - This field defaults based on the projection minimum percentage set up using the JC Phases form.
JC Phases - This is the default value of the projection minimum percentage when new phases are added to a project/job.
JC Phases
Cost Type
Enter each of the valid standard cost types that apply to this phase. The system will only allow posting to these standard cost types for this phase.
JC Phases
U/M
Enter the standard unit of measure in which this cost type for this phase will be tracked. Must be a valid unit of measure set up in HQ Units of Measure.
For labor, the unit of measure should not be HRS (hours) in most circumstances. Units are separate from hours, and actual units will not be updated with hours from Payroll. The UM should be the quantity to be completed. If no quantity (units) is being tracked, it may be set up as LS (lump sum).
JC Phases
Bill Flag
Specify whether units and/or costs for this cost type on this phase are to be used in calculating progress complete. Used only for Job Billing.
Y = Both units and dollars posted to this cost type will be used to calculate progress complete.
C = Only dollars will be used in calculating percent complete for this phase/cost type.
N = Neither units or dollars posted to this cost type will be used when calculating progress complete. Cost types with this flag will also not be included in T & M billings.
JC Phases
Item Unit Flag
Check this box if this cost type on this phase will be used to accumulate units complete for the related contract item. When summarizing job costs, the costs are all totaled, but only the units posted to the specified phase/cost type are counted. This option is typically checked for only one cost type on one phase linked to a contract item, and the phase selected would be the one most closely related to the contract item.
Leave this box unchecked if this cost type will not be used to accumulate units complete for the related contract item.
JC Phases
Phase Unit Flag
Check this box if this cost type will be used to accumulate units complete for this phase. Typically, this box is checked for the main cost type, and only units posted to that cost type for that phase would be accumulated.
Leave this box unchecked if this cost type will not be used to accumulate units complete for this phase.
JC Phases
Notes
Use this tab to enter any miscellaneous information about this item.
The space allowance is virtually unlimited.
Spelling Check
Click the Spelling icon on the toolbar or select to spell check the text in this field.
Add a Standard Note
Standard notes allow you to insert frequently used text into some fields in the application. This text is created and maintained using the HQ Standard Note form.
To insert a standard note into the field, right click the mouse while focus is in the field and select Standard Notes from the shortcut menu, which opens the Standard Note Copy window. Then enter the standard note to copy (or select from F4 lookup) and click OK. The system inserts the selected note into the field.
