About Initializing Phases to Job Roles

Information about initializing phases to job roles.

If you are using the job roles functionality and have assigned roles to projects/jobs using PM Projects or JC Jobs , you can use the Job Phase Roles Initialize option in the File menu to initialize phases to roles assigned to a project/job. This will open JC Job Phase Roles Initialize.

Although this functionality does not directly impact pending or approved change orders, it does allow you to assign any phases added to a change order to job roles. Click here for more information about job roles and initializing phases to job roles.