About Adding Template Phases to a Project

You can add the phases set up on a template to a project using the PM Copy Template form.

When you copy template phases to a project, the following occurs:
  • All phases and cost types defined on the template are set up for the destination project in PM Project Phases.
    Note: Phases/cost types that no longer exist in JC Phases will still be copied to the project; however, the UM for each cost type will be set to 'LS', the Bill Flag set to 'C', and the Item Unit and Phase Unit flags set to 'N'.
  • Phases will be assigned to the contract item specified for them on the template. If the assigned contract item does not exist on the contract, it will automatically be set up for the contract in PM Contracts as follows:
    • If no standard item code is assigned, the contract item description will default from the phase description and the UM will default as LS. If multiple phases are assigned the same contract item, the contract item description will default from the first phase assigned to the contract item.
    • If a standard item code is assigned, the contract item description will default from the item code description and the UM will be the standard item code's UM (as assigned in JC Standard Item Codes).
      Note: This only applies if the contract is assigned a region code. If no region code exists, the contract item description defaults from the phase and the UM will default as LS. The standard item code is not used.
  • If a phase is assigned to an existing contract item and a standard item code is specified, the item code will not be copied to the contract; however, the phase and cost types will be added to the project.
  • If a phase is not assigned a contract item, but is assigned a standard item code that exists for the contract's region, the standard item code will become the contract item, the contract item description will default from the standard item code description, and the UM will be the standard item code's UM (as assigned in JC Standard Item Codes). If the standard item code does not exist for the contract's region, and you have specified to 'add standard item codes to database if not on file' (in JC Company Parameters), roll-in will:
    • add the standard item codes to JC Standard Item Codes (JCSI). The standard item code description will default from the phase and the UM will default from the cost type having a Bill Flag of Y. If multiple phases are assigned the same standard item code, the description will default from the first phase having a cost type with a Bill Flag of Y, and will use that cost type's unit of measure. Unit of measure will default as LS if there are no cost types with a Bill Flag of Y.
    • add the standard item codes and contract items to the contract, with contract item codes equal to the standard item codes. Contract item descriptions will default from the standard item codes. If multiple phases are assigned the same standard item code, description will default from the first phase. Contract item UM's will default from the phase cost type with a Bill Flag of Y. If multiple phases are assigned the same standard item code, the unit of measure will default from the first phase having a cost type with a Bill Flag of Y. If no cost types have a Bill Flag of Y, unit of measure will default as LS.
    • add the phases and cost types to the project with the standard item code assigned as the contract item.
      Note: If the "Add Standard Item Code to Database if Not on File" flag is N, standard item code is set to null, and phase is assigned to contract item #1.
  • Phases not assigned a contract item or standard item code will automatically be assigned to contract item #1. The contract item description will be the project description and the UM will be LS.
  • If the template includes the subcontract cost type on any phases, a record will be added to the PM Subcontract Detail form for assignment of subcontracts.