About the JC Phases Form

Use this form to set up and define all of the phase codes that you will use on your jobs to break down job costs.

All estimated and actual costs for your jobs will be processed and tracked by these phase codes.

As you set up each phase code, you must also define each of the cost types that are appropriate for the phase (using the Cost Types tab). Posting in all modules will normally be limited to the cost types you assign to the phase, unless you set up a specific job phase with a non-standard cost type in the Job Phases program.

  • Phase Validation - One of the primary purposes of setting up a phase master is to provide a means for the system to validate the entry of all or part of phase codes when posting in any of the accounting modules. Validation should be specific enough to ensure a level of posting accuracy in all accounting modules and yet allow enough flexibility for entering non-standard phase codes (phases you do not want to set up in the phase master) when they are needed. More

  • Phase Code Length and Format - The length and format of your phase codes is set up when your system is installed by Viewpoint. Phase code formats are typically multi-part codes (dashes between characters) to allow sub categories and sub-sub categories to be set up within a phase.

For example:



Wall Framing



Wall Framing 2x4



Change Order #1

Note: Once established, the format of phase codes CANNOT be changed without doing a conversion on your data tables.
  • Cost Types Tab: Quantity Flags - For each cost type, you must set the Bill, Item Unit, and Phase Unit flags. These flags are used to determine what cost types are billed, how the costs for the cost type are billed, and which contract item/cost type or phase/cost type is used to determine units completed. Press F1 while the cursor is in one of these fields for information.