The Project Setup module is used to import the information from a third party estimating system into the Spectrum Project Setup file where the information can then be changed and phase coded before it is transferred to Job Cost. This is a good management tool for budgeting the job before setting it up in the Job Cost module, as it allows you to revise the original bid and transfer it again if phases need to be changed. Once the budget is defined correctly, Spectrum can automatically set up the job and contract using the Update Project Setup function.

In addition, Project Setup can be used to import directly into Change Request Entry. Simply import the estimate, review the phases and assign vendors to the subcontract phases, review the billing items, and then update the estimate, subcontract, and billing information to the change request.

Project Setup is integrated with Job Cost, Accounts Payable, Accounts Receivable, General Ledger, Time + Material, and Purchase Order modules.