How Do I Set Up Default Phases and Job Codes?

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Use the Preferences -Project-Phases/Job Codes screen to create and modify default phases. You can add the default project phases your firm typically uses, control whether phases should be hourly by default, and configure phases so they are automatically added to all new projects.


Do the following to set up project phases:

  1. Select Preferences from the master drop-down list.

  2. Open the Project folder and click Phases/Codes.

  3. Select one of the default phases in the Phase section to edit its settings displayed in the Phase Details section. You can modify the phase description, specify required hours, set defaults such as the Hourly or Active status. See the Project -Phases preferences for further details on the phase details you can customize.

  4. In the Associated Job Codes section, select which of the available job codes you want to associate with a specific project phase.

  5. Do one of the following: