How Do I Modify Project Phases and Job Codes?

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When a project is created in EngineerOffice, the default phases and job codes created in preferences are automatically added to it.

 

Phases

To make changes to phases and job codes for an existing project, do the following:

  1. Go to the Projects screen.
  2. On the Details tab, click the Phases/Codes tab.
  3. Select a phase. Its details display above the phase list.
  4. Modify the phase name and hours as needed.
  5. Clear the phase's active status if you do not want employees to be able to enter time for it.
  6. Set phases as hourly or fixed. If you change a phase to hourly, you can go to the Budgets screen to enter the max fee.
  7. If the phase is hourly, you can select the Cap check box to set a max billing fee.
  8. To add a new phase or reposition a selected phase, make the appropriate selection from the Action drop-down list in the Phase panel (for example, Main or Sub).
  9. Select Delete from the Action drop-down list to remove a selected phase from the list.
  10. Click Save when you have finished.
  11. You cannot add a sub-phase to a phase that has been included on an invoice.

    When adding a sub-phase to a phase that has been used when recording time or expense entries, all job codes, budget details, tasks and time and expense entries are moved to the new sub-phase.

    When adding a sub-phase to a phase that has not been used to record a time or expense entry, if the Use Task for Time option on the Projects-Tasks tab has been enabled, all job codes, budget details, tasks, and time and expense entries are moved to the new sub-phase. Otherwise, the budget and job codes will be moved to the new sub-phase and you will be given the option to move the tasks.

Job Codes

To make changes to job codes, do the following:

  1. Go to the Projects screen.
  2. On the Details tab, click the Phases/Codes tab.
  3. Select a phase. The related job codes display in the adjacent panel.
  4. Modify the code name and bill rate as needed.
  5. Clear the code's active status if you do not want employees to be able to enter time for it.
  6. Designate the code as being either a Basic or Additional service.
  7. To add a new code or reposition a selected code, make the appropriate selection from the Action drop-down list in the Job Code panel (for example, Main or Sub).
  8. Select Delete from the Action drop-down list to remove a selected job code from the list.
  9. Click Save when you have finished.

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