Preferences - RFP - Phases/Job Codes

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Use the RFP - Phases/Job Codes preferences to create and modify default phases and associated job codes. This screen is divided into two panels. In the Phase panel, 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. In the Job Code panel, you can add a new root job code or add a child job code to a selected root job code. You can also define job codes as basic or additional service types and determine whether they should be automatically added to all new projects.

 

 

Phases

This section displays existing project phases.

 

Action

 

Load Defaults:

Choose this option to reload EngineerOffice default phases.

 

Add Main:

Select to insert a phase at the root level.

 

Sort A to Z:

Click to sort phases in ascending alphanumeric order.  

 

Sort Z to A:

Click to sort phases in descending alphanumeric order.  

 

Sub:

Select to insert a phase as a child of a selected phase.

 

Delete

If you want to delete a phase from the defaults, select this option. This will not affect any existing projects already using this phase.

 

Move Up and Down:

Select one of these options to change the phase order.

 

 

 

Save:

Click to save changes made to phase settings.

 

Phase Name:

Enter or edit the name of a selected phase. You can name them anything you want. Keep in mind your users will be selecting from available project phases when entering time and expense entries, so make sure the phase descriptions are precise, allowing employees to properly classify their time and expenses.

 

Active:

Only active phases are available when users attempt to enter time entries on this project. If, for some reason, you decide the phase should be a part of all new projects, but when added should not be active at the beginning of the project, then clear this check box.

 

Budget Hrs:

The default hours (if any) to be used for this phase. You do not need to specify anything here, as it is quite common for every project to have its own specific needs. Budget hours can be added to the Projects - Billing - Budgets screen.

 

Add:

If you want a phase to be added automatically to all new projects created in the system, then select the check box.

 

Hourly:

If this phase is to be considered hourly when invoiced, regardless if the rest of the phases are fixed fee, then select this check box. If you are working with a fixed fee project, by selecting this check box, you are instructing the system to consider all time entries entered against this phase as time and material, and they will be billed as additional hourly fees on a fixed fee invoice.

 

Parent Phase:

Displays the name of the phase to which a child-phase belongs.

 

Phase List:

Displays a list of existing parent and child phases. Highlight a listed phase to view its associated codes in the adjacent Job Codes panel.

 

Job Codes

This section displays existing project job codes.

 

Action

 

Load Defaults:

Choose this option to reload EngineerOffice default job codes.

 

Add Main

Select to insert a job code at the root level.

 

Sort A to Z:

Click to sort phases in ascending alphanumeric order.  

 

Sort Z to A:

Click to sort phases in descending alphanumeric order.  

 

Sub

Select to insert a job code as a child of a selected job code.

 

Delete

If you want to delete the job code from the defaults, select this option. This will not affect any existing projects already using this job code.

 

Move Up/Down:

Select one of these options to change the job code order.

 

 

 

Save:

Click to save changes made to job code settings.

 

Code Name:

Enter the name of the job code. You can name them anything you want. Keep in mind your users will be selecting from available project job codes when entering time and expenses, so make sure the job code descriptions are precise, allowing employees to properly classify their time and expenses.

 

Active:

Select this check box to make the selected job code available for projects. When this option is cleared, the job code will not display in the project job code list for new projects. Deactivating a job code does not affect existing projects.

 

Bill Rate:

You can specify a default bill rate for any job code. This will be used as the default, but can be changed on a project by project basis. This allows you to use a different rate for different services, independent of the RFP team member's billing rate. For example, if the RFP team member's billing rate is normally $125/hour, but you specify a $35/hour rate for an "Admin" job code, then the $35/hour rate would be used by any employee that records a time entry and uses the "Admin" job code. Keep in mind, not all employees see the billing rate (this is controlled by the settings in the Users - Security preferences).

 

Add:

When this check box is selected, the selected job code will be added to all new projects so that the members of the team can choose this job code when entering time.

 

Basic:

Choose this option when working with fixed fee projects if you want to use the job code for time that is part of the fixed fee.

 

Additional:

Choose this option to have all time billed as time and materials, in addition to the fixed fee.

Parent Job

Displays the name of the code to which a child code belongs.

 

Code List:

Select which of the available job codes you want to associate with a selected project phase.

 

Button Panel

Save:

Stores your settings.

 

Help:

Opens the EngineerOffice Help in the Preferences section.

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