Phases & Codes

Add the default Project Phases and Project Job Codes you use. You can also control whether by default they should be Hourly or Fixed Fee, Active or InActive, and whether they should be added to every new Project created in the system automatically. Keep in mind, that these are just defaults. This is what new Projects will start with; you can always change any of these on a Project by Project basis in the Project Billing Budget View.

 

 

For Phases:

 

 

For Job Codes:

The Project Detail View with the Edit Phases and Edit Codes buttons, which will take you to the Project Billing Budget View for any individual Project:

The Project Billing Budget View with the Assign Phase dialog showing: