How to Change the Phase Description on a Job Cost Report

Need to change the description of your job cost phase on a specific job?  Follow these steps:

1.Go to Job Cost > Update Jobs.

2.Select the job and click the Edit button at the top of the screen.

3.Go to the History Tab > Cash Basis Costs Tab > Cost Phase Info Tab

4.Select the phase number from the grid in the middle of the screen.

5.Select the Edit button on the Cost Phase Info Tab.

6.Enter the new description in the field on the right and click the Save Button.  

7.The Delete Button can be used to delete an individual cost phase on a job when the total costs on the phase are equal to zero.  

Technical Notes:  

•When a budget item is set up on a job (estdetl.adt) through either a manual entry on the Update Jobs > Detail Items Tab, or through an Estimate Import or Job Template batch, it will update another table (jobcost.adt) with the phase, description, budget amount and units.  It is the description found in the jobcost.adt table that is used when printing the job cost reports.  

•Remember, more than one job budget item can be coded to the same phase code.  This flexibility allows the budgets to built in multiple items with their own unique descriptions and amounts that then roll up into the total budget for the single phase code.  Therefore, the system uses the FIRST job detail item with a specific phase code that creates the description that appears on the Job Cost Capsheet report.

•If an actual cost transaction is posted to a phase on a job where the phase does not yet exist, then the phase description will be pulled from the Phase Master file.

•Changing the phase description on the Detail Items Tab does not update the job cost report description; the description must be changed on the Jobs > History > Cash Basis Costs > Cost Phase Info Tab.