Start of Process
Open Job Costing Module in Foundation
Click here
Under Maintenance Tab
Click here
If a NEW CUSTOMER
Customer Setup may be required
Follow New Customer SETUP if required
You will find Customers here
Open Job Numbers - Excel in Manada Documents
Find your Job Information on Job Numbers Sheet and COPY Description
Start of Foundation Job Information Entry
Input Description
Be sure to put the customer and job description. At the end of this you will need to put the integer value of the job number.
A description should be "Customer - Description Job Number Integer"
If you find it will not all fit in this field, truncate the customer or description
Truncated with Job Number
Select Existing Customers from this list
IF a NEW Customer, you must start with the customer setup process FIRST
Input Project Manager
Select Job Location Local
This will be given by project manager in Job setup Form.
Consult with Superintendent if unsure of Local and one not provided by PM
Select Job Project Class
Select South Hanover for all Work > UNLESS > work is being performed in Virginia
IF: Certified payroll check this box
Change Job Type to BUDGET > do this for all jobs
Move to AR Tab
INPUT: Job location
This will be provided by Project Manager in Job Setup Form
Adjust Terms if Not Customer Standard Terms
Input Customer Job Details
This will include the Purchase Order given, customer contact, etc
Proceed to T/M Tab
Proceed to Payroll Tab
Information is needed for AIA > specifically State Project Number and Project Serial Number
Proceed to Bonding Tab
Nothing Required at this time.
Proceed to ADDL Tabs
Nothing Required at this time.
Proceed to BUDGET Tab
Start with Entering Cost Codes
We will use General 1 for all jobs
Open Job Cost Code Selection
Click here
Begin Inputting Cost Classes
Right Click and ADD
Click here
Click here
Add Cost Classes 1 through 7
Click here
Begin Inputting Budgets From PM Worksheet
Click here
Input Original Contract Amount
This should be found at the bottom of PM Costing Worksheet
Enter Estimated Amount That was calculated on the BUDGET Tab
Click here
Click here
Add Any Specific Project Comments
Select Your Division
ME - will be Division 10
Click here
Lien Waiver Not Required at This Time
FINSH SETUP
Select OK
You made it to the end!
44 steps complete