Phases

Created by Charles Bennett, Modified on Thu, 23 Apr at 3:53 PM by Leah Cadman

Job Phases

This is where admins can set up construction phases on individual projects. Users can only select phases from what has been created because they will only show up if they've been created from a tenant-level.

Creating/Adding a Job Phases

Job Phases can be created in Admin>Job Setup>Phases
Select “Add New” to create a Phase Description with Notes and an External Phase ID.
Selecting the “Audits” button will show the Job Phase Audit Date, Table Name, Column Name, Old/New Value, Employee Name, and Audit Type.

Adding Phases to a Job

To Add Phases to a Job, go to the Job List page Jobs > Jobs List >Phases.
Click on a job from the Jobs List and on the left side a list of details will appear.
Select “Phases” and “Add Phase”
Users can add a Phase Description, Begin Date, and End Date.

Where Are Job Phases Seen ?

When creating a Long Term Assignment, users can assign Resources to a specific Phase. The Assignment will match the Start and End Dates of the Phase assigned.
On the Job Gantt, Resource Allocation Gantt, Dispatch Board, and Assignment Hours page, Jobs expand into their individual Phases.
Job Phases is a way users can set up construction phases on individual projects. However, users can only select phases from what has already been created from a Tenant level. Be sure to create Job Phases in Admin > Job Setup > Phases before adding phases to a Job.