Job stages

Job stages allow you to create stages that can be assigned to jobs for reporting and grouping within reporting.

They are used:

  • As a categorisation of the parent (or group) of a Cost centre on a job's Costings tab.
  • To set the default values for Bill? on timesheets entries linked to cost centres assigned to the job stage.
  • To determine whether or not a cost centre is added by default when a new job is created.

Examples of the job stages on a building project might be:

  • Administration
  • Design
  • Construction
  • Finalisation
  • Warranty
  • An unlimited number of Job stages can be defined in the system.
  • There is only one set of job stages across all jobs, unlike cost centres which can be different for every job.
  • You don’t have to have different job stages assigned to a job, but there must be at least one job stage to which cost centres on the job are assigned.
  • The job stage name can be changed at any time, but this will automatically appear as the new name across every job both past and current.

Module: Job costing

Category: Job stages

Activation: Main > Job costing > Setup > Job stages

Form style: Single instance, SODA

Special actions available for users with Administrator permissions:

  • Change the User ID of the Entered by field of memos.
  • Edit memos entered by other users.

Database rules:

  • A job stage cannot be deleted if it is referenced by any of the following:
    • Jobs
    • Timesheets

Reference: list, read-only

The list of the job stages that are currently configured in your database, as well as their Default stage position if one has been set.

Reference: text(30), mandatory

The name used to identify a job stage. This will appear in the Costings tab of any job a stage is linked to.

The name used here should be long enough to make it unique across all stages, but short enough to enable it to be used as a convenient identifier.

Reference: memo, expandable

This is a general description of the job stage, its usage, and any other details you choose to include. When entering a stage's details, consideration should be given to the format of any reports or forms that use it.

Reference: yes/No

If this option is on, timesheet entries that have a Cost centre that is linked to this Stage will automatically be set as billable (i.e. Bill? will be set to Yes).

If this option is off, timesheet entries that have a Cost centre that is linked to this Stage will automatically be set as non-billable (i.e. Bill? will be set to No).

This does not impact timesheet entries that do not have a Cost centre / Route specified. Please see Bill? for more information.

Reference: yes/No

If this option is on, this stage will be added to newly created jobs by default. The Cost centre will be pre-filled with the job stage Name

If this option is off, this stage will not be added by default to newly created jobs. It can still be added manually.

Reference: number

This is used to preset the order of any job stages that are added to a new job by default.

Only applies to job stages with Add this job stage to new jobs by default enabled.

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