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Add/Edit Job Master Information

This Module step is used step to create a master record where you can enter detailed information about a job. First you must defined the most detailed level you will want to estimate and track actual expenditures against, using the Add Job Cost Records Module step.

The information you enter includes such data as customer, customer contracts, customer change orders, sub-contracts, sub-contract change orders, estimates, budgets, various labor and overhead burdens, estimated vs. actual start and complete dates, and other information that can be used throughout the system. This portion of the system also includes a provision for entering a subjective supervisory judgment about % complete in the field and administrative checkpoints such as liens released, contract on file, permit #'s, dates of inspection, and other important information. Estimates are rolled up to the job level if you enter them at the cost or task level.

When you enter the Module step the Job Cost Master Editor Form will be displayed. The cursor will be in the Select the Job Cost Record field. Either type in the job number you want to add or edit information for, or double click to bring up the job cost selector form.

Once you have selected the job number the system will display the following tabs:

General  This tab contain general information about the job such as work address, customer, customer project ID and worker compensation default. Also available are fields to select who the supervisor, owner, engineer and architect will be. 
  
Status This tab contain information about the status of the job such as estimated and actual start and end dates, field percentage complete, contract amount, change orders, permit number, and customer PO number. 
  
Burden %'s This tab is used to enter the burden and overhead percentages that will be used for this job number. Burden percentages can be entered for regular time, time and a half, double time, Overhead percentages can be entered for labor, material, sub contract and equipment. 
  
Estimates Use this tab to enter the estimates for this job number. Estimates can be entered for regular time, time and a half, double time, other payroll expenses, material cost, equipment cost and sub contract cost.  Once the job is in progress the Estimated Cost to Complete fields may be used. If data is entered into these fields, the Work in Progress report will use these figures to calculate the percent compete. 
  
  
Sub Contract This tab is used to enter the contract and change order information you make with your subcontractor. 
  
Change Orders This tab is used to enter change order information you make with your customer. 
  
Permits Enter/edit information as desired for: Permit Date, Permit #, Type, Insp. Date, Status, and Notes. This data can be updated from the field if you have purchased and installed MTX Mobile. Note: you create these records at the level desired in your job cost number. In other words, if you want to track permits overall at a total project/job level you can do that, or, if you want to setup permit tracking up at deeper levels of detail, by cost center or even task, our system allows you to do that.