I know the phases on a sub-job remain in the 'background' until they are actually used, but in our case I want to enter original estimates into the phases for Projected Cost purposes. Thus I need to add the phases to the phase maintenance for each sub-job.
It would be nice to have an option that would allow up to make a choice of adding all phases to the sub jobs initially, and then let the user delete the phases that don’t apply to a particular sub-job.
Likewise, when a phase is added to the master job, it should automatically get set-up on the sub jobs.
Guest
| Company | National Glass & Metal, Inc |
| Job Title / Role | CFO |
| I need it... | Yesterday...Come on already |
Dear Viewpoint Suggestion Box contributor;
We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs.
Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.
© 2023 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.
That would work for original setup, although not for when phases were being added later in the job. Thanks for pointing that feature out
Perhaps I'm missing something here (so please tell me if that's the case)...but it sounds like the answer would be to use the Copy Phase feature. Then you could copy all phases from the Master Job to the Sub Job.
Then after the budgets and everything was setup, I'd use the 'Delete Multiple' option to remove the phases that aren't needed.
Wouldn't that work? Let me know.
Geoff