Labor Productivity - Add a New Phase / Category via PCI

Labor Productivity - Add a New Phase / Category via PCI

OVERVIEW

After your budget has been locked by your Financial Manager, new phase and category codes (and any associated budget values) can only be added via a PCI. If your budget has not yet been locked, new phases and categories can be added via bid items (Click HERE to go to the how-to guide).

The example below shows how to do this is a dedicated PCI but it can be done in ANY unposted PCI.

Click HERE to view Adding a PCI Part 1: PCI Header, then complete the following steps.

Click HERE to view Add a New Phase / Category code - non labor productivity

Setup Notes:

The PCI Type will be No Change To Owner
You can enter it as PCI #0000 and call it Adding Phase Codes. Then just leave the PCI as Unposted so if you need to add other Phase/Category codes later you can use the same PCI #. You will need to change the numbering BEFORE you save it for the first time
Status should be Approved
Description: Added phase codes
Click Save

STEP 1: Click Edit button at the top of the screen and scroll down to the PCI Details section

STEP 2: Check the Show Rates box and Uncheck the "Auto calculate markups" box

STEP 3: Click (+) button to add a new row

STEP 4: Click the magnifying glass in the Phase field

STEP 5: In the pop-up window, click Add New

STEP 6: In the new phase popup click the magnifying glass in the Phase field to trigger a search popup

STEP 7: In the Find field of the pop up, input the 6 digit Phase Code that matches what you put in your budget Excel spreadsheet OR search for the Labor Productivity Code you want to use. MAKE SURE YOU DO NOT CHOOSE A CODE THAT HAS (SUMMARY) NEXT TO IT. Reference the Budget Templates found on SwinNet - CMiC Site if needed. Then click Go.

STEP 8: Review the options and click the Phase Name you want. the popup window will close

STEP 9: Type in the Name of the Phase Code you would like to use. (Only if you are creating a Custom code between 703001 through 704999), Otherwise the Phase code name will appear. This name can also be changed later using the Assign Phase Codes function.

STEP 10: Click the magnifying glass in the WM field to choose the Output WM. This will auto-populate if there is already a standard in place for the phase code.

STEP 11: Click the magnifying glass in the Phase Type field to select the appropriate phase type. Click HERE to learn more about phase types.

STEP 12: Click the magnifying glass in the Category field and find the appropriate category code. Click HERE to learn more about available category codes.

NOTE: when 71111 is entered as a category (used for LP), leave the WM as HR.

STEP 13: Click the (+) button to Insert a new section.

STEP 14: Add material, equipment or other categories as needed. On these, change the WM to LS

STEP 15: Click Save then Close in the pop up window.

STEP 16: The new line items will now show on the PCI Details section and have been added to the job cost reports.

Repeat steps 3-15 as many times as needed throughout the duration of your project. When you are ready to close your project, change the status of the PCI to Cancelled since it is no longer needed.

STEP 17: Click Save in the PCI window to complete the update.

NOTE: Leave the PCI open until the end of the project in case you need to add additional line items.