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How to View Category and Phase Codes Applied to a Project

Modified on: Fri, Apr 29 2022 11:15 AM

How to View Category and Phase Codes Applied to a Project 


Document Overview 
- View all active and inactive phase and category codes on a project 
 
NOTE: If a Phase and Category Code is missing and/or needs to be made active/inactive, contact the Financial Manager for assistance.  
 

Sample View Below. 

Category Code 71160 is setup under Phase Code 007420 

 

 

 

  1. Job Costing 

  1. Job 

  1. Assign Phases 

 
 

  1. Enter Company number 

  1. Enter the project number  

  1. Press Enter 

 

  1. Scroll through the list of Phase Codes assigned to the project 

  1. View which Phase Codes are active on the project  

 

 

  1. Choose a Phase Code to view the Category Codes setup under that Phase Code 

  1. Click Category Detail 

 

 

  1. Category Code 71160 is setup under Phase Code 007420 

  1. Click Close to exit 

 

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