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Job phases

Job phases are the stages of work inside a project: planning, field work, data analysis, reporting, closure. Classifying tasks, time, and expenses by phase shows how much each stage of a project has cost against its plan, and lets reports split a project's figures by phase.

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What job phases organize​

In EVX Software's suggested setup, these records ask for a job phase:

  • Tasks
  • Time entries
  • Budgeted expenses and Actual expenses
  • Items

The phases in the suggested setup​

0. Presales work, A. Initiation and Planning, B. Assessment and Investigation, C. Pre-fieldwork planning, D. Field work, E. Data Analysis, F. Reporting, G. Completion and closure, and H. Laboratory. Each has a name, a color, and a description.

Filter and report by phase​

Show Job phases in the left panel with View more if it isn't there, then select a member to narrow every tab to its records. Combine it with other members: select D. Field work and a project to see its field hours and expenses. See Filter with dimensions. Reports such as the Project budget by task report and the Budget control report can group a project by job phase.

Setting it up for your firm​

  • Use one set of phases for every project, so reports compare like with like.
  • Letter or number the phases so they sort in the order the work happens.
  • Your name › Settings › Dimension options holds the dimension's name, its member fields, and the forms that show it. See Setting up dimensions.

Example: where the hours went​

A project closes over budget. The principal runs the Budget control report aggregated by Job phases and sees that F. Reporting took twice its estimate, while field work came in on plan. The next proposal adds review time to reporting.

What you can do next​

  1. Budget control report to compare phases with their estimates.
  2. Tasks for the task form.
  3. Setting up dimensions for the steps in Dimension options.
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