Maintain Phases

Related topics

This window is where you set up phases to be assigned to jobs. You can't assign a phase to a specific job here, but you can set up the phases that will be available for all jobs.

What are phases and why should I use them?

Phases are distinct parts of a job. For instance, a landscaping job might be divided into three phases: Grading, Planting, and Maintenance. The parts of a job could be activity-based, as in the example in the previous sentence. Or they could be time-based, or any other way you have of dividing your jobs into distinct parts.

The advantage of breaking jobs into phases is that you get more detailed tracking of expenses, such as materials and labor that went into the job.

For more information about what phases are and an explanation of how they are used with cost codes, click the links below.

The advantages of using job phases

Using cost types with cost codes in phases

Setting up job phases

Job phases let you divide up your jobs so that you can allocate expenses and revenues at a greater level of detail.

Set up job phases

How do I associate phases and cost codes with my jobs?

In Sage 50, you do this when you actually enter the costs, rather than when you create the job, phase, or cost code. So when you set up Sage 50 for your jobs, you will separately set up all of your jobs, then all of the various phases (parts) of your jobs, then all of the specific types of costs (cost codes) for each aspect of the work you will perform.

Then, when you purchase, say, materials for a job, you will enter the job, phase, and cost code that the materials were used for in Purchases/Receive Inventory, on the line item for that purchase. Internally, Sage 50 will keep track of which job, phase, and cost code were used and report on the job appropriately.