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Lela Smith

Multi Phase Job

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Good afternoon!  

We are beginning a project that will have multiple phases over multiple years.  We will be fabricating spools and receiving material that will end up on this project at some point.  The fabrication will be done at multiple sites and shipped to the project.  What is the best way to track this?  I'm assuming I would set up a Phase for each Phase of the project and then cost codes for each location / type of material.  For example Phase 1 - Cost Code 5100.01 - Poly Pro Pipe - AZ, Cost Code 5100.02 - Poly Pro Pipe - TX.  Setting the project up this way may create an infinite cost code list.  Anyone have a better idea?

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    I would bring the materials into inventory to separate locations.  Then allocate the raw materials into fabricated products.  Then allocate the fabricated products to the job.  I would not do separate cost codes for locations.  

    You should know that "phases" in the field usually means different segments in time.  In Sage it means breaking up the larger job into smaller jobs.  So you could just do the phases as your locations, rather than the time lines.  In your PO's you can schedule the delivery over time, or use a Master PO for the entire purchase (per location) and then issue mini PO's to order the product over time.

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    I would bring the materials into inventory to separate locations.  Then allocate the raw materials into fabricated products.  Then allocate the fabricated products to the job.  I would not do separate cost codes for locations.  

    You should know that "phases" in the field usually means different segments in time.  In Sage it means breaking up the larger job into smaller jobs.  So you could just do the phases as your locations, rather than the time lines.  In your PO's you can schedule the delivery over time, or use a Master PO for the entire purchase (per location) and then issue mini PO's to order the product over time.

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