We really want and need the phases to be combined in the budget like it is available to be combined by checking a box in the progress billing. We create our estimates using phases but when job is awarded we want to bring the budget in WITHOUT phases. We don't charge our costs to each phase and so many of the reports are useless if they have a few errant costs associated with the one that we are supposed to use. Phase 0 (which often mistakenly gets posted to) ruins them also. We have to export the estimate 4 excel spreadsheets then make pivot tables then reimport by copy/pasting our new combined budget into the one budget window. Oy.

by: Monica K. | over a year ago | Project Management