Help for MyCorbu Architectural Bookkeeping
Phases are subdivisions of a Project.
In MyCorbu you set up whatever Phases you are accustomed to using. You will probably have a dozen or more. At least one Phase is recommended.
Setting up your Phases is an Admin task that is performed during your initial setup. Phases can be added any time. There is no limit to the number of Phases that you can have. Phases can also be created when adding a Project-Phase.
Phases are closely tied to contracts and billing. A Phase Name in combination with the Project Name is the item that is used to accurately log your time records. Since Phases are closely tied to your time records, Phases cannot be deleted. Add Phase Names with restraint because they will be around for a long time.
Phases can be created in one of two ways. Each way has PROs and CONs.
1] On the Admin page. 2] On the Projects page as part of creating a Project-Phase.
1] On the Admin page
PROs: Phase Names created here usually become your Organization's Standard Phases. They appear in the drop down list of Phase Names when creating a Project-Phase. You can view the list of Phases that have already been created. You can easily determine a Sort By number.
CONs: This requires a bit of planning. Or it can make Project-Phase set up tedious if you you need to reference the Admin page.
2] On the Projects page
PROs: This method is convenient, and requires no pre-planning of Standard Phase Names. You can make these Phases “Standard” so the can be selected from the list of Phases.
CONs: Phase Names can become inconsistent in format and spelling without reference to existing Phase names. If all Phase Names are created this way, it will be a challenge to maintain consistency.
Below are several lists of common Phase Names. Use these lists to copy/paste from. Add all the Phase Names you are likely to need one by one on the Admin page using the ‘Add Phase’ form. This is a bit tedious, but you only have to do it once, although you can come back any time to add more.
When you encounter a one-of-a-kind Phase Name, say something like “Alternate Roof Line Study”, this could be entered in either way. The simplest way is to add it as part of the Project-Phase creation process. It should not be made a Standard Phase, and will not appear in the drop down list of your Standard Phases encountered during the Project-Phase creation process.
Although the Phase Name cannot be deleted, you can change the "Standard" tag to "No" so that it does not appear in your list of Standard Phase Names. You can also assign a high Sort By Number so that it appears at the bottom of your list of all Phase Names on the Admin page.
How your Standard Phases are created
These are lists of Phase Names for your use
Revised: March 28, 2017; February 26, 2019
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