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Be able to copy cost codes from a job marked as financially complete

Cost codes from template jobs setup in JPC can only be copied if that template job is marked as active. This means that the templates show up for the project team and costs could accidentally be posted to those templates.

  • Christine Jacobs
  • May 17 2017
  • In Review
Company Cornerstone Building Developments
Job Title / Role Financial Accountant
I need it... 6 months
  • Attach files
  • Christine Jacobs commented
    December 14, 2017 06:24

    Hi Andrew

    We have the same issue whether it is marked C or FC. 

    The project needs to see this job as an option to copy cost codes from (as they can enter cost codes from their side onto their projects). this 'job'  is our master template for cost codes.

  • Admin
    Andrew Tucker commented
    December 14, 2017 05:13

    Hi Christine,

    Which option are you using to Copy Cost Codes?

    Would it be possible to flag the job as "Cost Complete" instead of "Financially Complete"? this will prevent users accidentally putting costs to the Jobs. Other options would be to implement Job security so that these template projects are not available for users to see.

    let me know and we will look into it.

    thanks

    Andrew

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