Job Costing

This tutorial will show you how to create a project plan with multiple phases. This part of Knowify is used for tracking your costs against budgets. We recommend that you cost out your jobs before you create your contracts or estimates so you can create a more informed bid.

1. While in the “Contract Jobs” module, click on the name of a job you want to estimate.screenshot-secure.knowify.com-2015-07-07-10-19-07 Job Costing

 

2. If the contract selected was ‘Maintenance Contract’ or ‘Other Agreement’, please note that you will be able to track materials and labor only after your contract bid is created first.

 

3. If the contract selected was ‘Owner Contract’ or ‘GC Bid’, and your job costing style is ‘Simple’ or ‘Advanced’, you will be able to track materials and labor only after your contract bid is created first.

 

4. If the contract selected was ‘Owner Contract’ or ‘GC Bid’, and your job costing style is ‘Professional’, you may begin your project plan immediately.

 

5. Click on the “Plan & Track” tab to cost out your job.screenshot-secure.knowify.com-2015-07-07-10-50-56 Job Costing

 

6. If this is not your first project plan, you will then see an option to use a previous project plan. Click on the green bar.Screen-Shot-2016-03-31-at-3.09.24-PM Job Costing

 

7. You can search for a previous project plan and use it to save time on costing out your jobs. Use this feature if you have specific jobs that are often performed in the same manner.Screen-Shot-2016-03-31-at-3.10.35-PM Job Costing

 

8. If this is your first project or you want to create a new plan, Click “Add Job Phase” to add your first phase to the job.Screen-Shot-2016-03-31-at-4.56.00-PM Job Costing

 

9. Note: Knowify’s project plans are built using phases and tasks, we recommend using phases for high level work items (perhaps corresponding to the line items in your bid) and breaking them down into tasks with the actual units of work.

 

10. Name the phase and give it a start and end date. Input a materials budget (usually an estimate from your takeoff software). To create an itemized budget, click on the “Itemize Materials” link.Screen-Shot-2016-03-31-at-3.14.41-PM Job Costing

 

11. In an itemized budget, you may add items from searching your catalog or enter them manually.Screen-Shot-2016-04-01-at-11.54.03-AM Job Costing

 

12. You can add as many phases as you would like. You can also add tasks to break down the phases even further. Note that tasks across all of your projects can be managed from a single location, See the tutorial on Managing Tasks for more.Screen-Shot-2016-03-31-at-5.01.24-PM Job Costing

 

13. Click “Add Role/Resource” to add employees to the phase or task.Screen-Shot-2016-04-01-at-10.12.07-AM Job Costing

 

14. If your project plan includes subcontractor work, click ‘Add Subcontractor Phase.’Screen-Shot-2016-04-01-at-11.40.18-AM Job Costing

 

15. Here, you can create a plan for your subcontractor work. Enter in the kind of work that needs to be done, and provide an estimate for the job. As you will be billed in a lump sum, there is no need to track Screen-Shot-2016-04-01-at-11.40.42-AM Job Costing

 

16. Now scroll to the bottom and click “Save Changes” to save a draft of your project planSave-Changes Job Costing

 

17. After saving you will be able to set dependencies and see the Gantt Chart. You will also be able to make the project plan “Active”. Making a project active just means that Knowify will allow you and your employees to input time and purchases towards this project. We recommend that you wait until you have a signed contract before making the project plan live.screenshot-secure.knowify.com-2015-07-07-10-57-09 Job Costing

 

18. Once the save goes through, scroll up and you’ll see that Knowify has produced an estimate of your overall labor and materials costs based on the plan you built.Screen-Shot-2016-04-01-at-12.03.53-PM Job Costing