General Inquiries

Foundation software and owner's line numbers

  • 1.  Foundation software and owner's line numbers

    Posted 28 days ago
    ​We are a heavy highway contractor that uses phases and cost codes for the different parts of our jobs.  Our PMs would like a report that would tie the relevant cost codes back to the billing for that task.  For example, we work with DOT's who have a standard billing item.  We have to break that out into 5 cost codes so they field can report their time accurately.  Has anyone figured out a way to get that information out of Foundation easily to show the PM's how they are doing on a particular task on the job?

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    Denise Day CPA
    Controller
    Phillips Hardy Inc.
    Boonville MO
    (660) 834-3030
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  • 2.  RE: Foundation software and owner's line numbers

    Posted 28 days ago
    Denise-
    We struggled with this until we enabled phases in our database. In order to accomplish reports that tie the cost codes to the billing items we use the DOT item numbers as phases and then add cost codes as needed. We created a cost code called "Revenue Only" and have also required job costing in AR. This way the phase matches the line item on the billing and the PMs can see the amount billed as well as the costs for each item. I hope that makes sense and helps in some way!



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    Samantha Morrell
    Assistant Controller
    Crooker Construction
    Topsham ME
    samantha@crooker.com
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  • 3.  RE: Foundation software and owner's line numbers

    Posted 27 days ago
    Edited by Natalie Carper 27 days ago

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  • 4.  RE: Foundation software and owner's line numbers

    Posted 21 days ago
    I've thought about this - it's just that some jobs might have 250 owner line numbers, so that would be alot of phases!  Do you have that as well?  We currently use the phases as an overall of the job - for example, roadwork, Bridge #1, Bridge #2, etc.  The owner likes the aerial view that the phase gives him.​​

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    Denise Day CPA
    Controller
    Phillips Hardy Inc.
    Boonville MO
    (660) 834-3030
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  • 5.  RE: Foundation software and owner's line numbers

    Posted 23 days ago
    You may also want to look at their unit price billing module.  You can set up agencies with the bid codes and, you should ask for a demo of this module. Otherwise you can have your phase code equal to the DOT Line item and the cost codes that are associated under each phase.

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    Jessica Alcott
    Sr. Business Consultant
    Palmer Consulting Group
    Chester MD
    jessica.alcott@palmercg.com
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  • 6.  RE: Foundation software and owner's line numbers

    Posted 21 days ago
    Yes we use the unit price module.  But you can only tie one cost code per line, so that doesn't work when we have several cost codes for a particular line.

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    Denise Day CPA
    Controller
    Phillips Hardy Inc.
    Boonville MO
    (660) 834-3030
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