New Cost Control Worksheets

To create a Job Cost Control sheet from an Estimates:

1. This process is very memory-intensive. See page 214 for some memory hints, before starting.
2. Choose *New Job Cost Sheet from the FILE menu.
3. If the MacNail estimate or a condensed estimate is the active document (in front), click Active File. Otherwise, click Estimate or Condensed Estimate, depending on your preferred source.
4. Click Firm bid, Speculative, or Cost Plus, depending on the type of project.
5. Put a check beside Use Clearinghouse subcategories if you want to track costs to two levels (see next page). Then click OK.
6. If you chose Active File, a new Job Cost Control worksheet will be created automatically. If you chose Estimate or Condensed Estimate, double-click on the desired source from the scrolling list of available files.
7. Setting up the Job Cost Control worksheet may take a while--especially if you include subcategories. The new file will be found in the Current Job Costs folder.

NOTE-- Goldenseal job costing software does not require this step. Once you create a project, it will automatically post job costs to it. Goldenseal was released in 2000, and replaces MacNail accounting.

To create a Job Cost worksheet from scratch:
1. Choose *New Job Cost Sheet from the FILE menu.
2. Click From Scratch. Put a check beside Use Clearinghouse subcategories if you want to track costs to two levels (see next page). Then click OK.
4. You will be asked to type in a project name. If you type in Smith, for example, the new job cost worksheet will be named Smith Cost Control.
5. A list of available cost control blanks will be displayed. Choose the one you want to use as a template.
7. A new Cost Control worksheet will be created. You can find it in the Current Job Costs folder.

To create a new Office or Other Cost Control
1. Choose *New Job Cost Sheet from the FILE menu.
2. Click Office Costs or Other Costs. It doesn't matter what you choose for the other buttons in the dialog.
3. Click OK.
4. You will be asked to type in a file name. If you type in First Quarter, for example, the new cost worksheet will be named First Quarter Cost Control.
5. For an Other Cost Control worksheet, type in the name of each small or miscellaneous jobs you are doing, along with a code number (or letters) for each.