{"id":856,"date":"2023-08-31T10:06:42","date_gmt":"2023-08-31T10:06:42","guid":{"rendered":"https:\/\/www.projectpro365.com\/user-guide\/?p=856"},"modified":"2025-04-14T05:45:18","modified_gmt":"2025-04-14T05:45:18","slug":"job-overview","status":"publish","type":"post","link":"https:\/\/www.projectpro365.com\/user-guide\/standard\/projectpro-basic\/job-overview\/","title":{"rendered":"Ch 06 – Project Overview"},"content":{"rendered":"

Contents<\/b><\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
INTRODUCTION<\/a><\/td>\n<\/tr>\n
1. PROJECT CARD<\/a><\/td>\n<\/tr>\n
a) PROJECT RESOURCE COST\/PRICE<\/a><\/td>\n<\/tr>\n
b) APOS Definition<\/a><\/td>\n<\/tr>\n
c) Setup For Defining the APOS<\/a><\/td>\n<\/tr>\n
d) Projects Setup<\/a><\/td>\n<\/tr>\n
e) PROJECT TASKS (PROJECT COST\/REVENUE CODES)<\/a><\/td>\n<\/tr>\n
f) Project Planning Lines<\/a><\/td>\n<\/tr>\n
g) Highlight Price less than Cost \u2013 (Boolean Setup).<\/a><\/td>\n<\/tr>\n
h) PROJECT SEGMENTS (BILL OF QUANTITIES)<\/a><\/td>\n<\/tr>\n
i) Completing a Project<\/a><\/td>\n<\/tr>\n
j) APOS Link<\/a><\/td>\n<\/tr>\n
k) Creating a Change Order Project<\/a><\/td>\n<\/tr>\n
l) Copy a Project and Project Task<\/a><\/td>\n<\/tr>\n
m) Project Task Line Worksheet<\/a><\/td>\n<\/tr>\n
n) Project Task Total (Summary of All Inclusive Project Task Lines for Project):<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

INTRODUCTION<\/b><\/p>\n

A project, or a project, belongs to a series of business activities that combine to fulfill a high-level objective. Projects allow you to track various costs that are associated with a long-term project. They also track the profitability of the project and compare planned costs and revenues to actual project costs and revenues. The Projects application area supports common project management tasks, such as configuring a project and scheduling a resource (person or a machine that performs the business activities of a project). It also provides the information needed to manage budgets and monitor processes.<\/p>\n

Project planning is an estimate of costs and selling prices for a project. The user can schedule the consumption\/usage of items, resources, and in some cases, G\/L expenses. Then, while the project is in process or after its completion, the user compares the budgeted cost and the billable prices with the actual transactions (usage or sale entries).<\/p>\n

Before you can track Project costs, you must set up your Project. Project information includes the Project name, description, customer, starting date, posting group, revenue recognition method. From this option you can:<\/p>\n

    \n
  • Add and edit Project information.<\/li>\n
  • Close or complete Projects.<\/li>\n
  • Assign alternative prices to Projects.<\/li>\n
  • Work with Project budgets.<\/li>\n<\/ul>\n

    1. PROJECT CARD<\/b><\/p>\n

    Search for Projects using the search icon, and then select the related link. In the list of projects, select the \u201cNo.\u201d field to open a project card, or create a new one using the \u201cNew\u201d option on the ribbon.<\/p>\n

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    General Fast Tab<\/b><\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
    FIELDS<\/strong><\/td>\nDESCRIPTION<\/strong><\/td>\n<\/tr>\n
    No.<\/strong><\/td>\nSpecifies the number of the involved entry or record, according to the specified number series or enter any number manually as per your setup.<\/td>\n<\/tr>\n
    Description<\/strong><\/td>\nSpecifies the short description of the project.<\/td>\n<\/tr>\n
    Sell-To Customer No.<\/strong><\/td>\nSpecifies the number of the customer who will receive the products and be billed by default.<\/td>\n<\/tr>\n
    Sell-To Customer Name<\/strong><\/td>\nSpecifies the name of the customer who will receive the products and be billed by default.<\/td>\n<\/tr>\n
    Salesperson Code<\/strong><\/td>\nSpecifies the code of the salesperson who is assigned to the customer.<\/td>\n<\/tr>\n
    Salesperson Name<\/strong><\/td>\nSpecifies the name of the salesperson who is assigned to the customer.<\/td>\n<\/tr>\n
    Contract No.<\/strong><\/td>\nSpecifies the no. or reference to the contract for the project.<\/td>\n<\/tr>\n
    Contract Date<\/strong><\/td>\nSpecifies the contract date of the project. Note that this date is critical for including change orders within a progress billing. If the date is after the progress billing date, then this specific project will not be included.<\/td>\n<\/tr>\n
    Contract For<\/strong><\/td>\nSpecifies the short description of the contract. By default, this gets updated with the \u201cDescription\u201d field defined above.<\/td>\n<\/tr>\n
    Contract Type<\/strong><\/td>\nSpecifies the type of contract as, Contract Fixed, Contract Not to Exceed, Time and Material or Contract Fixed \u2013 AIA. Note the contract type is only used for filtering.<\/td>\n<\/tr>\n
    Contract Sell Price<\/strong><\/td>\nSpecifies the sales price involved with the contract.<\/td>\n<\/tr>\n
    Use Project Material Planning<\/strong><\/td>\nSpecifies if you want to use Project Material Planning for the project.<\/td>\n<\/tr>\n
    Project Est. Start Date<\/strong><\/td>\nSpecifies the estimated date for the project to get started.<\/td>\n<\/tr>\n
    Project Est. Completion Date<\/strong><\/td>\nSpecifies the estimate date for project to get completed.<\/td>\n<\/tr>\n
    Project Class<\/strong><\/td>\nSpecifies the class of the project it belongs to: Master Project, Sub Project, Change Order, Extra Work, Proposed, Template, Work Order, Change Request<\/td>\n<\/tr>\n
    Sub-Level to Project No.<\/strong><\/td>\nSpecifies the parent\/master project, if any, of the project card you are on.<\/td>\n<\/tr>\n
    Seach Description<\/strong><\/td>\nSpecifies an additional description of the project for searching purposes.<\/td>\n<\/tr>\n
    Exclude from Project Forecast<\/strong><\/td>\nSpecifies if you want to exclude the project from the creation of project forecast, any calculations to the master project if it\u2019s a sub-level project, and from the Percent of Completion report.<\/td>\n<\/tr>\n
    Manager<\/strong><\/td>\nSpecifies the unique no. of the manager assigned the project.<\/td>\n<\/tr>\n
    Manager Name<\/strong><\/td>\nSpecifies the name of the manager as per the Manager No. defined above.<\/td>\n<\/tr>\n
    Estimator<\/strong><\/td>\nSpecifies the unique no. of the estimator assigned to the project.<\/td>\n<\/tr>\n
    Estimator Name<\/strong><\/td>\nSpecifies the name of the estimator as per the Estimator defined above.<\/td>\n<\/tr>\n
    Default Project Retention<\/strong><\/td>\nSpecifies the default retention percentage for the project, if any. Note this value is used on the initial Progress Billing and Subcontract.<\/td>\n<\/tr>\n
    Manager Project Status<\/strong><\/td>\nSpecifies the status of the Project as per manager: Estimating, Quoting, Verbal Approval, Approval, Planning, Running, Hold, Completed, Billed, Paid, and Closed.<\/td>\n<\/tr>\n
    Project Status Date<\/strong><\/td>\nSpecifies the date of the manager status changed above.<\/td>\n<\/tr>\n
    WIP Method<\/strong><\/td>\nSpecifies the WIP Method. ***NOTE: ProjectPro do not use the BC Standard WIP Process***<\/td>\n<\/tr>\n
    WIP Posting Date<\/strong><\/td>\nSpecifies the WIP Posting Date. ***NOTE: ProjectPro do not use the BC Standard WIP Process***<\/td>\n<\/tr>\n
    DFR Nos.<\/strong><\/td>\nSpecifies the DFR Nos. of the Project.<\/td>\n<\/tr>\n
    Customer No.<\/strong><\/td>\nSpecifies the number of the customer who will receive the products and be billed by default.<\/td>\n<\/tr>\n
    Customer Name<\/strong><\/td>\nSpecifies the name of the customer who will receive the products and be billed by default.<\/td>\n<\/tr>\n
    Address<\/strong><\/td>\nSpecifies the address where the customer is located.<\/td>\n<\/tr>\n
    Address 2<\/strong><\/td>\nSpecifies the additional address information.<\/td>\n<\/tr>\n
    City<\/strong><\/td>\nSpecifies the city of the customer.<\/td>\n<\/tr>\n
    State<\/strong><\/td>\nSpecifies the state, province, or county of the address.<\/td>\n<\/tr>\n
    Zip Code<\/strong><\/td>\nSpecifies the Zip code.<\/td>\n<\/tr>\n
    Country\/Region Code<\/strong><\/td>\nSpecifies the country or region of the address.<\/td>\n<\/tr>\n
    Contact No.<\/strong><\/td>\nSpecifies the number of the contact person that the sales document will be sent to.<\/td>\n<\/tr>\n
    Phone No.<\/strong><\/td>\nSpecifies the telephone number of the contact person that the sales document will be sent to.<\/td>\n<\/tr>\n
    Mobile Phone No.<\/strong><\/td>\nSpecifies the mobile telephone number of the contact person that the sales document will be sent to.<\/td>\n<\/tr>\n
    E-Mail<\/strong><\/td>\nSpecifies the email address of the contact person that the sales document will be sent to.<\/td>\n<\/tr>\n
    Contact<\/strong><\/td>\nSpecifies the name of the person to contact at the customer.<\/td>\n<\/tr>\n
    External Document No.<\/strong><\/td>\nSpecifies a document number that refers to the customer’s or vendor’s numbering system.<\/td>\n<\/tr>\n
    Your Reference<\/strong><\/td>\nSpecifies the customer’s reference. The content will be printed on sales documents.<\/td>\n<\/tr>\n
    Person Responsible<\/strong><\/td>\nSpecifies the person at your company who is responsible for the project.<\/td>\n<\/tr>\n
    Resp. Name<\/strong><\/td>\nSpecifies the name of the person responsible based on above field\u2019s selection.<\/td>\n<\/tr>\n
    Blocked<\/strong><\/td>\n\n

    Specifies that the related record is blocked from being posted in transactions, for example a customer that is declared insolvent or an item that is placed in quarantine. The options are:<\/p>\n

      \n
    1. Blank<\/u> \u2013 All actions are allowed.<\/li>\n
    2. Posting<\/u> \u2013 You can work with planning lines, but the project is blocked for posting. Choosing this option means that you cannot post any usage or sale for the project.<\/li>\n
    3. All<\/u> \u2013 All actions are blocked.<\/li>\n<\/tr>\n<\/td>\n
    Last Date Modified<\/strong><\/td>\nSpecifies when the project card was last modified.<\/td>\n<\/tr>\n
    Cust. PO No.<\/strong><\/td>\nEnter the customer\u2019s purchase order number for the Project.<\/td>\n<\/tr>\n
    Cust. Project No.<\/strong><\/td>\nEnter the customer\u2019s project no. if available. Prints on the AIA Forms.<\/td>\n<\/tr>\n
    Delivery Instructions<\/strong><\/td>\nSpecifies the description of the Delivery Instructions for Project Material Planning.<\/td>\n<\/tr>\n
    Project Type<\/strong><\/td>\nEnter type of Project: Commercial, Government, Residential, or Service. Project Types are part of Project Posting Groups. These are user defined codes. (See Project Setup)<\/td>\n<\/tr>\n
    Gen. Prod. Posting Group<\/strong><\/td>\nMention the product posting group in which you want posting<\/td>\n<\/tr>\n
    Gen. Bus. Posting Group<\/strong><\/td>\nMention the Business posting group in which you want posting<\/td>\n<\/tr>\n
    Locked Planning Lines Exist<\/strong><\/td>\nSpecifies if there are any locked project planning lines exists for the project.<\/td>\n<\/tr>\n
    Project Manager ID<\/strong><\/td>\nSpecifies the ID of person who is assigned to manage the project.<\/td>\n<\/tr>\n
    Field Manager ID<\/strong><\/td>\nSpecifies the ID of the person who is assigned as the field manager of the project.<\/td>\n<\/tr>\n
    Project Purchaser<\/strong><\/td>\nSpecifies the purchaser assigned to the project<\/td>\n<\/tr>\n
    Project Purchaser Name<\/strong><\/td>\nSpecifies the name of purchaser assigned to the project.<\/td>\n<\/tr>\n
    Forecast Method<\/strong><\/td>\nSpecifies the Forecast Method to be used for the Project, either based on Tasks, Segments or Task Totals. Once the forecast is created\/ made modifications, you will not be allowed to change the method.<\/td>\n<\/tr>\n
    Forecast to Include Sub Levels<\/strong><\/td>\nSpecifies if you want to include the value of the sub-level projects in the master project while performing project forecast.<\/td>\n<\/tr>\n
    No. of Active Crews<\/strong><\/td>\nSpecifies the number Crews linked to the that are active.<\/td>\n<\/tr>\n
    No. of Inactive Crews<\/strong><\/td>\nSpecifies the number Crews linked to the that are inactive.<\/td>\n<\/tr>\n
    Opportunity<\/strong><\/td>\nSpecifies the linked Opportunity No., if any. See BC CRM feature for details.<\/td>\n<\/tr>\n
    Use Project Planning Line Entries<\/strong><\/td>\nIf this is “On”, then Progress Billings will use the G\/L Account during the make “Project Sales Invoice”. If this is “Off”, then the Project Posting Group Revenue Account is used.<\/td>\n<\/tr>\n
    Color (VJS)<\/strong><\/td>\nSpecifies the color to be used for the project on the Visual Project Scheduler.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    Project Address Fast Tab<\/b><\/p>\n

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    FIELDS<\/strong><\/td>\nDESCRIPTION<\/strong><\/td>\n<\/tr>\n
    Ship-to Code<\/strong><\/td>\nSelect location code for Project site to specify address.<\/td>\n<\/tr>\n
    Project Address 1<\/strong><\/td>\nSpecifies the address of the project site. If Ship-to Code is selected, then the details will get updated from there.<\/td>\n<\/tr>\n
    Project Address 2<\/strong><\/td>\nSpecifies the additional details of the address.<\/td>\n<\/tr>\n
    Project City<\/strong><\/td>\nSpecifies the city of the address.<\/td>\n<\/tr>\n
    Project State<\/strong><\/td>\nSpecifies the state, province, or county of the address.<\/td>\n<\/tr>\n
    Project Contact<\/strong><\/td>\nSpecifies the name of the contact person for the project.<\/td>\n<\/tr>\n
    Project Phone<\/strong><\/td>\nSpecifies the contact phone number on project site.<\/td>\n<\/tr>\n
    Project Zip Code<\/strong><\/td>\nSpecifies the Zip Code.<\/td>\n<\/tr>\n
    Project Country<\/strong><\/td>\nSpecifies the Country of the address.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    Project Budget\/Billable Fast Tab <\/b><\/p>\n

    It shows the statistics of the project for defining the locked and variable Budgeted and Billable values in terms of Original, Adjustments, Project-Level, Sub- Level. <\/p>\n

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    Actual Cost\/Billings Fast Tab <\/b><\/p>\n

    It provides you with the statistics of the Project Status what is the actual cost incurred, invoice billed, payment received and committed cost of a project during different periods. <\/p>\n

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    Budget Analysis\/Profits Fast Tab <\/b><\/p>\n

    It provides you with an insight into analysis of project budgets defined into Estimated vs Projected along with their Variance and the budget profits into Budget vs Actual along with their Remaining cost. <\/p>\n

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    Constants\/Manager Fast Tab <\/b><\/p>\n

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    FIELDS<\/strong><\/td>\nDESCRIPTION<\/strong><\/td>\n<\/tr>\n
    Completion Date <\/strong><\/td>\nSpecifies the Date when the Project is going to be completed, this is automatically updated when the Project status is changes. <\/td>\n<\/tr>\n
    Project Calendar Code <\/strong><\/td>\nSelect Project Calendar Code, if applicable. By default, this gets updated from the Projects Setup, if defined. <\/td>\n<\/tr>\n
    Status <\/strong><\/td>\nSpecifies the current status of the project as Open, Planning, Quote or Completed. You can change the status of the project as it progresses. Final calculations can be made on completed projects. <\/td>\n<\/tr>\n
    Revenue Recognized <\/strong><\/td>\nSpecifies if the revenue of the project is recognized. This is auto set to true when the Project Status is marked as Completed. You can modify this Boolean if you have access to \u201cModify Revenue Recognized Project\u201d on the User Setup. <\/td>\n<\/tr>\n
    Tax Liable <\/strong><\/td>\nSpecifies if tax is liable to the project or not. <\/td>\n<\/tr>\n
    Tax Group Code <\/strong><\/td>\nSpecifies the tax group code for the project. <\/td>\n<\/tr>\n
    Tax Area Code <\/strong><\/td>\nSelect the code of the tax area that applies to the project. <\/td>\n<\/tr>\n
    Use Tax <\/strong><\/td>\nSpecifies if the Use Tax is applicable to the project.<\/td>\n<\/tr>\n
    Tax Bus. Posting Group <\/strong><\/td>\nSpecifies the VAT business posting group for the project, if applicable. <\/td>\n<\/tr>\n
    Line Type <\/strong><\/td>\nSpecifies the default Line Type for the Project as Budget, Billable, order Both Budget and Billable. <\/td>\n<\/tr>\n
    Last Run Open Project Backlog Value <\/strong><\/td>\nSpecifies the project backlog value calculated when “Open Project Backlog Batch” was run last time. It shows the difference between the “Total Contract Price\u201d and the “Total Invoiced Price” including Master & the Sub-Level Projects based on the Projects Setup.
    \nNote<\/u>: The calculation occurs only for the Projects with Status set to “Open” or “Planning”, and the “Manager Project Status” set to “Running.” <\/td>\n<\/tr>\n
    Last Run Open Project Backlog <\/strong><\/td>\nSpecifies the date the Open Project Backlog batch was last run. <\/td>\n<\/tr>\n
    Open Project Backlog Updated <\/strong><\/td>\nSpecifies if the open project backlog has been cleared for both the master and sub-level projects. This auto-sets to True, if Last Run Open Project Backlog Value field shows zero value on running the open project backlog batch. <\/td>\n<\/tr>\n
    Project Posting Group <\/strong><\/td>\nSpecifies the posting group that links transactions made for the project with the appropriate general ledger accounts according to the general posting setup. <\/td>\n<\/tr>\n
    Tax Prod. Posting Group <\/strong><\/td>\nSpecifies the VAT product posting group for the project, if applicable. <\/td>\n<\/tr>\n
    Allow Budget\/Billable Lines <\/strong><\/td>\nSpecifies if you can add planning lines of either with type Budget or with type Billable to the project. <\/td>\n<\/tr>\n
    Use % Billing Format <\/strong><\/td>\nSpecifies if you want to Use % Billing Format for the progress billing and sales invoice reports analysis. <\/td>\n<\/tr>\n
    Progress Billing No. <\/strong><\/td>\nSpecifies the Progress Billing No. assigned to this project.
    \nNote:<\/b> when creating a progress billing you are prompted whether to update the Project Card with this information. <\/td>\n<\/tr>\n
    Progress Billing CO <\/strong><\/td>\nSpecifies if the Progress Billing should be considered a Change Order in AIA and Progress Invoice Reports <\/td>\n<\/tr>\n
    WIP Method <\/strong><\/td>\nSpecifies the WIP Method.
    \n***NOTE: ProjectPro do not use the BC Standard WIP Process*** <\/td>\n<\/tr>\n
    WIP Posting Method <\/strong><\/td>\nSelect the WIP posting method as: Per Project, or Per Project Ledger Entry
    \n***NOTE: ProjectPro do not use the BC Standard WIP Process*** <\/td>\n<\/tr>\n
    Project Posting Date <\/strong><\/td>\nSpecifies the date of the last posted transaction. <\/td>\n<\/tr>\n
    Recognition Date <\/strong><\/td>\nSpecifies the date of last time the revenue recognition was calculated for the project. <\/td>\n<\/tr>\n
    Time and Material <\/strong><\/td>\nSpecifies if the project is Time & Material based. Turning this ON will auto set the fields \u201cLine Type\u201d with option \u201cBoth Budget and Billable\u201d and mark \u201cApply Usage Link\u201d as True. <\/td>\n<\/tr>\n
    Indirect Burden Type <\/strong><\/td>\nSpecifies the type of indirect burden that will be applied to the project as Service or Admin. If Admin, then no indirect burden value will be applied. <\/td>\n<\/tr>\n
    Requires Certified Payroll <\/strong><\/td>\nSpecifies if the project requires certified payroll reporting. Typically, this would be when a government or state funds a project, a special payroll report may be required to confirm that proper wages and benefits were paid to employees. Note that this is a filter of which projects require certified payroll reporting. <\/td>\n<\/tr>\n
    Unit of Measure <\/strong><\/td>\nSpecifies the unit of measure for work units. <\/td>\n<\/tr>\n
    Apply Usage Link <\/strong><\/td>\nSpecify if usage entries from the project journal or purchase line are linked to project planning lines. Select this check box if you want to be able to track the quantities and amounts of the remaining work needed to complete a project and to create a relationship between demand planning, usage, and sales. On a project card, you can select this check box if there are no existing project planning lines that include type Budget that have been posted. The usage link only applies to project planning lines that include type Budget. <\/td>\n<\/tr>\n
    % Overdue Planning Lines <\/strong><\/td>\nSpecifies the percentage of the project\u2019s planning lines where the planned delivery date has been exceeded. <\/td>\n<\/tr>\n
    Forecast Type <\/strong><\/td>\nSpecifies the forecast type <\/td>\n<\/tr>\n
    Billing Day of Month <\/strong><\/td>\nSpecifies which day of the month this project should be billed. <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    Rev Rec POC Calculation Fast Tab <\/b><\/p>\n

    See Revenue Recognition chapter in the same module for further details. <\/p>\n

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    FIELDS<\/strong><\/td>\nDESCRIPTION<\/strong><\/td>\n<\/tr>\n
    POC Method <\/strong><\/td>\nSpecifies the Percent of Completion method you assign for Revenue Recognition of your project. The different methods available are: Blank, Budget to Actual Cost, Project Forecast, Manual Project%, Units Complete, Markup %, Gross Margin %. <\/td>\n<\/tr>\n
    POC Method Value <\/strong><\/td>\nThe POC Method Values will vary based on which POC method is selected. <\/td>\n<\/tr>\n
    Total Units <\/strong><\/td>\nSpecifies the Total Units that are used for base calculation of POC <\/td>\n<\/tr>\n
    % Project Actually Complete <\/strong><\/td>\nSpecifies the actual percentage of the project completion while project is open. <\/td>\n<\/tr>\n
    Project Completed % Date <\/strong><\/td>\nSpecifies the date on which the project completed percentage is updated.<\/td>\n<\/tr>\n
    Actual Units Complete <\/strong><\/td>\nSpecifies the actual unit complete of the Project <\/td>\n<\/tr>\n
    Units Completed % Date <\/strong><\/td>\nSpecifies the actual unit complete date of the Project <\/td>\n<\/tr>\n
    % Completed <\/strong><\/td>\nThis represents actual cost divided by budgeted cost without an as of date filter. <\/td>\n<\/tr>\n
    % Invoiced <\/strong><\/td>\nSpecifies the percentage of the project’s invoice value that has been posted as invoiced without an as of date filter. <\/td>\n<\/tr>\n
    POC Method Value Date <\/strong><\/td>\nSpecifies the Percent of Completion method you assign for Revenue Recognition of your project. The different methods available are: Blank, Budget to Actual Cost, Project Forecast, Manual Project%, Units Complete, Markup %, Gross Margin %. <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    Invoice and Shipping Fast Tab <\/b><\/p>\n

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    FIELDS<\/strong><\/td>\nDESCRIPTION<\/strong><\/td>\n<\/tr>\n
    Bill-to <\/strong><\/td>\nSpecifies the customer that the sales invoice will be sent to. Default (Customer): The same as the customer on the sales invoice. Another Customer: Any customer that you specify in the fields below. <\/td>\n<\/tr>\n
    Name <\/strong><\/td>\nSpecifies the name of the customer who pays for the project. <\/td>\n<\/tr>\n
    Address <\/strong><\/td>\nSpecifies the address of the customer to whom you will send the invoice. <\/td>\n<\/tr>\n
    Address 2 <\/strong><\/td>\nSpecifies an additional line of the address. <\/td>\n<\/tr>\n
    City <\/strong><\/td>\nSpecifies the city of the address. <\/td>\n<\/tr>\n
    Bill-to State <\/strong><\/td>\nSpecifies the State code of the customer’s billing address. <\/td>\n<\/tr>\n
    County <\/strong><\/td>\nSpecifies the value for County. <\/td>\n<\/tr>\n
    ZIP Code <\/strong><\/td>\nSpecifies the ZIP Code of the customer who pays for the project. <\/td>\n<\/tr>\n
    Country <\/strong><\/td>\nSpecifies the country\/region code of the customer’s billing address. <\/td>\n<\/tr>\n
    Phone No. <\/strong><\/td>\nSpecifies the telephone number of the customer contact person for the project. <\/td>\n<\/tr>\n
    Mobile Phone No. <\/strong><\/td>\nSpecifies the mobile telephone number of the customer contact person for the project. <\/td>\n<\/tr>\n
    Email <\/strong><\/td>\nSpecifies the email address of the customer contact person for the project. <\/td>\n<\/tr>\n
    Contact <\/strong><\/td>\nSpecifies the name of the contact person at the customer who pays for the project. <\/td>\n<\/tr>\n
    Payment Terms Code <\/strong><\/td>\nSpecifies a formula that calculates the payment due date, payment discount date, and payment discount amount. <\/td>\n<\/tr>\n
    Payment Method Code <\/strong><\/td>\nSpecifies how to make payment, such as with bank transfer, cash, or check. <\/td>\n<\/tr>\n
    Ship-to <\/strong><\/td>\nSpecifies the address that the products on the sales document are shipped to. Default (Sell-to Address): The same as the customer’s sell-to address. Alternate Ship-to Address: One of the customer’s alternate ship-to addresses. Custom Address: Any ship-to address that you specify in the fields below. <\/td>\n<\/tr>\n
    Code <\/strong><\/td>\nSpecifies the code for another shipment address than the customer’s own address, which is entered by default. <\/td>\n<\/tr>\n
    Name <\/strong><\/td>\nSpecifies the name that products on the sales document will be shipped to. <\/td>\n<\/tr>\n
    Address <\/strong><\/td>\nSpecifies the address that products on the sales document will be shipped to. <\/td>\n<\/tr>\n
    Address 2 <\/strong><\/td>\nSpecifies additional address information. <\/td>\n<\/tr>\n
    City <\/strong><\/td>\nSpecifies the city of the customer on the sales document. <\/td>\n<\/tr>\n
    Ship-to State <\/strong><\/td>\nSpecifies the state, province, or county of the address. <\/td>\n<\/tr>\n
    ZIP Code <\/strong><\/td>\nSpecifies the ZIP code. <\/td>\n<\/tr>\n
    Country\/Region <\/strong><\/td>\nSpecifies the customer’s country\/region. <\/td>\n<\/tr>\n
    Contact <\/strong><\/td>\nSpecifies the name of the contact person at the address that products on the sales document will be shipped to. <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    Duration Fast Tab <\/b><\/p>\n

    \"null\"<\/p>\n\n\n\n\n\n\n
    FIELDS<\/strong><\/td>\nDESCRIPTION<\/strong><\/td>\n<\/tr>\n
    Starting Date <\/strong><\/td>\nSpecifies the date on which the project actually starts. <\/td>\n<\/tr>\n
    Creation Date <\/strong><\/td>\nSpecifies the date on which you set up the project. <\/td>\n<\/tr>\n
    Ending Date <\/strong><\/td>\nSpecifies the date on which the project is expected to be completed. This gets updated when the \u201cProject Status\u201d is set to \u201cCompleted\u201d. <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    Foreign Trade Fast Tab <\/b><\/p>\n

    \"null\"<\/p>\n\n\n\n\n\n\n\n
    FIELDS<\/strong><\/td>\nDESCRIPTION<\/strong><\/td>\n<\/tr>\n
    Currency Code <\/strong><\/td>\nSpecifies the currency code for the project. By default, the currency code is empty. If you enter a foreign currency code, it results in the project being planned and invoiced in that currency.
    \nNote:<\/u> You cannot change the currency code of a project once planning lines or project ledger entries exists for a project. <\/td>\n<\/tr>\n
    Invoice Currency Code <\/strong><\/td>\nSpecifies the currency code you want to apply when creating invoices for a project. By default, the invoice currency code for a project is based on what currency code is defined on the customer card. <\/td>\n<\/tr>\n
    Exch. Calculation (Cost) <\/strong><\/td>\n\n

    Specifies how project costs are calculated if you change the Currency Date or the Currency Code fields on a project planning Line or run the Change Project Planning Line Dates batch project. <\/p>\n

      \n
    1. Fixed$:<\/u> \u2013 The project costs in the local currency are fixed. Any change in the currency exchange rate will change the value of project costs in a foreign currency.<\/li>\n
    2. Fixed FCY:<\/u> \u2013 The project costs in the foreign currency are fixed. Any change in the currency exchange rate will change the value of project costs in the local currency.<\/li>\n<\/tr>\n<\/td>\n
    Exchange Calculation (Price) <\/strong><\/td>\n\n

    Specifies how project sales prices are calculated if you change the Currency Date or the Currency Code fields on a project planning Line or run the Change Project Planning Line Dates batch project. <\/p>\n

      \n
    1. Fixed$:<\/u> \u2013 The project costs in the local currency are fixed. Any change in the currency exchange rate will change the value of project costs in a foreign currency.<\/li>\n
    2. Fixed FCY:<\/u> \u2013 The project costs in the foreign currency are fixed. Any change in the currency exchange rate will change the value of project costs in the local currency.<\/li>\n<\/tr>\n<\/td>\n<\/tbody>\n<\/table>\n

      Foreign Prepayment Fast Tab <\/b><\/p>\n

      Here you can define the Prepayment Parameters of a Project. <\/p>\n

      \"null\"<\/p>\n\n\n\n\n\n\n\n\n\n\n
      FIELDS<\/strong><\/td>\nDESCRIPTION<\/strong><\/td>\n<\/tr>\n
      Prepayment % <\/strong><\/td>\nSpecifies the Prepayment % of the Project to calculate the Prepayments <\/td>\n<\/tr>\n
      Prepayment Amount <\/strong><\/td>\nSpecifies the Prepayment Amount of the Project, here user can even enter the prepayment amount manually. <\/td>\n<\/tr>\n
      Prepmt. Contract Amount <\/strong><\/td>\nSpecifies the prepayment contract amount. <\/td>\n<\/tr>\n
      Compress Prepayment <\/strong><\/td>\nSpecifies that prepayments on the projects are combined if they have the same general ledger account for prepayments or the same dimensions. <\/td>\n<\/tr>\n
      Prepmt. Payment Term Code <\/strong><\/td>\nSpecifies the Payment Term Code, to calculate the Prepayment Payment Due Date. <\/td>\n<\/tr>\n
      Prepmt. Payment Discount % <\/strong><\/td>\nSpecifies the Prepayment Term Code, to calculate the Prepayment Payment Discount. <\/td>\n<\/tr>\n
      Prepayment Due Date <\/strong><\/td>\nSpecifies the Due Date for prepayment based on the Prepayment Payment Term Code defined. <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      Projections Fast Tab <\/b><\/p>\n

      Provides analysis information based on Projected Costs versus Actual Costs. The Projected Costs remaining along with Projected Profit (Loss) are based on actual cost verses projected information. <\/p>\n

      \"null\"<\/p>\n\n\n\n\n\n\n\n\n\n\n
      FIELD<\/strong><\/td>\nACTUAL <\/strong><\/td>\nPROJECTED <\/strong><\/td>\n<\/tr>\n
      Date <\/strong><\/td>\nWork Date <\/td>\nLast Date Percentage Completed was updated by users. <\/td>\n<\/tr>\n
      Budget Used % <\/strong><\/td>\nPercentage of Actual Cost to Date \/ Total Budgeted Cost <\/td>\nPercentage Project Actually Completed from the Constants\/Manager fast tab <\/td>\n<\/tr>\n
      Costs To Date <\/strong><\/td>\nActual Costs to Date <\/td>\nActual Costs to Date <\/td>\n<\/tr>\n
      Budget Remaining <\/strong><\/td>\nTotal Budgeted Cost \u2013 Actual Cost to Date <\/td>\nActual Costs to Date \/ (Entered Complete \/ 100) <\/td>\n<\/tr>\n
      Budgeted Total Costs <\/strong><\/td>\nTotal Budgeted Costs <\/td>\nActual Costs to Date \/ (Actual % Complete from the Constants\/Manager fast tab \/ 100) <\/td>\n<\/tr>\n
      Budgeted Profit (Loss) <\/strong><\/td>\nTotal Contract \u2013 Total Budgeted Costs <\/td>\nTotal Contract \u2013 Projected Total Costs <\/td>\n<\/tr>\n
      Budgeted Profit % <\/strong><\/td>\nPercentage of Estimated Profit (Loss) \/ Total Budgeted Costs <\/td>\nProjected Profit (Loss) \/ Projected Total Costs <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      WIP and Recoginition Fast Tab <\/b><\/p>\n

      Provides analysis information based on A\/R Retention Balances A\/P Retention Balances, Work-in-process Balances, Project Costs Recognized (Expensed), Contract Billed, Over\/Under Billed, and Contract Back Log. <\/p>\n

      \"null\"<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
      FIELDS<\/strong><\/td>\nDESCRIPTION<\/strong><\/td>\n<\/tr>\n
      Total WIP Sales Amount <\/strong><\/td>\nSpecifies the total WIP sales amount that was last calculated for the project.
      \n***NOTE: ProjectPro do not use the BC Standard WIP Process*** <\/td>\n<\/tr>\n
      Recog. Profit Amount <\/strong><\/td>\nSpecifies the recognized profit amount for the project.
      \n***NOTE: ProjectPro do not use the BC Standard WIP Process*** <\/td>\n<\/tr>\n
      Recog. Profit % <\/strong><\/td>\nSpecifies the recognized profit percentage for the project.
      \n***NOTE: ProjectPro do not use the BC Standard WIP Process*** <\/td>\n<\/tr>\n
      A\/R Retention Balance <\/strong><\/td>\nRetention Balance in Customer card for this Project. <\/td>\n<\/tr>\n
      A\/P Retention Balance <\/strong><\/td>\nRetention Balance in Vendor card for this Project. <\/td>\n<\/tr>\n
      WIP Method <\/strong><\/td>\nSpecifies the WIP Method.
      \n***NOTE: ProjectPro do not use the BC Standard WIP Process*** <\/td>\n<\/tr>\n
      Total WIP Cost Amount <\/strong><\/td>\nSpecifies the total WIP cost amount that was last calculated for the project.
      \n***NOTE: ProjectPro do not use the BC Standard WIP Process*** <\/td>\n<\/tr>\n
      Total WIP Cost G\/L Amount <\/strong><\/td>\nSpecifies the total WIP Cost amount that was last posted to the G\/L for the project.
      \n***NOTE: ProjectPro do not use the BC Standard WIP Process*** <\/td>\n<\/tr>\n
      Total WIP Sales G\/L Amount <\/strong><\/td>\nSpecifies the total WIP sales amount that was last posted to the general ledger for the project.
      \n***NOTE: ProjectPro do not use the BC Standard WIP Process*** <\/td>\n<\/tr>\n
      Payment Method Code <\/strong><\/td>\nSpecifies how to make payment, such as with bank transfer, cash, or check. <\/td>\n<\/tr>\n
      Recog. Costs Amount <\/strong><\/td>\nSpecifies the recognized cost amount that was last calculated for the project. ***NOTE: ProjectPro do not use the BC Standard WIP Process*** <\/td>\n<\/tr>\n
      Recog. Cost G\/L Amount <\/strong><\/td>\nSpecifies the total Recognized Cost amount that was last posted to the general ledger for the project.
      \n***NOTE: ProjectPro do not use the BC Standard WIP Process*** <\/td>\n<\/tr>\n
      Recog. Sales Amount <\/strong><\/td>\nSpecifies the recognized sales amount that was last calculated for the project, which is the sum of the Recognized Sales Project WIP Entries.
      \n***NOTE: ProjectPro do not use the BC Standard WIP Process*** <\/td>\n<\/tr>\n
      Recog. Sales G\/L Amount <\/strong><\/td>\nSpecifies the total recognized sales amount that was last posted to the general ledger for the project.
      \n***NOTE: ProjectPro do not use the BC Standard WIP Process*** <\/td>\n<\/tr>\n
      WIP Posting Date <\/strong><\/td>\nSpecifies the posting date that was entered when the Project Calculate WIP batch project was last run.
      \n***NOTE: ProjectPro do not use the BC Standard WIP Process*** <\/td>\n<\/tr>\n
      WIP G\/L Posting Date <\/strong><\/td>\nSpecifies the WIP G\/L Posting Date.
      \n***NOTE: ProjectPro do not use the BC Standard WIP Process*** <\/td>\n<\/tr>\n
      Contract Billed <\/strong><\/td>\nPercent of Project to date invoice Billed\/Total Contract. <\/td>\n<\/tr>\n
      Over\/Under Billed <\/strong><\/td>\nInvoice Price \u2013 [(Total Contract + Contract Sub-levels) * Actual Cost to Date % (up to 100%)]. <\/td>\n<\/tr>\n
      Contract Back Log <\/strong><\/td>\nTotal Contract \u2013 Invoice Billed Project to Date. <\/td>\n<\/tr>\n
      Recog. Profit G\/L Amount <\/strong><\/td>\nSpecifies the profit amount that is recognized with the general ledger for the project.
      \n***NOTE: ProjectPro do not use the BC Standard WIP Process*** <\/td>\n<\/tr>\n
      Recog. Profit G\/L % <\/strong><\/td>\nSpecifies the profit percentage that is recognized with the general ledger for the project.
      \n***NOTE: ProjectPro do not use the BC Standard WIP Process*** <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      Cost Categories $ Fast Tab <\/b><\/p>\n

      Provides Cost Category Type information based on budgeted verses actual costs with variance and variance percentages. Uncategorized values are the result of information not assigned to a Cost Category Type (See Cost Category Setup). <\/p>\n

      \"null\"<\/p>\n

      Please note that this is not in <\/p>\n

      Revenue Categories $ Fast Tab <\/b><\/p>\n

      Provides Revenue Category Type information based on Contract (Budgeted Price) verses actual Project billings with variance and variance percentages. Uncategorized values are the result of information not assigned to a Revenue Category Type (See Revenue Category Setup). <\/p>\n

      \"null\"<\/p>\n

      Revenue Categories $ Fast Tab <\/b><\/p>\n

      Provides Revenue Category Type information based on Contract (Budgeted Price) verses actual Project billings with variance and variance percentages. Uncategorized values are the result of information not assigned to a Revenue Category Type (See Revenue Category Setup). <\/p>\n

      \"null\"<\/p>\n

      a) PROJECT RESOURCE COST\/PRICE <\/b><\/p>\n

      Resources used in Projects have costs and prices. Unit prices are how much you charge customers for the resources. Dynamics-BC lets you not only set up the resource’s unit price on the resource card, but also allows you to set up alternative prices through the Resources option on the Project card. <\/p>\n

      For example, if you want to set up a specific hourly rate for a resource for a particular Project, you can set up a price for that resource and Project. The price you set up will override the price on the resource card when you use the resource for an entry in the Project journal. The following section provides instructions on how to set up alternative prices. <\/p>\n

      On the project card from ribbon, Prices & Discounts \u00e0 Resource <\/p>\n

      \"null\"<\/p>\n

      \"null\"<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
      FIELDS<\/strong><\/td>\nDESCRIPTION<\/strong><\/td>\n<\/tr>\n
      Project No. <\/strong><\/td>\nThis field contains the number of the project to which this resource price applies.
      \nThe program fills in the number automatically.<\/td>\n<\/tr>\n
      Type <\/strong><\/td>\nIn this field you choose whether the price you are setting up for the project should apply to a resource, to a resource group, or to all resources and resource groups. <\/td>\n<\/tr>\n
      Code <\/strong><\/td>\nThis field contains the description of the resource, or resource group, you have entered in the Code field. <\/td>\n<\/tr>\n
      Unit of Measure Code <\/strong><\/td>\n<\/td>\n<\/tr>\n
      Project Task No. <\/strong><\/td>\nIf the resource price should only apply to a specific project task, you can enter the number of that project task in this field.
      \nTo see the available project tasks on the project, click the Assist Button to the right. <\/td>\n<\/tr>\n
      Work Type Code <\/strong><\/td>\nIf the price you are setting up applies to a specific work type, select the work type code in this field.
      \nClick the Assist Button in the field to see the available Work Type Codes. <\/td>\n<\/tr>\n
      Unit Cost <\/strong><\/td>\nIt defines the cost of the resource that is auto picked in case defined at the resource card <\/td>\n<\/tr>\n
      Mark Up % <\/strong><\/td>\nDefines the mark up % in comparison to the cost defined at the PP unit cost <\/td>\n<\/tr>\n
      Skill Class Code <\/strong><\/td>\nMention the Skill Class Code if any <\/td>\n<\/tr>\n
      Unit Price <\/strong><\/td>\nThis field contains the sales price that applies to this line. This price is in the currency represented by the code in the Currency Code field on this line.
      \nNote: If the unit price is zero and you want the unit price of zero to apply for this resource, or resource group, you must place a check mark in the Apply Project Price field. <\/td>\n<\/tr>\n
      Cost Type <\/strong><\/td>\nFixed, % Extra, LCY Extra <\/td>\n<\/tr>\n
      Line Discount % <\/strong><\/td>\nSpecifies a line discount percent that applies to this resource, or resource group. This is useful, for example if you want invoice lines for the project to show a discount percent. <\/td>\n<\/tr>\n
      Description <\/strong><\/td>\nThis field contains the description of the resource, or resource group, you have entered in the Code field. <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      Repeat these steps as many times as you need to set up all applicable resource prices. <\/p>\n

      b) APOS Definition <\/b><\/p>\n

      APOS stands for Activity \u00e0 Process\u00e0 Operations\u00e0 Sections,<\/strong> which means we can categorize the Tasks in a Project by these four levels to create any Task in the Task Lines we need to choose a Task and for that we can further choose the Tasks codes which are required to accomplish that Task, once we selected the Task Code as an Activity, we can select the Process Code, Process are required to accomplish the Activity, we can further choose the Operations which are required to accomplish the Process, once the Operations has been selected we can further choose the sections for the Operation selected,
      \nApos are basically the different levels for the Task Selected in Terms of Process, Operations & Sections. <\/p>\n

      c) Setup For Defining the APOS <\/b>
      \nd) Projects Setup <\/b><\/p>\n

      Under is a Setup to define the APOS and for that user need to search the \u201cProjects Setup\u201d and in Projects Setup and under the \u201cGeneral\u201d fast tab there is a Boolean setup by the name \u201cEnable User-Defined Task Type Caption\u201d, which Specifies user to change Captions of Task Types, i.e., Activities, Process, Operation and Section. <\/p>\n

      Users need to make this Boolean as \u201cTrue\u201d after that we can define the Task Types. <\/p>\n

      \"null\"<\/p>\n

      To define the Apos codes we need to Create the setup for the creation of the APOS codes and for that user need to search the \u201cTask Type Setup\u201d in the global search column.as shown in the screen shot below.<\/p>\n

      \"null\"<\/p>\n

      Once we click on the result \u201cTask Type Setup\u201d page will open, where we can customize the APOS as per our requirements. <\/p>\n

      \"null\"<\/p>\n

      Now if we want to customize the \u201cApos\u201d then we must click on the drill down option of the \u201cActivity Code\u201d and select the \u201cNEW\u201d Option. <\/p>\n

      \"null\"<\/p>\n

      Once we click on \u201cNew\u201d, now we can create the \u201cNew Activity Code\u201d here.
      \nin below screen shot a new \u201cActivity Code\u201d has been created and to apply that we need to click on \u201cOK\u201d. <\/p>\n

      \"null\"<\/p>\n

      Once we click on \u201cOK\u201d the created Activity Code will be selected as the default while we create the New Task Line and select the Task in Activity Code. <\/p>\n

      For that we need to open a Project and then click on Process \u00e0 Project task Lines and by clicking on the three dots \u2013 \u201c(\u2026)\u201d we will notice the Activity Code is now coming by the Customized name as Plastering. <\/p>\n

      \"null\"<\/p>\n

      In the above screen shot \u201cPick Task Codes\u201d has been highlighted because the caption of that was \u201cPick APOS Codes\u201d which has been changed to \u201cPick Task Codes\u201d. <\/p>\n

      To change the Process, Operation, Section codes we need to follow the same process as in below screen shot, we have demonstrated the Changed APOS Codes. <\/p>\n

      \"null\"<\/p>\n

      e) PROJECT TASKS (PROJECT COST\/REVENUE CODES)<\/b><\/p>\n

      Project Tasks represent Cost Budgets and Contract Revenues that contain detailed Planning Lines. They are organized by Activity, Process, Operation, and Section codes. <\/p>\n

      If you are using the percentage or completion recognition method, you must set up a Project Task with both Budgeted Costs and Contract Revenues. <\/p>\n

      A Cost Budget provides the basis for comparison of the actual usage as recorded through the Project journal, thus providing the basis to determine the completion of the Project. Therefore, to fully benefit from the Project options, we recommend that you use Cost Budgets for all Projects regardless of the WIP method you use. Recording actual usage against a Cost Budget and observing any differences and variances improves the quality of any Cost Budget and estimates for future Projects, reducing the risk of underestimating the overall cost. <\/p>\n

      Before you create a Cost Budget it is recommended that you divide the Project into clearly defined activities, each activity into processes and each process into operations. The number of activities, processes, and operations you should define is determined by the detail to which you want to be able to compare the Cost Budgets against actual figures. The activities, processes and operations defined become Project Task Lines. <\/p>\n

      EXAMPLE: <\/b><\/p>\n

      \nHere is an example of a Project Task Line for site work at construction Project: <\/p>\n

      Activity 02000 \u2013 Site Requirements <\/p>\n

      Process 02300 – Earthwork <\/p>\n

      Operation 02315 \u2013 Excavation and Fill <\/p>\n

      Operation 02330 – Embankment <\/p>\n

      Operation 02370 \u2013 Erosion and Sediment Control <\/p>\n

      Process 02800 \u2013 Site Improvements and Amenities <\/p>\n

      Activity 03000 – Concrete <\/p>\n

      Process 03100 – Concrete Forms and Accessories <\/p>\n

      Process 03200 \u2013 Concrete Reinforcement <\/p>\n

      Activity 04000 – Masonry <\/p>\n

      …and so, on\n<\/p>\n

      As you enter the Project Task Line, you will see that Dynamics-BC sorts the lines alphabetically in the order of the activities, processes and operations. You can override this sorting by preceding the activities, processes, and operations with a number followed by a dash (-). To get the activities in the order shown in the previous example you would enter the activities as follows:
      \n02000 \u2013 Site Requirements <\/p>\n

      03000 – Concrete <\/p>\n

      04000 – Masonry <\/p>\n

      If you want to use activities, processes, and operations in your Project Task Line, you must set them up first. See “Maintaining Activities, Processes, and Operation Information” for more information. <\/p>\n

      To set up a Project Task Line, do the following: <\/p>\n

      From the Project card of the Project, you want to create a Cost Budget for, click \u201cProject Task Lines\u201d from process tab on ribbon.\n<\/p>\n

      \"null\"<\/p>\n

      \"null\"<\/p>\n

      Drill into Project Task No. field <\/p>\n

      \"null\"<\/p>\n

      Select Activity Code, Process Code and Operation Code to create a Project Task No. Continue adding Project Task Numbers for each step in the project process. Not all levels are required but will need at least the Activity Code for a proper Project Task line. <\/p>\n

      Once each step for cost and price has been defined, to setup Cost Budget and Contract prices\u2026click. <\/p>\n

      f) Project Planning Lines<\/b><\/p>\n

      This feature enables the user to define Resources, Items, and General ledgers involved and linked to the various tasks defined within the project. Many users associate this with their project budget (Budget lines) and Schedule of Values (Billable) lines. <\/p>\n

      The Project Planning lines also offer summarized information related to quantity of each line that has been transferred to an invoice, is available to invoice, has been invoiced to the customer and what has been transferred to project journals. <\/p>\n

      \"null\"<\/p>\n

      \"null\"<\/p>\n\n\n\n\n\n\n\n\n\n
      FIELDS<\/strong><\/td>\nDESCRIPTION<\/strong><\/td>\n<\/tr>\nLine Type: <\/strong><\/td>\nIn this field, you specify the type of planning line. The options are: <\/p>\n

      Budget:<\/b> The planning line contains expected usage for the project that will not be invoiced to the customer. You use this option if the customer will be invoiced from a different planning line (of type Billable or Both Budget and billable), or if the expected usage for this planning line is not chargeable. <\/p>\n

      Billable:<\/b> The planning line specifies an amount that should be invoiced to the customer, but no usage relates to the line. You use this option if no schedule of usage has been planned for the project, or if the expected usage for the project has been specified on different planning lines (of type Schedule). <\/p>\n

      Both Budget and Billable:<\/b> The planning line contains expected usage for the project that should be invoiced to the customer. You use this option if the scheduled usage equals what you want to charge your customer. <\/td>\n<\/tr>\n

      Cost Category: <\/strong><\/td>\nCost Categories represent Materials, Equipment, Labor, Subcontract that are user definable. <\/td>\n<\/tr>\n
      Revenue Category: <\/strong><\/td>\nRevenue Categories represent a code for the types of revenues that are billed on a project. If on one project there is Roofing, Metal Siding, New Construction – These can be assigned different Revenue Categories for further analysis by Revenue Category Codes. <\/td>\n<\/tr>\n
      Planning Date: <\/strong><\/td>\nIn this field you enter the date of the planning line. You can use the planning date for filtering the totals of the project, for example, if you want to see the scheduled usage for a specific month of the year. <\/p>\n

      Attention:<\/b> If you change the planning date, then the Currency Date field is updated, if the Currency Date was the same as the Planning Date before your change. <\/td>\n<\/tr>\n

      Document No.: <\/strong><\/td>\nIn this field you can enter a document number for the planning line.<\/td>\n<\/tr>\n
      Type: <\/strong><\/td>\nThis field contains the type of account to which the planning line relates. The options are: <\/p>\n

      Resource, Item, G\/L Account, Text <\/p>\n

      To see the types that are available, click the Assist Button in the field. <\/td>\n<\/tr>\n

      No.: <\/strong><\/td>\nThis field contains the number of the account to which the resource, item or G\/L account is posted, depending on your selection in the Type field. <\/p>\n

      You can see the numbers that are available by clicking the AssistButton in the field. <\/td>\n<\/tr>\n\n\n\n\n\n\n\n\n
      FIELDS<\/strong><\/td>\nDESCRIPTION<\/strong><\/td>\n<\/tr>\nDescription <\/strong><\/td>\nThe application automatically displays the name of the resource, item, or G\/L account to which this entry applies. You can change the description, a maximum of 50 characters, both numbers and letters, are allowed. <\/td>\n<\/tr>\n
      Cost Category: <\/strong><\/td>\nCost Categories represent Materials, Equipment, Labor, Subcontract that are user definable. <\/td>\n<\/tr>\n
      Quantity: <\/strong><\/td>\nYou can enter the number of units of the No., that is, the resource, item, or G\/L account number, that should be specified on the planning line. If you later change the No., the quantity you have entered remains on the line. <\/p>\n

      Attention: If you change the quantity, then the contents of the Total Cost, Total Cost (LCY), Total Price, Total Price (LCY), Line Amount, and Line Amount (LCY) fields are updated. <\/td>\n<\/tr>\n

      Unit of Measure Code: <\/strong><\/td>\nYou can select a unit of measure code, which is used in determining the unit price. This code specifies how the quantity is measured. The code is retrieved from the corresponding item or resource card.
      \nTo see the units of measure available, click the AssistButton in the field.
      \nAttention: If you change the unit of measure, then the values of the Unit Cost, Unit Cost (LCY), Line Amount, and Line Amount (LCY) fields are updated. <\/td>\n<\/tr>\n
      Unit Cost: <\/strong><\/td>\nThis field contains the unit cost for the selected Type and No. on the planning line. The unit cost is in the project currency, which comes from the Currency Code field on the Project Card. <\/p>\n

      Unit cost is automatically retrieved (in the project currency) of the selected Type and No. if the type is Item or Resource. If the type is G\/L Account, unit cost is automatically retrieved if you have set up Unit Cost in the Project G\/L account Prices window. <\/p>\n

      You cannot change unit cost when costing method is Standard. <\/p>\n

      Attention:<\/b> If you change the unit cost, then the values of the Unit Cost (LCY), Total Cost, and Total Cost (LCY) fields are updated. If you have set up a cost factor for the Type and No. fields, then changing the unit cost also updates the contents of the Unit Price and Unit Price (LCY) fields. <\/p>\n

      When calculating the Unit Cost (in project currency), unless the unit cost is based on the Project G\/L Account Prices, the Unit-Amount Decimal Places and Unit-Amount Rounding Precision fields for the project currency are used. <\/td>\n<\/tr>\n

      Unit Price <\/strong><\/td>\nThis field contains the unit price for the selected Type and No. on the planning line. The unit price is in the project currency, which comes from the Currency Code field on the Project Card. <\/p>\n

      Unit price is automatically retrieved (in the project currency) of the selected Type and No. if the type is Item or Resource. <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      g) Highlight Price less than Cost \u2013 (Boolean Setup).<\/b><\/p>\n

      This Boolean setup is provided in the Projects Setup under General Fast Tab and if this Boolean is made True, <\/p>\n

      \"null\"<\/p>\n

      then in the planning Lines if the Price is less than the Cost, then the whole Planning Line will be highlighted as Red. <\/p>\n

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      h) PROJECT SEGMENTS (BILL OF QUANTITIES)<\/b><\/p>\n

      You can find Project Segments on the project card from ribbon, Process \u00e0 Project Segment <\/p>\n

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      FIELDS<\/strong><\/td>\nDESCRIPTION<\/strong><\/td>\n<\/tr>\nSegment Code <\/strong><\/td>\nDefine the code required which can be in alpha-numeric manner and the maximum Character Length is 20. <\/td>\n<\/tr>\n
      Segment Name <\/strong><\/td>\nDefine the name of the Segment and the maximum Character Length is 50. <\/td>\n<\/tr>\n
      Segment Description <\/strong><\/td>\nDefine the elaborated description for the Segment name if required and the maximum Character Length is 500 <\/td>\n<\/tr>\n
      Billing Type <\/strong><\/td>\nYou can define the Billing Type from the defined three options only i.e., %, Unit or L\/S. <\/p>\n

      Please note that this field defines the \u201cProgress Billing Method\u201d field on the Project Planning Lines. <\/td>\n<\/tr>\n

      Unit of Measure Code <\/strong><\/td>\nYou can select a unit of measure code, which is used in determining the unit price. This code specifies how the quantity is measured. The code is retrieved from the corresponding item or resource card. <\/td>\n<\/tr>\n
      Estimated Quantity <\/strong><\/td>\nThe estimated Quantity should be defined 1 for the Billing type \u201c% and L\/S\u201d and for the Billing type \u201cUnit\u201d it can be more than 1. <\/td>\n<\/tr>\n
      Unit Rate <\/strong><\/td>\nDefine the Unit Rate which you want to be reflected as \u201cUnit Price\u201d on the Project Planning Lines. <\/td>\n<\/tr>\n
      Total Cost <\/strong><\/td>\nIt will be the total amount that you get by multiplying your \u201cEstimated Qty.\u201d and \u201cUnit Rate\u201d. <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      To define the Project Segments, either you can type them manually if the segments are less in number or you can Import them using Import WBS Code on ribbon using the template attached below. <\/p>\n

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      This Template must fulfill the required criteria for each field defined above, else system gives an error which can be like either extended character limit, or value doesn\u2019t exist on the system for unit measure code.\t\t <\/p>\n

      The purpose of defining Segment Code is that, when we insert planning lines defining Segment Codes with Line Type \u201cBillable\u201d and Type \u201cG\/L Account\u201d it will automatically update the other details corresponding to the details defined on the Project Segments. <\/p>\n

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      i) Completing a Project<\/b><\/p>\n

      When you finish a Project, you change the status on the Project card to Completed. Be sure you have recorded all usage and invoices associated with the Project before changing the status. Once you have changed the status to Completed, you can now change status as needed. <\/p>\n

      We recommend that you use the statistics on a completed Project to help you plan future Projects. You can also compare actual costs of the Project to what you budgeted. Be sure to keep this information not only for comparing, but also for use as a guideline or template for future Projects. <\/p>\n

      j) APOS Link<\/b><\/p>\n

      The purpose of the APOS Link is to relate the \u201cBudgeted\u201d Project Planning Lines within a Project Task to the \u201cBillable\u201d Project Planning Lines in the same or another Project Task for calculating the \u201cSuggested Billing %\u201d in the Progress Billing page. <\/p>\n

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      On the Project Card click on \u201cHome\u201d button and then select \u201cAPO Links.\u201d <\/p>\n

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      Once the Progress Billing is setup use the \u201cAction\u201d tab and select \u201cSuggest Billing by Tasks\u201d. Enter the \u201cAs of Date\u201d for calculating the correct costs relative to your billing period. If progress billing is for work through 5\/31\/2023, then select period to date as 8\/29\/23 for costing. <\/p>\n

      Once the \u201cSuggest Billing by Task\u201d unit will use the \u201cPeriod to\u201d date for costing to calculate % of Costs incurred. Thus, suggesting % to bill for Contract lines. <\/p>\n

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      Once the project has incurred cost for April, then we are able to calculate suggested billing percentages. <\/p>\n

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      Suggested Progress Billing explanation: <\/p>\n

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      Progress Billings through AIA G703 Documentation: <\/p>\n

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      k) Creating a Change Order Project<\/b><\/p>\n

      For creating a Chang Order Project, user must go to the Master Project and click on Actions button on the ribbon and then on Copy and after that click on the option \u201cCreate Change Order\u201d to create a change order project. <\/p>\n

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      After clicking on Create change order then the system will ask to use Default task or not. If we select Yes, then the system will pick the Default Tasks and if we select No then we must add the Tasks manually. <\/p>\n

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      Now the Change Order has been created and the system will show the below pop-up message. If the User wants to open the Change Order then select Yes or if the user doesn\u2019t want to open the Change Order then select No. <\/p>\n

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      l) Copy a Project and Project Task<\/b><\/p>\n

      For copying a Project, user must go to Project List page and select the Project No. for which they want to copy the Project and then click on the Action \u00e0 Functions \u00e0 Copy Project. <\/p>\n

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      Now the system opens the Edit \u2013 Copy Project Ext. page where the user can add the Project Task No. from which task to which task he wants to copy the Tasks and then add the Starting Date and Ending Date and in Copy to fast tab Project No. must be blank because it is autogenerated by the system, the user can add the Project Description for the new Project. If there is the requirement to copy the same planning lines with same prices, quantity, and dimensions then on the Apply fast tab the user must turn on the Copy Project Prices, Copy Quantity and Copy Dimensions Boolean on. <\/p>\n

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      After clicking on OK, the system generates a confirmation message where the user must select YES to continue to create the Copy Project. <\/p>\n

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      After clicking on Yes the Copy Project is created and the system shows the below message. <\/p>\n

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      To Copy Project Task Nos., user must go to Project Card and then click on Actions button on the ribbon and then select Copy button and after that click on Copy Project Task from. <\/p>\n

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      Now the system will show an \u201cEdit \u2013 Copy Project Tasks\u201d page in which the user must enter the \u201cProject No.\u201d from which they want to pick the tasks, then enter the Task No. in \u201cProject Task No. from\u201d field and Task No. in \u201cProject Task No.\u201d to field and in the Apply fast tab select the Copy Quantity and Copy Dimensions boolens if the user wants to copy the exact plannings lines of the Task and then select the OK button. <\/p>\n

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      m) Project Task Line Worksheet<\/b><\/p>\n

      A new page has been created as \u201cProject Task Line Worksheet\u201d in which the user can the values of task lines. To open this page user must go to the Project card and then Home \u00e0 Project Task Line Worksheet. <\/p>\n

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      FIELDS<\/strong><\/td>\nDESCRIPTION<\/strong><\/td>\n<\/tr>\n
      Project No. <\/strong><\/td>\n <\/td>\n<\/tr>\n
      Task Start Date <\/strong><\/td>\n <\/td>\n<\/tr>\n
      Task End Date <\/strong><\/td>\n<\/td>\n<\/tr>\n
      Project Task No. <\/strong><\/td>\n <\/td>\n<\/tr>\n
      Project Task Type <\/strong><\/td>\n <\/td>\n<\/tr>\n
      Dept Code <\/strong><\/td>\n <\/td>\n<\/tr>\n
      Div Code <\/strong><\/td>\n <\/td>\n<\/tr>\n
      Work Units <\/strong><\/td>\n <\/td>\n<\/tr>\n
      Budgeted (Total Cost) <\/strong><\/td>\n <\/td>\n<\/tr>\n
      Actual (Total Cost) <\/strong><\/td>\n <\/td>\n<\/tr>\n
      Billable (Total Price) <\/strong><\/td>\n <\/td>\n<\/tr>\n
      Invoiced (Total Price) <\/strong><\/td>\n <\/td>\n<\/tr>\n
      Total Budgeted Cost <\/strong><\/td>\n <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      n) Project Task Total (Summary of All Inclusive Project Task Lines for Project):<\/b><\/p>\n

      A new tab has been provided for Creating \u201cAll-inclusive Task List\u201d on the \u201cProject card under\u201d the \u201cProcess tab named: \u201cProject Task Total\u201d, and to go to that Tab we need to open the \u201cProject Card\u201d and then, \u201cHome \u00e0 Project Task Totals.\u201d <\/p>\n

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      When we Click on \u201cProject Task Totals\u201d \u201cProject Task all Levels\u201d page will open showing the totals of all the inclusive Task totals. <\/p>\n

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