Project Setup
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System Configuration> General> Projects Setup
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Projects are different from job costing.
Where job costing relates to costs per job, a project can have multiple job costings allocated to it.
Projects are situated throughout the system and produce a Project Profit and Loss similar to an income statement.
In this section, you will first setup the Project Lines.
A Project Line is defined as the actual project name. Then you will setup a Project Group.
For each Project Line that is setup, you should setup a Project Group.
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NOTE: Only Project Groups are shown in all the document assignments and not the Project Lines.
Project Lines Tab
| Code | Allows the user to search by the project’s code. |
| Description | Allows the user to search by the project’s description. |
| Active | Search for Active or Inactive Projects |
| Search | Searches for Project Lines that matches the criteria entered in the Code, Description and Active fields. |
| Edit | Opens the edit screen where the user will be allowed to edit the selected project line. |
| Print Grid | Print the Current Grid |
| View Details | Not Available for Project Lines |
Project Groups Tab
Note: If a project line is being used in a Project Group, it will be marked as inactive and not be deleted.
| Code | Allows the user to search by the project’s code. |
| Description | Allows the user to search by the project’s description. |
| Active | Search for Active or Inactive Projects |
| Search | Searches for Project Groups that matches the criteria entered in the Code, Description and Active or inactive fields. |
| Edit | Opens the edit screen where the user will be allowed to edit the selected project Group. |
| Print Grid | Print the Current Grid as well as the project lines associated with the groups |
| View Details | View the project’s related documents such a Quote, Invoice, etc. |
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