Project Setup

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 System Configuration>General>Projects Setup

 

 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.

 

 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

Button Search: Searches for Project Lines that matches the criteria entered in the Code, Description and Active fields.

Button Add: Opens the add screen where the user will be allowed to add new project lines.

Button Edit: Opens the edit screen where the user will be allowed to edit the selected project line.

Button Delete: Delete/ remove a project line.

 Note: If a project line is being used in a Project Group, It will be marked as inactive and not be deleted.

 Button Print Grid: Print the Current Grid

Button View Details: Not Available for Project Lines

Project Groups 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

Button Search: Searches for Project Groups that matches the criteria entered in the Code, Description and Active or inactive fields.

Button Add: Opens the add screen where the user will be allowed to add new project Group.

Button Edit: Opens the edit screen where the user will be allowed to edit the selected project Group.

Button Delete: Delete/ remove a project Group. Note: If a project Group contains project lines, it will be marked as inactive and not be deleted.

Button Print Grid: Print the Current Grid as well as the project lines associated with the groups

Button View Details: View the project’s related documents such a Quote, Invoice, ect