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: NOTE:

Only Project Groups are shown in all the document assignments and not the Project Lines.

 Project Lines Tab

Search:

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

Code:Code	Allows the user to search by the project’s code.
Description:Description	Allows the user to search by the project’s description.
Active:Active	Search for Active or Inactive Projects
ButtonSearch	Searches for Project Lines that matches the criteria entered in the Code, Description and Active fields.
ButtonEdit	Button 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

ButtonProject Delete:Groups Delete/ remove a project line.Tab

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

 Button Print Grid: Print the Current Grid

View Details: Not Available for Project Lines

Search:

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

ButtonCode	Project Groups Tab Code: Allows the user to search by the project’s code.
Description:Description	Allows the user to search by the project’s description.
Active:Active	Search for Active or Inactive Projects
ButtonSearch	Searches for Project Groups that matches the criteria entered in the Code, Description and Active or inactive fields.
ButtonEdit	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:Grid	Print the Current Grid as well as the project lines associated with the groups
Button View Details:Details	View the project’s related documents such a Quote, Invoice, ectetc.