Assigning Optional Fields to Setup Records

Once you have defined optional fields for your Project and Job Costing system, you can assign them to particular setup records.

Optional fields you set up for automatic insertion on the Projects, Categories, or Employees forms appear on the Optional Fields tab of the respective forms when you add a new record.

For equipment, miscellaneous expenses, overhead expenses, subcontractors, and charge codes records, an Optional Fields indicator shows whether optional fields have been added to particular records. If you set up any optional fields for automatic insertion on the form you are using, the Optional Fields check box will be selected for new records. (To view or edit the optional fields, click the Optional Fields Zoom button to open a separate Optional Fields form.)

You can edit or delete any automatically inserted optional fields on the Optional Fields tab or Optional Fields form (depending on the type of record), or you can add different optional fields that you have defined for the particular Project and Job Costing form.

Optional fields assigned to project and category setup records appear as defaults when you add the projects and categories to a new contract.

Optional fields assigned to particular resources appear as defaults when you assign the resources to a contract project, except for employee, subcontractor, or material resources, which may take their default entries from Payroll, Accounts Payable, or Inventory Control records. (See Assigning Optional Fields to Contracts for more detailed information.)

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