Use the Tree View to Work with Contracts
Overview
Project and Job Costing provides a convenient way to view the structure of a contract, to move between its various levels, and to enter information for its projects, categories, and resources.
When you turn on the Tree view, a panel appears on the left-hand side of the form (similar to Windows Explorer) that displays a folder for a selected contract, with expandable subfolders for each project, resource, and category.
To turn on the Tree view:
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Open Project and Job Costing > PJC Transactions > Contract Maintenance.
Click here for help on the fields on the Contract Maintenance form.
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On the File menu, click Show Tree.
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Use the Finder or the navigation buttons beside the Contract field to select the Contract you want to work with, or type the contract code in the Contract field.
The panel on the left-hand side of the Contract Maintenance form displays a folder for a selected contract, with expandable subfolders for each project, resource, and category.
When you click the folder for a contract, project, category, or resource on the tree, the corresponding maintenance form appears on the right, making it easy to enter information at different levels of a contract.
Right-clicking the contract, a project, or a category on the tree displays a menu that lets you:
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Expand or collapse the tree.
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View the transactions you have posted for the selected contract, project, or category.
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Add a new record to the folder you selected on the tree.