This field displays the codes for the categories you have added to the selected project.

The Category field also lets you assign a category to a project that has an Estimate status.

To assign a category

1. Press the Insert key to start a new line.

2. Use the Finder in the Category field to choose the code for the category you want to add to the project.

3. If you are using a separate Categories form (you didn't display the form using the tree), click Close to close the Categories form.

4. Click Save to save the changes to the contract.

This field displays the cost type for the selected category.

This field displays the description for the selected category.

This display field appears in multicurrency systems.

It shows the exchange rate used to calculate project revenues in the customer currency. You set the exchange rate for the entire project on the Totals tab of the Project Maintenance form.

The program assigns a sequential line number to each category you assign to a project. You cannot change it.

You can use the Line Number field and its associated navigation buttons to select an existing category for display.

While the project has an Estimate status, you can use the New button to start a new category record.

This column displays the accumulated cost and revenues based on posted cost transactions and invoices.

While the project has an Estimate status, you can enter the rate at which this cost category is to be billed out per unit of measure.

Note that this field appears on the Category Maintenance form for time and materials projects that use a basic project style.

The program displays this field on the Category Maintenance form, as follows:

• The field appears for time and materials projects and for fixed price and cost plus projects that use the basic project style and either the billings and costs or accrual-basis accounting method.

• The field appears for cost plus projects that use the standard project style and the accrual-basis, billings and costs, or category percentage complete accounting method.

The program displays the billing type for the project as the default for the category. You can change the billing type, provided the project is billable and has an Estimate status.

If the project is non-billable or no charge, the category is also non-billable or no charge.

The program displays the total committed costs (purchase orders) posted for the category in Sage ERP Accpac Purchase Orders.

The program increases the committed costs when you post purchase orders and returns in Sage ERP Accpac Purchase Orders, and decreases the amount when you post receipts.

Project and Job Costing is also updated when you change any of the following amounts on a purchase order:

• Change in quantity.

• Change in cost.

• Adding new detail lines.

• Deleting a detail line or a purchase order.

• Change in exchange rate.

• Change in tax rates.

When you post a job-related receipt, Purchase Orders reverses the commitments in Project and Job Costing, and updates the actual quantities and costs, for the received amounts. It also records any additional costs you post with receipts.

The cost plus percentage for the project appears as the default for the category for cost plus projects.

The program calculates billings and revenue for cost plus projects based on the cost plus percentage for the category.

While the project has an Estimate status, you can enter a different percentage. When you enter resource estimates for the project, the program calculates and displays the amount of revenue the category will generate using the new cost plus percentage.

On a basic project, you can enter the estimated revenue amount you require and let the program calculate the cost plus percentage for the category.

This column displays the estimate for the project, including all estimate revisions since the project was opened for transactions.

Project and Job Costing updates this field when you post billable transactions for the project category.

When you enter the quantity, unit cost, and unit of measure for an estimate, the program calculates the extended cost for you.

On a standard project, this amount is the total for the selected category — the sum of the extended costs for the individual resource categories.

On a basic project, you can enter an estimate of the extended cost for the category while the project has an Estimate status. When you leave the Extended Cost field, the program recalculates and displays a new unit cost based on the estimated quantity.

The amount displayed in the Current Estimate column includes any revisions you make to the estimated quantity and unit cost after opening the project for transactions.

The amount displayed in the Actuals column is based on the extended cost of posted transactions that use this category.

The program calculates and displays the estimated labor amount based on the quantity and labor percentage or labor rate you entered for the original estimate.

It displays a different labor amount for the current estimate if you revised the labor rate or percentage using the Revised Estimates form after opening the project for transactions.

The labor amount that appears in the Actuals column is based on the labor burden calculated for posted transactions.

This field appears for categories that use a labor cost type.

Depending on the labor type, the program displays the labor rate or labor percentage from the category record as the default for the project category. While the project has an Estimate status, you can change the rate or percentage for the category.

When you add a category, the program displays the labor type from the category record as the default.

While the project has an Estimate status, you can change the labor type for the selected project category. You can choose:

• None

• Flat Rate Per Labor Hour/Unit

• Percentage of Labor Cost

For fixed price projects that use a completed project or project percentage complete accounting method, you use the markup percentage to determine an acceptable price for the project.

The markup percentage for the project appears as the default for the category.

While the project has an Estimate status, however, you can enter a different percentage.

This column displays the original estimate entered for the category.

While the project has an Estimate status, you can change certain amounts in this column. The fields that appear and which ones you can change depend on the contract style, the project type, and the cost class for the category.

The program calculates and displays the estimated overhead amount based on the quantity and overhead percentage or the flat rate you entered for the original estimate.

It displays a different overhead amount for the current estimate if you revised the overhead rate or percentage using the Revised Estimates form after opening the project for transactions.

The overhead amount that appears in the Actuals column is based on the overhead calculated for posted transactions.

When you add a category, the program displays the overhead type from the category record as the default.

While the project has an Estimate status, you can change the overhead type for the selected project category. You can choose:

• None

• Flat Rate Per Unit

• Percentage of Cost

When you assign a category to a project, the program displays the overhead rate or overhead percentage from the category record as the default for the project category.

While the project has an Estimate status, you can change the rate or percentage (depending on the overhead type you select) for the project category.

For cost plus projects that use the category percentage complete accounting method, the Estimates tab displays the percentage complete for the category.

The Estimates tab displays the original and current estimated quantity, as well as the actual quantity posted for the category.

This column shows the recognized total revenue and matching total costs for the category for:

• Time and materials projects.

• Cost plus project using the billings and costs, category percentage complete, and accrual-basis accounting methods.

For cost plus projects using the category percentage complete accounting method, it also shows the recognized total profit to date for the category.

If you specify Category in the Default Retainage From field, you can specify the retainage percentage and retention period that will be used as defaults for payables invoice, debit note, credit note, and adjustment details that use this project category.

The program shows the original and current estimates of total revenue based on the estimated quantities entered for the category.

It shows the actual profit based on transactions posted for the category.

If you use multicurrency accounting, note that the estimated profit is displayed in both functional and customer currencies. The current exchange rate is used for the conversion.

The program displays the total revenue calculated for the selected category.

On a basic project, while the project has Estimate status, you can enter a different revenue estimate for the category. (The program then recalculates the cost plus percentage for fixed price and cost plus projects, and the billing rate for time and materials projects.)

If you use multicurrency accounting, note that the estimated revenue amount is displayed in both functional and customer currencies. The current exchange rate is used for the conversion.

Actual revenue is displayed in functional currency, and is based on invoice amounts.

This field lets you specify the cost account to be used in cost transactions for a selected category.

Project and Job Costing uses the cost account from the account set assigned to a contract as the default when you add categories to contract projects, but you can change the account for individual project categories.

You can change the cost of sales account for:

• Time and materials projects.

• Cost plus projects that use the category percentage complete, billings and costs, or accrual-basis accounting methods.

For fixed price projects, and for cost plus projects that use the completed project, total cost percentage complete, labor hours percentage complete accounting methods, you specify the cost of sales account at the project level.

For all project types and accounting methods, you can accept the equipment account specified for the contract's account set, or you can change the account for the category.

For all project types and accounting methods, you can accept the employee expense account specified for the contract's account set, or you can change the account for the category.

For all project types and accounting methods, you can accept the labor account specified for the contract's account set, or you can change the account for the category.

For all project types and accounting methods, you can accept the overhead account specified for the contract's account set, or you can change the account for the category.

For all project types and accounting methods, you can accept the payroll expense account specified for the contract's account set, or you can change the account for the category.

You can change the work in progress account for the category only for:

• Cost plus projects that use the category percentage complete or billings and costs accounting methods.

• Time and materials that use the completed project or billings and costs accounting methods.

Projects that use the accrual-basis accounting method do not use a work in progress account.

For all other project types and accounting methods, the work in progress account is set at the project level — you cannot change it for the category.

If you use retainage accounting in Accounts Payable, this field contains the retainage percentage that will be used when paying invoices that include the selected category.

The program displays as the default the retainage percentage specified in the vendor record or the project category, depending on your selection for the Default Retainage From field.

If you use retainage accounting in Accounts Payable, this field contains the retention period that will be used when paying invoices that include the selected category.

The program displays as the default the retainage percentage and retention period specified in the vendor record or the project category, depending on your selection for the Default Retainage From field.

This field determines whether Accounts Payable will use the retainage options specified for the vendor in Accounts Payable, or for the project category on the contract. You can choose Category or Vendor.

This field displays the Accounts Payable outstanding retainage amount for the project category.

The field is updated automatically when you post, in Accounts Payable, an original invoice, credit note, debit note, or adjustment that includes retainage for these project types and accounting methods. It is also updated when you post a retainage invoice, credit note, or debit note to clear outstanding retainage payable. You cannot edit the field.

The amount is displayed in the functional currency.

This field displays the outstanding receivable retainage amount for the project category. The field appears only for the following project types and accounting methods:

• Time and materials projects.

• Cost plus projects that use the billings and costs, category percentage complete, or accrual-basis accounting method.

• Fixed price projects that use a billings and costs or accrual-basis accounting method.

The field is updated automatically when you post, in Accounts Receivable, an original invoice, credit note, debit note, or adjustment that includes retainage for these project types and accounting methods. It is also updated when you post a retainage invoice, credit note, or debit note to clear outstanding retainage receivable. You cannot edit the field.

The amount is displayed in the source (customer) currency.

The setting you choose in this field will be used for employees who are not set up in US or Canadian Payroll. (The default unit cost for Payroll employees comes from the employee record in Payroll.)

You can choose the following settings for the fields:

• Use Default PJC Option

  This is the default setting. If you do not change it, the program will respect the Timecard Default settings you specified on the PJC Options form.

• PJC Employee Setup

  If you select this option, the unit cost, or billing rate, from the PJC Employee record will be used as the default for timecards when you use this project and category on this employee's timecards.

• Resource Category

  If you select this option, the unit cost, or billing rate, for the employee and category will be used.

This field appears only for time and materials projects and for fixed price projects that use the Accrual Basis accounting method.

You can choose the following settings for the fields:

• Use Default PJC Option

  This is the default setting. If you do not change it, the program will respect the Timecard Default settings you specified on the PJC Options form.

• PJC Employee Setup

  If you select this option, the unit cost, or billing rate, from the PJC Employee record will be used as the default for timecards when you use this project and category on this employee's timecards.

• Category

  If you select this option, the unit cost, or billing rate, for the employee and category will be used.

This tab appears only if you use Sage ERP Accpac Transaction Analysis and Optional Field Creator.

If you set any category optional fields for automatic insertion, they appear on the tab, along with their default values.

You can edit or delete any automatically inserted optional fields on the tab, and you can add different optional fields that you have defined for categories.

Optional field entries from the category setup record appear as defaults when you add a new category to a project. If an automatically assigned optional field is not used in the category setup record, the default entry from the optional field record appears. You can accept or change the default entries.