Category Maintenance Form — Overview

The Category Maintenance form lets you assign the cost categories you will use to track costs for a selected project.

For each category you assign to a project, you use the Category Maintenance form to specify:

• The overhead type and the labor type, along with an associated percentage or flat rate for each type.

• The cost plus percentage, on fixed price and cost plus projects.

• The expense accounts to use for payroll, employee, equipment, labor burden, and overhead expenses accumulated.

• For basic projects, you also use the Category Maintenance form to enter your estimate of the estimated quantity, unit of measure, unit cost, billing rate, and total revenue for each category.

If you use retainage accounting, you also specify whether to use retainage options from the vendor record or from the project category as defaults for job-related transactions that you process in Accounts Payable. If you select the option to use retainage options for the category, you specify a retainage percentage and retention period for the category.

You can add a new project category at any time. To change a category that you have added to an open project, however, you must use the Revise Estimates form.

To assign a new category to a project

1. Expand the project on the tree, then right-click the Category folder.

2. Choose New Category.

Note that you can assign only categories that you previously set up using the Categories form in the PJC Setup folder.

To view an existing category

1. Expand the project on the tree.

2. Expand the Category folder.

3. Click the category you want to display.

The program displays the category in the Category Maintenance form, in the right-hand panel.

You can also select a category on the Categories list, then click the Estimates button to view the category in a separate Category Maintenance form.

For information about a field, click the Field List button at the top of this page.

For help on using a specific tab, click the corresponding button, below:

Estimates Accounts Retainage Transactions Optional Fields  

 

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