Contract Maintenance Form — Overview
The Contract Maintenance form is available in the PJC Transactions folder. This form is the heart of the Project and Job Costing system. You use the Contract Maintenance form to define every aspect of a contract, including the projects (or phases) of the contract, the resources you will employ to get the work done, and the different categories you will use to classify your costs. You can also use the form to track internal projects for your own company.
Use the Contract Maintenance form to:
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Specify global settings for projects that you will add to the contract, if you want to override the settings from project and category records.
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Add projects to a contract.
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Assign cost categories and resources to projects, and specify settings that determine whether the associated costs attract overhead or labor burden.
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Open the Project Maintenance form, Category Maintenance form, and (for standard projects) resource maintenance forms where you enter or view information for each project, category, or resource.
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Estimate revenues and expenses for each project, category, and (on a standard contract) resource.
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Specify retainage settings to be used for receivable retainage and payable retainage.
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Add optional fields for additional information that you want to store with the contract, if you use Transaction Analysis and Optional Field Creator (a separately licensed program available from Sage ERP Accpac).
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View project data, such as transactions or revenue and cost summaries.
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Turn on the tree view, which lets you easily view the structure of a contract, move between its various levels, and enter information for its projects, categories, and resources.
To create a new contract
To display an existing contract project
To display an existing contract category
Click the buttons below for information about the corresponding tabs on the Contract Maintenance form:
Contract
Project
Optional Fields
Totals
Related Topics
Related Topics