Categories Setup Form — Overview

The Categories form in the PJC Setup folder lets you:

• Define cost categories for classifying cost information on Project and Job Costing reports.

• Specify settings for cost transactions and contract estimates that use a specific category. (You must assign a category whenever you enter a cost transaction. You also add categories to projects when estimating or setting up new contracts.)

• Create typical categories that you can use for a number of projects, or you create categories for particular projects. When you use a category code in the Contracts form, the settings for that cost category appear, but you can change them for individual projects, if necessary

To add or modify a category

For information about a specific tab on the Categories form, click the corresponding button, below:

Category Default Settings For Basic Projects Integration Optional Fields