Projects
Setup Form — Overview
Project and Job Costing tracks revenue and revenue-earning activity by project.
You use the Projects form, available in the PJC Setup folder, to define generic project records for the major revenue-earning activities that your company undertakes (for example, design or pouring foundations). Each separate job, or work phase, that contributes revenue to a contract is a project.
Project records contain settings that let you prescribe how and when to recognize revenues, and the type of billing arrangement for each project. You can add records for typical projects that you will reuse or adapt for a number of contracts, and you can set up special projects that you will use for a particular contract.
You specify a unique code to identify each project record. You use the project codes in the Contract Maintenance form to assign projects to contract records. Project and Job Costing displays the settings from project records as defaults for new contract projects, saving you time when setting up contracts. (You can change the settings for particular contract projects, as necessary.)
To add or modify a project record
For information about a specific tab on the Projects form, click one of the links, below:
Project