This field displays the code for a category you have assigned to the resource.

Enter or select the corresponding category code (for example, the employee number, as shown in the example above).

Note that the category you assign must use a billing type consistent with the project type and accounting method.

This field displays the cost type for the selected resource category.

When you enter a code for the resource category, the description from the category setup record appears in this field.

You can change the description for a particular resource category.

This field shows the current exchange rate used for the project (from the project Totals tab).

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

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

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

This field appears, for standard projects, on the [Resource] Category Maintenance form for time and materials projects and for fixed price and cost plus projects that use the billings and costs or accrual-basis accounting method.

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.

This field appears on the [Resource] Category Maintenance form for cost plus projects that use 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 resource 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 resource category is also non-billable or no charge.

The program displays the total committed costs (purchase orders) posted for the project 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 program displays the cost plus percentage for the project category for fixed price and cost plus projects.

When you enter the quantity and unit cost (or the extended cost) for this resource category, the program uses the cost plus percentage to calculate the amount of revenue the resource category will generate.

You use these fields to specify the current start and end dates for the project resource category.

If you set the current start and end dates automatically when you specified start and end dates for the project, the program displays them for the resource category, but you can change them for an open project.

If you use Microsoft Project to manage scheduling and tasks, you can revise the start and end dates in that project, then use the wizard in that program to synchronize the dates in Sage ERP Accpac Project and Job Costing.

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

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 resource category.

This amount appears only for categories that use a labor cost type.

The program calculates and displays the estimated labor amount based on the quantity you enter for the resource category and the labor rate or percentage you entered for the project category.

If you revise the labor rate or percentage (using the Revised Estimates form) after opening the project for transactions, a different amount appears for the current estimate.

The actual labor amount that appears is based on the labor burden calculated for posted transactions.

When you assign a category to a project, the program displays the labor rate or labor percentage from the project category.

You cannot change the rate or percentage for the resource category.

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

The program displays the labor type from the project category as the labor type in this field. (You cannot change the labor type for individual resource categories.)

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 resource category.

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

The program calculates and displays the estimated overhead amount based on the quantity you enter for the resource category and the overhead rate or percentage you entered for the project category.

If you revise the overhead rate or percentage (using the Revised Estimates form) after opening the project for transactions, a different amount appears for the current estimate.

The actual overhead amount that appears is based on the overhead calculated for posted transactions.

The program displays the labor type from the project category as the labor type in this field. (You cannot change the labor type for individual resource categories.)

The program displays the overhead rate or overhead percentage from the project category.

You cannot change the rate or percentage for the resource category.

While the project has an Estimate status, you use these fields to specify the projected start and end dates for the project resource category.

If you set the projected start and end dates automatically when you specified start and end dates for the project, the program displays them for the resource category, but you can change them for an estimate.

If you use Microsoft Project to manage scheduling and tasks, you can revise the start and end dates in that project, then use the wizard in that program to synchronize the dates in Sage ERP Accpac Project and Job Costing.

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

The program displays the original and current estimated total cost for the resource category based on the estimated quantity.

Actual costs are based on posted cost transactions.

If you use multicurrency accounting, note that the cost amount is displayed in your functional currency.

The program shows the original and current estimates of total revenue based on the quantity estimated for the resource 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 original and current estimated revenue for the selected resource category.

While the project has Estimate status, you can enter a different revenue estimate for the resource category. The program then recalculates the cost plus percentage (for fixed price projects that use a summary invoice type and cost plus projects) or the billing rate (for time and materials projects and fixed price projects that use an item invoice type.)

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

The program displays the default unit cost from the resource record, unless you enter a different unit cost for an estimate.

The unit cost and the quantity are used to calculate the estimated total cost for the resource category.

The unit of measure used for the category is displayed, unless you enter a different one for the estimate.

On a standard project, you can select the source for the default unit cost for each PJC employee assigned to a project category, as follows:

• Use Default PJC Option  

  This is the default setting for the program specified in the Timecard Defaults section on the PJC Options form.

• PJC Employee Setup  

  If you select this option, the unit cost from the PJC Employee record appears as the default unit cost on this employee's timecards when you specify this project and category.

• Resource Category  

  If you select this option, the unit cost specified in the contract for the project, employee (resource), and category appears as the default on the employee's timecards.

If the employee has a record in US or Canadian Payroll, however, the earnings rate specified in the employee's Payroll record is used as the default unit cost in the employee's timecards.

A default billing rate is used only for time and materials projects and for fixed price projects that use the accrual-basis or billings and costs accounting method.

You can select a source for the billing rate that appears when you enter the project and category on the selected employee's timecards.

You can select:

• 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 billing rate from the PJC Employee record appears as the default when you specify this project and category on the employee's timecards.

• Resource Category  

  If you select this option, the billing rate for the resource category appears on the employee's timecards.