You use this field fir the code that identifies a particular resource.

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

You can change the description for a particular project resource.

The program assigns a sequential line number to each resource you assign to a project. 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 record.

This column displays the accumulated cost and revenues based on posted cost transactions and invoices that include the selected resource.

The program displays the total committed costs (purchase orders) posted for the resource 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.

This column displays the current estimate for the resource, including all estimate revisions since the project was opened for transactions.

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

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, 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 the quantity, unit cost, and unit of measure for an estimate, the program calculates the extended cost for you. If you enter the extended cost and the quantity for the resource, instead, the program calculates the unit cost.

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 include this resource.

This field appears for employee resources.

The program calculates and displays the estimated labor amount based on the quantity and labor percentage or the flat rate you enter for the original estimate.

It displays a different labor amount for the current estimate if you revised the labor rate or percentage using the Revised Estimates form after opening the project for transactions.

The labor amount that appears in the Actuals column is based on the labor calculated for posted transactions.

You use this column to enter the original estimate for the selected resource, while the project has an Estimate status.

The program calculates and displays the estimated overhead amount based on the quantity and overhead percentage or the flat rate you enter for the original estimate.

It displays a different overhead amount for the current estimate if you revised the overhead rate or percentage using the Revised Estimates form after opening the project for transactions.

The overhead amount that appears in the Actuals column is based on the overhead calculated for posted transactions.

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

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, 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.

If you are entering an estimate, you use this field in the Original Estimates column to enter the quantity of this resource that you expect to use for the project.

When you open the project for transactions, the Estimates tab displays the original and current estimated quantity, as well as the actual quantity posted for the category.

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

Actual costs are based on posted cost transactions that include the resource.

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 estimated quantities entered for the resource.

It shows the actual profit based on transactions posted for the resource.

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 total revenue calculated for the selected category.

On a basic project, while the project has Estimate status, you can enter a different revenue estimate for the 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 estimated revenue amount is displayed in both functional and customer currencies. The current exchange rate is used for the conversion.

Actual revenue is displayed in functional currency, and is based on invoice amounts.

This field appears for time and materials projects and for fixed price projects that use an item invoice type.

The program displays the A/R item number specified for the resource in the resource setup record as the default. You can change the A/R item number for a particular project resource, as long as the project has an Estimate status.

This field appears only for time and materials projects and for fixed price projects that use an item invoice type.

The program displays the A/R unit of measure specified for the resource in the resource setup record as the default. You can change the A/R unit of measure for a particular project resource, as long as the project has an Estimate status.

When you process cost transactions that use this resource, the program updates this field to show the actual cost of the resource to date for the selected project.

When you process cost transactions that use this resource, the program updates this field to show the actual quantities of the resource you have used to date.

When you process invoices to bill your customer for this resource, the program updates this field to show the revenue generated (earned for your business) by this resource to date.

The program displays the billing type specified for the project category as the default.

If the project is a time and materials project or a fixed price project that uses an item invoice type, you can change the billing type for a particular resource category, as long as the project has an Estimate status.

You cannot change the billing type for a cost plus or fixed price project that uses a summary invoice type.

Use this field to identify a cost category that will be used for this project to classify the work performed by, or using, the selected resource.

You can use any number of cost categories to classify costs for a resource. For example, if an employee will perform different types of tasks on this project that you want to track separately, you could use a different cost category for each type of task.

This field appears if you use Sage ERP Accpac Purchase Orders.

It shows the total of purchase orders you have posted for this project category, before taxes.

This field appears if you use Sage ERP Accpac Purchase Orders.

It shows the total labor burden associated with purchase orders you have posted for this project category.

This field appears if you use Sage ERP Accpac Purchase Orders.

It shows the total overhead associated with purchase orders you have posted for this project category.

This field appears if you use Sage ERP Accpac Purchase Orders.

It shows the total quantity on purchase orders you have posted for this project category.

This field appears if you use Sage ERP Accpac Purchase Orders.

It shows the total of purchase orders you have posted for this project category.

This field is used only for time and materials projects and fixed price projects that use an item invoice type.

The program updates this field when you process customer invoice that uses a different billing rate for the selected project, resource, and category, the program.

The Current Cost field displays the current estimated cost for the resource category. The amount includes any revisions you make to the estimated quantity and unit cost after opening the project for transactions.

This field appears for fixed price projects that use a completed project or project percentage complete accounting method. The current markup percentage for the project category appears as the default for the resource category.

Project and Job Costing uses the markup percentage to calculate the revenue that the resource category is expected to generate.

You can change the percentage while the project has an Estimate status.

This field appears for cost plus projects. The current cost plus percentage for the project category appears as the default for the resource category.

Project and Job Costing uses the cost plus percentage to calculate the revenue that the resource category is expected to generate.

You can change the percentage while the project has an Estimate status.

This field displays the current estimated quantity for the resource category.

The program displays the current estimated revenue for the selected resource category.

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 current estimated unit cost for the resource category.

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

This field displays the description for the resource category.

When you assign a category to a resource, the program displays the description from the category record as the default, but you can change it.

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.)

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

This field is used only for time and materials projects and fixed price projects that use an item invoice type.

When you assign the resource category, the program displays the billing rate from the resource setup record as the default billing rate, but you can change it as long as the project has an Estimate status.

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

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

This field appears for fixed price and cost plus projects. The program displays the original cost plus or markup percentage entered for the resource category.

The program uses the cost plus, or markup, percentage to calculate the amount of revenue the resource category will generate.

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

The program calculates and displays the original labor amount using the quantity you entered for the resource category and the labor rate or percentage for the project category.

The program calculates and displays the original overhead amount using the quantity you enter for the resource category and the overhead rate or percentage for the project category.

The program displays the original estimated unit cost entered for the resource category.

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

The program displays the original 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 cost plus projects, the markup percentage for fixed price projects, or the billing rate for time and materials projects.)

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 original estimated unit cost entered for the resource category.

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

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

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

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.)

This tab appears only if you use Sage ERP Accpac Transaction Analysis and Optional Field Creator.

Any optional fields you set up for automatic insertion for employees, equipment, miscellaneous or overhead expenses, subcontractors, or material appear, along with their default values, on the Optional Fields tab of the respective resource maintenance record.

You can edit or delete any automatically inserted optional fields on the tab, and you can add different optional fields that you have defined for projects.

Optional field entries assigned to specific resources appear as defaults, except as follows:

• Payroll optional field entries appear as defaults for employees, if you set up the same optional fields for employees in Project and Job Costing as used in the US or Canadian Payroll employee record.

• If Accounts Payable vendor optional fields match the Project and Job Costing subcontractor optional fields, the vendor optional field entries appear as defaults for the subcontractor.

• If you use Inventory Control, if the optional fields for the Inventory Control item match the optional fields you defined for Project and Job Costing material, the optional field entries from Inventory Control appear as defaults when you add a material resource.

If an automatically inserted optional field is not used in the resource setup record, the default entry from the optional fields record appears.

You can accept or change the default entries.