Assign a Project to a Contract

Assign a Project to a Contract

Overview

Before you start

To assign a project to a contract:

1. Open Project and Job Costing > PJC Transactions > Contract Maintenance.

Click here for help on the fields on the Contract Maintenance form.

2. Use the Finder or the navigation buttons beside the Contract field to select the contract you want to work with, or type the contract code in the Contract field.

3. On the tree, select the contract folder, right-click, then click New Project on the menu that appears.

4. On the Project Maintenance form that appears on the right side of the screen, enter a project code in the Project field, or select the project using the Finder.

5. Enter a description of the project using up to 60 characters. The program displays the default description from the project setup record, but you can change it.

6. Enter your customer's purchase order number, if you know it.

7. Complete the remaining fields on the project tab.

8. Click the Add button under the Project tab to save the new project.

9. Click the Save button on the lower left-hand side of the Contract Maintenance form to save your change to the contract.

After adding a project to a contract