Specifying Start and End Dates for Project Categories and Resources

The Project Maintenance screen includes fields that let you specify projected start and end dates and current start and end dates for projects, resources, and resource categories.

This facility helps you to schedule resources when they are required for the project. If you use Microsoft Project to manage resources, you can revise the dates in Microsoft Project, then use the wizard provided to synchronize the dates in Sage 300.

If the project has an Estimate or Open status, you can easily assign to resources and resource categories the same start and end dates that you assign to the associated project. (If the project has an Estimate status, you can set projected start and end dates for resources and categories. If the project has an Open Status, you can set the current start and end dates for resources and categories.)

Before you start

  • Determine start and end dates for the project.

To assign the same dates to project resources and categories:

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

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

  2. In the Contract field, type the contract number or use the navigation buttons or the Finder to display the contract to which the project belongs.
  3. On the contract tree, click the number for the project whose start and end dates you want to set.

    To display the Tree view, from the File menu, click Show Tree.

  4. On the project record, beside the End Date field, click the zoom (Image of Zoom button.) button.

    If the project has an Estimate status, you use zoom button for the Projected End Date field to open the Set Dates screen, then set the projected start and end dates for resources and categories.

    If the project has an Open Status, you use the zoom button for the Current End date field to open the Set Dates screen, then set the current start and end dates for resources and categories.

    The Set Dates screen opens. The program displays the start and end dates from the project record as defaults.

  5. Enter the start and end dates you want to assign as defaults to project categories and resources.
  6. Click OK to update the start and end dates for all the categories, resources, and resource categories in the project.