Contract Maintenance Screen

The Contract Maintenance screen is available in the PJC Transactions folder. This screen is the heart of the Project and Job Costing system. You use the Contract Maintenance screen to define every aspect of a contract, including the projects (or phases) of the contract, the resources you will employ to get the work done, and the different categories you will use to classify your costs. You can also use the screen to track internal projects for your own company.

Use the Contract Maintenance screen to:

• Add contracts to your Project and Job Costing system.
• Specify global settings for projects that you will add to the contract, if you want to override the settings from project and category records.
• Add projects to a contract.
• Assign cost categories and resources to projects, and specify settings that determine whether the associated costs attract overhead or labor burden.
• Open the Project Maintenance screen, Category Maintenance screen, and (for standard projects) resource maintenance screens where you enter or view information for each project, category, or resource.
• Estimate revenues and expenses for each project, category, and (on a standard contract) resource.
• Specify retainage settings to be used for receivable retainage and payable retainage.
• Add optional fields for additional information that you want to store with the contract, if you use Transaction Analysis and Optional Field Creator.
• Change the status of a contract and its projects.
• View estimated, actual, and recognized total costs and revenues, and the cost of materials in storage for the contract.
• View project data, such as transactions or revenue and cost summaries.
• Turn on the tree view, which lets you easily view the structure of a contract, move between its various levels, and enter information for its projects, categories, and resources.

To create a new contract

To display an existing contract project

To display an existing contract category

For information about a specific tab on the Contract Maintenance screen, select an option below::

• Contract Tab
• Project Tab
• Optional Fields Tab
• Totals Tab