Assigning a Project to a Contract
Overview
Before you start
To assign a project to a contract:
- Open Project and Job Costing > PJC Transactions > Contract Maintenance.
Click here for help on the fields on the Contract Maintenance screen.
- 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.
- On the tree, select the contract folder, right-click, then click New Project on the menu that appears.
- On the Project Maintenance screen that appears on the right side of the screen, enter a project code in the Project field, or select the project using the Finder.
- 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.
- Enter your customer's purchase order number, if you know it.
- Complete the remaining fields on the project tab.
- Click the Add button under the Project tab to save the new project.
- Click the Save button on the lower left-hand side of the Contract Maintenance screen to save your change to the contract.