Adding or Modifying Account Sets

Use the PJC Account Sets screen to create account sets, which are groups of general ledger accounts. You assign an account set to each contract to identify the general ledger accounts to which you post Project and Job Costing transactions for the contract.

  • If you are adding or changing an account set:
    • Ensure that your general ledger contains the accounts you want to assign to account sets in Project and Job Costing.
    • Decide on the account set codes to use.
  • If you are deleting an account set, assign a different account set to any contracts and projects that use the account set you are deleting.

To add a new account set:

  1. Open Project and Job Costing > PJC Setup > Account Sets.
  2. In the Account Set Code field, enter a unique code to identify the account set, using up to six alphanumeric characters.
  3. Enter other information to define the new account set.
  4. Click Add.

To edit an account set:

  1. Open Project and Job Costing > PJC Setup > Account Sets.
  2. Select the account set you want to change.
  3. Make your changes.
  4. Click Save.

To delete an account set:

  1. Open Project and Job Costing > PJC Setup > Account Sets.
  2. Select the account set you want to delete.
  3. Click Delete.