PJC Projects Screen

You can use up to 15 characters to define a project code for this project.

You can use up to 60 characters to enter a description for this project.

Specify the default accounting method for projects. The accounting method determines when to recognize revenues for projects. For more information, see About Accounting Methods.

Note: The program limits the range of accounting methods you can select to those that are consistent with the project type.

Specify the billing type, which together with the project type determines the kinds of details that appear on job-related customer invoices. For more information, see About Billing Types.

This field appears when you choose Cost Plus in Project Type field.

Enter the percentage of your costs, in addition to your actual costs, that you will bill as profit.

Selecting this option makes the record inactive. You cannot use this project in a contract while the project record is inactive.

The program keeps track of the last time you or another user changed this record.

This field appears for fixed price project types that use a completed project or project percentage complete accounting method.

Enter the percentage of your costs, in addition to your actual costs, that you will bill as profit.

Specify the project type, which together with the billing type determines the kind of details that appear on customer invoices. For more information, see About Project Types.

If you selected the option Override G/L Segments, this field appears.

Select the G/L segments that you want to override. Then, in the Segment Code field for each segment, select a valid segment code from the Finder.

If you selected the option Override G/L Segments, this field appears.

Select from the Finder the valid segment code that you want to use to override the G/L segment.

This option lets you replace segments for general ledger accounts when you add the project to a contract. If you do not override segments, the program uses the accounts from the account set you assign to the contract as the default accounts for the project.

When you select the option to override segments, you can specify the segment code you want to use for each General Ledger segment. (This option lets you assign costs by division, regional office, and so on.)

Optional fields that are set up for automatic insertion on this screen appear as defaults for new records. You can accept the default entries, or edit or delete them. You can also add different optional fields, if required.

Use the Finder on the Optional Field column to select optional fields that you have set up for use with the screen.

The description from the optional field setup record appears when you specify an optional field code.

You can change any default entries that appear.

If an optional field requires validation, you can select only a value that is defined for the optional field in Common Services. (If the optional field allows blanks, you can leave the default value field blank.)

If the optional field does not use validation, you can select a value from Common Services, leave the field blank, or enter any value that is consistent with the type of field (yes/no, text, number, date, amount, and so on) and does not exceed the number of characters specified for the optional field.