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Projects

Form ID: (PM301000)

This form is available only if the Projects feature is enabled on the Enable/Disable Features (CS100000) form.

On this form, you can add new projects, either from scratch or by using an existing project. You can also view, modify, or delete existing projects.

In This Topic [Hide/Show]
Form Toolbar
Summary Area
   Create Service Order/Appointment Dialog Box
   Specify New ID Dialog Box
   New Project Template Dialog Box
Reassign Approval Dialog Box
Summary Tab
   Project Properties Section
   Billing and Allocation Settings Section
   Retainage Section
   Retainage with Steps Table
   AIA Section
   Visibility Settings Section
   Quote Section
Tasks Tab
   Table Toolbar
   Table Columns
   Add Tasks Dialog Box
Revenue Budget Tab
   Selection Elements
   Table Toolbar
   Table Columns
Cost Budget Tab
   Cost Budget Elements
   Table Toolbar
   Table Columns
Balances Tab
   Table Toolbar
   Table Columns
Commitments Tab
   Table Toolbar
   Table Columns
Invoices Tab
   Table Toolbar
   Table Columns
Change Orders Tab
   Table Toolbar
   Table Columns
   Reversing Change Orders Dialog Box
Union Locals Tab
Change Requests Tab
   Table Toolbar
Activities Tab
   Table Toolbar
   Table Columns
Employees Tab
   Upper Table
   Overrides Table
Equipment Tab
Addresses Tab
   Project Address Section
   Tax Settings Section
   Bill-To Section
   Bill-To Address Section
Defaults Tab
   GL Accounts Section
   Drop-Ship Purchases Section
   Default Task for GL Account Table
   GL Accounts for Payroll Section
   Document Markups Table
Attributes Tab
   Table Columns
Approvals Tab
Mailing & Printing Tab
   Mailings Table
   Recipients Table
Compliance Tab
   Table Columns
Production Orders Tab
   Create Production Order Dialog Box
   Table Toolbar
   Table Columns
Estimates Tab
   Table Columns
Lien Waiver Settings Tab
   Summary Area
   Table Toolbar
   Table Columns
Contacts Tab
   Table Columns
Side Panel

Back to TopForm Toolbar

The form toolbar includes standard buttons and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands can be shown as buttons on the form toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.

Command Description
Activate Changes the status of the project to Active. If the project has this status, users can associate it with documents and activities on data entry forms in the functional areas of Acumatica ERP that are integrated with projects. If project approval is configured, the project status is instead changed to Pending Approval.
This command appears if the project has the In Planning, Completed, Suspended, or Canceled status.
Approve Approves the project and changes the status of the project from Pending Approval to Active.
When you click this command, the Enter Reason dialog box opens if Is Optional or Is Required is selected in the Reason for Approval box on the Rule Actions tab of the Approval Maps (EP205015) form for the map. In the dialog box, you can (if Is Optional is selected) or must (if Is Required is selected) enter the reason the document is being approved.
This command is available if the project has the Pending Approval status.
For more information, see Approval Configuration: Approval Maps.
Auto-Budget Revenue Populates the revenue budget of the project on the Revenue Budget tab of the current form based on the cost budget of the project.This command is available if the project has the In Planning or Active status.
For details, see Project Budget: Automatic Generation of the Revenue Budget.
Cancel Changes the status of the project to Canceled. This command is available if the project has the Active status.
Change ID Opens the Specify New ID dialog box, where you can specify a new ID for the project.
Complete Changes the status of the project to Completed.
This command appears if the project has the Active status. You can complete the project only if all of its project tasks have been completed.
Copy Project Creates a copy of the project.
Cost Projection Navigates to the Cost Projection (PM305000) form, which opens with the project automatically selected in the Summary area of the form and shows the latest revision of the cost projection for the project (if any revisions have been created).
Create Appointment Opens the Create Service Order/Appointment dialog box, in which you can specify the basic settings of the appointment to be created. You then click one of the buttons at the bottom of the dialog box to cause the system to create the appointment and either stay on the current form or open the Appointments (FS300200) form, where you can specify additional settings for the newly created appointment. If you are creating an appointment for which no service order has been created, the system also automatically creates a service order associated with the appointment.
This command appears on the form only if the Service Management feature is enabled on the Enable/Disable Features (CS100000) form.
Create Change Order Initiates the creation of a change order on the Change Orders (PM308000) form for the currently selected project.This command appears on the form if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form and the Manual Numbering check box is cleared for the change order numbering sequence on the Numbering Sequences (CS201010) form. The command is available if the Change Order Workflow check box is selected for the project on the Summary tab of this form.
Create Change Request Initiates the creation of a change request on the Change Requests (PM308500) form for the currently selected project.This command appears on the form if the Change Requests feature is enabled on the Enable/Disable Features (CS100000) form and the Manual Numbering check box is cleared for the change order numbering sequence on the Numbering Sequences (CS201010) form. The command is available if the Change Order Workflow check box is selected for the project on the Summary tab of this form.
Create Service Order Opens the Create Service Order/Appointment dialog box, in which you specify the basic settings of the service order to be created. Then you click one of the buttons at the bottom of the dialog box to cause the system to create the service order and either stay on the current form or open the Service Orders (FS300100) form, where you can specify additional settings for the newly created service order.This command appears on the form only if the Service Management feature is enabled on the Enable/Disable Features (CS100000) form.
Create Template Opens the New Project Template dialog box, where you can specify an ID for a project template that is based on the currently selected project.
Print Currency Rates Opens the Currency Rate History by ID (CM650500) report. The currency rate type, start date, and end date of the project are automatically selected as the report parameters.This command appears only if the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form.
Hold Changes the status of the project to In Planning. This command is available if the project has the Pending Approval or Rejected status.
Labor Cost Rates Navigates to the Labor Rates (PM209900) form, which opens with the project automatically selected in the Selection area of the form and shows the labor cost rates related to the project.
Lock Budget Prevents the Original Budgeted Quantity, Unit Rate, and Original Budgeted Amount columns from being edited on the Revenue Budget and Cost Budget tabs of the current form for the project. This command also prevents lines from being deleted on the Revenue Budget and Cost Budget tabs.
The Unlock Budget command reverses the effects of this command.
Lock Commitments Prevents the direct creation of purchase orders and subcontracts for this project.
This command appears on the form if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form, the Internal Cost Commitment Tracking check box is selected on the General tab of the Projects Preferences (PM101000) form, and the Change Order Workflow check box is selected for the project on the Summary tab of the current form.
For more information on locking and unlocking commitments, see Single-Tier Change Management: Locking Commitments.
Print Project Balance Navigates to the Project Balance (PM621000) report, which is generated for the current project.
Production Summary Opens the Production Summary (AM000006) form, which lists all of the production orders linked to the project.This command appears on the form if the Manufacturing feature is enabled on the Enable/Disable Features form.
Project Budget Forecast Opens the last modified revision of the project budget forecast on the Project Budget Forecast (PM209600) form. If the project has no revisions, the form opens with the project automatically inserted in the Selection area so that you can create a new project budget forecast revision.This command appears only if the Budget Forecasts feature is enabled on the Enable/Disable Features (CS100000) form.
Reassign Opens the Reassign Approval dialog box, in which you can specify a new approver for this project if the reassignment of approvals is allowed in the related rule of the approval map on the Approval Maps (EP205015) form.
This command is available if the project has the Pending Approval status.
Recalculate Project Balance Recalculates the project balance for this project. This command recalculates this project’s balance similarly to the recalculation process on the Recalculate Project Balances (PM504000) form if all the check boxes in the Selection area are selected. For more information, see Project Budget: Recalculation of the Project Balances.
This command is available if the project’s status is Pending Approval, Active, Completed, Suspended, or Canceled.
Reject Rejects the project and changes its status from Pending Approval to Rejected.
When you click this command, the Enter Reason dialog box opens if on the Rule Actions tab of the Approval Maps (EP205015) form for the applicable map, Is Optional or Is Required is selected as the reason for rejection. In the dialog box, you can (if Is Optional is selected) or must (if Is Required is selected) enter the reason the document is being rejected.
This command is available if the project has the Pending Approval status.
For more information, see Approval Configuration: Approval Maps.
Run Allocation Processes all allocations for the project. When you run allocation, the system uses allocation rules specified for the project tasks.
Run Billing Initiates billing for the currently selected project. The system prepares a pro forma invoice or an accounts receivable document, depending on the state of the Create Pro Forma Invoice on Billing check box on the Summary tab of the current form.
This command appears if the project has a customer specified (that is, it is not an internal project) and the project’s status is Active, Completed, or Suspended.
Suspend Changes the status of the project to Suspended. This command is available if the project has the Active status.
Unlock Budget Allows the editing of the Original Budgeted Quantity, Unit Rate, and Original Budgeted Amount columns on the Revenue Budget and Cost Budget tabs of the current form for the project. Also, while the budget is unlocked, lines can be deleted on the Revenue Budget and Cost Budget tabs.
The Lock Budget command reverses the effects of this command.
Unlock Commitments Allows the direct creation of purchase orders for this project on the Purchase Orders (PO301000) form.This command appears on the form if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form, the Internal Cost Commitment Tracking check box is selected on the General tab of the Projects Preferences (PM101000) form, and the Change Order Workflow check box is selected for the project on the Summary tab.
For more information on locking and unlocking commitments, see Single-Tier Change Management: Locking Commitments.
Validate Address Validates the customer address by using integration with a specialized third-party service.This command is available if the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form.
For information on how to mass-validate addresses in projects, see Project Creation and Processing: Mass Processing.

Back to TopSummary Area

In this area, you can specify or view the basic settings of a project.

Element Description
Project ID The unique identifier for the project. The structure of this identifier is defined by the PROJECT segmented key, whose configuration is defined on the Segmented Keys (CS202000) form.
Customer The customer for the project if this project is external. The selected customer will be inserted in all invoices generated when you run the billing procedure for the project. If you leave this box empty, the project is considered internal, and you will not be able to run billing for it.
The list of customers available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Customers (AR303000) form. With the feature enabled, a customer is available for selection if one of the following is true:
  • The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted.
  • A branch, company, or company group is specified in the Restrict Visibility To box for the customer, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
Project Manager The employee ID of the employee who is responsible for managing the project and is authorized to approve the project tasks and tasks activities.
If the project has been created from a project template, the system inserts the option specified for the template on the Project Templates (PM208000) form, but you can override the default option.
Template The ID of the project template to be used to create the project you are entering, if applicable. For an existing project, the box is unavailable; if a project template was used to create this project or to create the project quote on which this project is based, that project template ID is shown.
Project templates are not used for classification purposes; you use them solely for providing the initial default values in the projects that are created based on these templates. If you need to categorize the project, assign a project group to it in the Project Group box on the Summary tab of the current form.
Description The description of the project.
Budget Currency Rate The exchange rate from the project currency to the base currency. This rate is used to display amounts in the project and base currencies in the Summary area and on the Revenue Budget, Cost Budget, and Balances tabs.
By default, this is the effective exchange rate of the rate type selected in the Currency Rate Type box on the Summary tab (Project Properties section). If this box is cleared, the system uses the default rate type of projects, which is specified in the PM Rate Type box (Default Rate Types section) on the Currency Management Preferences (CM101000) form.
The currency rate can be changed for the project if the Enable Rate Override check box is selected on the General tab (Financial Settings section) of the Customers (AR303000) form. To change the currency rate, click the rate to open the Rate Selection dialog box.
You can click the Currency Toggle button (which is right of this box) to toggle between the currencies in which the amounts are shown. When you click the View Base button, it changes to the View Cury button; the system changes the currency in which the project amounts are displayed as follows:
  • On the Revenue Budget, Cost Budget, and Balances tabs, the currency of the displayed amounts is switched from the project currency to the base currency, which is specified in the Project Currency box on the Summary tab.
  • On the Invoices tab, the currency of the displayed amounts is switched from the billing currency to the base currency, which is specified in the Billing Currency box on the Summary tab.
  • On the Commitments tab, the currency of the displayed amounts is switched from the document currency to base currency.
This box appears on the form if the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form.
Status The status of the project, which can be one of the following:
  • In Planning: The project is a draft and is not available for selection on data entry forms, except for forms where employee activities and project commitments can be entered.
    • The system assigns this status to the project if it is new, it has been rejected during approval, or Hold was clicked.
  • Pending Approval: The project needs to be approved by the responsible approvers, who are assigned according to the project approval map. This status is available if an approval map has been specified in the Project Approval Map box on the Approval tab of the Projects Preferences (PM101000) form.
    • The assigned employee can approve the project on the current form or on the Approvals (EP503010) form.
  • Active: The project can be associated with documents and activities on data entry forms in the functional areas in which the project is visible. If the approval of projects is not configured in your system, the system assigns this status to the project when Activate is clicked on the form toolbar. If approval is configured, the system assigns the Active status to the project upon approval.
  • Completed: The project has been completed. The system assigns this status to the project when all the project tasks have been completed and Complete is clicked on the form toolbar. A completed project can be activated again.
  • Suspended: All activities on the project have been suspended. The system assigns this status to the project when Suspend is clicked on the More menu. A suspended project is not available for selection on data entry forms, except for forms where employee activities and project commitments can be entered. A suspended project can be activated again.
  • Canceled: The project has been stopped before its completion. The system assigns this status to the project when Cancel is clicked on the form toolbar. A canceled project can be activated again.
  • Rejected: The document has been rejected by at least one assigned approver. You cannot edit any details in a project that has this status. To modify the project after it has been rejected, you need to click Hold to assign the In Planning status to it; then you can modify it and resubmit it for approval by clicking Activate.
    • This status is available if an approval map has been specified in the Project Approval Map box on the Approval tab of the Projects Preferences (PM101000) form.
Actual Income The actual income earned with the project.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
Actual Expenses The total of the current actual expenses incurred by the project.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
Margin Amount The margin amount of the project, which is calculated as the difference between the Actual Income and Actual Expenses amounts.
Margin (%) The margin percentage, which the system calculates by using the following formula:
Margin (%) = 100% * (Actual Income - Actual Expenses) / Actual Income
If the Actual Income amount is 0, the margin percentage will also be 0.
If the Actual Expenses amount is greater than the Actual Income, the margin percentage will be calculated with the same formula and will become negative.
Pending Invoice Amount Total The total of the Pending Invoice Amount column on the Revenue Budget tab.

Create Service Order/Appointment Dialog Box

In this dialog box, you specify the details of the service order to be created for the project on the Service Orders (FS300100) form. The dialog box opens when you click either Create Service Order or Create Appointment on the More menu.

Element Description
Document Settings section
Service Order Type The type of the service order or appointment being created for the project. By default, the system inserts the service order type specified in the Default Service Order Type box on the User Profile (SM203010) for the current user; if this box is empty, the system instead inserts the service order type specified in the Default Service Order Type box on the Service Management Preferences (FS100100) form. (You can override the default setting.)
Branch The branch specified for the project. By default, the system inserts the branch specified for the selected project on the Summary tab.
Branch Location The branch location to manage the service order and its appointments. By default, the system inserts location specified in the Default Branch Location box on the User Profile (SM203010) form for the current user.
Description A description of the service order or appointment being created. By default, the system inserts the text specified in the Description box for the project selected on the current form.
Project The project selected on the current form. The system fills in this box, and you cannot change the project.This box is available only if the Projects feature is enabled on the Enable/Disable Features (CS100000) form.
Default Project Task The project task that will be specified in the service order or appointment being created. By default, the system inserts the project task for which the Default check box is selected on the Tasks tab of the current form (if a task has this check box selected). This box is available only if the Projects feature is enabled on the Enable/Disable Features (CS100000) form.
Service Order Settings section
Order Date The date to be used for the service order being created. By default, the system inserts the current business date.
SLA The latest date and time when the service order can be completed.
Supervisor The staff member who is the supervisor of the service order.
Problem The identifier of the problem reported by the customer. You can select only problems that have been associated with the service order type of the service order on the Problems tab of the Service Order Types (FS202300) form.
Contact The identifier of the contact person.
Appointment Settings section (which appears in the dialog box only when you open it by clicking Create Appointment)
Scheduled Start Date Boxes that contain the start date and time to be assigned to the appointment being created. By default, the system inserts the current business date and the current time.
Scheduled End Date Boxes that contain the end date and time to be assigned to the appointment being created. You must select the Override check box to specify the end date and time.
Override A check box that you select if you want to specify the scheduled end date and time of the appointment. By default, this check box is cleared.
The dialog box contains the following buttons.
Create and Review Closes this dialog box and opens either of the following forms with the created document:
Create Closes the dialog box, and creates the service order or appointment without opening the document entry form. In the upper right corner of the form, the system will show the Processing dialog box, which indicates that the operation has been completed.
Cancel Closes the dialog box and cancels the creation of a service order or an appointment.

Specify New ID Dialog Box

You use this dialog box, which opens when you click the Change ID command, to enter a new ID for the selected project. The dialog box includes the elements described in the following table.

Element Description
Project ID The new identifier of the project.
This dialog box has the following button.
OK Changes the project ID to the one you specified, and closes the dialog box.

New Project Template Dialog Box

You use this dialog box, which opens when you click Create Template, to create a new project template that is based on the currently selected project. The dialog box includes the elements described in the following table.

Element Description
Template ID The identifier of the project template.
This dialog box has the following button.
OK Opens the Project Templates (PM208000) form with a new project template that the system populates with the settings of the currently selected project. You can save the template to use it to create future projects.
Cancel Cancels the creation of the new project template.

Back to TopReassign Approval Dialog Box

In this dialog box, you can specify the new approver to whom you want to reassign the selected record or records. The dialog box opens when you click Reassign.

Element Description
New Approver The name of the employee to whom you want to reassign the selected record or records.
Ignore Approver’s Delegations A check box that indicates (if selected) that the system will assign the selected records to the specified new approver but not to their delegate, even if the new approver is unavailable and has a delegate specified for the current business date.
If the check box is cleared and if the new approver is not available and has a delegate specified for the current date, the system will reassign the selected records to the delegate if the delegate is available. If the delegate is unavailable, the system will reassign the requests to the delegate of the delegate. The system will continue the search in this way until it assigns an approver that has no active delegations set up for the current date or it detects a loop in the chain of delegations (in which case the system will prompt you to specify a different approver).
This dialog box has the following buttons.
Reassign Closes the dialog box and reassigns the selected record or records to the specified new approver if the reassignment of approvals is allowed in the related rule of the approval map on the Approval Maps (EP205015) form.
Cancel Closes the dialog box and cancels the reassignment of the selected record or records to the new approver.

Back to TopSummary Tab

This tab includes general settings for the project, including its start and end dates, currency, billing requirements, and visibility settings.

Project Properties Section

Element Description
Revenue Budget Level The detail level of the revenue budget. Depending on the selected level, which can be one of the following options, the Inventory ID and Cost Code columns are shown or hidden on the Revenue Budget tab:
  • Task: The project revenue is budgeted at the task (Project Task) level. With this option selected, the Inventory ID and Cost Code columns are hidden on the Revenue Budget tab of the form.
  • Task and Cost Code: The project revenue is budgeted at the task (Project Task) and cost code (Cost Code) level, and the Inventory ID column is hidden on the Cost Budget tab of the form.
    • The option is available if the Cost Codes feature is enabled on the Enable/Disable Features (CS100000) form.
  • Task and Item: The project revenue is budgeted at the task (Project Task) and item (Inventory ID) level, and the Cost Code column is hidden on the Cost Budget tab of the form.
  • Task, Item, and Cost Code: The project revenue is budgeted at the task (Project Task), item (Inventory ID), and cost code (Cost Code) level.
    • The option is available if the Cost Codes feature is enabled on the Enable/Disable Features (CS100000) form.
If the project has been created from a project template, the system inserts the option specified for the template on the Project Templates (PM208000) form, but you can override the default option.
Cost Budget Level The detail level of the cost budget. Depending on the selected level, which can be one of the following options, the Inventory ID or Cost Code column is shown or hidden on the Cost Budget tab:
  • Task: The project cost is budgeted at the task (Project Task) level. With this option selected, the Inventory ID and Cost Code columns are hidden on the Cost Budget tab of the form.
  • Task and Cost Code: The project cost is budgeted at the task (Project Task) and cost code (Cost Code) level, and the Inventory ID column is hidden on the Cost Budget tab of the form.
    • The option is available if the Cost Codes feature is enabled on the Enable/Disable Features (CS100000) form.
  • Task and Item: The project cost is budgeted at the task (Project Task) and item (Inventory ID) level, and the Cost Code column is hidden on the Cost Budget tab of the form.
  • Task, Item, and Cost Code: The project cost is budgeted at the task (Project Task), item (Inventory ID), and cost code (Cost Code) level.
    • The option is available if the Cost Codes feature is enabled on the Enable/Disable Features (CS100000) form.
If the project has been created from a project template, the system inserts the option specified for the template on the Project Templates (PM208000) form, but you can override the default option.
Start Date The date when the project starts.In a newly created project, the system inserts the current business date as the start date. You can override this default value, if needed.
End Date The date when the project is expected to end.If the box is empty, when you complete the project, the system inserts the current business date as the end date.
Project Group The project group to which the project is assigned.If the project has been created from a project template, the system inserts the option specified for the template on the Project Templates (PM208000) form, but you can override the default option.
In the out-of-the-box system, the ability to assign projects to project groups is granted to only users to whom the Administrator, Internal Projects, or Payroll Projects role is assigned on the User Roles (SM201005) form. For more information on configuring restriction groups for projects, see Project Creation and Processing: Project Security Configuration.
Time Activity Approver The employee ID of the employee who is authorized to approve the time activities for this project. The employee specified in this box will be assigned to approve time activities instead of the approver specified at the project task level on the Tasks tab of this form. If no approver is specified at the project task level, time activities with this project task will not require any approval (including the approval by the project-level approver).
If the project has been created from a project template, the system inserts the approver specified for the template on the Project Templates (PM208000) form, but you can override the default value.
For more information, see Specific Approvals: Projects, Project-Related Documents, and Time Activities.
Last Revenue Change Nbr. The Revenue Change Nbr. that has been specified in the Summary area of the Change Orders (PM308000) form for the most recent change order that affects the project revenue. For more information on assigning revenue change numbers, see Single-Tier Change Management: Revenue Change Number.
If you have reversed the most recent change order for the project, you can reuse its revenue change number—that is, assign this number to the next created change order. To be able to do this, you need to change the value in the Revenue Change Nbr. box to the revenue change number of the change order that precedes the reversed one. This will not lead to an error of duplicated numbers because the reversed change order does not affect the project revenue anymore.
This box appears on the form only if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form.
Project Currency The project currency. When you select a customer for the project, the system fills in the box with the customer’s currency, which is specified in the Currency ID box on the Financial tab of the Customers (AR303000) form.
You can change the selected currency if the project has no project transactions.
This box appears on the form if the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form.
Base Currency The base currency used for accounting in the current branch. By default, the system inserts the base currency defined in the settings of the branch selected for the project on this tab. This base currency is specified on the Branches (CS102000) form.
This box appears on the form if the Multiple Base Currencies and the Multicurrency Projects feature are enabled on the Enable/Disable Features (CS100000) form.
Currency Rate Type The default rate type for the currency rate that is used for the budget.
When you select a customer for the project, the system fills in this box with the customer’s currency rate type, which is selected in the Curr. Rate Type box on the Financial tab of the Customers (AR303000) form. You can override the default currency rate type.
This box appears on the form if the Multicurrency Accounting feature is enabled on the Enable/Disable Features (CS100000) form.
Inventory Tracking The way the system manages inventory for the project (that is, the inventory tracking mode), which can be one of the following options:
  • Track by Project Quantity and Cost: With this mode, project inventory is separated from free stock. Items purchased for the project are reserved for the project; for these items, the system calculates the project-specific cost. For more information, see Project Inventory Tracking: General Information.
    		•  This option is available if the Project-Specific Inventory feature is enabled on the Enable/Disable Features (CS100000) form.
  • Track by Project Quantity: With this mode, project inventory is separated from free stock. Items purchased for the project are reserved for the project. The item cost is not project-specific and is calculated by general cost calculation rules. For more information, see Project Inventory Tracking: General Information.
    		•  This option is available if the Project-Specific Inventory feature is enabled on the Enable/Disable Features (CS100000) form.
  • Track by Location (default): With this mode, the system tracks project inventory by using the location assigned to the project. Project inventory is not separated from free stock and can be used in non-project sales and purchases. For more information, see Project Inventory Tracking by Warehouse Location: General Information.
    		•  If the Project-Specific Inventory feature is not enabled on the Enable/Disable Features (CS100000) form, this is the only available option; it is inserted for all projects and cannot be changed.
If the project has been created from a project template, the system inserts the option specified for the template on the Project Templates (PM208000) form, but you can override the default option.
Change Order Workflow A check box that indicates (if selected) that the change order workflow is enabled for the project. That is, you can control changes to the project’s budgeted and committed values and control the profitability of every change initiated by a customer.
If the Internal Cost Commitment Tracking check box is selected on the General tab of the Projects Preferences (PM101000) form and the project has related purchase orders, you can enable the change order workflow for the project if there are no open related purchase order lines (that is, if the status of related purchase order lines of the project is only Completed, Closed, or Canceled).
This check box appears on the form if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form.
If the project has been created from a project template, the system copies the check box state specified for the template on the Project Templates (PM208000) form, but you can override the default state.
Allow Adding New Items on the Fly A check box that indicates (if selected) that inventory items that are not presented in the cost budget of the project (that is, there is no cost budget line with the specified project, project task, inventory item, and, optionally, cost code) can be added to subcontracts and purchase orders related to the project. If the check box is cleared, only the inventory items specified in the cost budget can be added to subcontracts and purchase orders related to the project.
This check box appears on the form if the Construction feature is enabled on the Enable/Disable Features (CS100000) form.
Restrict Employees A check box that indicates (if selected) that only the employees listed on the Employees tab of this form can create activities and documents associated with the current project. These capabilities include creating activities on the Activities tab of this form, time cards on the Employee Time Card (EP305000) form, and project transactions on the Project Transactions (PM304000) form.
If the project has been created from a project template, the system copies the check box state specified for the template on the Project Templates (PM208000) form, but you can override the default state.
Restrict Equipment A check box that indicates (if selected) that equipment time cards can be associated with the current project for only the equipment listed on the Equipment tab of this form.
If the project has been created from a project template, the system copies the check box state specified for the template on the Project Templates (PM208000) form, but you can override the default state.
Track Production Data A check box that you select to track the extra values reported by the people at the work site for the project.
If you select this check box, the following columns appear on the Cost Budget tab: Cost to Complete, Cost at Completion, Percentage of Completion, Last Cost to Complete, Last Cost at Completion, and Last Percentage of Completion.
If the project has been created from a project template, the system copies the check box state specified for the template on the Project Templates (PM208000) form, but you can override the default state.
Certified Job A check box that indicates (if selected) that the job performed in the scope of the project is a certified job performed for the government, such as a hospital construction project. For a certified job, the government requires the company to pay a non-union employee no less than the dictated prevailing wage rate.
The check box is shown on the form if the Construction feature is enabled on the Enable/Disable Features (CS100000) form.

Billing and Allocation Settings Section

Element Description
Billing Currency The billing currency of the project, which is used as the currency of the invoices created during the project billing. When you select a customer for the project, the system fills in the box with the customer’s currency, which is selected on the Financial tab of the Customers (AR303000) form. If a different project currency is specified for the project on the Summary tab of the current form (Project Properties section), the system inserts the project currency as the billing currency.
Billing Period The frequency of billing, which can be one of the following options:
  • Week: Billing occurs once a week.
  • Month: Billing occurs once a month.
  • Quarter: Billing occurs once a quarter.
  • Year: Billing occurs once a year.
  • On Demand: Billing can be performed at any time.
For projects with the Active status, the Billing Period box is read-only.
If the project has been created from a project template, the system copies the option specified for the template on the Project Templates (PM208000) form, but you can override this option.
Next Billing Date The date for which the next billing is scheduled for the project. A value in this box is displayed only for active projects.
For newly created projects, the Next Billing Date is calculated as the Start Date plus one Billing Period. For the projects for which the project billing has been successfully performed at least once, the Next Billing Date is calculated as the Next Billing Date plus one Billing Period. For the projects with the On Demand billing period, the Next Billing Date is always empty.
Last Billing Date The date when the latest billing was performed for the project. A value in this box is displayed only for active projects.
Customer Location The location of the project’s customer. When the customer is selected, the system populates this box with the customer’s default location. The specified location is used by default in the project tasks created for the project.
The system also populates the Default Sales Subaccount box in the GL Accounts section on the Defaults tab of this form with the sales subaccount of the selected location. When the default location is changed, the system automatically updates the default subaccount.
This box is available if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.
Payroll Work Location The work location of the employees that work on the project. In payroll batches and paychecks, the system inserts this location by default in the earning detail lines associated with the project.
This box is available if the Payroll feature is enabled on the Enable/Disable Features (CS100000) form.
Terms The credit terms used for invoices of the project. Credit terms can be defined on the Credit Terms (CS206500) form.
If the project has been created from a project template, the system copies the terms specified for the template on the Project Templates (PM208000) form, but you can select different terms.
Allocation Rule The default allocation rule that is used for the project tasks created for the project.
If the project has been created from a project template, the system copies the allocation rule specified for the template on the Project Templates (PM208000) form, but you can select a different rule.
Run Allocation on Release of Project Transactions A check box that indicates (if selected) that allocation is run automatically during the release of the documents associated with this project for all project tasks that are specified in the lines of the released document.
The allocation operation is performed for all non-allocated project transactions, including the project transactions generated from other documents in which the project task subject to allocation is specified. That is, the operation is performed as if it had been run for the particular project tasks on the Run Allocations by Tasks (PM502000) processing form.
If the project has been created from a project template, the system copies the state of this check box on the Project Templates (PM208000) form for the template, but you can override the default state.
Billing Rule The default billing rule that is used for the tasks created for the project.
If the project has been created from a project template, the system copies the billing rule specified for the template on the Project Templates (PM208000) form, but you can select a different billing rule.
Branch The branch of your company with which this project is associated. If a branch is specified, the base currency of the project must be the same as the base currency of the branch selected for the project on this tab.
If the project has been created from a project template, the system copies the branch specified for the template on the Project Templates (PM208000) form, but you can select a different branch.
This box is displayed only when the Multibranch Support feature or the Multicompany Support feature is enabled (or both features are enabled) on the Enable/Disable Features (CS100000) form.
Rate Table The rate table to be used by default for the tasks created for the project.
If the project has been created from a project template, the system copies the rate table specified for the template on the Project Templates (PM208000) form, but you can select a different rate table.
Create Pro Forma Invoice on Billing A check box that indicates (if selected) that a pro forma invoice will be created automatically for the project when project billing is run. If the check box is cleared, the system will prepare an accounts receivable invoice or credit memo.
If the project is not associated with a template, the check box is selected by default, but you can override the default state of the check box.
If the project has been created from a project template, the system copies the check box state specified for the template on the Project Templates (PM208000) form, but you can override the default state.
Use T&M Revenue Budget Limits A check box that indicates (if selected) that the system will validate the limits of the revenue budget of the project when you process pro forma invoices for the project. The Limit Amount and Maximum Amount columns are shown on the Revenue Budget tab if this check box is selected.
If the project has been created from a project template, the system copies the check box state specified for the template on the Project Templates (PM208000) form, but you can override the default state.
Automatically Release AR Documents A check box that indicates (if selected) that invoices will be released automatically after project billing is completed.
If the project has been created from a project template, the system copies the check box state specified for the template on the Project Templates (PM208000) form, but you can override the default state.

Retainage Section

This section appears on the form if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form. For more information, see Processing AP Bills with Retainage, Processing AR Invoices with Retainage, and Billing a Project with a Retainage Cap.

Element Description
Retainage Mode The mode that defines how retainage should be processed for the project. You can select one of the following options:
  • Standard: Retainage is processed as standard retainage.
  • Contract Cap: Retainage is processed as contract cap retainage, with the retainage percent and cap specified at the project level. When the cap amount is reached, the total retained amount held for each project is reallocated across the invoice lines based on their weight and retainage capacity. If this mode is selected, the Cap (%) box appears in the section.
    • The mode can be selected if the Create Pro Forma Invoice on Billing check box is selected in the Billing and Allocations Settings section.
  • Contract Item Cap: Retainage is processed as contract item cap retainage, with the retainage percent and cap specified at the project line level. This mode is used if a retainage amount for each revenue budget line should not be exceeded. If this mode is selected, the Retainage Calculation Mode group of buttons becomes unavailable.
The default mode is copied from the project template, but you can modify it if needed.
To configure a project with no retainage, specify 0 in the Retainage (%) box.
The box appears in the section if the Payment Application by Line feature is enabled on the Enable/Disable Features (CS100000) form.
Contract Total The sum of the original budgeted amounts of all the revenue budget lines of the project if the Include CO check box is cleared, or the sum of the revised budgeted amounts of all the revenue budget lines of the project if the Include CO check box is selected.
Include CO A check box that indicates (if selected) that change order amounts are to be included in the calculation of the contract total for the project. The default value is copied from the project template.
Completed (%) The percent of project completion, which is calculated as follows.
Completed (%) = (Draft Invoice Amount total + Actual Amount total) / Contract Total
The Draft Invoice Amount total and Actual Amount total amounts in this formula represent the sums of the values in the respective columns (Draft Invoice Amount and Actual Amount) on the Revenue Budget tab.
Total Retained Amount The total of the values in the Total Retained Amount column on the Revenue Budget tab.
Retainage Calculation Mode The retainage calculation mode. You can select one of the following option buttons:
  • Fixed Retainage: The system calculates the retainage by using the fixed amount formula.
  • Retainage with Steps: The system calculates the retainage gradually based on the steps that are specified in the table.
If the project has been created from a project template, the system copies the option button state specified for the template on the Project Templates (PM208000) form, but you can override the default state.
Retainage (%) The percent of an invoice’s amount issued for the project that is retained by the customer.
To configure a project with no retainage, enter 0 in this box.
If the project has been created from a project template, the default percentage is copied from the template settings on the Project Templates (PM208000) form. If the project has been created from scratch, when you select a customer for the project, the system populates this box with the Retainage Percent of the customer from the Financial tab of the Customers (AR303000) form.
The system will use this value to automatically populate the retainage percent for the revenue budget lines of the project on the Revenue Budget tab of the current form, for the invoice lines on the Time and Material tab of the Pro Forma Invoices (PM307000) form, and for the AR invoice lines that originate from the Invoices and Memos (AR301000) form. Also, the system will use this value to populate the retainage percent for AR invoice lines if the invoice is created manually on the Invoices and Memos (AR301000) form for the combination of the customer and the project and the Apply Retainage check box is selected for the invoice.
Cap (%) The cap of the project completion percent, which defines the maximum retainage amount held for the project.
The cap amount is calculated as follows.
Cap Amount = Contract Total * Cap (%) * Retainage (%)
Once the Total Retainage Amount reaches the cap amount, no new retainage amount is calculated during the progress billing unless the cap amount is increased.
The box appears in the section if the Contract Cap mode is selected in the Retainage Mode box.

Retainage with Steps Table

This table appears in this section if the Retainage with Steps option button is selected.

Column Description
Threshold (%) The percent of project completion at which the value of the default retainage percent, which is specified in the Retainage (%) box, will automatically change to the value specified in the Retainage (%) column of this row.
If the project has been created from a project template, the value is copied from the template settings on the Project Templates (PM208000) form. You can override it, if needed.
Retainage (%) The new retainage percent to be applied to the project revenue budget lines at the threshold of project completion specified in this row.
If the project has been created from a project template, the value is copied from the template settings on the Project Templates (PM208000) form. You can override it, if needed.

AIA Section

This section, which appears on the form if the Construction feature is enabled on the Enable/Disable Features (CS100000) form, contains the settings for the AIA reports to be prepared for the current project.

Column Description
AIA Level An option that specifies whether the continuation sheet lines in the prepared AIA reports will be grouped. One of the following options can be selected:
  • Summary: To group the continuation sheet lines by project tasks
  • Detail: To specify the continuation sheet lines without grouping (as they are presented in the corresponding pro forma invoices)
If the project has been created from a template, this setting is initially populated with the option specified for the template on the Project Templates (PM208000) form.
Last Application Nbr. The application number that has been assigned to the last pro forma invoice with progress billing lines prepared for the current project. This number is incremented each time a new pro forma invoice is created but is not changed when a new revision of a pro forma invoice is created.By default, the application number is a four-digit value that the system assigns sequentially: The first pro forma invoice is assigned 0001, the second one is assigned 0002, and so on. You can change the format of the application number by adding letters, symbols, and extra digits to fit the internal application number format of the company.
An application number is unique within the project but is not unique across projects. That is, each pro forma invoice related to the project has a unique application number, but pro forma invoices related to different projects may have the same application numbers.

If the project has been created from a template, the initial value in this box is populated based on the format specified in the Application Nbr. Format box on the Summary tab of the Project Templates (PM208000) form. If the format is not specified in the project template, the four-digit format is used by default.
Show Quantity in AIA Report A check box that indicates (if selected) that the AIA report that shows quantities, AIA Report with Quantity (PM644500), is prepared for the project when you select a line with a pro forma invoice in the table on the Invoices tab of the current form and click AIA Report on the table toolbar. If this check box is cleared, the standard AIA report, AIA Report (PM644000), is prepared.
If the project has been created based on a template, this setting is initially populated with the check box state of the template on the Project Templates (PM208000) form.

Visibility Settings Section

By using the check boxes in this section, you can specify the functional areas of Acumatica ERP that will be integrated with projects. When this integration is turned on, users can specify projects and tasks in the relevant documents and transactions, and the amounts are recorded in the projects.

Option Description
GL A check box that indicates whether general ledger transactions can be associated with this project. If you select this check box, users can select the project and project task in GL transactions, and the release of these documents will automatically update the project data.
For a newly created project associated with a project template, the system copies the check box state of the template on the Project Templates (PM208000) form, and you can override the default state. If the project is not associated with a project template, the system copies the default state of this check box from the Projects Preferences (PM101000) form.
AP A check box that indicates whether accounts payable documents can be associated with this project. If you select this check box, users can select the project and project task in accounts payable documents, and the release of these documents automatically updates the project data.
For a newly created project associated with a project template, the system copies the check box state of the template on the Project Templates (PM208000) form, and you can override the default state. If the project is not associated with a project template, the system copies the default state of this check box from the Projects Preferences (PM101000) form.
AR A check box that indicates whether accounts receivable documents can be associated with this project. If you select this check box, users can select the project and project task in accounts receivable documents, and the release of these documents automatically updates the project data.
For a newly created project associated with a project template, the system copies the check box state of the template on the Project Templates (PM208000) form, and you can override the default state. If the project is not associated with a project template, the system copies the default state of this check box from the Projects Preferences (PM101000) form.
SO A check box that indicates whether sales order documents can be associated with this project. If you select this check box, users can select the project and project task in sales orders, shipments, and sales invoices, and the release of these documents automatically updates the project data.
For a newly created project associated with a project template, the system copies the check box state of the template on the Project Templates (PM208000) form, and you can override the default state. If the project is not associated with a project template, the system copies the default state of this check box from the Projects Preferences (PM101000) form.
PO A check box that indicates whether purchasing documents can be associated with this project. If you select this check box, users can select the project and project task in purchase orders and purchase receipts, and the release of these documents automatically updates the project data.
For a newly created project associated with a project template, the system copies the check box state of the template on the Project Templates (PM208000) form, and you can override the default state. If the project is not associated with a project template, the system copies the default state of this check box from the Projects Preferences (PM101000) form.
IN A check box that indicates whether inventory transactions can be associated with this project. If you select this check box, users can select the project and project task in inventory transactions, and the release of these transactions automatically updates the project data.
For a newly created project associated with a project template, the system copies the check box state of the template on the Project Templates (PM208000) form, and you can override the default state. If the project is not associated with a project template, the system copies the default state of this check box from the Projects Preferences (PM101000) form.
CA A check box that indicates whether cash transactions can be associated with this project. If you select this check box, users can select the project and project task when they enter a cash transaction, and the release of this transaction automatically updates the project data.
For a newly created project associated with a project template, the system copies the check box state of the template on the Project Templates (PM208000) form, and you can override the default state. If the project is not associated with a project template, the system copies the default state of this check box from the Projects Preferences (PM101000) form.
CRM A check box that indicates whether customer management documents can be associated with this project. If you select this check box, users can select the project and project task when they enter a customer management document.
For a newly created project associated with a project template, the system copies the check box state of the template on the Project Templates (PM208000) form, and you can override the default state. If the project is not associated with a project template, the system copies the default state of this check box from the Projects Preferences (PM101000) form.
PROD A check box that indicates whether transactions generated during the processing of production orders can be associated with this project. If you select this check box, users can select the project and project task when they create a production order.
For a newly created project associated with a project template, the system copies the check box state of the template on the Project Templates (PM208000) form, and you can override the default state. If the project is not associated with a project template, the system copies the default state of this check box from the Projects Preferences (PM101000) form.
This check box is displayed only if the Manufacturing feature is enabled on the Enable/Disable Features (CS100000) form.
Time Entries A check box that indicates whether documents related to time tracking on the Employee Time Card (EP305000) and Employee Time Activities (EP307000) forms can be associated with this project. If you select this check box, users can select the project and project task in time cards and time activities, and the release of these documents automatically updates the project data.
For a newly created project associated with a project template, the system copies the check box state of the template on the Project Templates (PM208000) form, and you can override the default state. If the project is not associated with a project template, the system copies the default state of this check box from the Projects Preferences (PM101000) form.
Expenses A check box that indicates whether documents on the Equipment Time Card (EP308000) form can be associated with this project. If you select this check box, users can select the project and project task in equipment time cards, and the release of these documents automatically updates the project data.
For a newly created project associated with a project template, the system copies the check box state of the template on the Project Templates (PM208000) form, and you can override the default state. If the project is not associated with a project template, the system copies the default state of this check box from the Projects Preferences (PM101000) form.

Quote Section

This section appears on the form if the Project Quotes feature is enabled on the Enable/Disable Features (CS100000) form.

Element Description
Quote Ref. Nbr. The project quote used for creating this project, if applicable.

Back to TopTasks Tab

On this tab, you can add new project tasks and create project tasks based on common tasks if the project is assigned the In Planning, Pending Approval, Active, or Suspended status. You can delete a project task with the In Planning or Canceled status if no documents have been associated with this project task.

Table Toolbar

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.

Button Description
Add Common Tasks Opens the Add Tasks dialog box, which you can use to add any number of common tasks.
For more information about common and template tasks, see Creating Project Templates and Common Tasks.
Activate Tasks Assigns the Active status to all the project tasks.This button is available if the project is not completed.
Complete Tasks Assigns the Completed status to all the active project tasks and inserts 100.00in the Completed (%) column for all of them.This button is available if the project is not completed.

Table Columns

Column Description
Task ID The identifier of the project task.
Task ID should be unique within the project, but is not unique across all projects.
Type The type of the project task, which can be one of the following:
  • Cost Task: The task is visible on the Cost Budget tab of the Projects (PM301000) form only.
  • Revenue Task: The task is visible on the Revenue Budget tab of the Projects (PM301000) form only.
  • Cost and Revenue Task (default): The task is visible on both the Cost Budget and Revenue Budget tabs of the Projects (PM301000) form.
This column appears on the form only if the Construction feature is enabled on the Enable/Disable Features (CS100000) form.
Description The description of the task.If the project has been created from a project template, the system inserts the description specified for the corresponding project template task on the Project Template Tasks (PM208010) form, but you can override the default value.
Rate Table The rate table to be used in the allocation rules, if applicable.
If the project has been created from a project template, the system inserts the rate table specified for the corresponding project task template on the Project Template Tasks (PM208010) form, but you can override the default value.
If no project template is selected for the project or no rate table is defined for the corresponding task of the selected project template, the system inserts the rate table of the project, which is specified in the Rate Table box on the Summary tab of this form.
Allocation Rule The rule that Acumatica ERP uses to run allocations for the task.
If the project has been created from a project template, the system inserts the allocation rule specified for the corresponding project task template on the Project Template Tasks (PM208010) form, but you can override the default value.
If no project template is selected for the project, or no allocation rule is defined for the corresponding task of the selected project template, the system inserts the allocation rule of the project, which is specified in the Allocation Rule box on the Summary tab of this form.
Billing Rule The billing rule that Acumatica ERP uses to run billing for the task.
If the project has been created from a project template, the system inserts the billing rule specified for the corresponding project task template on the Project Template Tasks (PM208010) form, but you can override the default value.
If no project template is selected for the project, or no billing rule is defined for the corresponding task of the selected project template, the system uses the billing rule of the project specified in the Billing Rule box on the Summary tab of this form.
Status The status of the project task, which can be one of the following:
  • In Planning: The project task is a draft; this status is automatically assigned to a new task. A project task with this status is available for selection only in employee activities and project commitments.
  • Active: The project task is active and available for selection on data entry forms. An active task can be assigned the In Planning status.
  • Completed: The project task is completed. A completed task can be activated again if the corresponding project is not completed.
  • Canceled: Progress on the project task was started but then stopped before task completion and there is no intention to continue work on the task. A canceled project task can be activated again if the corresponding project is not completed.
 A user can select the project tasks with the Completed, Canceled, or In Planning status on data entry forms only if this user has the Project Accountant role assigned to their user account on the User Roles (SM201005) form.
For more information about the selection of project tasks with different statuses in records, see Project Tasks: General Information.
Completed (%) The percentage of the work on the task that has been completed. This value can be changed manually if Manual is selected for the project task in the Completion Method box.If the task has the Manual completion method, the value is automatically set to 100 once the task is completed.
For more information, see Project Tasks: Tracking Task Completion.
Start Date The date when the project task was actually started.If the box is empty, when you activate the project task, the system inserts the current business date as the start date.
End Date The date when the project task actually ended.If the box is empty, when you complete the project task, the system inserts the current business date as the end date.
Approver The employee who is authorized to approve the time activities related to the task.If the project has been created from a project template, the system inserts the approver specified for the corresponding project template task on the Project Template Tasks (PM208010) form, but you can override the default value.
This column is shown if the Time Management feature is enabled on the Enable/Disable Features (CS100000) form.
Billing Option The way the task becomes eligible for billing, which can be one of the following:
  • By Billing Period (default): The task is available for billing on demand if the project is assigned the On Demand billing period, and is available for billing at the end of the specified billing period if the project is assigned other billing periods.
  • On Task Completion: The task can be billed only when it is completed.
  • On Project Completion: The task is available for billing when the project is completed.
If the project has been created from a project template, the system inserts the billing option specified for the corresponding project template task on the Project Template Tasks (PM208010) form, but you can override the default value.
Progress Billing Basis The value that the system uses as the basis for progress billing of the project task. You can select one of the following options:
  • Amount (default): The system bills the revenue budget lines with this project task based on the amount in these lines.
  • Quantity: The system bills the revenue budget lines with this project task based on the quantity in these lines.
If the project has been created from a project template, the system inserts the option specified for the corresponding project template task on the Project Template Tasks (PM208010) form, but you can override the default value.
Tax Category The tax category (if applicable) of the task.
If the project has been created from a project template, the system inserts the tax category specified for the corresponding project template task on the Project Template Tasks (PM208010) form, but you can override the default value.
The system uses this tax category as the default tax category for revenue budget lines with this task specified but with no item or with the empty item code selected.
Default A check box that indicates (if selected) that the task is the default task of the project. On the data entry forms that support the selection of a project, if this project is selected, the default project task will automatically be inserted.
You can select a task to be the default one if the project status is Active or In Planning. You can specify only one project task as the default one.
For more information, see Project Tasks: General Information.
Bill Separately A check box that indicates (if selected) that the task is billed by a separate invoice.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Default Sales Account The account to be used by default as the sales account in project billing and other processes that involve the sales account. The system will use this account in project billing if Task is selected for the applicable billing rule step in the Use Sales Account From box of the right pane (Invoice Settings section) of the Billing Rules (PM207000) form.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Default Sales Subaccount The subaccount to be used as the source of possible segment values in the processes of billing, creating allocation transactions, and creating expense claims for the task.
The column is available only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Default Cost Account The account to be used as the expense account in project transactions created for the task on release of time activities and time cards.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Default Cost Subaccount The subaccount to be used as the source of possible segment values in the processes of creating allocation transactions, creating accounts payable documents, creating expense claims for the task, and creating project transactions on release of time activities and time cards.
The column is available only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Planned Start Date The date when the task is expected to start.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Planned End Date The date when the task is expected to end.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Completion Method The method of calculating the percentage of completion of the project task. The following options are available:
  • Manual (default): Users manually specify the task completion percentage for the task in the Completed (%) column on the Tasks tab of the current form. The Completed (%) value is automatically set to 100 once the task is completed.
  • Budgeted Quantity: The system automatically calculates the task completion percentage based on the total actual and revised budgeted quantities of the budget lines selected to be used for the calculation.
  • Budgeted Amount: The system automatically calculates the task completion percentage based on the total actual and revised budgeted amounts of the budget lines selected to be used for the calculation. If the original budgets were revised at some point in the task progress for any of the budget lines, the completion percentage is calculated with respect to the revised budget amounts.
If the project has been created from a project template, the system inserts the completion method specified for the corresponding project template task on the Project Template Tasks (PM208010) form, but you can override the default value.
For more information about methods of completing project tasks, see Project Tasks: Tracking Task Completion.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.

Add Tasks Dialog Box

This dialog box, which opens when you click Add Common Tasks on the table toolbar, contains a list of the common tasks that have been defined on the Common Tasks (PM208030) form. You can select the tasks to be added to the project. The table toolbar in the dialog box includes only standard buttons. For the list of standard buttons, see Tables.

Column Description
Included A check box that you select for the tasks that you want to add to the project.
Task ID The identifier of the task.
Description The description of the task.
Approver The employee assigned to approve time activities associated with the task.
The dialog box contains the following buttons.
Add Tasks & Close Adds the common tasks that you have selected to the current project and closes the dialog box.
Cancel Closes the dialog box without adding any tasks to the current project.

Back to TopRevenue Budget Tab

This tab lists all the project revenues that can be created manually or generated by the project transactions—that is, that can be generated for the corresponding project, project task, inventory item or cost code, and income account mapped to the account group. The Revenue Budget Update setting on the Projects Preferences (PM101000) form determines the scope of these lines as follows:

  • If it is set to Detailed, the system generates a revenue budget line for each combination of the project task, account group, inventory item, and cost code
  • If it is set to Summary, the system generates a single line with an empty item code for multiple project transactions that have the same task and account group but different inventory items and cost code.

For more information, see Project Budget: General Information.

Selection Elements

You can use these elements to filter the data of the table. You can also view the pending invoice total amount.

Element Description
Group by Task A check box that you select to make the table show all the revenue budget lines with the same task as a single line.
When the budget lines are grouped by task, the system shows the total for each numeric column of the table in the bottom-most row.

Table Toolbar

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.

Button Description
View Transactions Opens the Project Transactions (PM304000) form in a pop-up window. This form shows the list of project transactions that correspond to the selected revenue budget line.

Table Columns

Button Description
Project Task A task of the project.
Inventory ID The stock or non-stock inventory item that is used for the time and material project billing. By default, the system populates this box with the empty item code, which is N/A by default and can be changed in the Empty Item Code box on the Projects Preferences (PM101000) form.
The column is shown if Task and Item or Task, Item, and Cost Code is selected as the Revenue Budget Level on the Summary tab of the form for the project.
If Task or Task and Cost Code is selected as the Revenue Budget Level on the Summary tab of the form for the project, the column is hidden by default but can be shown, if needed.
Cost Code The cost code that is associated with the revenue budget line. You can change the cost code value for each revenue line.
The column is shown if the Cost Code feature is enabled on the Enable/Disable Features (CS100000) form and Task and Cost Code or Task, Item, and Cost Code is selected as the Revenue Budget Level on the Summary tab of the current form for the project.
If Task or Task and Item is selected as the Revenue Budget Level on the Summary tab of the form for the project, the column is hidden by default but can be exposed if needed.
Account Group The income account group of the revenue budget line.
If only one account group of the Income type is configured in the system, the system inserts it by default.
Description The description of the revenue budget line.
Original Budgeted Quantity The budgeted quantity of the revenue budget line.
UOM The unit of measure (UOM) of the revenue budget line. If an inventory item is selected in the Inventory ID column, the UOM column is automatically filled in with the base unit of measure of this inventory item, which can be changed to another UOM available for the item.
If the budget line is created based on the project template selected in the Template box in the summary area of this form, the system uses the UOM of the corresponding budget line of this project template. If no UOM is defined for the corresponding budget line of the selected project template, the system selects the UOM by using the logic described above.
When the system creates a new budget line based on a source document line, if the source line has an inventory item specified, the system fills in the UOM with the base unit of measure of this inventory item. Otherwise, if the source line has no inventory item specified or has the empty item code specified, the system does not fill in the UOM.
Unit Rate The price of the specified unit of the revenue budget line.
By default, the system populates this column with the price of the inventory item selected in the budget line. The system searches among the sales prices in the system for an applicable price that is effective on the start date of the project. For more details on how the system searches for the price, see Sales Prices: Rules of Price Selection.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
If the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form and the Change Order Workflow check box is selected for the project on the Summary tab of the current form, in the new revenue budget line created based on the change order, the unit rate is copied from the corresponding change order line.
If the Project Quotes feature is enabled on the Enable/Disable Features (CS100000) form and the project was created based on a project quote, in each created revenue budget line, the system calculates the unit rate based on the values in the estimation line of project quote by using the following formula: Unit Rate = Amount / Quantity, where Amount = Ext. Price – Discount Amount.
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the system searches for an applicable sales price in the project currency (which is specified in the Project Currency box on the Summary tab of the current form) using the rate that is effective on the start date of the project. For more information, see Multicurrency Projects: Unit Rates in the Project Budget.
Original Budgeted Amount The budgeted amount of the revenue budget line. For the Original Budgeted Quantity, UOM, and Unit Rate specified for the line, the amount is calculated as Original Budgeted Amount = Original Budgeted Quantity * Unit Rate.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
Potential CO Quantity The total quantity of the estimation lines of change requests that have the Open status plus the total quantity of the revenue budget lines of change orders that have the On Hold, Open, or Pending Approval status and are associated with the same project, project task, account group, and cost code or inventory item.
If the change order has been rejected, the quantity of this change order (that has been previously added while this order was assigned the On Hold status) is subtracted from the Potential CO Quantity.
This column is read-only and appears on the form if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form and the Change Order Workflow check box is selected for the project on the Summary tab of the current form.
Potential CO Amount The total amount of the estimation lines of change requests that have the Open status plus the total amount of the revenue budget lines of change orders that have the On Hold, Open, or Pending Approval status and that are associated with the same project, project task, account group, and cost code or inventory item.
If the change order has been rejected, the amount of this change order (which has been previously added while this order was assigned the On Hold status) is subtracted from the Potential CO Amount.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
This column is read-only and appears on the form if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form and the Change Order Workflow check box is selected for the project on the Summary tab of the current form.
Budgeted CO Quantity The total quantity of the lines of released change orders that are associated with the same project, project task, account group, and cost code or inventory item.
This column is read-only and appears on the form if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form and the Change Order Workflow check box is selected for the project on the Summary tab of the current form.
Budgeted CO Amount The total amount of the lines of released change orders that are associated with the same project, project task, account group, and cost code or inventory item.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
This column is read-only and appears on the form if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form and the Change Order Workflow check box is selected for the project on the Summary tab of the current form.
Revised Budgeted Quantity The revised budgeted quantity if the original budget quantity has been revised for the project after the initial budgeting. By default, this quantity is equal to the Original Budgeted Quantity value specified for the line.
If the Change Orders feature is not enabled on the Enable/Disable Features (CS100000) form or if the Change Order Workflow check box is cleared for the project on the Summary tab of the current form, you can change the quantity manually.
If the Change Order Workflow check box is selected for the project on the Summary tab of the current form, the column is read-only, and the quantity is calculated as the sum of the Original Budgeted Quantity and the Budgeted CO Quantity.
Revised Budgeted Amount The revised budgeted amount if the original budget amount has been revised for the project after the initial budgeting. By default, this amount is equal to the Original Budgeted Amount value specified for the line.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
If the Change Orders feature is not enabled on the Enable/Disable Features (CS100000) form or if the Change Order Workflow check box is cleared for the project on the Summary tab of the current form, you can change the amount manually.
If the Change Order Workflow check box is selected for the project on the Summary tab of the current form, the column is read-only, and the amount is calculated as the sum of the Original Budgeted Amount and the Budgeted CO Amount.
Limit Amount A check box that you select to be able to specify the Maximum Amount.
This column is shown if the Use T&M Revenue Budget Limits check box is selected on the Summary tab of the current form.
Maximum Amount The maximum billable amount for the revenue budget line.
The amount is shown in the currency that is specified in the Budget Currency Rate box of the Summary area.
This column is shown if the Use T&M Revenue Budget Limits check box is selected on the Summary tab of the current form.
Draft Invoice Quantity The total quantity of unreleased project invoices that correspond to the revenue budget line.If the Create Pro Forma Invoice on Billing check box is selected for the project, this quantity includes the following quantities:
  • The total quantity in the lines of pro forma invoices with the same project budget key for which the corresponding accounts receivable invoices have not been released yet
  • The total quantity of accounts receivable document lines related to the project that have no related pro forma invoices—for example, lines of credit memos that originate from reversed accounts receivable invoices
If the Create Pro Forma Invoice on Billing check box is cleared for the project, the column shows the total quantity of unreleased accounts receivable invoices, credit memos, and debit memos.
The system calculates the quantity in the unit of measure specified in this budget line. The system recalculates the quantity if the following conditions are met:
  • Another UOM is specified in the pro forma invoice line or accounts receivable document line.
  • The system can convert the UOM of the document line to the UOM of the budget line.
For more information about how the system selects the unit conversion rules, see Project Transactions: Update of the Project Budget Structure.
Draft Invoice Amount The column shows the total amount of unreleased project invoices that correspond to the revenue budget line. The Draft Invoice Amount can take rational values, including negative ones.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
If the Create Pro Forma Invoice on Billing check box is selected for the project, this amount includes the following amounts:
  • The total amount of the lines of pro forma invoices with the same project budget key for which the corresponding accounts receivable invoices have not been released yet
  • The total amount of accounts receivable documents related to the project that have no related pro forma invoices—for example, credit memos that originate from reversed accounts receivable invoices
If the Create Pro Forma Invoice on Billing check box is cleared for the project, the column shows the total amount of unreleased accounts receivable invoices, credit memos, and debit memos.
Actual Quantity The total quantity of the lines of the released accounts receivable invoices that correspond to the revenue budget line.
When the system creates a new budget line based on a source document line, if the source line has an inventory item specified, the system fills in the quantity of the budget line with the quantity of the source line. Otherwise, if the source line has no inventory item specified or has the empty item code specified, the system does not fill in the quantity of the budget line.
The quantity is updated only if the UOM is specified in the budget line and if the system can convert the UOM of the document line to the UOM of the budget line. For more information about how the system selects the unit conversion rules, see Project Transactions: Update of the Project Budget Structure.
Actual Amount The total amount of the lines of the released accounts receivable invoices that correspond to the revenue budget line.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
Hist. Actual Amount in Base Currency The total amount of the lines of the released accounts receivable invoices that correspond to the revenue budget line. The amount is shown in the base currency only.
Completed (%) The percentage of the work that has been completed on the revenue budget line.
If the line is billed based on amount and the Pending Invoice Amount is manually changed or is changed by means of a released change order, the Completed (%) is recalculated as follows: Completed (%) = (Draft Invoice Amount + Actual Amount + Inclusive Tax Amount + Pending Invoice Amount) / Revised Budgeted Amount * 100%.
If the line is billed based on quantity and the Pending Invoice Quantity is manually changed or is changed by means of a released change order, the Completed (%) is recalculated as follows:Completed % = (Draft Invoice Quantity + Actual Quantity + Pending Invoice Quantity) / Revised Budgeted Quantity * 100%The system does not update the Completed (%) on release of a pro forma invoice or an accounts receivable invoice.
Pending Invoice Quantity The quantity for which the customer will be billed during the next billing.
If the line is billed based on amount, the system sets the value in this column to 0. If the line is billed based on quantity, you enter the number of units to be billed in this column.
Project-related invoices, debit memos, and credit memos that have been created manually on the Invoices and Memos (AR301000) form are not included in pending invoice quantities and amounts.
Pending Invoice Amount The amount for which the customer will be billed during the next billing.
If the line is billed based on amount, you specify this value manually. This amount can take rational values, including negative ones.
If the line is billed based on quantity, the system calculates the value in this column as the pending invoice quantity multiplied by the unit rate specified in the line.
If the Completed (%) value is manually changed, the column values are recalculated as follows: Pending Invoice Amount = Revised Budgeted Amount * Completed (%) / 100 - (Actual Amount + Inclusive Tax Amount + Draft Invoice Amount).
Project-related invoices, debit memos, and credit memos that have been created manually on the Invoices and Memos (AR301000) form are not included in pending invoice quantities and amounts.

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
Performance (%) The task performance measure, which the system calculates as follows:
  • If the line is billed based on amount, this is the ratio (expressed as a percentage) of the actual amount to the revised budgeted amount, which is calculated by the following formula: Performance (%) = (Actual Amount + Inclusive Tax Amount) / Revised Budgeted Amount * 100%.
  • If the line is billed based on quantity, this is the ratio (expressed as a percentage) of the actual quantity to the revised budgeted quantity, which is calculated by the following formula: Performance (%) = Actual Quantity / Revised Budgeted Quantity * 100%.
Retainage (%) The percent of the invoice line amount to be retained by the customer. By default is populated with the value of the Retainage (%) box in the Retainage section on the Summary tab of the current form. The value can be overridden.
The column appears in the table if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form, the Standard or Contract Item Cap retainage mode is selected in the Retainage Mode box of the current form.
Cap (%) The cap of the revenue budget line completion percent, which defines the maximum retainage amount held for each revenue budget line. By default is populated with the value of the Cap (%) box in the Retainage section on the Summary tab of the current form. The value can be overridden.
The column appears in the table if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form and the Contract Item Cap retainage mode is selected in the Retainage Mode box on the Summary tab of the current form.
Retainage Cap Amount The cap amount of the revenue budget line.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
The system calculates this amount as follows:
Retainage Cap Amount = Budgeted Amount * Cap (%) * Retainage (%)
The Budgeted Amount is the original budgeted amount of the revenue budget line (if the Include CO check box is cleared on the Summary tab of the current form) or the revised budgeted amount of the revenue budget line (if the Include CO check box is selected).
The column appears in the table if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form and the Contract Item Cap retainage mode is selected in the Retainage Mode box on the Summary tab of the current form.
Draft Retained Amount The total of the retainage amounts for the lines of all pro forma invoices related to the revenue budget line that are on hold or open, plus the total of the unreleased retainage for the lines of the unreleased AR invoices.
The system does not track the retainage amounts being held or released for AR invoices that have the Pay by Line check box cleared in the Summary area of the Invoices and Memos (AR301000) form. To update the Draft Retained Amount and Retained Amount, you need to run project balance recalculation by clicking Recalculate Project Balance on the More menu of the current form.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
The column appears in the table if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.
Retained Amount The total of the retainage amounts for the lines of all released invoices related to the revenue budget line.
The system does not track retainage amounts being held or released for AR invoices that have the Pay by Line check box cleared in the Summary area of the Invoices and Memos (AR301000) form. To update the Draft Retained Amount and Retained Amount, you need to run project balance recalculation by clicking Recalculate Project Balance on the More menu of the current form.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
Depending on whether the Pay by Line check box is selected in the Summary area of the Invoices and Memos (AR301000) form for the accounts receivable invoices related to the revenue budget line, the retained amount is calculated as follows:
  • If the check box is selected, the retained amount is calculated as the sum of the Unreleased Retainage amount of the related AR invoice lines. The retained amount is automatically decreased when retainage is released—that is, when the Unreleased Retainage amount is decreased. Negative retainage amounts and retainage in credit memos are not considered in the calculation.
  • If the check box is cleared, the retained amount is calculated as the sum of the Retainage Amount of the related AR invoice lines. The retained amount is not decreased because these AR invoices have no unreleased retainage balances.
The column appears in the table if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.
Total Retained Amount The total retainage amount of all the lines of pro forma invoices (with any status) related to the revenue budget line.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
Once the Total Retainage Amount of the line reaches the Retainage Cap Amount, no new retainage amount is calculated during the progress billing for this line unless the Retainage Cap Amount is increased.
The column appears in the table if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.
Progress Billing Basis The value that the system uses as the basis for progress billing of this revenue budget line. You can select one of the following options:
  • Amount: The system bills this revenue budget line based on the value in the Pending Invoice Amount column.
  • Quantity: The system bills this revenue budget line based on the value in the Pending Invoice Quantity column. The system calculates the value in the Pending Invoice Amount column as the pending invoice quantity multiplied by the unit rate specified in the line.
Tax Category The tax category for the revenue budget line.
The system specifies the default tax category in the line as follows:
  • If an inventory item specified in the revenue budget line is a part of the project budget key, the system inserts the tax category of this stock or non-stock item.
  • If the inventory item is not a part of the project budget key, the system inserts the tax category of the project task specified in this line (or leaves it empty, if the tax category is empty in the project task).
If the revenue budget line is copied from a project template defined on the Project Templates (PM208000) form, by default, the system inserts the tax category defined in the template. If no tax category is defined at the template level, the system selects the tax category using the logic described in the previous paragraph.
If you change the item or project task for the revenue budget line, the system changes the tax category by using the logic described above.
Inclusive Tax Amount The total of the inclusive tax amounts for the lines of all released invoices related to the revenue budget line.
If the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form and the Retain Taxes check box is selected on the General tab of the Accounts Receivable Preferences (AR101000) form, this value also includes the total of the inclusive retained tax amounts for the lines of all released invoices related to the revenue budget line.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
The column is hidden by default.

Back to TopCost Budget Tab

This tab lists all the project costs that can be created manually or generated by the project transactions and commitments—that is, that can be generated for the corresponding project, project task, inventory item or cost code, and expense account mapped to the account group. The Cost Budget Update setting on the Projects Preferences (PM101000) form determines the scope of these lines as follows:

  • If it is set to Detailed, the system generates a cost budget line for each combination of the project task, account group, inventory item, and cost code
  • If it is set to Summary, the system generates a single line with an empty item code for multiple cost transactions that have the same task and account group but different inventory items.

For more information, see Project Budget: General Information.

Cost Budget Elements

You can use these elements to filter the data shown in the table. You can also view the pending invoice total amount.

Element Description
Group by Task A check box that you select to display in the table all the cost budget lines with the same task as a single line.
When the budget lines are grouped by task, the system shows the total for each numeric column of the table in the bottom-most row.

Table Toolbar

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.

Button Description
View Commitments Opens the Commitments (PM306000) form. This form shows the list of commitments that correspond to the selected cost budget line.
This button is available only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences (PM101000) form.
View Transactions Opens the Project Transactions (PM304000) form. This form shows the list of project transactions that correspond to the selected cost budget line.

Table Columns

Button Description
Project Task A task of the project.
Inventory ID The stock or non-stock inventory item that is associated with the cost budget line, or the empty item code that is specified on the Projects Preferences (PM101000) form.
The column is shown if Task and Item or Task, Item, and Cost Code is selected as the Cost Budget Level on the Summary tab of the form for the project.
If Task or Task and Cost Code is selected as the Cost Budget Level on the Summary tab of the form for the project, the column is hidden by default but can be shown if needed.
Cost Code The cost code that is associated with the cost budget line. You can change the cost code value for each line.
The column is shown if the Cost Code feature is enabled on the Enable/Disable Features (CS100000) form and Task and Cost Code or Task, Item, and Cost Code is selected as the Cost Budget Level on the Summary tab of the current form for the project.
If Task or Task and Item is selected as the Cost Budget Level on the Summary tab of the form for the project, the column is hidden by default but can be shown if needed.
Account Group The account group to which the corresponding expense account is mapped. In addition to the account groups of the Expense type, you can select the Off-Balance account groups for which the Expense check box is selected on the Account Groups (PM201000) form.If an inventory item is selected in the line, the system automatically specifies the account group as follows:
  • If the line contains a non-stock item, this is an account group mapped to an account specified in the Expense Account box on the GL Accounts tab of the Non-Stock Items (IN202000) form.
  • If the line contains a stock item, this is an account group mapped to an account specified in the COGS Account box on the GL Accounts tab of the Stock Items (IN202500) form.
Description The description of the cost budget line.
Original Budgeted Quantity The original budgeted quantity of the task and, optionally, the inventory item or cost code.
UOM The unit of measure of the cost budget line. If an inventory item is selected in the Inventory ID column, the UOM is automatically inserted as the base unit of measure of this inventory item and can be changed to another UOM available for the item.
If the budget line is created based on the project template selected in the Template box in the Summary area of this form, the system uses the UOM of the corresponding budget line of this project template. If no UOM is defined for the corresponding budget line of the selected project template, the system selects the UOM by using the logic described above.
If the item is not specified, any existing UOM can be selected. By default, the system inserts the empty item code specified on the Projects Preferences (PM101000) form.
When the system creates a new budget line based on a source document line, if the source line has an inventory item specified, the system fills in the UOM with the base unit of measure of this inventory item. Otherwise, if the source line has no inventory item specified or has the empty item code specified, the system does not fill in the UOM.
Unit Rate The cost of the specified unit of the cost budget line. By default, the system populates this column with the cost of the inventory item selected in the budget line.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
If the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form and the Change Order Workflow check box is selected for the project on the Summary tab of the current form, in the new cost budget line created based on the change order, the unit rate is copied from the corresponding change order line.
If the Project Quotes feature is enabled on the Enable/Disable Features (CS100000) form and the project was created based on a project quote, in each created cost budget line, the unit rate is specified based on the unit cost of the corresponding estimation line of the project quote.
For more details on how the system selects the cost, see Project Budget: Unit Rate in Budget Lines.
Original Budgeted Amount The original budgeted amount of the task and optionally the inventory item or cost code. For the Original Budgeted Quantity, UOM, and Unit Rate specified for the line, the amount is calculated as Original Budgeted Amount = Original Budgeted Quantity * Unit Rate.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
Potential CO Quantity The total quantity of the estimation lines of change requests that have the Open status plus the total quantity of the cost budget lines of change orders that have the On Hold, Open, or Pending Approval status and are associated with the same project, project task, account group, and cost code or inventory item.
If the change order has been rejected, the quantity of this change order is subtracted from the Potential CO Quantity.
This column is read-only and appears on the form if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form and the Change Order Workflow check box is selected for the project on the Summary tab of the current form.
Potential CO Amount The total amount of the estimation lines of change requests that have the Open status plus the total amount of the cost budget lines of change orders that have the On Hold, Open, or Pending Approval status and are associated with the same project, project task, account group, and cost code or inventory item.
If the change order has been rejected, the amount of this change order is subtracted from the Potential CO Amount.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
This column is read-only and appears on the form if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form and the Change Order Workflow check box is selected for the project on the Summary tab of the current form.
Budgeted CO Quantity The total quantity of the lines of released change orders that are associated with the same project, project task, account group, and cost code or inventory item.
This column is read-only and appears on the form if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form and the Change Order Workflow check box is selected for the project on the Summary tab of the current form.
Budgeted CO Amount The total amount of the lines of released change orders that are associated with the same project, project task, account group, and cost code or inventory item.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
This column is read-only and appears on the form if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form and the Change Order Workflow check box is selected for the project on the Summary tab of the current form.
Revised Budgeted Quantity The revised budgeted quantity if the original budget quantity has been revised for the project after the initial budgeting.
If the Change Orders feature is not enabled on the Enable/Disable Features (CS100000) form or if the Change Order Workflow check box is cleared for the project on the Summary tab of the current form, you can change the quantity manually.
If the Change Order Workflow check box is selected, the column is read-only, and the quantity is calculated as the sum of the Original Budgeted Quantity and the Budgeted CO Quantity.
Revised Budgeted Amount The revised budgeted amount if the original budget amount has been revised for the project after the initial budgeting.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
If the Change Orders feature is not enabled on the Enable/Disable Features (CS100000) form or if the Change Order Workflow check box is cleared for the project on the Summary tab of the current form, you can change the amount manually.
If the Change Order Workflow check box is selected, the column is read-only, and the amount is calculated as the sum of the Original Budgeted Amount and the Budgeted CO Amount.
Original Committed Quantity The total original quantity of the commitments that are associated with the project, project task, account group, and cost code or inventory item.
This column appears on the form only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences (PM101000) form.
The quantity is updated only if the UOM is specified in the budget line and if the system can convert the UOM of the document line to the UOM of the budget line. For more information about how the system selects the unit conversion rules, see Project Transactions: Update of the Project Budget Structure.
Original Committed Amount The total original amount of the commitments that are associated with the project, project task, account group, and cost code or inventory item.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
This column appears on the form only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences (PM101000) form.
Committed CO Quantity The total quantity of the commitment lines of released change orders that are associated with the same project, project task, account group, and cost code or inventory item. The quantity is the difference between the Revised Committed Quantity and the Original Committed Quantity.
This column is read-only and appears on the form if the Internal Cost Commitment Tracking check box is selected on the General tab of the Projects Preferences (PM101000) form, and the Change Order Workflow check box is selected for the project on the Summary tab of the current form.
Committed CO Amount The total amount of the commitment lines of released change orders that are associated with the same project, project task, account group, and cost code or inventory item. The amount is the difference between the Revised Committed Amount and the Original Committed Amount.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
This column is read-only and appears on the form if the Internal Cost Commitment Tracking check box is selected on the General tab of the Projects Preferences (PM101000) form, and the Change Order Workflow check box is selected for the project on the Summary tab of the current form.
Revised Committed Quantity The total revised quantity of the commitments that are associated with the project, project task, account group, and cost code or inventory item.
This column appears on the form only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences (PM101000) form.
Revised Committed Amount The total revised amount of the commitments that are associated with the project, project task, account group, and cost code or inventory item.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
This column appears on the form only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences (PM101000) form.
Committed Received Quantity The total received quantity of the commitments that are associated with the project, project task, and account group.
This column appears on the form only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences (PM101000) form.
The quantity is updated only if the UOM is specified in the budget line and if the system can convert the UOM of the document line to the UOM of the budget line. For more information about how the system selects the unit conversion rules, see Project Transactions: Update of the Project Budget Structure.
If purchase order lines and subcontract lines have non-stock items that do not require receipt, these lines do not update the received quantity of the commitment.
Committed Invoiced Quantity The total billed quantity of the commitments that are associated with the project, project task, and account group.
This column appears on the form only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences (PM101000) form.
The quantity is updated only if the UOM is specified in the budget line and if the system can convert the UOM of the document line to the UOM of the budget line. For more information about how the system selects the unit conversion rules, see Project Transactions: Update of the Project Budget Structure.
Committed Invoiced Amount The total billed amount of the commitments that are associated with the project, project task, and account group.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
This column appears on the form only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences (PM101000) form.
Committed Open Quantity The total open quantity of the commitments that are associated with the project, project task, and account group.
This column appears on the form only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences (PM101000) form.
The quantity is updated only if the UOM is specified in the budget line and if the system can convert the UOM of the document line to the UOM of the budget line. For more information about how the system selects the unit conversion rules, see Project Transactions: Update of the Project Budget Structure.
Committed Open Amount The total open amount of the commitments that are associated with the project, project task, and account group.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
This column appears on the form only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences (PM101000) form.
Actual Quantity The total quantity of the released project transactions that correspond to the cost budget line.
When the system creates a new budget line based on a source document line, if the source line has an inventory item specified, the system fills in the quantity of the budget line with the quantity of the source line. Otherwise, if the source line has no inventory item specified or has the empty item code specified, the system does not fill in the quantity of the budget line.
The quantity is updated only if the UOM is specified in the budget line and if the system can convert the UOM of the document line to the UOM of the budget line. For more information about how the system selects the unit conversion rules, see Project Transactions: Update of the Project Budget Structure.
Actual Amount The total amount of the released project transactions that correspond to the cost budget line.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
Hist. Actual Amount in Base Currency The total amount of the released project transactions that correspond to the cost budget line. The amount is shown in the base currency only.
Actual + Open Committed Amount
The sum of actual and open commitment values, which the system calculates by using the following formula:
Actual + Open Committed Amount = Actual Amount + Committed Open Amount + Inclusive Tax Amount
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
Variance Amount
The variance amount, which the system calculates by using the following formula:
Variance Amount = Revised Budgeted Amount - (Actual Amount + Committed Open Amount + Inclusive Tax Amount)
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
Performance (%) The performance measure, which the system estimates for the cost budget line using the following formula:
Performance (%) = (Actual Amount + Inclusive Tax Amount) / Revised Budgeted Amount * 100%
Auto Completed (%) A check box that indicates (if selected) that the Completed (%) of the corresponding task is calculated automatically, based on the completion method of the task, which is specified on the Project Tasks (PM302000) form.
For the project task with the Budgeted Quantity method of task completion, the Auto Completed (%) check box may be selected for only one cost budget line whose actual quantity reflects the project task’s overall progress.
Cost to Complete The current projected amount that is required to complete the cost budget line, as reported by the people at the work site. You fill in the value of this column manually, or it can be filled in by means of a scheduled import scenario or via a web service API call.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
This column is shown only if the Track Production Data check box is selected on the Summary tab of the current form.
Cost at Completion The current projected total cost amount of the cost budget line, as reported by the people at the work site. You fill in the value of this column manually, or it can be filled in by means of a scheduled import scenario or via a web service API call.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
This column is shown only if the Track Production Data check box is selected on the Summary tab of the current form.
Percentage of Completion The current approximate percentage of project completion that corresponds to the cost budget line, as reported by the people at the work site. You fill in the value of this column manually, or it can be filled in by means of a scheduled import scenario or via a web service API call.
This column is available only if the Track Production Data check box is selected on the Summary tab of the current form.
Last Cost to Complete The value of the Cost to Complete column before the most recent change was made to it. The system inserts the value from the Cost to Complete column into the Last Cost to Complete column automatically after each change to at least one of the following columns: Cost to Complete, Cost at Completion, and Percentage of Completion.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
For reporting and analysis purposes, a developer can retrieve the history of these changes by using the PMBudget and PMBudgetProduction data access classes.
This column is shown only if the Track Production Data check box is selected on the Summary tab of the current form.
Last Cost at Completion The value of the Cost at Completion column before the most recent change was made to it. The system inserts the value from the Cost at Completion column into the Last Cost at Completion column automatically after each change to at least one of the following columns: Cost to Complete, Cost at Completion, and Percentage of Completion.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
For reporting and analysis purposes, a developer can retrieve the history of these changes by using the PMBudget and PMBudgetProduction data access classes.
This column is shown only if the Track Production Data check box is selected on the Summary tab of the current form.
Last Percentage of Completion The value of the Percentage of Completion column before the most recent change was made to it. The system inserts the value from the Percentage of Completion column into the Last Percentage of Completion column automatically after each change to at least one of the following columns: Cost to Complete, Cost at Completion, and Percentage of Completion.
For reporting and analysis purposes, a developer can retrieve the history of these changes by using the PMBudget and PMBudgetProduction data access classes.
This column is shown only if the Track Production Data check box is selected on the Summary tab of the current form.
Projected Cost to Complete The remainder of the budgeted cost for the cost budget line in the last released revision of the cost projection for this line.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
Projected Cost at Completion The projected final cost at project completion for the cost budget line in the last released revision of the cost projection for this line.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
Projected Quantity to Complete The remainder of the budgeted quantity for the cost budget line in the last released revision of the cost projection for this line.
Projected Quantity at Completion The projected final quantity at project completion for the cost budget line in the last released revision of the cost projection for this line.
Projected Completed (%) The projected percentage of completion for the cost budget line in the last released revision of the cost projection for this line.
Unit Price The price of the specified unit of the cost budget line.
By default, the system populates this column with the price of the inventory item selected in the budget line. The system searches among the sales prices in the system for an applicable price that is effective on the start date of the project. For more details on how the system searches for the price, see Sales Prices: Rules of Price Selection.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
If the Project Quotes feature is enabled on the Enable/Disable Features (CS100000) form and the project was created based on a project quote, in each created cost budget line, the unit price is calculated based on the values in the estimation line of project quote by the following formula: Unit Price = Amount / Quantity, where Amount = Ext. Price – Discount Amount.
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the system searches for an applicable sales price in the project currency (which is specified in the Project Currency box on the Summary tab) using the rate that is effective on the start date of the project.
Revenue Task The project task specified in the corresponding revenue budget line. In the column, you can select a project task that is presented in a revenue budget line on the Revenue Budget tab of this form.
The structure of the revenue budget and the cost budget of a project could be different. While the revenue budget may have just several lines with progress billing, the cost budget may have the detailed structure of work split into phases, work types, and so on.
By using the Revenue Task and Revenue Item, you can specify a link between the cost budget line and a revenue budget line. You can use this link to build a custom report and analyze the profitability by task (and item) as follows: the sum of revenue budget lines by a project task minus the sum of cost budget lines with the same project task specified as the revenue task.
Revenue Item The link to a revenue budget line by inventory item that is used for informational purposes.
You can select the Revenue Item after you select the Revenue Task. You can select in the column only an item that is presented in a revenue budget line on the Revenue Budget tab of this form. The revenue budget line must have the same task as the task selected in the Revenue Task column.
This column is shown if Task and Item is selected as the Revenue Budget Level on the Summary tab of the current form for the project.
Productivity Tracking The way the system determines if the cost budget line can be added to a progress worksheet, which can be one of the following options:
  • Template: The cost budget line is added automatically when you click Load Template on the table toolbar of the Details tab of the Progress Worksheets (PM303000) form. This line can also be added manually if you click Add Budget Lines on the table toolbar and select the line in the dialog box.
  • Not Allowed: The cost budget line cannot be added to a progress worksheet.
  • On Demand: The cost budget line can be added to a progress worksheet manually on the Details tab of the Progress Worksheets (PM303000) form. To do this, you click Add Budget Lines on the table toolbar and select the line or lines to be added in the dialog box that opens.
This column is available if the Construction feature is enabled on the Enable/Disable Features (CS100000) form.

Back to TopBalances Tab

You use this tab to view the budget broken down by account groups.

Table Toolbar

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.

Button Description
View Transactions Opens the Project Transactions (PM304000) form in a pop-up window. This form shows the list of project transactions that correspond to the selected budget line.
View Commitments Opens the Commitments (PM306000) form in a pop-up window. This form shows the list of commitments that correspond to the selected budget line.
This button appears on the form only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences (PM101000) form.

Table Columns

Column Description
Account Group The group of accounts for which the actual and budgeted amounts are specified.
Description The description of the account group.
Original Budgeted Amount The original budgeted amount for the project with respect to this account group.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
Potential CO Amount The total amount of the estimation lines of change requests that have the Open status plus the total amount of the lines of change orders that have the On Hold, Open, or Pending Approval status and are associated with the same project and account group.
If the change order has been rejected, the amount of this change order (which has been added previously while this order was assigned the On Hold status) is subtracted from the Potential CO Amount.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
This column is read-only and appears on the form if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form and the Change Order Workflow check box is selected for the project on the Summary tab of the current form.
Budgeted CO Amount The total amount of the lines of released change orders that are associated with the project and account group.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
This column appears on the form if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form and the Change Order Workflow check box is selected for the project on the Summary tab of the current form.
Revised Budgeted Amount The revised budgeted amount for the project with respect to this account group.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
Original Committed Amount The total original amount of the commitments that are associated with the project and account group.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
This column appears on the form only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences (PM101000) form.
Committed CO Amount The total amount of the commitment lines of released change orders that are associated with the project and account group.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
This column appears on the form if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form, the Internal Cost Commitment Tracking check box is selected on the Projects Preferences (PM101000) form, and the Change Order Workflow check box is selected for the project on the Summary tab of the current form.
Revised Committed Amount The total revised amount of the commitments that are associated with the project and account group.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
This column appears on the form only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences (PM101000) form.
Committed Invoiced Amount The total invoiced amount of the commitments that are associated with the project and account group.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
This column appears on the form only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences (PM101000) form.
Actual Amount The actual amount spent on the project with respect to this account group.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
Hist. Actual Amount in Base Currency The actual amount spent on the project for this account group. The amount is shown in the base currency only.This box appears on the form if the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form.
Committed Open Amount The total open amount of the commitments that are associated with the project and account group.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
This column appears on the form only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences (PM101000) form.
Actual + Open Committed Amount
The sum of actual and open commitment values, which the system calculates by using the following formula:
Actual + Open Committed Amount = Actual Amount + Committed Open Amount + Inclusive Tax Amount
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
Variance Amount
The variance amount, which the system calculates by using the following formula:
Variance Amount = Revised Budgeted Amount - (Actual Amount + Committed Open Amount + Inclusive Tax Amount)
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
Performance (%) The project completion measure expressed as a percentage, which the system calculates by using the following formula:
Performance (%) = (Actual Amount + Inclusive Tax Amount) / Revised Budgeted Amount * 100%
Inclusive Tax Amount The total of the inclusive tax amounts that are associated with the project and the account group.
If the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form and the Retain Taxes check box is selected on the General tab of the Accounts Receivable Preferences (AR101000) form, this value also includes the total of the inclusive retained tax amounts that are associated with the project and the account group.
By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.

Back to TopCommitments Tab

You use this tab to view the purchase orders and subcontracts that are related to the project.

The tab lists the related subcontracts if the Construction feature is enabled on the Enable/Disable Features (CS100000) form.

This tab appears on the form if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences (PM101000) form.

Table Toolbar

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.

Button Description
Create Purchase Order Initiates the creation of a purchase order for the currently selected project by navigating to the Purchase Orders (PO301000) form.
If the Require Single Project per Document check box is selected on the Accounts Payable Preferences (AP101000) form, this button appears only if the numbering sequence that is used for numbering purchase orders is auto-numbered. That is, the Manual Numbering check box must be cleared for the numbering sequence on the Numbering Sequences (CS201010) form.
Create Drop-Ship Initiates the creation of a project drop-ship order for the currently selected project by navigating to the Purchase Orders (PO301000) form.
This button appears only if the numbering sequence that is used for numbering project drop-ship orders is auto-numbered. That is, the Manual Numbering check box must be cleared for the numbering sequence on the Numbering Sequences (CS201010) form.
Create Subcontract Initiates the creation of a subcontract for the currently selected project by navigating to the Subcontracts (SC301000) form.
If the Require Single Project per Document check box is selected on the Accounts Payable Preferences (AP101000) form, this button appears only if the numbering sequence that is used for numbering purchase orders is auto-numbered. That is, the Manual Numbering check box must be cleared for the numbering sequence on the Numbering Sequences (CS201010) form.
This button appears on the form if the Construction feature is enabled on the Enable/Disable Features (CS100000) form.

Table Columns

Column Description
Type The type of the document, which can be Normal or Project Drop-Ship for a purchase order, or Subcontract for a subcontract.
Order Nbr. The reference number of the purchase order or subcontract.
Date The date when the purchase order or subcontract was created.
Vendor The vendor from which the items or services are purchased.
Vendor Name The name of the vendor from which the items or services are purchased.
Project Amount The total amount of the document lines that are associated with the current project.By default, the amount is shown in the document currency. If you click View Base (the Currency Toggle button) in the Summary area of the current form, the amount is shown in the base currency.
This column is available if the Require Single Project per Document check box is cleared on the Accounts Payable Preferences (AP101000) form.
Project Qty. The total quantity of the items in the purchase order lines or subcontract lines that are associated with the current project.This column is available if the Require Single Project per Document check box is cleared on the Accounts Payable Preferences (AP101000) form.
Order Qty. The total quantity of the items in the purchase order or subcontract, counted in the units of measure of the purchase order lines or subcontract lines.
Order Total The total amount of the purchase order or subcontract.By default, the amount is shown in the document currency. If you click View Base (the Currency Toggle button) in the Summary area of the current form, the amount is shown in the base currency.
Currency The currency of the purchase order or subcontract.
Status The current status of the purchase order or subcontract.

Back to TopInvoices Tab

This tab lists all the project invoices generated during various stages of the project’s execution and the project invoices that have been entered manually. If the billing workflow of the project includes the creation of pro forma invoices—that is, the Create Pro Forma Invoice on Billing check box is selected for the project—the accounts receivable invoices are listed in the same row with the pro forma invoice they were created based on.

If a pro forma invoice has been corrected, the latest generated accounts receivable invoice is listed in the same row with the pro forma invoice. All the previous revisions of the accounts receivable invoices and reversing accounts receivable documents generated for the pro forma invoice are shown at the end of the invoices list.

Table Toolbar

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.

Button Description
AIA Report Prepares the printable version of the AIA report for the pro forma invoice selected in the table and opens AIA Report (PM644000) or AIA Report with Quantity (PM644500) with the report. The format of the report to be prepared for the current project is specified by the state of the Show Quantity in AIA Report box on the Summary tab.If the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form, the prepared report will include the retainage that has been fully or partially released (depending on the date for which the AIA report is prepared), or all released retainage at the end of the project. For more information, see Construction Reports: AIA Reports.
Release Retainage Opens the Release Retainage dialog box, in which you specify the settings of the released retainage and then run the process of releasing the retainage. As a result, the retainage invoice is created in the system. This button appears on the form only if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.

Table Columns

Column Description
Pro Forma Date The date of the pro forma invoice.
Pro Forma Reference Nbr. The reference number of the pro forma invoice.
Application Nbr. The application number of the pro forma invoice.This column appears on the form if the Construction feature is enabled on the Enable/Disable Features (CS100000) form.
Description The description provided for the pro forma invoice.
Status The status of the pro forma invoice.
Invoice Total The total amount of the pro forma invoice, which can be a positive value or a negative value.If the invoice total is positive, an accounts receivable document of the Invoice type will be created on release of the pro forma invoice.
If the invoice total is negative, an accounts receivable document of the Credit Memo type will be created on release of the pro forma invoice.
The amount is shown in the billing currency that is selected in the Billing Currency box on the Summary tab.
Pro Forma Currency The currency of the pro forma invoice.This column is available if the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form.
AR Doc. Type The type of the accounts receivable document: Invoice or Credit Memo.
AR Reference Nbr. The link to the accounts receivable document.
AR Doc. Date The date of the accounts receivable document.
AR Doc. Description The description of the accounts receivable document.
AR Doc. Orig. Amount The total amount of the accounts receivable document.The amount is always shown as positive, regardless of the sign of the invoice total of the original pro forma invoice. If the pro forma invoice has a positive invoice total, the system creates an accounts receivable document with the Invoice type and positive amount; if the pro forma invoice has a negative invoice total, the system creates an accounts receivable document with the Credit Memo type and positive amount.
The amount is shown in the billing currency that is selected on the Summary tab.
Original Retainage The amount to be retained in all lines of the invoice. The system calculates this amount as follows for an invoice: the total amount entered in the Retainage Amount column for all lines on the Details tab minus the Discount on Retainage value plus the Retained Tax value, if applicable.
The amount is always shown as positive. The sign of the amount is defined by the type of the corresponding accounts receivable document: the balance of the document with the Invoice type increases the customer’s balance, while the balance of the document with the Credit Memo type decreases the customer’s balance.
The amount is shown in the billing currency that is selected on the Summary tab.
The column is available if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.
AR Doc. Total Amount The document total amount, which is calculated as a sum of original document amount plus original retainage amount.
The amount is always shown as positive. The sign of the amount is defined by the type of the corresponding accounts receivable document: the balance of the document with the Invoice type increases the customer’s balance, while the balance of the document with the Credit Memo type decreases the customer’s balance.
The amount is shown in the base currency only.
The column is available if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.
Open AR Balance The current open balance of the accounts receivable document.
The amount is always shown as positive. The sign of the amount is defined by the type of the corresponding accounts receivable document: the balance of the document with the Invoice type increases the customer’s balance, while the balance of the document with the Credit Memo type decreases the customer’s balance.
The amount is shown in the billing currency that is selected on the Summary tab.
AR Doc. Currency The currency of the accounts receivable document.This column is available if the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form.
AR Doc. Status The status of the accounts receivable document.
Unreleased Retainage The amount that has been retained from the invoice and has not yet been released.
The amount is always shown as positive. The sign of the amount is defined by the type of the corresponding accounts receivable document: the balance of the document with the Invoice type increases the customer’s balance, while the balance of the document with the Credit Memo type decreases the customer’s balance.
The amount is shown in the billing currency that is selected on the Summary tab.
The column is available if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.
Retainage Document A check box that indicates (if selected) that the invoice is a retainage invoice, which means an invoice with an amount that has been withheld from the invoice with retainage.
The system automatically selects this check box for the invoices the system creates when the retainage is released for the related invoice with retainage.
The column is available if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.
Original Document If the accounts receivable document is a retainage invoice—that is, if the check box in the Retainage Document column is selected—the identifier of the original invoice with retainage (that is, the invoice for which the retainage invoice was created).
If the accounts receivable document is a reversing document—that is, if the AR document has been created as the result of correcting the pro forma invoice—the system populates the column with the identifier of the original AR document, which is reversed with this reversing AR document.
The column is available if one or both of the following features is enabled on the Enable/Disable Features (CS100000) form: Retainage Support and Construction.
Billing Number The sequence number of the invoice that is being assigned to the invoices of the project in order of the creation of the invoices.
Migrated Pro Forma Invoice A check box that indicates (if selected) that the pro forma invoice was created in migration mode. For details, see Migrating Documents to Acumatica ERP.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.

Back to TopChange Orders Tab

You use this tab to view change orders related to the project and create new change orders.

This tab appears on the form if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form.

Table Toolbar

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.

Button Description
Create Change Order Initiates the creation of a change order on the Change Orders (PM308000) form for the currently selected project.This button appears on the tab if the Manual Numbering check box is cleared for the change order numbering sequence on the Numbering Sequences (CS201010) form.

Table Columns

Column Description
Reference Nbr. The reference number of the change order.
Class The class of the change order, which is defined on the Change Order Classes (PM203000) form.
Revenue Change Nbr. The number of the change order that affect the project revenue within the project, which the system uses for printing.
The Revenue Change Nbr. is an integer that the system assigns sequentially, starting from 1. The last assigned number for the change orders of the project is shown in the Last Revenue Change Nbr. box in the Project Properties section of the Summary tab of this form.
Status The status of the change order, which can be one of the following:
  • On Hold: The change order is a draft that can be edited but cannot be released.
  • Pending Approval: The change order is pending the approval of the employee who has been assigned to approve the change order.
  • Rejected: The employee who was assigned to approve the change order has rejected it.
  • Open: The change order is ready to be released.
  • Closed: The change order has been released.
Description The description of the change order.
Change Date The date on which the changes made with the change order should be recorded in the project balances.
Approval Date The date communicated to the customer as the approval date of the agreed-upon changes.
Contract Change (Days) A positive or negative number of days that represents the delay of the contract and is used in reports.
External Ref. Nbr. The external reference number of the change order.
Revenue Budget Change Total The total amount of the changes of the change order to the revenue budget of the project, which is the total of the Amount column on the Revenue Budget tab of the Change Orders (PM308000) form.
Commitment Change Total The total amount of the changes of the change order to the commitments of the project, which is the total of the Amount in Base Currency column on the Commitments tab of the Change Orders (PM308000) form.
Cost Budget Change Total The total amount of the changes of the change order to the cost budget of the project, which is the total of the Amount column on the Cost Budget tab of the Change Orders (PM308000) form.
Reversing CO Nbr. The reference number of the change order that reverses the change order in the line. If multiple reversing change orders were prepared for the change order, the system shows a link that you can click to open the list of reversing change orders in the Reversing Change Order dialog box.
Original CO Nbr. The reference number of the original change order whose changes have been reversed with the change order specified in this line.

Reversing Change Orders Dialog Box

This dialog box shows the list of reversing change orders corresponding to a change order. The dialog box opens when you click the link in the Reversing CO Nbr. column of the table on the Change Orders tab.

The table toolbar in the dialog box includes only standard buttons. For the list of standard buttons, see Tables.

Column Description
Reference Number The reference number of the reversing change order.
Description The description of the reversing change order.

Back to TopUnion Locals Tab

This tab displays the list of union locals that are associated with the project.

This tab appears on the form if the Construction feature is enabled on the Enable/Disable Features (CS100000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Union Local The union local associated with the project.
Description The description of the union local.

Back to TopChange Requests Tab

You use this tab to view the change requests related to the project and create new change requests.

This tab appears on the form if the Change Requests feature is enabled on the Enable/Disable Features (CS100000) form.

Table Toolbar

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.

Button Description
Create Change Request Initiates the creation of a change request on the Change Requests (PM308500) form for the currently selected project.This button appears on the tab if the Manual Numbering check box is cleared for the change request numbering sequence on the Numbering Sequences (CS201010) form.
Column Description
Reference Nbr. The reference number of the change request related to the current project.
Status The current status of the change request.
Change Date The date on which the changes made with the change request should be recorded in the project balances.
Description The description of the change request.
Cost Total The total extended cost of the estimation lines of the change request. This cost is calculated as the sum of the values in the Ext. Cost column on the Estimation tab of the Change Requests (PM308500) form.
Line Total The total line amount of the estimation lines of the change request, which is calculated as the sum of the values in the Line Amount column on the Estimation tab of the Change Requests (PM308500) form.
Markup Total The total markup amount applied to the change request, which is calculated as the sum of the values in the Markup Amount column on the Markups tab of the Change Requests (PM308500) form.
Price Total The sum of the Line Total and Markup Total.

Back to TopActivities Tab

This tab has a table with the list of activities associated with the project. You can associate particular tasks, events, and other activities with the project. Acumatica ERP provides you with a list of predefined activity types; you can add new activity types by using the Activity Types (CR102000) form. To create an activity, email, or task, click the appropriate command and fill in the dialog box.

If the Restrict Employees check box is selected for the project on the Summary tab of this form, only the employees listed on the Employees tab of this form can add activities to the project. Activities cannot be added to the project if it has the Completed or Canceled status. If activities have been added to the project and it has the In Planning status, any related transactions cannot be released until the project status is set to Active.

Table Toolbar

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.

Button Description
Create Task Opens the Task (CR306020) form in a pop-up window; you can use the form to create a new task associated with the project.
Create Email Opens the Email Activity (CR306015) form in a pop-up window; you can use the form to create and send an email associated with the project.
Create Activity Contains a menu with commands that correspond to the list of activity types configured on the Activity Types (CR102000) form.
By clicking a menu command, you open the Activity (CR306010) form in a pop-up window, which you use to create an activity of the corresponding type. The following commands are available by default: Note, Chat, Appointment, Escalation, Message, Phone Call, and Work Item.
To change the list of menu commands, you can add or remove activity types by using the Activity Types (CR102000) form.

Table Columns

In addition to the columns described below, the tab includes columns (labeled with icons) that you can use to attach notes and files to the activity and to check what priority level is specified for the activity, whether the activity is completed, and whether any reminders are associated with the activity.

Column Description
Type The type of the activity, which can be Event, Task, Email, or any activity type defined on the Activity Types (CR102000) form.
Summary The description provided for the activity. You can lick the link in this column to open the activity in a pop-up window.
Status The status of the activity.
Start Date The start date and time of the activity.
Category The category of the activity.
Billable A check box that indicates (if selected) that the time spent on the activity is billable.
Time Spent The total time spent on the activity.
Overtime The time in excess of normal work hours spent on the activity.
Billable Time The number of billable hours spent on the activity.
Billable Overtime The billable time in excess of normal work hours spent on the activity.
Workgroup The workgroup to which the activity is assigned.
Owner The employee to whom the activity is assigned.

The tab also has the Activity Description area below the table. The area displays the full description provided for the activity selected in the table. To edit the description, click the link in the Summary column of the activity. This opens the Activity (CR306010) form in a pop-up window; on this form, you can add a description and edit other settings corresponding to the activity.

Back to TopEmployees Tab

The tab contains a table showing the employees assigned to the project and the relevant settings of each employee. The tab also has the Overrides table, where you can specify the earning type and labor item to be used for the employee selected in the upper table in time activities that are related to the project.

If the Restrict Employees check box is selected for the project on the Summary tab of this form, only the listed employees can create activities and documents associated with the current project, which includes creating activities on the Activities tab of this form, time cards on the Employee Time Card (EP305000) form, and project transactions on the Project Transactions (PM304000) form.

Upper Table

This table displays a list of the employees assigned to the project. For an existing project, you can add or remove employees. The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Employee ID The identifier of the employee assigned to the project.
Employee Name The name of the employee assigned to the project.
Department The department of the employee.

Overrides Table

The table contains the list of earning types and labor items to be used for the employee selected in the upper table in time activities that are related to the current project.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Earning Type The earning type that determines the labor cost of this employee with respect to the current project. You can create a new earning type by using the Earning Types (EP102000) form.
Description The description of the earning type.
Labor Item The non-stock item of the Labor type used to account for the labor effort of the employee for this project.

Back to TopEquipment Tab

On this tab, you can view, add, modify, and delete the equipment assigned to the project. You can also add new equipment to the project. When you create a new project and select a project template, the system copies the equipment (and the rate items and rates) from the template settings on the Project Templates (PM208000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Active A check box that indicates (if selected) that the equipment is used for the project. If this check box is cleared, the equipment remains assigned to the project, but you cannot post transactions that involve this equipment.
Equipment ID The identifier of the equipment.
Description The description that has been specified for the equipment.
Run-Rate Item The run-rate item to be used to account for the run time of the equipment in this project.
The system inserts the run-rate item specified for the equipment on the Equipment (EP208000) form. The item cannot be overridden.
Run Rate The default rate of running the equipment for this project. This rate must be specified.
For a newly created project based on a template, the system copies the run rate specified for the equipment on the Project Templates (PM208000) form, but you can override this value. If you add the equipment record to the tab manually, no rate is copied from the Equipment (EP208000) form; you must type the rate to be used.
Setup-Rate Item The rate item to be used to account for the time required to set up or launch the equipment for this project.
The system inserts the setup-rate item specified for the equipment on the Equipment (EP208000) form. The item cannot be overridden.
Setup Rate The rate to be used to set up and launch the equipment for the project; this rate must be specified.
For a newly created project based on a template, the system copies the setup rate specified for the equipment on the Project Templates (PM208000) form, but you can override this value. If you add the equipment record to the tab manually, no rate is copied from the Equipment (EP208000) form; you must type the rate to be used.
Suspend-Rate Item The rate item to be used to account for the equipment in suspend mode in this project.
The system inserts the run-rate item specified for the equipment on the Equipment (EP208000) form. The item cannot be overridden.
Suspend Rate The rate to be used for the equipment in suspend mode in this project. This rate must be specified.
For a newly created project based on a template, the system copies the run rate specified for the equipment on the Project Templates (PM208000) form, but you can override this value. If you add the equipment record to the tab manually, no rate is copied from the Equipment (EP208000) form; you must type the rate to be used.

Back to TopAddresses Tab

This tab displays the project address, the billing address of the customer, the contact information for billing, and the tax zone settings of the project.

If the project is created based on a project quote, these settings are copied from the project quote settings on the Project Quotes (PM304500) form. For more information, see Project Quotes: Creation of a Project from a Project Quote.

Project Address Section

This section contains the address of the project site where the project work is performed.

If the project is created based on a project quote, these settings are copied from the project quote settings. For more information, see Project Quotes: Creation of a Project from a Project Quote.

Element Description
Address Line 1 The address of the project site.
City The city of the project site.
Country The country of the project site.
State The state or province of the project site.
Postal Code The postal code of the project site. An input validation mask can be set for a country’s postal codes on the Countries/States (CS204000) form.
View on Map A button you click to view this address on the map that is specified on the Site Preferences (SM200505) form and provided by the Google Maps or Bing Maps web map service. The map is opened in a new tab.
This button is displayed on the form if the Address Lookup Integration feature is disabled on the Enable/Disable Features (CS100000) form.
Latitude The latitude of the project site.
Longitude The longitude of the project site.
Validated A check box that indicates (if selected) that the specified address has been validated through integration with a specialized third-party service. You initiate address validation by clicking Validate Address on the form toolbar of this form.
This check box appears only if the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form.
For information on how to mass-validate addresses in projects, see Project Creation and Processing: Mass Processing.

Tax Settings Section

If project-specific taxes are calculated in your system, in this section, you can specify the tax zone to be used in the project’s cost documents and revenue documents

Element Description
Cost Tax Zone The tax zone to be specified in the cost documents (such as bills, purchase orders, and subcontracts) related to the project. The system uses this tax zone for calculating taxes.This box is available only if the Calculate Project-Specific Taxes check box is selected on the Projects Preferences (PM101000) form.
Revenue Tax Zone The tax zone to be specified in the revenue documents (such as invoices and sales orders) related to the project. The system uses this tax zone for calculating taxes.This box is available only if the Calculate Project-Specific Taxes check box is selected on the Projects Preferences (PM101000) form.

Bill-To Section

This section contains the contact information of the customer for billing purposes. If you are creating a project from scratch, these settings are initially populated with the information specified on the Billing Settings tab of the Customers (AR303000) form, but you can override any of the default settings.

If the project is created based on a project quote, these settings are copied from the project quote settings. For more information, see Project Quotes: Creation of a Project from a Project Quote.

Element Description
Override Contact A check box that indicates (if selected) that the contact information provided by the customer’s settings can be overridden.
Account Name The legal business name of the customer to appear on the documents.
Attention The department or person to be noted on the attention line, if this line is used by your company.
Phone 1 The phone number of the contact person.
Email The email address of the contact person.

Bill-To Address Section

This section contains the billing address of the customer for billing purposes. If you are creating a project from scratch, these settings are initially populated with the information specified on the Billing Settings tab of the Customers (AR303000) form, but you can override any of the default settings.

If the project is created based on a project quote, these settings are copied from the project quote settings. For more information, see Project Quotes: Creation of a Project from a Project Quote.

Element Description
Override Address A check box that indicates (if selected) that the billing address provided by the customer’s settings can be overridden.
Address Line 1 The first line of the billing address.
Address Line 2 The second line of the billing address.
City The city of the billing address.
Country The country of the billing address.
State The state or province of the billing address.
Postal Code The postal code for the billing address. An input mask for the postal code can be set on the Countries/States (CS204000) form.
Validated A check box that indicates (if selected) that the specified address has been validated through integration with a specialized third-party service. You initiate address validation by clicking Validate Address on the form toolbar of this form.
This check box appears only if the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form.
For information on how to mass-validate addresses in projects, see Project Creation and Processing: Mass Processing.

Back to TopDefaults Tab

On this tab, you can specify additional project settings, such as project markups or general ledger accounts and subaccounts that the system uses if the project is selected as the source of a particular account and subaccount.

GL Accounts Section

Element Description
Default Sales Account The account to be used by default as the sales account in project billing and other processes that involve the sales account. The system will use this account in project billing if Project is selected for the applicable billing rule step in the Use Sales Account From box of the right pane (Invoice Settings section) of the Billing Rules (PM207000) form.
If the project is based on a project template, the system inserts the default sales account specified for the template on the Project Templates (PM208000) form, but you can select a different account.
Default Sales Subaccount The subaccount to be used as the source of possible segment values.
The system uses this subaccount in the following processes:
  • Billing the project: The system uses this subaccount as a source of segment values if the J subaccount mask is specified for a segment in the Sales Subaccount Mask box in the right pane of the Billing Rules (PM207000) form.
  • Allocating the project: The system inserts this subaccount in the Subaccount Mask boxes of the Allocation Settings tab (Debit Transaction and Credit Transaction sections) in the right pane of the Allocation Rules (PM207500) form.
  • Creating expense claims: The system uses this subaccount as a source of segment values if the J subaccount mask is specified for a segment in the The Combine Sales Sub. From box on the General tab of the Time and Expenses Preferences (EP101000) form.
By default, the system populates this box with the sales subaccount of the customer location, which is specified in the Customer Location box on the Summary tab (Billing and Allocation Settings section) of the current form. When the default location is changed, the system automatically updates the default sales subaccount.
This box appears on the tab only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
Default Cost Account The account to be used as the expense account in project transactions created on release of time activities and time cards if Project is selected in the Expense Account Source box on the General tab of the Projects Preferences (PM101000) form.
If the project is based on a project template, the system inserts the default cost account specified for the template on the Project Templates (PM208000) form, but you can select a different account.
Default Cost Subaccount The subaccount to be used as the source of possible segment values.
The system uses this subaccount in the following processes:
  • Allocating the project: This subaccount is inserted in the Subaccount Mask box on the Allocation Settings tab (Debit Transaction and Credit Transaction sections) in the right pane of the Allocation Rules (PM207500) form.
  • Creating project transactions on the release of time activities and time cards: The system uses this subaccount in project transactions if Project is selected in the Expense Subaccount Source box on the General tab of the Projects Preferences (PM101000) form.
  • Creating accounts payable documents: The system uses this subaccount as a source of segment values if the J subaccount mask is specified for a segment in the Combine Expense Sub. From box on the General tab the Accounts Payable Preferences (AP101000) form.
  • Creating expense claims: The system uses this subaccount as a source of segment values if the J subaccount mask is specified for a segment in the Combine Expense Sub. From box on the General tab of the Time and Expenses Preferences (EP101000) form.
If the project is based on a project template, the system inserts the default cost subaccount specified for the template on the Project Templates (PM208000) form, but you can select a different subaccount.
This box appears on the tab only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
Accrual Account The default accrual account to be used in project transactions for the project; also, this account is used as the default expense accrual account for transactions if the Project Accrual option is selected in the Expense Accrual Account Source box on the Projects Preferences (PM101000) form.
If the project is based on a project template, the system inserts the accrual account specified for the template on the Project Templates (PM208000) form, but you can select a different account.
Accrual Subaccount The default accrual subaccount to be used in project transactions for the project; also, this subaccount is used as a source of segment values for the expense accrual subaccount (to be used for project transactions) for the segments with the J option selected in the Expense Accrual Sub. Source box on the Projects Preferences (PM101000) form.
If the project is based on a project template, the system inserts the accrual subaccount specified for the template on the Project Templates (PM208000) form, but you can select a different subaccount.
This box appears on the tab only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.

Drop-Ship Purchases Section

The elements in this section define the source of the expense accounts to be used in project transactions for purchase orders of the Project Drop-Ship type, as well as the rules for generating documents and transactions in these purchase orders. When you create a new project with a project template, the system copies the settings of the Purchases section on the Project Templates (PM208000) form to this section. If you do not select a project template, the system copies the settings of the Purchases section on the Projects Preferences (PM101000) form to this section.

The settings in this section apply only to purchase orders of the Project Drop-Ship type.

This section appears on the form only if the Inventory and Order Management feature is enabled on the Enable/Disable Features (CS100000) form.

Element Description
Use Expense Account From The source of the expense account to be used in the project drop-ship order. The following options are available:
  • Posting Class or Item: The system inserts the expense account according to the standard functionality. For non-stock items that do not require a receipt, the expense account is inserted from the Expense Account box on the GL Accounts tab of the Non-Stock Items (IN202000) form. For non-stock items that require a receipt and for stock items, the account is inserted depending on the option selected in the Use COGS/Expense Account from box on the General tab of the Posting Classes (IN206000) form.
  • Project: The system inserts the expense account from the Default Cost Account box on the Defaults tab of the current form for the project specified in the project drop-ship document.
  • Task: The system inserts the expense account from the Default Cost Account box on the Summary tab of the Project Tasks (PM302000) form for the project task specified in the project drop-ship document line.
Combine Expense Sub. From The subaccount mask for items used in the project drop-ship orders. The following options are available:
  • I: Inventory item
  • P: Posting class
  • J: Project
  • T: Task
Drop-Ship Receipt Processing The setting that defines whether a receipt will be generated for drop-shipped items that are purchased for the project. This box contains the following options: Generate Receipt and Skip Receipt Generation.This box appears on the form only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.
Record Drop-Ship Expenses The setting that defines when the expense transaction should be recorded. This box contains the following options:
  • On Bill Release: The system does not generate an inventory receipt on release of the purchase receipt. The system generates a transaction that updates the expense account for both stock and non-stock items when the related AP bill is released.
    • If the Skip Receipt Generation option is selected in the Drop-Ship Receipt Processing box, in the Record Drop-Ship Expenses box, the On Bill Release option is inserted and the box cannot be edited.
  • On Receipt Release: The system generates an inventory receipt and a transaction that updates the expense account when the purchase receipt is released. Also, the system updates expense accounts for both stock and non-stock items and does not update any inventory accounts.
    • The On Receipt Release option cannot be selected if the Update GL check box is cleared on the Inventory Preferences (IN101000) form.
This box appears on the form only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.

Default Task for GL Account Table

This tab is used to map general ledger accounts to particular project tasks of the current project. The system specifies the project task based on the mapped account in the following places:

  • In the lines of automatically generated project-related transactions associated with this general ledger account (for example, in an invoice, the system may automatically generate a line with a discount or freight charge).
  • In the lines of the project-related accounts receivable invoice when you select this general ledger account in the Account column of an invoice line on the Invoices and Memos (AR301000) form.
    		•  The defined account mapping does not affect the entry of project-related bills on the Bills and Adjustments (AP301000) form. In the bill lines, the system specifies the default task of the project (if one is specified on the Tasks tab of the current form).

For more information, see Default Project Tasks in Record Lines.

If the same mapping should be used for multiple similar projects, you can specify the corresponding rules in a project template on the Project Templates (PM208000) form. The system will copy the mapping rules to the projects created based on this project template.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Account The general ledger account that may appear in a transaction that is automatically added by the system to the documents associated with this project.
Default Task The task of this project to be associated with the account.

GL Accounts for Payroll Section

The accounts and subaccounts specified in this section will be copied to the paychecks and payroll batches related to the project. By default, these accounts are used in paychecks and payroll batches if either of the following conditions is met in the Account Settings section on the General tab of the Payroll Preferences (PR101000) form:

  • Project is selected in the Use Earnings Account From, Use Benefit Expense Account From, Use Tax Expense Account From, or Use PTO Expense Account From box.
  • The J subaccount mask is used in the Combine Earnings Sub. From, Combine Benefit Expense Sub. From, Combine Tax Expense Sub. From, or Combine PTO Expense Sub. From box.

This section appears only if the Payroll feature is enabled on the Enable/Disable Features (CS100000) form.

Element Description
Earnings Account The expense account to be used to record the earnings associated with the project.
Earnings Subaccount The corresponding subaccount to be used with the earning account. The box is displayed if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
Benefit Expense Account The expense account to be used to record the benefit expense associated with the project.
Benefit Expense Subaccount The corresponding subaccount to be used with the benefit expense account. The box is displayed if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
Tax Expense Account The expense account to be used to record the tax expenses associated with the project.
Tax Expense Subaccount The corresponding subaccount to be used with the tax expense account. The box is displayed if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
PTO Expense Account The expense account to be used to record the paid time off expenses associated with the project.This box appears only if the Canadian Payroll feature is enabled on the Enable/Disable Features (CS100000) form.
PTO Expense Subaccount The corresponding subaccount to be used with the PTO expense account. This box appears only if the Canadian Payroll and Subaccounts features are enabled on the Enable/Disable Features (CS100000) form.

Document Markups Table

In the table, you can view, add, change, or delete document-level markups that the system applies to change requests created for the project on the Change Requests (PM308500) form. When you create a new project with a project template, the system copies the default markups from the Defaults tab of the Project Templates (PM208000) form to this section. If you do not select a project template, the system copies the default markups from the Markup section of the General tab of the Projects Preferences (PM101000) form to this section. The default markups can be overridden.

This table appears on the tab only if the Change Requests feature is enabled on the Enable/Disable Features (CS100000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Type The type of the document markup. You can select one of the following options:
  • %: A percentage markup that is applied to the Line Total amount on the Change Requests (PM308500) form. The markup amount is calculated as follows:
    Markup Amount = '''Line Total''' * % Value / 100
    • You can define as many markups of this type as necessary. The markup subtotal is calculated as a sum of all such markup amounts.
  • Flat Fee: A markup whose amount is specified manually to be added to the total markup.
  • Cumulative (%): A percentage markup that is applied to all the previously applied percentage markups. The markup amount is calculated as follows.
    Markup Amount = (all the previously applied percentage markups) * Cumulative (%) Value / 100
Description The description of the markup.
Value The percentage or amount of the markup, depending on the markup type.
Project Task The project task that is associated with the markup.
Account Group The account group that is associated with the markup.
Cost Code The cost code that is associated with the markup.
The column is available if the Cost Code feature is enabled on the Enable/Disable Features (CS100000) form and Task and Cost Code is selected as the Revenue Budget Level on the Summary tab of the form for the project.
Inventory ID The inventory item that is associated with the markup.
The column is available if Task and Item is selected as the Revenue Budget Level on the Summary tab of the form for the project.

Back to TopAttributes Tab

On the Attributes tab, you can view, add, change, or delete attribute values for the project. The project-related attributes are selected on the Project Attributes (PM202000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table Columns

Column Description
Attribute The attribute used for the project.
Required A check box that indicates (if selected) that this attribute is required for the project.
Value The value of the attribute for the project.

Back to TopApprovals Tab

This tab displays the approval history of the project. The project is automatically assigned for approval when you click Activate on the form toolbar. Authorized users can approve or reject the selected project on the current form by using the Approve or Reject command, respectively. Alternatively, they can mass-process records that are pending approval by using the Approvals (EP503010) form.

If the record is rejected, a reason is specified during the rejection process, and then the record is returned for editing, that rejection will be listed on the tab, and all other rejections and approvals will be removed.

This tab is available only if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form and an approval map is specified in the Project Approval Map box on the Approval tab of the Projects Preferences (PM101000) form. If no map is specified in this box, projects do not require approval.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Assignee ID The employee ID of the person in the specified workgroup who is authorized to approve the project.
Assigned To The name of the person in the specified workgroup who is authorized to approve the project.
Workgroup The workgroup assigned to approve the project.
Approver By ID The employee ID of the person who actually approved the project.
Approved By The name of the employee in the specified workgroup who actually approved the project.
Approval Date The date when the project was approved.
Status The status of the document after the approver was assigned or the approval was performed.
Reason The reason the document has been approved or rejected.

Back to TopMailing & Printing Tab

The Mailing & Printing tab contains the list of mailings that can be used for emailing the customer pro forma invoices and other documents related to the project, as well as the report and report format to be used for viewing and printing these documents. The tab also contains a table that lists the recipients of a mailing: You click a mailing in the Mailings table, and you can view and edit the default recipients of the selected mailing in the Recipients table.

When a new project is created, the system copies to the project all the rows of the Mailings and Recipients tables of the Mailing & Printing tab of one of the following forms:

You can delete any of these rows, override some of their default settings, and add new rows.

You can add a mailing if it is listed on the Projects Preferences (PM101000) form. When you select a mailing in the Mailing ID column, the values in the other columns are copied from the corresponding columns of the Projects Preferences (PM101000) form, but you can override some values.

Mailings Table

You use this table to view and modify the list of mailings that can be used to send project-related emails to the customer. For each mailing, you can select either a report or an email template to be used by default as the body of the email.The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Active A check box that indicates (if selected) that this mailing is active (that is, emails can be generated for it). For the PROFORMA mailing, this check box is automatically selected and cannot be cleared.
Mailing ID The identifier of the mailing. Acumatica ERP provides the following predefined system mailings:
  • PMQUOTE: A mailing used to print and email project quotes. This mailing is available if the Project Quotes feature is enabled on the Enable/Disable Features (CS100000) form.
  • INVOICE: A mailing used to print and email accounts receivable invoices that originate from projects.
  • CHANGE ORDER: A mailing used to print and email change orders. This mailing is available if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form.
  • CHANGE REQUEST: A mailing used to print and email change requests. This mailing is available if the Change Requests feature is enabled on the Enable/Disable Features (CS100000) form.
  • PROFORMA: A mailing used to print and email pro forma invoices.
After you select a mailing ID from the list of available mailing IDs, you cannot change it. The list of available IDs consists of those in the Mailings table on the Projects Preferences (PM101000) form.
Branch Read-only. The branch of your company with which this mailing is associated.
If you select a mailing ID for which a branch is specified on the Projects Preferences (PM101000) form, the system inserts this branch in the column.
This column is displayed only when the Multibranch Support feature or the Multicompany Support feature is enabled (or both features are enabled) on the Enable/Disable Features (CS100000) form.
Email Account The email account to be used for as the sender of emails for this mailing. If no account is specified, the default email account, which is specified on the Email Preferences (SM204001) form, will be used.
Report The report, which is a printable version of a document, to be used for printing and as the body or attachment of an email if a report is used rather than an email template. The report identifier must start with the PM prefix and have a proper URL. For details, see Report Creation: General Information. By default, the following reports are used for the predefined system mailings:
Email Template The email template to be used by default to generate personalized emails for this mailing if a template is used rather than a report. This template is defined on the Email Templates (SM204003) form. By default, the following templates can be used for the predefined system mailings:
  • PMQUOTE: PMQuoteNotification
  • INVOICE: Project AR Invoice Notification
  • CHANGE ORDER: Change Order Notification
  • CHANGE REQUEST: Change Request Notification
  • PROFORMA: Pro Forma Invoice Notification
Format If the row contains a report, the format in which the report will be sent by default if no preferences have been specified for a particular recipient. Select one of the following options: HTML, Excel, or PDF.
Recipients The way the system specifies recipients in the generated email. The following options are available:
  • Add Recipients: On the generation of an email, the system will copy the recipients specified for the selected notification template, if one has been specified for the mailing, along with the recipients specified on the Recipients table on this tab. The Recipients table is populated with the rows specified for the project template; if no project template is specified, it populates the table with the rows from the Recipients table on the Mailing & Printing tab of the Projects Preferences (PM101000) form. You can add any number of extra recipients to the table.
  • Override Recipients: On the generation of an email to which these settings apply, the recipients will be copied only from the Recipients table on this tab. With this option selected, you can modify the list of recipients in the Recipients table as needed. The recipients specified for the notification template or report associated with the mailing will not be included in the generated email.

Recipients Table

You use this table to view and modify the list of default recipients for the mailing selected in the Mailings table.The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Active A check box that indicates (if selected) that the contact of this type is active. Only active recipients receive the emails generated for this mailing.
Contact Type The type of contact to receive emails:
  • Account Email: A primary contact of the customer
  • Employee: An employee of your company who handles the documents of the project
  • Contact: One of the contacts of the customer
Contact ID The specific contact that will receive the emails of the customer. A particular recipient can be selected only if Employee or Contact is selected as the Contact Type.
Email The email address of this recipient.
Format The format in which the report (if applicable) will be sent to recipients of this type, which can be one of the following options: HTML, Excel, or PDF.
Add To The To, CC, and BCC options, which are available in this column, determine the element in which the recipient will be included in the generated email.

Back to TopCompliance Tab

On this tab, you can add, update, and review compliance documents that are related to the project.

This tab appears on the form only if the Construction feature is enabled on the Enable/Disable Features (CS100000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table Columns

Column Description
Expiration Date The date when the compliance document will expire. You specify the date when you add the compliance document to the tab.
Document Type The type of the compliance document. The following document types are available:
  • Certificate
  • Insurance
  • Lien Waiver
  • Notice
  • Other
Creation Date The date when the compliance document was created. By default, the system inserts the current business date at the time of creation. You can change the date manually.
Status The status of the compliance document. The list of statuses should be specified manually on the Compliance Preferences (CL301000) form.
Required A check box that indicates (if selected) that the document is mandatory for working with the project and project task specified in this line. This setting is for informational purposes only; the system does not enforce this requirement. It shows that the compliance document is required before any activities are performed for the project.
Received from Vendor A check box that indicates (if selected) that the document has been received. By using this check box, you can track when the payment for the document is received, so that the next payment is not delayed.
Vendor Received Date The date when the compliance document is received.
Received from Joint Payee A check box that indicates (if selected) that the document has been received from a joint payee.
Joint Payee Received Date The date when the compliance document is received from a joint payee.
Processed A check box that indicates (if selected) that the document has been processed.
Voided A check box that indicates (if selected) that the document has been voided.
Created Automatically A check box that indicates (if selected) that the document has been created by the system.
Sent Date The date when the compliance document is sent.
Project The project to which the compliance document relates.
If a project is specified, this compliance document is displayed on the Compliance tab of the Projects (PM301000) form for the selected project.
Cost Task The cost task within the selected project to which the compliance document relates.
If a task is specified, this compliance document will be displayed on the Compliance tab of the Project Tasks (PM302000) form for the selected task of the Cost Task type.
Cost Code The cost code assigned to the compliance document.
Vendor The identifier of the vendor associated with the compliance document. If a vendor is specified, the current document will be displayed on the Compliance tab for the selected vendor.
The list of vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Vendors (AP303000) form. With the feature enabled, a vendor is available for selection if one of the following is true:
  • The Restrict Visibility To box is empty for the vendor—that is, the vendor’s visibility is not restricted.
  • A branch or company is specified in the Restrict Visibility To box for the vendor, and your user account is assigned to the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company.
Vendor Name The name of the vendor associated with the compliance document.
Expired A check box that indicates (if selected) that the compliance document has expired.
AP Payment The reference number of the payment that is associated with the compliance document.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
AP Payment Method The payment method associated with the vendor.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
AR Invoice The reference number of the invoice associated with the compliance document. If an invoice number is specified, the current compliance document will be displayed on the Compliance tab of the Invoices and Memos form for the selected invoice.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
AR Invoice Amount The amount of the invoice.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
AR Payment The reference number of the payment associated with the compliance document.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
AR Payment Method The customer’s default payment method.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Account The account associated with the vendor (Expense account) or customer (Sales account).
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Bill The reference number of the bill associated with the compliance document. If a bill number is specified, the current compliance document will be displayed on the Compliance tab of the Bills and Adjustments form of the selected bill.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Bill Amount The bill amount to be paid for the document.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Certificate Number The number of the certificate.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Customer The identifier of the customer associated with the compliance document. If a customer is specified, the current document will be displayed on the Compliance tab of the Customers form of the selected customer.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Customer Name The name of the customer associated with the compliance document.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Date Issued The date when the document is issued.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Effective Date The date when the compliance document takes effect. You should specify the date manually while adding the document.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Insurance Company The name of the insurance company.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Joint Payee (Vendor) The identifier of the joint vendor associated with the compliance document. If a joint vendor is specified, the current document will be displayed on the Compliance tab for the selected vendor.
The list of vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Vendors form. With the feature enabled, a vendor is available for selection if one of the following is true:
  • The Restrict Visibility To box is empty for the vendor—that is, the vendor’s visibility is not restricted.
  • A branch or company is specified in the Restrict Visibility To box for the vendor, and your user account is assigned to the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company.
    		This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Joint Payee The name of the joint payee, if the joint payee is not defined in the system as a vendor.
Joint Amount Paid The amount to be paid to joint payees according to the joint payment.
Joint Release A check box that indicates (if selected) that the joint release has been received.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Lien Waiver Amount The amount covered by the lien waiver.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Limit The amount of insurance liability specified for the compliance document. You should enter the amount manually while adding the document.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Method Sent The method used to send the document.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Payment Date The date when the payment is created.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Payment Ref. The reference number of the payment.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Project Transaction The reference number of the project transaction associated with the compliance document.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Purchase Order The reference number of the purchase order associated with the compliance document. If a purchase order is specified, this compliance document will be displayed on the Compliance tab of the Purchase Orders form for the selected purchase order.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Purchase Order Line Item The inventory ID of the item in the purchase order line, which can be specified only if a purchase order has been selected.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Policy The insurance policy number.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Receipt Date The date of the inventory receipt.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Receive Date The date when the goods are received.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Received By The person responsible for receiving goods.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Requires Joint Payment A check box that indicates (if selected) that a joint payment is required.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Revenue Task The identifier of the revenue task within the project to which the compliance document relates. If a revenue task is specified, the current compliance document will be displayed on the Compliance tab of the Project Tasks form for the selected task of the Revenue Task type.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Secondary Vendor The identifier of the secondary vendor associated with the compliance document. If a vendor is specified, the current document will be displayed on the Compliance tab for the selected vendor.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Secondary Vendor Name The name of the secondary vendor associated with the compliance document.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Source The source of the payment, which is one of the following options:
  • AP Bill
  • PO/Sub
  • Customer
  • Project
 This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Sponsor Organization The name of the sponsor organization.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Subcontract The identifier of the subcontract associated with the compliance document. If a subcontract is specified, the current document will be displayed on the Compliance tab of the Subcontracts form for the selected subcontract.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Subcontract Line Item The identifier of the item in the subcontract line, which can be specified only if a subcontract has been selected.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Through Date The date when the goods are shipped.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.

Back to TopProduction Orders Tab

The tab shows the production orders created for the project.

This tab is displayed only if the Manufacturing feature is enabled on the Enable/Disable Features (CS100000) form.

Create Production Order Dialog Box

In this dialog box, you can create a production order for the selected task if the project has the Active status and a project task has the Active or In Planning status.

Element Description
Order Type The type of the production order. Only types with the Regular function are displayed in the lookup box.
Production Nbr. The production order number.
Inventory ID The stock item to be produced.
Subitem The subitem being manufactured if subitems are used in your system.
This box is visible only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form.
The Inventory Subitems check box has been removed from the Enable/Disable Features (CS100000) form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your Acumatica support provider.
Warehouse The warehouse to be used for production receipts and default settings from the stock item.
Location The warehouse location to be used for production receipts.
Order Date The date the production order is created. By default, the system inserts the current business date.
Qty. to Produce The quantity that is planned to be produced. This must be a nonzero value.
Project ID The project associated with the production order, which is the project specified in the Project ID box on the form.
Project Task The task associated with the production order.
Cost Code The cost code to be associated with the production order being created
This element is available if the Cost Codes feature is enabled on the Enable/Disable Features form.
Generate Orders for Subassemblies A check box that you select to indicate that a production order should be created for the item, along with all required subassembly production orders.
This dialog box has the following button.
Create Creates the production order and closes the dialog box.
Cancel Closes the dialog box without creating a production order.

Table Toolbar

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.

Button Description
Create Prod Order Opens the Create Production Order dialog box, which you can use to create a production order for the particular project task.

Table Columns

Column Description
Order Type The type of the production order.
Production Nbr. The production order number.
Inventory ID The inventory item being manufactured.
Subitem The subitem being manufactured, if subitems are used in your system.
This column is visible only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form.
The Inventory Subitems check box has been removed from the Enable/Disable Features (CS100000) form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your Acumatica support provider.
Warehouse The warehouse to which the produced items will be received.
Location The warehouse location to which the produced items will be received.
Order Date The date the production order was created.
Qty. to Produce The item quantity to be produced.
Qty. Complete The item quantity that has already been produced.
Qty. Scrapped The item quantity that has been scrapped.
Qty. Remaining The remaining item quantity to be completed.
Project Task The project task assigned to the production order.
Cost Code The cost code specified in the production order.
This column is displayed only if the Cost Codes feature is enabled on the Enable/Disable Features form.

Back to TopEstimates Tab

This tab displays estimates linked to the project.

This tab is displayed only if the Estimating feature is enabled on the Enable/Disable Features (CS100000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table Columns

Element Description
Estimate ID The identifier of the estimate.
Inventory ID The identifier of the stock item included in the estimate.
Warehouse The warehouse where the stock item is stored.
Order Qty. The quantity of the stock item included in the sales order.
Project Task The project task assigned to the production order.
Cost Code The cost code specified in the production order.
This column is displayed only if the Cost Codes feature is enabled on the Enable/Disable Features form.

Back to TopLien Waiver Settings Tab

On this tab, you can specify the settings for generating lien waivers for the payments to AP bills that are related to the current project.

This tab appears on the form only if the Construction feature is enabled on the Enable/Disable Features (CS100000) form, and the Automatically Generate Lien Waivers check box is selected in either or both of the following sections of the Compliance Preferences (CL301000) form: Conditional Lien Waivers or Unconditional Lien Waivers.

Summary Area

The Summary area is used to specify the lien waiver settings for the project.

Element Description
Conditional Lien Waiver section
Through Date The coverage period of the conditional lien waiver. Select one of the following values:
  • Bill Date: The lien waiver is valid through the date of the AP bill, which is specified in the Date box on the Bills and Adjustments (AP301000) form.
  • Posting Period End Date: The lien waiver is valid through the last date of the posting period of the AP bill, which is specified in the Post Period box on the Bills and Adjustments (AP301000) form.
  • AP Payment Date: The lien waiver is valid through the date of the AP payment, which is specified in the Application Date box on the Checks and Payments (AP302000) form.
This box appears only if the Automatically Generate Lien Waivers check box is selected in the Conditional Lien Waiver section on the Lien Waiver Settings tab of the Compliance Preferences (CL301000) form.
If this project was created based on a template, the system copies the default value of this box from the Conditional Lien Waiver section on the Lien Waiver Settings tab of the Project Templates form. Otherwise, the default value of this box is copied from the Through Date box in the Conditional Lien Waiver section of the Compliance Preferences (CL301000) form.
Unconditional Lien Waiver section
Through Date The coverage period of the unconditional lien waiver. Select one of the following options:
  • Bill Date: The lien waiver is valid through the date of the AP bill, which is specified in the Date box on the Bills and Adjustments (AP301000) form.
  • Posting Period End Date: The lien waiver is valid through the last date of the posting period of the AP bill, which is specified in the Post Period box on the Bills and Adjustments (AP301000) form.
  • AP Payment Date: The lien waiver is valid through the date of the AP payment, which is specified in the Application Date box on the Checks and Payments (AP302000) form.
This box appears only if the Automatically Generate Lien Waivers check box is selected in the Unconditional Lien Waiver section on the Lien Waiver Settings tab of the Compliance Preferences (CL301000) form.
If this project was created based on a template, the system copies the default value of this box from the Unconditional Lien Waiver section on the Lien Waiver Settings tab of the Project Templates form. Otherwise, the default value of this box is copied from the Through Date box in the Unconditional Lien Waiver section of the Compliance Preferences (CL301000) form.

Table Toolbar

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.

Button Description
Add All Vendor Classes Adds all vendor classes created in the system on the Vendor Classes (AP201000) form to the table.

Table Columns

This table contains the vendor classes of vendors for whose documents the system will automatically generate lien waivers when items and services are purchased from these vendors during the completion of this project. If this project is based on a project template, the table initially contains the vendor classes specified for the project template on the Lien Waiver Settings tab of the Project Templates (PM208000) form. You can change this list of vendor classes.

Column Description
Vendor Class A vendor class that includes vendors for which the system will automatically generate lien waivers for applicable documents when items and services are purchased from these vendors during the completion of the project.
Minimum Commitment Amount The minimum amount of the commitment for which the lien waiver will be automatically generated. If you specify 0, lien waivers will be generated for commitments of any amount.

Back to TopContacts Tab

This tab displays the list of companies and persons involved with the project. The system adds to the table the contacts from the requests for information that have been processed for the project. You can also add contacts manually.

This tab appears on the form only if the Construction Project Management feature is enabled on the Enable/Disable Features (CS100000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table Columns

Column Description
Business Account The business account of the customer or vendor participating in the project.
Contact A contact on the customer or vendor side, or any other person participating in the project. If a business account is selected in the Business Account box, you can select a contact only from the list of contacts associated with this business account.
Email The email address of the contact person.
Phone The phone number of the contact person.
Role The role of the contact person.

Back to TopSide Panel

By using the side panel, you can view the project that you have opened on the form while simultaneously viewing information related to the project.

The side panel has multiple tabs, each of which you can view by clicking the tab’s icon. These tabs are described below.

Tab Description
Customers The Customers (AR303000) form, which displays the settings of the customer of the project selected on the current form. You can make any needed edits to the customer record without navigating away from the current form.
Project Transaction Details The Project Transaction Details (PM401000) inquiry form, which displays the list of the project transactions related to the project selected on the current form.
Drawing Logs The Drawing Logs (PJ403000) form, which displays the list of the drawing logs for the project selected on the current form.
This tab is displayed only when the Construction Project Management feature is enabled on the Enable/Disable Features (CS100000) form.
Project Issues The Project Issues (PJ3020PL) list of records, which displays the list of project issues for the project selected on the current form.
This tab is displayed only when the Construction Project Management feature is enabled on the Enable/Disable Features (CS100000) form.
Requests for Information The Request for Information (PJ3010PL) list of records, which displays the list of requests for information for the project selected on the current form.
This tab is displayed only when the Construction Project Management feature is enabled on the Enable/Disable Features (CS100000) form.