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  • Creating a project
    Zoom on the Project Number field to open the Project Maintenance window where you can create a project. Complete the project information and select Save. See Setting up Projects for more information.
  • Viewing project job status
    Select the ellipsis button in the Project Number field to open the Project Job Summary window. Zoom on a job to open the Job Status window. 

    NoteThe printer button in the Project Number field is visible only if the Project Manager's Advisor feature is registered. It allows printing reports by project number. See Project Manager's Advisor feature for details.
  • Viewing unposted costs
    Select Unposted Costs to open the Project Unposted Cost by Job window to display unposted cost by job for the project. To Select the job row to view additional job information , select the job row and then zoom to the Job Status window by selecting the Job Number header. Select Print to print the Project Status report. See Project Status in the Reports guide.
  • Viewing contract status
    Select Contract Status to open the Project Contract Status window to display detailed contract information for the project.
  • Anchorjob_cost_using_the_project_statu_8005job_cost_using_the_project_statu_8005Viewing billed position 
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    job_cost_using_the_project_statu_5167
    Viewing billed position

    Select Billed Position to open the Project Billed Position window to display detailed billing information for the project. Anchorjob_cost_using_the_project_statu_6987job_cost_using_the_project_statu_6987
  • Viewing and reprinting posted project invoices
    Select Billing to open the Project Billing Inquiry window to display the project invoices. You can reprint a posted invoice from this window by selecting the invoice, selecting Print, and then selecting the invoice SSRS report. You can zoom on the customer name and the amount remaining by selecting the invoice and then selecting the appropriate zoom. 


Note

Notes:

  • If any job on the original project invoice is no longer open, a project invoice cannot be reprinted.
  • Project-level invoices with a

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  • Project Allocated Revenue billing type cannot be reprinted.