You can view project details in the Project Status window, which summarizes information for all jobs assigned to the project. You can view project information in the Project Status window, which summarizes cost, billing, and revenue at a project level. You can drill down to job-level detail, cost codes, and transaction-level detail. You can also view current contract amount, contract-to-date, and expected contract data, as well as billed position, contract earned, and cash position at a project level. Committed, posted, estimated, and forecasted costs are listed for the project cost elements, as are labor units and contract information. Information is also available on the contract status and billed position of the project.
Choose Inquiry > Job Cost > Project Status.
- Creating a project: Zoom on the Project Number field to open the window where you can create a project. Complete the project information and choose Save. See Setting up projects for more information.
Viewing status of project jobs: Choose 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.
The 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 contract status: In the Project Status window, choose the Project Contract Status indicator. The Project Contract Status window displays detailed contract information for the project.
- Viewing billed position: In the Project Status window, choose the Project Billed Position indicator. The Project Billed Position window displays detailed billing information for the project.