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. You can also view and print posted project invoices.
Choose Inquiry > Job Cost > Project Status.
- 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 choose Save. See Setting up Projects for more information. Viewing project job status
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
Select Contract Status to open the Project Contract Status window to display detailed contract information for the project. - Viewing billed position
Select Billed Position to open the Project Billed Position window to display detailed billing information for the project. 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, clicking 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 clicking the appropriate zoom.Once a job is closed, the project invoice cannot be reprinted.