Projects Preferences

Form ID: (PM101000)

You use this form to specify the project accounting settings, including numbering sequences for documents, document processing settings, and mailing settings.

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General Tab

This tab holds the general settings of the project functionality.

Table 1. Numbering Sequence SectionBy using the elements in this section, you can specify the numbering sequences used to generate the identifiers of documents related to project functionality.
Element	Description
Transaction Numbering Sequence	The numbering sequence the system uses to automatically assign reference numbers to project-related transactions.
Batch Numbering Sequence	The numbering sequence the system uses to assign reference numbers to project-related batches.
Pro Forma Numbering Sequence	The numbering sequence the system uses to assign reference numbers to pro forma invoices.
Change Order Numbering Sequence	The numbering sequence the system uses to assign reference numbers to change orders. This box appears on the form only if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form.
Change Request Numbering Sequence	The numbering sequence the system uses to assign reference numbers to change requests. This box appears on the form only if the Change Requests feature is enabled on the Enable/Disable Features form.
Quote Numbering Sequence	The numbering sequence the system uses to assign reference numbers to project quotes. This box appears on the form only if the Project Quotes feature is enabled on the Enable/Disable Features form.
Progress Worksheet Numbering Sequence	The numbering sequence the system uses to assign reference numbers to progress worksheets. This box appears on the form only if the Construction feature is enabled on the Enable/Disable Features form.

Table 2. General Settings SectionBy using the elements in this section, you can specify the general settings for projects.
Element	Description
Non-Project Code	The code to be specified as the Project ID to indicate that a specific transaction or task is not related to any project. When the integration of projects with other functional areas is configured, the corresponding data entry forms include the Project column, where the user must specify the project associated with the transaction. When the transaction is not associated with any project, the user must enter the non-project code specified in this box. The default non-project code is X; you can specify a different code, if needed. Note: If the PROJECT segmented key, which the system uses for the identifier of projects, contains a validated segment (or multiple validated segments), the length of the non-project code should cover all the validated segments—that is, the values of the validated segments should be specified in the validated positions of the segmented key. For example, suppose the PROJECT segmented key, XXXYYY, consists of two segments, XXX and YYY, and YYY segment is validated. In the Non-Project Code box, you should specify all three symbols of the first segment (XXX, which is not validated) so that the second validated segment can be entered in the validated position. That is, if 001 is a valid value of the YYY segment, the PRJ001 code is valid, but P001 is invalid.
Empty Item Code	The code to be specified as the Inventory ID to indicate that no specific item is associated with a project transaction, commitment, budget line of a project, or pro forma invoice line. If a project-related form includes a mandatory Inventory ID column where the user must specify an inventory item, the system automatically populates this column with the empty item code, which the user can replace with the identifier of a particular inventory item. When the empty item code is selected as the Inventory ID in a project-related line, the system inserts the value in the Empty Item UOM box as the unit of measure in this line; you can override this value, if needed. The default empty item code is <N/A>. You can override this default value. The empty item code can be used as any real inventory ID can: You can use this value in project-related inquiries filtered by inventory item, or to filter the rows on the forms by the empty item code you specify. In other functional areas of the system, the empty item code is not supported and is treated as the null value. For example, suppose that a pro forma invoice created on the Pro Forma Invoices (PM307000) form has lines with the empty item code selected as the Inventory ID. When the pro forma invoice is released, the system creates an accounts receivable invoice on the Invoices and Memos (AR301000) form that has an empty Inventory ID setting in the corresponding lines.
Empty Item UOM	The unit of measure to be used for the empty item code. The default unit of measure of the empty item code is HOUR. You can override this default value.
Default Change Order Class	The change order class, which is defined on the Change Order Classes (PM203000) form, that the system uses by default for newly created change orders.
Default Quote Template	The project template, which is defined on the Project Templates (PM208000) form, that the system uses by default for newly created project quotes. You can select an active project template.
Billing Cut-off Date	An option that is used to automatically select transactions for billing by the billing date specified in the Invoice Date box on the Run Project Billing (PM503000) form or when you run the billing process on the Projects form: Include Trans. created on billing date (default): To include all unbilled transactions with earlier dates and with the date of the invoice Exclude Trans. created on billing date: To include all unbilled transactions with dates that are earlier than the date of the invoice
Validate T&M Revenue Budget Limits	An option that defines how the system validates the limits of the revenue budget of a project when you process pro forma invoices for the project. You can select one of the following options: Ignore: The system shows a warning message when revenue budget limits are exceeded. That is, when the total amount of time and material lines of a pro forma invoice corresponding to the revenue budget line exceeds the amount limit of this line, a warning message will be shown for the pro forma invoice but the pro forma invoice can still be released. Validate (default): The system shows an error message when revenue budget limits are exceeded. That is, when the total amount of time and material lines of a pro forma invoice corresponding to the revenue budget line exceeds the amount limit of this line, an error message will be shown for the pro forma invoice, and you cannot save the pro forma invoice with the Hold check box cleared and cannot release the pro forma invoice.
Revenue Budget Update	The way the system updates the revenue budget of projects when a project transaction is posted, a change order line is released, a commitment line is saved, a pro forma invoice line is saved, an accounts receivable invoice line is saved, a new change request line is saved or linked to a change order, or a project budget is recalculated. If on the Revenue Budget tab of the Projects form, the project budget has a line with the same project task, account group, inventory item, and cost code as the original transaction or document, the system updates this line. If such a line is not presented in the project budget, the system creates a new revenue budget line based on the option selected in the Revenue Budget Update box. One of the following options can be selected: Detailed (default): The system creates a revenue budget line with the same combination of the project task, account group, inventory item, and cost code as those of the original transaction or document. Summary: If the project budget already has a line with the same project task, account group, empty item code, and default cost code, the system updates this line. If there is no such line, the system creates a revenue budget line with the same project task and account group as those of the original transaction or document. Instead of the inventory item and cost code of the original transaction or document, the created revenue budget line has the empty item code (N/A) and the default cost code (00-000), respectively. For more information on updating the project budget, see Project Budget: General Information and Project Budget: Recalculation of the Project Budget.
Cost Budget Update	The way the system updates the cost budget of projects when a project transaction is posted, a change order line is released, a commitment line is saved, a pro forma invoice line is saved, an accounts receivable invoice line is saved, a new change request line is saved or linked to a change order, or a project budget is recalculated. If on the Cost Budget tab of the Projects form, the project budget has a line with the same project task, account group, inventory item, and cost code as the original transaction or document, the system updates this line. If such a line is not presented in the project budget, the system creates a new cost budget line based on the option selected in the Cost Budget Update box. One of the following options can be selected: Detailed (default): The system creates a cost budget line with the same combination of the project task, account group, inventory item, and cost code as those of the original transaction or document. Summary: If the project budget already has a line with the same project task, account group, empty item code, and default cost code, the system updates this line. If there is no such line, the system creates a cost budget line with the same project task and account group as those of the original transaction or document. Instead of the inventory item and cost code of the original transaction or document, the created cost budget line has the empty item code (N/A) and the default cost code (00-000), respectively. For more information on updating the project budget, see Project Budget: General Information and Project Budget: Recalculation of the Project Budget.
Budget Control	The way the system controls the project budget on document entry. One of the following options can be selected: Do Not Control (default): The system does not control the project budget on document entry. Show a Warning: The system shows the warning if an amount exceeds the project budget. For more information, see Project Budget: Budget Control on Document Entry.
Automatically Post on Release	A check box that determines whether project transactions will be automatically posted to the general ledger once they are released.
Automatically Release Allocations	A check box that indicates (if selected) that allocation transactions created for projects are automatically released immediately after they are generated. Note: This setting does not affect reversing allocation transactions, which are generated for allocation transactions. If this check box is cleared, you will be able to release the project allocation transactions manually by using the Release Transactions (PM501000) form.
Internal Cost Commitment Tracking	A check box that indicates (if selected) that purchase orders and subcontracts are tracked as cost commitments of each project.
Calculate Project-Specific Taxes	A check box that indicates (if selected) that in the documents related to a project, the system uses the cost tax zone, revenue tax zone, and project address settings that are specified for the project on the Projects (PM301000) form. If the check box is cleared, the system does not use the tax zones and addresses specified for the project in the calculation of taxes.
Activate Migration Mode	A check box that indicates (if selected) that migration mode is activated. You can activate or deactivate migration mode (that is, select or clear this check box) at any time. For details, see Migrating Documents to MYOB Advanced.

Table 3. Visibility Settings SectionBy using the check boxes in this section, you can select the functional areas of MYOB Advanced that will be integrated with projects.
Option	Description
GL	A check box that indicates whether general ledger transactions can be associated with particular projects. If you select this check box, users can select projects and project tasks in GL transactions, and the release of these documents will automatically update the project data.
AP	A check box that indicates whether accounts payable documents can be associated with particular projects. If you select this check box, users can select projects and project tasks in accounts payable documents, and the release of these documents automatically updates the project data.
AR	A check box that indicates whether accounts receivable documents can be associated with particular projects. If you select this check box, users can select projects and project tasks in accounts receivable documents, and the release of these documents automatically updates the project data.
SO	A check box that indicates whether sales order documents can be associated with particular projects. If you select this check box, users can select projects and project tasks in sales orders, shipments, and SO invoices, and the release of these documents automatically updates the project data.
PO	A check box that indicates whether purchasing documents can be associated with particular projects. If you select this check box, users can select projects and project tasks in purchase orders and purchase receipts, and the release of these documents automatically updates the project data.
IN	A check box that indicates whether inventory transactions can be associated with particular projects. If you select this check box, users can select projects and project tasks in inventory transactions, and the release of these transactions automatically updates the project data.
CA	A check box that indicates whether cash transactions can be associated with particular projects. If you select this check box, users can select projects and project tasks when they enter a cash transaction, and the release of this transaction automatically updates the project data.
CRM	A check box that indicates whether customer management documents can be associated with particular projects. If you select this check box, users can select projects and project tasks when they enter a customer management document.
PROD	A check box that indicates whether transactions generated during the processing of production orders can be associated with particular projects. If you select this check box, users can specify projects and project tasks when they create a production order. This check box is displayed only if the Manufacturing feature is enabled on the Enable/Disable Features 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 particular projects. If you select this check box, users can select projects and project tasks in time cards and time activities, and the release of these documents automatically updates the project data.
Expenses	A check box that indicates whether documents on the Equipment Time Card (EP308000) form can be associated with particular projects. If you select this check box, users can select projects and project tasks in equipment time cards, and the release of these documents automatically updates the project data.
Restrict Project Selection	An option that defines which projects are available for selection in the Project/Contract box in the Summary area on the Invoices and Memos (AR301000) form and in the Project box in the Summary area on the Sales Orders (SO301000) form. One of the following options can be selected: Customer Projects (default): A user can select only the projects of the customer that is selected in the document being entered. All Projects: A user can select any project. Note: This option does not affect the visibility of contracts and the non-project code, which are always available for selection.

Table 4. Account Settings SectionThese elements in this section define the rules for selecting the expense account and expense subaccount to be used in project transactions generated on release of time cards and time activities.
Element	Description
Expense Account Source	The source of the account for the debit side of project transactions. The following options are available: Labor Item: Select this option to have the system use in project transactions the default account associated with the labor item specified on the time card. For labor items, the default expense account is specified in the Expense Account box on the GL Accounts tab of Non-Stock Items (IN202000) form. Project: Select this option to have the system use in project transactions the default account associated with the underlying project and specified in the Default Cost Account box on the Defaults tab of Projects (PM301000) form. Task: Select this option to have the system use in project transactions the default account associated with the underlying task and specified in the Default Cost Account box on the Summary tab of Project Tasks (PM302000) form. Employee: Select this option to have the system use in project transactions the default account associated with the employee. For employees, the default expense account is specified in the Expense Account box on the Financial Settings tab of Employees (EP203000) form.
Expense Sub. Source	The subaccount mask that defines the rule of selecting segment values for the expense subaccount to be used for project transactions. For a segment, the character designating the needed option is repeated as many times as there are characters in the segment. To set up the rule, select a segment, press F3, and select a source of the segment value, which is one of the following options: E: The subaccount associated with the employee specified in the time card. For employees, the default expense subaccount is specified in the Expense Sub. box on the Financial Settings tab of Employees form. I: The subaccount associated with the non-stock item (labor item) used in the time card. For labor items, the default expense subaccount is specified in the Expense Sub. box on the GL Accounts tab of Non-Stock Items form. J: The subaccount associated with the project and specified in the Default Cost Subaccount box on the Defaults tab of Projects form. T: The subaccount associated with the project task and specified in the Default Cost Subaccount box on the Summary tab of Project Tasks form. This box appears on the tab only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
Expense Accrual Account Source	The source of the account for the credit side of the project transaction to be generated on release of the time cards. The following options are available: Labor Item Accrual: By default, in project transactions, the system uses the accrual account associated with the labor item on the time card. For labor items, this account is specified in the Expense Accrual Account box on the GL Accounts tab of Non-Stock Items form. Project Accrual: In project transactions, the system uses the accrual account associated with the project and specified in the Accrual Account box on the Defaults tab of Projects form. Task Accrual: By default, in project transactions, the system uses the default account associated with the task and specified in the Accrual Account box on the Summary tab of Project Tasks form.
Expense Accrual Sub. Source	The subaccount mask that defines the rule of selecting segment values for the expense accrual subaccount to be used for the project transactions generated on release of time cards. For a segment, the character designating the needed option is repeated as many times as there are characters in the segment. To set up the rule, select a segment, press F3, and select the source of the segment value, which is one of the following options: E: The default accrual expense subaccount associated with the employee specified in the time card. For employees, the default expense subaccount is specified in the Expense Sub. box on the Financial Settings tab of Employees form. I: The default expense accrual subaccount associated with the non-stock item (labor item) used in the time card. For labor items, the default accrual subaccount is specified in the Expense Accrual Sub. box on the GL Accounts tab of Non-Stock Items form. J: The default accrual subaccount associated with the project and specified in the Accrual Subaccount box on the Defaults tab of Projects form. T: The default accrual subaccount associated with the project task and specified in the Accrual Subaccount box on the Summary tab of Project Tasks form. This box appears on the tab only if the Subaccounts feature is enabled on the Enable/Disable Features form.

Table 5. Markups Section
The elements in this section define the default markups for projects and change requests.

This section appears on the form only if the *Change Requests* feature is enabled on the Enable/Disable Features (CS100000) form.
Element	Description
Default Price Markup, %	The default price markup for estimation lines of change requests. The system populates with this markup the Price Markup (%) column on the Estimation Tab of the Change Requests (PM308500) form, if the inventory item selected in the estimation line has no default price markup.

Table 6. Document Markups Table
The default document-level markups that are applied to the total amount of change requests. For a newly created project, the system copies these default markups to the Document Markups table on the Defaults tab of the Projects (PM301000) form, where you can manually override them.

This table appears on the form only if the *Change Requests* feature is enabled on the Enable/Disable Features form.

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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 of these 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.

Table 7. GL Settings for Unbilled Remainders Section
The elements in this section define the debit and credit accounts and subaccounts to be used in project transactions generated for unbilled remainders that originate from the project transactions that were posted to the general ledger.

If the unbilled remainder originates from a project transaction that was not posted to the general ledger, these settings are ignored; the system instead copies the debit and credit accounts (the specified ones or the empty values) from the original project transaction. For more information, see Pro Forma Invoice: Generated Transactions.

An unbilled remainder is the difference between the amounts in the Billed Amount and Amount to Invoice columns of a pro forma invoice line for which *Hold Remainder* is selected in the Status column on the Time and Material tab of the Pro Forma Invoices (PM307000) form.
Element	Description
Debit Account	The debit account of project transactions for unbilled remainders. If no account is specified, the system will copy the debit account of the corresponding project transaction from which the unbilled remainder originates.
Debit Subaccount	The debit subaccount of project transactions for unbilled remainders. If no account is specified, the system will copy the debit subaccount of the corresponding project transaction from which the unbilled remainder originates. This box appears on the tab only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
Credit Account	The credit account of project transactions for unbilled remainders. If no account is specified, the system will copy the credit account of the corresponding project transaction from which the unbilled remainder originates.
Credit Subaccount	The credit subaccount of project transactions for unbilled remainders. If no account is specified, the system will copy the credit subaccount of the corresponding project transaction from which the unbilled remainder originates. This box appears on the tab only if the Subaccounts feature is enabled on the Enable/Disable Features form.

Table 8. Drop-Ship Purchases Section
The elements in this section define the default source of the expense accounts to be used in project transactions for purchase orders of the *Project Drop-Ship* type as well as the default rules for generating documents and transactions in these purchase orders. By default, the system inserts the settings specified on this form to the Purchases section on the Projects (PM301000) and Project Templates (PM208000) forms.

Note: 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 default option): 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 according to 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 Projects (PM301000) 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 specified in the project drop-ship document line.
Combine Expense Sub. From	The subaccount mask for items used in the project drop-ships orders. The following options are available: I (the default option): Inventory item P: Posting class J: Project T: Task
Drop-Ship Receipt Processing	The setting that defines whether a receipt will be generated for project drop shipment. This setting contains the following options: Generate Receipt (the default option) 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 default option) and On Receipt Release. If the On Bill Release option is selected, the system does not generate an inventory receipt on release of the purchase receipt. The system generates the transaction that updates expense account for both stock and non-stock items, when the related AP bill is released. If the On Receipt Release option is selected, the system generates an inventory receipt and a transaction that updates the expense account when the purchase receipt is released. The system updates expense accounts for both stock and non-stock items in this case, and the system does not update any inventory accounts. 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 selected and the box cannot be edited. 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.

Mailing & Printing Tab

The Mailing & Printing tab contains the list of predefined mailings that users can use for printing and electronically (by email) sending customers documents related to projects. The settings specified on this tab are copied by default to a new project template or to a new project (if no project template is specified for the project).

Table 9. Default Sources Table By using the Default Sources table you can view and modify the list of active mailings that can be used to send emails for projects. For each mailing, you can select either a report or an email template to be used by default as the body of the email.
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Column	Description
Active	A check box that indicates (if selected) that this mailing is active. Emails can be generated only for active mailings. For the PROFORMA mailing, this check box is automatically selected and cannot be cleared.
Mailing ID	The unique identifier of the mailing. MYOB Advanced provides the following predefined system mailings: PMQUOTE: The mailing is used to print and email project quotes. INVOICE: The mailing is used to print and email accounts receivable invoices that originate from projects. CHANGE ORDER: The mailing is used to print and email change orders. CHANGE REQUEST: The mailing is used to print and email change requests. PROFORMA: The mailing is used to print and email pro forma invoices.
Default 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 defined on the Email Preferences (SM204001) form, will be used.
Report ID	The report to be used for printing and also 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 has a proper URL. For details, see Report Creation: General Information. By default, the following reports are used for the predefined system mailings: PMQUOTE: The Project Quote (PM604500) report INVOICE: The ProInvoice/Memo (PM641000) report, which is a copy of the Invoice/Memo (AR641000) report CHANGE ORDER: The Change Order (PM643000) report CHANGE REQUEST: The Change Request (PM643500) report PROFORMA: The Pro Forma Invoice (PM642000) report
Notification 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 are used for the predefined system mailings: PMQUOTE: PMQuoteNotification INVOICE: InvoiceNotification CHANGE ORDER: Change Order Notification CHANGE REQUEST: CRQuoteNotification PROFORMA: Pro Forma Invoice Notification
Format	The format in which the report (if applicable) 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 to which these settings apply, the system will copy the recipients specified for the selected notification template, if one has been specified for the mailing, and from the Default Recipients table on this tab. Override Recipients: On the generation of an email to which these settings apply, the recipients will be copied only from the Default Recipients table on this tab. The recipients specified in the notification template or report associated with the mailing will not be included in the generated email.

Table 10. Default Recipients Table You use the Default Recipients table to view and modify the list of default types of recipients for the selected mailing. The contact types specified in the table are used as the default values for the contact types for projects.
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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 project Employee: An employee of your company who handles documents of the project
Contact ID	The specific contact. A particular recipient can be selected only if you have selected Employee as the Contact Type.
Format	The format in which the report (if applicable) will be sent to recipients of this type. Select 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.

Approval Tab

You use this tab to set up the approval process for the projects and project-related documents. This tab appears only if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form. For more information, see Approval of Projects and Project-Related Activities and Approving Documents.

Table 11. Approval Settings Section
You use this section to define the approval maps to be used in the approval process for projects and documents. For more information, see Approval of Projects and Project-Related Activities.
Element	Description
Project Approval Map	The map to be used to assign projects to employees for approval. If no value is specified in the box, approval is not required. An approval map can be created by using the Assignment and Approval Maps (EP205500) form.
Pro Forma Invoice Approval Map	The map to be used to assign pro forma invoices to employees for approval. If no value is specified in the box, approval is not required for these documents. An approval map can be created on the Assignment and Approval Maps form.
Change Request Approval Map	The map to be used to assign change requests to employees for approval. If no value is specified in the box, approval is not required for change requests. An approval map can be created on the Assignment and Approval Maps form. This box appears on the form only if the Change Requests feature is enabled on the Enable/Disable Features form.
Change Order Approval Map	The map to be used to assign change orders to employees for approval. If no value is specified in the box, approval is not required for change orders. An approval map can be created on the Assignment and Approval Maps form. This box appears on the form only if the Change Orders feature is enabled on the Enable/Disable Features form.
Project Quote Approval Map	The map to be used to assign project quotes to employees for approval. If no value is specified in the box, approval is not required for project quotes. An approval map can be created on the Assignment and Approval Maps form. This box appears on the form only if the Project Quotes feature is enabled on the Enable/Disable Features form.
Cost Projection Approval Map	The map to be used to assign cost projection revisions to employees for approval. If no value is specified in this box, approval is not required for cost projection revisions created for a project. An approval map can be created on the Assignment and Approval Maps form. This box appears on the form only if the Construction feature is enabled on the Enable/Disable Features form.
Progress Worksheet Approval Map	The map to be used to assign progress worksheets to employees for approval. If this box is left blank, approval is not required for progress worksheets. An approval map can be created on the Assignment and Approval Maps form. This box appears on the form only if the Construction feature is enabled on the Enable/Disable Features form.

Table 12. Pending Approval Notification SectionYou use this section to specify the templates that the system uses to generate notification emails for the projects and project-related documents. For more information, see Approving Documents.
Element	Description
Project Approval Notification	The notification template that the system uses to generate notification emails for employees who approve projects. An employee receives a notification about pending approval when a project requires approval from this employee.
Pro Forma Invoice Approval Notification	The notification template that the system uses to generate notification emails for employees assigned to approve pro forma invoices. An employee receives a notification about a pending approval when approval of a pro forma invoice is required from this employee.
Change Request Approval Notification	The notification template that the system uses to generate notification emails for employees assigned to approve change requests. An employee receives a notification about a pending approval when approval of a change request is required from this employee. This box appears on the form only if the Change Requests feature is enabled on the Enable/Disable Features form.
Change Order Approval Notification	The notification template that the system uses to generate notification emails for employees assigned to approve change orders. An employee receives a notification about a pending approval when approval of a change order is required from this employee. This box appears on the form only if the Change Orders feature is enabled on the Enable/Disable Features form.
Project Quote Approval Notification	The notification template that the system uses to generate notification emails for employees assigned to approve project quotes. An employee receives a notification about a pending approval when approval of a project quote is required from this employee. This box appears on the form only if the Project Quotes feature is enabled on the Enable/Disable Features form.
Cost Projection Approval Notification	The notification template that the system uses to generate notification emails for employees assigned to approve cost projection revisions for projects. With a notification template specified, an employee receives a notification about a pending approval when the approval of a cost projection is required from this employee. This box appears on the form only if the Construction feature is enabled on the Enable/Disable Features form.
Progress Worksheet Approval Notification	The notification template that the system uses to generate notification emails for employees assigned to approve progress worksheets. With a notification template specified, an employee receives a notification about a pending approval when the approval of progress worksheets is required from this employee. This box appears on the form only if the Construction feature is enabled on the Enable/Disable Features form.