Projects

Changes the status of the project to Active, making it possible to associate this project with documents and activities on data entry forms in the functional areas 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.

Changes the status of the project from Pending Approval to Active.

This command appears if the Approval Workflow feature is enabled on the Enable/Disable Features form, an approval map for projects has been configured on the Approval Maps form, this map is selected in the Project Approval Map box on the Approval tab of the Projects Preferences form, and the project has the Pending Approval status.

For more information, see Managing Assignment and Approval Maps.

This command is available if the project has the In Planning or Active status.

For details, see Project Budget: Auto-Generating the Revenue Budget.

This command is available if the project has the Active status.

Changes the status of the project to Completed.

This command appears if the project has the Active status.

If you are creating an appointment for which no service order has been created, the system 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 form.

This command appears on the form if the Change Orders feature is enabled on the Enable/Disable Features 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.

This command appears on the form if the Change Requests feature is enabled on the Enable/Disable Features form. The command is available if the Change Order Workflow check box is selected for the project on the Summary tab of this form.

This command appears on the form only if the Service Management feature is enabled on the Enable/Disable Features form.

This command appears only if the Multicurrency Projects feature is enabled on the Enable/Disable Features form.

This command is available if the project has the Pending Approval status.

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.

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 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.

This command appears on the form if the Manufacturing feature is enabled on the Enable/Disable Features form.

This command appears only if the Budget Forecasts feature is enabled on the Enable/Disable Features form.

Opens the Reassign Approval dialog box, in which you can specify a new approver to reassign the selected record to this approver if the reassignment of approvals is allowed in the related rule of the approval map on the Approval Maps (EP205015) form.

This command appears if the Approval Workflow feature is enabled on the Enable/Disable Features form, an approval map for projects has been configured on the Approval Maps form, this map is selected in the Project Approval Map box on the Approval tab of the Projects Preferences form, and the project has the Pending Approval status.

Changes the status of the project from Pending Approval to In Planning.

This command appears if the Approval Workflow feature is enabled on the Enable/Disable Features form, an approval map for projects has been configured on the Approval Maps form, this map is selected in the Project Approval Map box on the Approval tab of the Projects Preferences form, and the project has the Pending Approval status.

For more information, see Managing Assignment and Approval Maps.

Initiates billing for the currently selected project.

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.

This command is available if the project has the Active status.

Makes it possible for the Original Budgeted Quantity, Unit Rate, and Original Budgeted Amount columns to be edited on the Revenue Budget and Cost Budget tabs of the current form for the project. Also allows lines to be deleted on the Revenue Budget and Cost Budget tabs.

The Lock Budget command reverses the effects of this command.

This command appears on the form if the Change Orders feature is enabled on the Enable/Disable Features form, the Internal Cost Commitment Tracking check boxes 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.

This command is available if the Address Validation Integration feature is enabled on the Enable/Disable Features form.

By default, the system inserts a service order type specified in the Default Service Order Type box on the User Profile (SM203010) for a current user, and if this box is empty, the system inserts instead 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.)

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

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

If the user has opened the dialog box by clicking the Create Service Order menu command, then the system closes this dialog box and opens the Service Orders form with the created service order.

If the user has opened the dialog box by clicking the Create Appointment menu command, then the system closes this dialog box and opens the Appointments form with the created appointment.

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 delegation set up for the current date.

If the check box is cleared and if the new approver is not available and has a delegation set up 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 you will have to specify a different approver).

The customer for the project if this project is external. The value in this box will be used 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 exchange rate from the project currency to the base currency that 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 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 form. To change the currency rate, click the rate to open the Rate Selection dialog box.

You can click the View Base button to change the currency of the project amounts as follows:

• On the Revenue Budget, Cost Budget, and Balances tabs, the currency is switched from the base currency to project currency, which is specified in the Project Currency box on the Summary tab.
• On the Invoices tab, the currency is switched from the base currency to billing currency, which is specified in the Billing Currency box on the Summary tab.
• On the Commitments tab, the currency is switched from the document currency to base currency.

When you click the View Base button, it changes to the View Cury button. You can click it one more time to change back the currency.

This box appears on the form if the Multicurrency Projects feature is enabled on the Enable/Disable Features form.

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, has been rejected during approval (when Reject is clicked on the form toolbar), or when Hold is clicked on the form toolbar.

• Pending Approval: The project is visible to the employee who has been assigned to approve the project on the Approvals (EP503010) form. If the project is approved, it gets the Active status; if the project is rejected, its status changes to In Planning. This status is assigned to the project once it has been activated (that is, when Activate Project has been clicked on the form toolbar).

  This status is available only if the Approval Workflow feature is enabled on the Enable/Disable Features form and project approval is configured.

• 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 required in your system, the system assigns this status to the project when Activate Project is clicked on the form toolbar. If approval is required, the system assigns this status to the project upon approval when Approve is clicked on the form toolbar.
• Completed: The project has been completed. The system assigns this status to the project when all the project tasks have been completed and Complete Project 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 Project is clicked on the form toolbar. 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 Project is clicked on the form toolbar. A canceled project can be activated again.

The actual income earned with the project.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base in the Summary area, the amount is shown in the base currency.

The total of the current actual expenses incurred by the project.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base in the Summary area, the amount is shown in the base currency.

The difference between the Actual Income and Actual Expenses values.

The margin percentage is calculated with the following formula:

100*(Actual Income - Actual Expenses)/Actual Income

If the Actual Income is zero, the margin percentage is also zero.

If the Actual Expenses is greater than the Actual Income, the margin percentage is calculated with the same formula and becomes negative.

• 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 form.

• 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 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 form.

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).

For more information, see Approval of Projects and Project-Related Activities.

The Revenue Change Nbr., which is specified in the Summary area of the Change Orders (PM308000) form, assigned to the most recent change order that can affect the project revenue.

This box appears on the form if the Change Orders feature is enabled on the Enable/Disable Features form.

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 (Financial Settings section) 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 form.

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, which is selected for the project on this tab, 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 form.

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 (Financial Settings section) of the Customers 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 form.

• 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.
  Note: This option is available if the Project-Specific Inventory feature is enabled on the Enable/Disable Features 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.
  Note: This option is available if the Project-Specific Inventory feature is enabled on the Enable/Disable Features 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.
  Note: If the Project-Specific Inventory feature is not enabled on the Enable/Disable Features form, this is the only available option; it is inserted for all projects and cannot be changed.

A check box that indicates (if selected, which is its default value) 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 boxes is selected on the General tab of the Projects Preferences 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, 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 form.

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 form.

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.

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 form.

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.

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.

The location of the project's customer. When the customer is selected, the system populates this box with the customer's default location.

The system also populates the Default 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 element is available if the Business Account Locations feature is enabled on the Enable/Disable Features form.

The work location of the employee that works 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 form.

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.

A check box that indicates (if selected, which is its default value) that a pro forma invoice is created automatically for the project when you run project billing.

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 Use Steps check box becomes unavailable.

The default value is inherited from the project template, but you can modify it if needed.

The box appears in the section if the Payment Application by Line feature is enabled on the Enable/Disable Features form.

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.

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 inherited from the project template.

The percent of project completion, which is calculated as follows:

Completed (%) = (Draft Invoice Amount total + Actual Amount total) / Contract Total

The total amounts in this formula represent the sum of the values in the respective columns (Draft Invoice Amount and Actual Amount) on the Revenue Budget tab.

The total of the Total Retained Amount column on the Revenue Budget tab.

The percent of an invoice amount issued for the project that is retained by the customer.

If the project has been created from a project template, the default value 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 Retainage Settings section on the General 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 this 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 retainage percent for AR invoice lines if the invoice will be created manually on the Invoices and Memos form for the combination of the customer and the project and the Apply Retainage check box will be selected for the invoice.

The box is available if the Retainage Support feature is enabled on the Enable/Disable Features form.

A check box that indicates (if selected) that the stepped processing of retainage is enabled. You can select this check box if Standard or Contract Cap is selected in the Retainage Mode box.

If this check box is selected, the Stepped Retainage table becomes available at the bottom of the Retainage section of settings.

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.

The percent of project completion at which the value of the default retainage percent, which is specified in the Retainage (%) box in the Retainage section, will automatically change to the value specified in the Retainage (%) column of this row.

The new retainage percent to be applied to the project revenue budget lines at the threshold of project completion specified in this row.

• 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 value specified in the AIA Level box on the Summary tab (AIA section) of the Project Templates (PM208000) form.

If the project has been created from a template, this setting is initially populated based on the value in the Application Nbr. Format box on the Summary tab (AIA section) of the Project Templates form. If the format is not specified in the project template, the four-digit format is used by default.

A check box that indicates (if selected) that the AIA report with quantity, 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 the AIA Report button 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 from a template, this setting is initially populated with the value specified in the Show Quantity in AIA Report box on the Summary tab (AIA section) of the Project Templates form.

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.

This check box is displayed only if the Manufacturing feature is enabled on the Enable/Disable Features form.

Opens the Add Tasks dialog box, which you can use to add a common task or a task associated with the template this project is based on.

For more information about common and template tasks, see Creating Project Templates and Common Tasks.

The type of the project task, which can be one of the following:

• Cost Task: Tasks of this type are visible on the Cost Budget tab of the Projects (PM301000) form only.
• Revenue Task: Tasks of this type are visible on the Revenue Budget tab of the Projects form only.
• Cost and Revenue Task (default): Tasks of this type are visible on both the Cost Budget and Revenue Budget tabs of the Projects form.

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

The rate table to be used in the allocation rules, if applicable.

If the task is created based on the project template selected in the Template box in the summary area of this form, the system uses the rate table of the corresponding task of this project template.

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 uses the rate table of the project specified in the Rate Table box on the Summary tab of this form.

The rule that MYOB Advanced uses to run allocations for the task.

If the task is created based on the project template selected in the Template box in the summary area of this form, the system uses the allocation rule of the corresponding task of this project template.

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 uses the allocation rule of the project specified in the Allocation Rule box on the Summary tab of this form.

The rule that MYOB Advanced uses to run billing for the task.

If the task is created based on the project template selected in the Template box in the summary area of this form, the system uses the billing rule of the corresponding task of this project template.

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.

• In Planning: The task is a draft and is not available for selection on data entry forms. This status is automatically assigned to any new task.
• Active: The task is active and can be selected on data entry forms.
• Canceled: Task execution has been stopped before task completion. A canceled task can be activated again.
• Completed: The task has been completed.

• Manual: Entered manually by a user.
• Budgeted Quantity: Calculated automatically as the actual quantity divided by the revised budgeted quantity for the cost budget lines associated with the task that have the Auto Completed (%) check box selected on the Cost Budget tab.
• Budgeted Amount: Calculated automatically as the actual amount divided by the revised budgeted amount for the cost budget lines associated with the task that have the Auto Completed (%) check box selected on the Cost Budget tab.

For more information, see Project Tasks: Tracking the Task Completion.

This column is shown if the Time Management feature is enabled on the Enable/Disable Features form.

• By Billing Period: 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.

• Amount: 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.

The tax category (if applicable) of the task.

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.

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, the default project task is automatically populated when you select this project.

You can select a task to be the default one if the project status is Active or In Planning. Only one of project tasks can be the default one.

A check box that indicates (if selected) that the task is billed by a separate invoice.

The column is hidden by default.

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.

The column is hidden by default.

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 hidden by default and is available only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.

The account to be used as the expense account in project transactions created for the task on release of time activities and time cards.

The column is hidden by default.

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 hidden by default and is available only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.

The date when the task is expected to start.

The column is hidden by default.

The date when the task is expected to end.

The column is hidden by default.

The dialog box contains the following buttons.

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.

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 exposed if needed.

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 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.

The income account group of the revenue budget line.

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.

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 Automatic Price Selection: Rules of Price Selection.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base in the Summary area, the amount is shown in the base currency.

If the Multicurrency Projects feature is enabled on the Enable/Disable Features 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.

If the Change Orders feature is enabled on the Enable/Disable Features form and the Change Order Workflow check box is selected for the project on the Summary tab, in the new revenue budget line created based on the change order, the unit rate is copied from the corresponding change order line.

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.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base in the Summary area, the amount is shown in the base currency.

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 form and the Change Order Workflow check box is selected for the project on the Summary tab of this form.

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 (that has been previously added while this order was assigned the On Hold status) is subtracted from the Potential CO Amount.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base 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 form and the Change Order Workflow check box is selected for the project on the Summary tab of this form.

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 form and the Change Order Workflow check box is selected for the project on the Summary tab of this form.

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.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base 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 form and the Change Order Workflow check box is selected for the project on the Summary tab of this form.

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 form or if the Change Order Workflow check box is cleared for the project on the Summary tab of this form, you can change the quantity manually.

If the Change Order Workflow check box is selected for the project on the Summary tab of this form, the column is read-only, and the quantity is calculated as the sum of the Original Budgeted Quantity and the Budgeted CO Quantity.

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.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base 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 form or if the Change Order Workflow check box is cleared for the project on the Summary tab of this form, you can change the amount manually.

If the Change Order Workflow check box is selected for the project on the Summary tab of this form, the column is read-only, and the amount is calculated as the sum of the Original Budgeted Amount and the Budgeted CO 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.

The maximum billable amount for the revenue budget line.

The amount is shown in the currency that is specified in the Currency Rate for Budget 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.

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 column shows the total amount of unreleased invoices that correspond to the revenue budget line. The Draft Invoice Amount can take rational values, including negative ones.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base 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.

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 total amount of the lines of the released accounts receivable invoices that correspond to the revenue budget line.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base in the Summary area, the amount is shown in the base currency.

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 + 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:

The system does not update the Completed (%) on release of a pro forma invoice or an accounts receivable invoice.

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.

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.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base in the Summary area, the amount is shown in the base currency.

• 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.
• 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.

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 this form. The value can be overridden.

The column appears in the table if the Retainage Support feature is enabled on the Enable/Disable Features form, the Standard or Contract Item Cap retainage mode is selected in the Retainage Mode box and the Use Steps check box is cleared for the project in the Retainage section on the Summary tab of this form.

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 this form. The value can be overridden.

The column appears in the table if the Retainage Support feature is enabled on the Enable/Disable Features form and the Contract Item Cap retainage mode is selected in the Retainage Mode box in the Retainage section on the Summary tab of this form.

The cap amount of the revenue budget line.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base 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 in the Retainage section on the Summary tab of this 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 form and the Contract Item Cap retainage mode is selected in the Retainage Mode box in the Retainage section of the Summary tab of this form.

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 amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base 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 form.

The total of the retainage amounts for the lines of all released invoices related to the revenue budget line.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base 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 form.

The total retainage amount of all the lines of pro forma invoices (with any status) related to the revenue budget line.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base 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 form.

• 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.

The tax category for the revenue budget line.

By default, the system inserts the tax category that has been specified for the non-stock or stock item specified in the line. If no item is selected in the line or the item has no tax category defined, the system inserts into this column the tax category of the task specified in the line. If the task also has no tax category defined, this column is empty.

If the revenue budget line is copied from a 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 task for the revenue budget line, the system changes the tax category by using the logic described above.

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.

Opens the Commitments (PM306000) form in a pop-up window. 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.

The stock or non-stock inventory item that is associated with the cost budget line, or the empty item code 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 exposed if needed.

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 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 exposed if needed.

If an inventory item is selected in the line, the system automatically specifies the account group as follows:

• For a line with 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 form.
• For a line with 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 form.

The unit of measure of the cost budget line. If an inventory item is selected in the Inventory ID column, the UOM is automatically selected 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 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.

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.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base in the Summary area, the amount is shown in the base currency.

If the Change Orders feature is enabled on the Enable/Disable Features form and the Change Order Workflow check box is selected for the project on the Summary tab, in the new cost budget line created based on the change order, the unit rate is copied from the corresponding change order line.

For more details on how the system selects the cost, see Project Budget: Update of Budget Lines.

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.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base in the Summary area, the amount is shown in the base currency.

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 (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 form and the Change Order Workflow check box is selected for the project on the Summary tab of this form.

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 (that has been previously added while this order was assigned the On Hold status) is subtracted from the Potential CO Amount.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base 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 form and the Change Order Workflow check box is selected for the project on the Summary tab of this form.

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 this form,

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.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base 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 form and the Change Order Workflow check box is selected for the project on the Summary tab of this form.

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 form or if the Change Order Workflow check box is cleared for the project on the Summary tab of this form, you can change the quantity manually.

If the Change Order Workflow check box is selected for the project on the Summary tab of this form, the column is read-only, and the quantity is calculated as the sum of the Original Budgeted Quantity and the Budgeted CO Quantity.

The revised budgeted amount if the original budget amount has been revised for the project after the initial budgeting.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base 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 form or if the Change Order Workflow check box is cleared for the project on the Summary tab of this form, you can change the amount manually.

If the Change Order Workflow check box is selected for the project on the Summary tab of this form, the column is read-only, and the amount is calculated as the sum of the Original Budgeted Amount and the Budgeted CO Amount.

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 is available only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences form.

The total original amount of the commitments that are associated with the project, project task, account group, and cost code or inventory item.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base in the Summary area, the amount is shown in the base currency.

This column is available only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences form.

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 Change Orders feature is enabled on the Enable/Disable Features form, the Internal Cost Commitment Tracking check box is selected on the General tab of the Projects Preferences form, and the Change Order Workflow check box is selected for the project on the Summary tab of this form,

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.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base 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 form, the Internal Cost Commitment Tracking check box is selected on the General tab of the Projects Preferences form, and the Change Order Workflow check box is selected for the project on the Summary tab of this form.

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 is available only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences form.

The total revised amount of the commitments that are associated with the project, project task, account group, and cost code or inventory item.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base in the Summary area, the amount is shown in the base currency.

This column is available only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences form.

The total received quantity of the commitments that are associated with the project, project task, and account group.

This column is available only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences form.

The total invoiced quantity of the commitments that are associated with the project, project task, and account group.

This column is available only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences form.

The total invoiced amount of the commitments that are associated with the project, project task, and account group.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base in the Summary area, the amount is shown in the base currency.

This column is available only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences form.

The total open quantity of the commitments that are associated with the project, project task, and account group.

This column is available only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences form.

The total open amount of the commitments that are associated with the project, project task, and account group.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base in the Summary area, the amount is shown in the base currency.

This column is available only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences form.

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 total amount of the released project transactions that correspond to the cost budget line.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base in the Summary area, the amount is shown in the base currency.

The sum of the Actual Amount and Committed Open Amount values.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base in the Summary area, the amount is shown in the base currency.

The difference between the Revised Budgeted Amount and Actual + Open Committed Amount values.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base in the Summary area, the amount is shown in the base currency.

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.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base 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 (Project Properties section) of this form.

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.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base 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 (Project Properties section) of this form.

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 (Project Properties section) of this form.

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.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base 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 (Project Properties section) of this form.

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.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base 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 (Project Properties section) of this form.

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.

This column is shown only if the Track Production Data check box is selected on the Summary tab (Project Properties section) of this form.

The remainder of the budgeted cost for the cost budget line in the last released revision of the cost projection for this line.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base in the Summary area, the amount is shown in the base currency.

The projected final cost at project completion for the cost budget line in the last released revision of the cost projection for this line.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base in the Summary area, the amount is shown in the base currency.

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.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base in the Summary area, the amount is shown in the base currency.

If the Multicurrency Projects feature is enabled on the Enable/Disable Features 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.

For more details on how the system searches for the price, see Automatic Price Selection: Rules of Price Selection.

The reference to a revenue budget line by task that is used for information purposes.

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 reference between the cost budget line and a revenue budget line. You can use this reference 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.

The reference to a revenue budget line by inventory item that is used for information purposes.

You can select the Revenue Item after you select the Revenue Task. You can select in the column only the 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 this form for the project.

The way the system determines if the cost budget line can be added to a progress worksheet.

You can select 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 form. This line can also be added manually if you click Select 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 Select 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 form.

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.

The original budgeted amount for the project with respect to this account group.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base in the Summary area, the amount is shown in the base currency.

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 (that has been previously added while this order was assigned the On Hold status) is subtracted from the Potential CO Amount.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base 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 form and the Change Order Workflow check box is selected for the project on the Summary tab of this form.

The total amount of the lines of released change orders that are associated with the project and account group.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base 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 this form.

The revised budgeted amount for the project with respect to this account group.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base in the Summary area, the amount is shown in the base currency.

The total original amount of the commitments that are associated with the project and account group.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base 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 form.

The total amount of the commitment lines of released change orders that are associated with the project and account group.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base 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 form, the Internal Cost Commitment Tracking check box is selected on the General tab of the Projects Preferences form, and the Change Order Workflow check box is selected for the project on the Summary tab of this form.

The total revised amount of the commitments that are associated with the project and account group.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base 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 form.

The total invoiced amount of the commitments that are associated with the project and account group.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base 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 form.

The actual amount spent on the project with respect to this account group.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base in the Summary area, the amount is shown in the base currency.

This box appears on the form if the Multicurrency Projects feature is enabled on the Enable/Disable Features form.

The total open amount of the commitments that are associated with the project and account group.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base 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 form.

The sum of the Actual Amount and Committed Open Amount values.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base in the Summary area, the amount is shown in the base currency.

The difference between the Revised Budgeted Amount and Actual + Open Committed Amount values.

The amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab. If you click View Base in the Summary area, the amount is shown in the base currency.

Initiates the creation of a purchase order for the currently selected project by navigating to the Purchase Orders (PO301000) form.

Initiates the creation of a subcontract for the currently selected project by navigating to the Subcontracts (SC301000) form.

This button appears on the form if the Construction feature is enabled on the Enable/Disable Features form.

If the Construction feature is enabled on the Enable/Disable Features form, the Subcontract type is also available.

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.

The amount is shown in the billing currency that is selected in the Billing Currency box on the Summary tab.

This column is available if the Multicurrency Projects feature is enabled on the Enable/Disable Features form.

The amount is shown in the billing currency that is selected in the Billing Currency box on the Summary tab.

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 Document Details tab minus the Discount on Retainage value plus the Retained Tax value, if applicable.

The amount is shown in the billing currency that is selected in the Billing Currency box on the Summary tab.

The column is available if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.

The document total amount, which is calculated as a sum of original document amount plus original retainage amount.

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 form.

The amount is shown in the billing currency that is selected in the Billing Currency box on the Summary tab.

This column is available if the Multicurrency Projects feature is enabled on the Enable/Disable Features form.

The amount that has been retained from the invoice and has not yet been released.

The amount is shown in the billing currency that is selected in the Billing Currency box on the Summary tab.

The column is available if the Retainage Support feature is enabled on the Enable/Disable Features form.

A check box that indicates (if selected) that the invoice is a retainage invoice, which means an invoice with an amount 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 form.

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, 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 inserts into the column 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 form: Retainage Support and Construction.

A check box that indicates (if selected) that the pro forma invoice was created in migration mode.

For details, see Migrating Documents to MYOB Advanced.

The column is hidden by default.

The class of the change order, which is defined on the Change Order Classes (PM203000) form.

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 and then 2, 3, and so on. 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.

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.

The reverse status of the change order, which can be one of the following:

• None: The change order is a normal change order.
• Reversing: The change order is a reversing change order that reverses the impact of the original change order, whose reference number is shown in the Original CO Ref. Nbr. column.
• Reversed: The change order that has been reversed.

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 form.

A button you click to open the map specified on the Site Preferences (SM200505) form and provided by the Google Maps or Bing Maps web map service to view this address on a map, which 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.

This box is available only if the Calculate Project-Specific Taxes check box is selected on the Projects Preferences (PM101000) form.

This box is available only if the Calculate Project-Specific Taxes check box is selected on the Projects Preferences form.

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.

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 Sales Subaccount Mask box in the right pane of the Billing Rules form
• Allocating the project: The Subaccount box in the Debit Transaction and Credit Transaction sections on the Allocation Settings tab in the right pane of the Allocation Rules (PM207500) form
• Creating expense claims: The Combine Sales Sub. From box on the General Settings 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 Default Location box in the Billing and Allocation Settings section on the Summary tab 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.

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.

The subaccount to be used as the source of possible segment values.

The system uses this subaccount in the following processes:

• Allocating the project: The Subaccount box in the Debit Transaction and Credit Transaction sections on the Allocation Settings tab in the right pane of the Allocation Rules form
• Creating project transactions on release of time activities and time cards: The Expense Subaccount Source box on the General tab of the Projects Preferences form
• Creating accounts payable documents: The Combine Expense Sub. From box on the General tab the Accounts Payable Preferences (AP101000) form
• Creating expense claims: The Combine Expense Sub. From box on the General Settings tab of the Time and Expenses Preferences form

This box appears on the tab only if the Subaccounts feature is enabled on the Enable/Disable Features form.

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 form.

This box appears on the tab only if the Subaccounts feature is enabled on the Enable/Disable Features form.

• 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 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 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 specified in the project drop-ship document line.

• I: Inventory item
• P: Posting class
• J: Project
• T: Task

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

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 a transaction that updates the 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. In this case, the system updates expense accounts for both stock and non-stock items, and 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.

• %: 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.

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.

The inventory item that is associated with the markup.

The column is available if the Task and Item is selected as the Revenue Budget Level on the Summary tab of the form for the project.

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.

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.

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.

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

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

• 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 Recipients table on this tab. The Recipients table is populated with the values specified for the project template or, if no project template is selected in the Summary area of this form, with the values from the Recipients table on the Mailing & Printing tab of the Projects Preferences form, and 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 in the notification template or report associated with the mailing will not be included in the generated email.

• Account Email: A primary contact of the customer
• Employee: An employee of your company who handles documents of the project
• Contact: One of the contacts of the customer

The type of the compliance document. The following document types are available:

• Certificate
• Insurance
• Lien Waiver
• Notice
• Other

If a project is specified, this compliance document is displayed on the Compliance tab of the Projects form for the selected project.

If a task is specified, this compliance document will be displayed on the Compliance tab of the Project Tasks form for the selected task of the Cost Task type.

The identifier of the vendor associated with the compliance document, which is a link you can click to view this record on the current form. If a vendor is specified, the current document will be displayed on the Compliance tab of the current form for the selected vendor.

The reference number of the payment that is associated with the compliance document, which is a link you can click to view this document on the Checks and Payments (AP302000) form.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The payment method associated with the vendor.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The reference number of the invoice associated with the compliance document, which is a link you can click to view this document on the Invoices and Memos (AR301000) form. 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.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The amount of the invoice.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The reference number of the payment associated with the compliance document, which is a link you can click to view this document on the Payments and Applications (AR302000) form.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The customer’s default payment method.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The account associated with the vendor (Expense account) or customer (Sales account).

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The reference number of the bill associated with the compliance document, which is a link you can click to view this document on the Bills and Adjustments (AP301000) form. 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.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The bill amount to be paid for the document.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The number of the certificate.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The identifier of the customer associated with the compliance document, which is a link you can click to view this record on the Customers (AR303000) form. If a customer is specified, the current document will be displayed on the Compliance tab of the Customers form of the selected customer.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The name of the customer associated with the compliance document.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The date when the document is issued.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The date when the compliance document takes effect. You should specify the date manually while adding the document.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The name of the insurance company.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The identifier of the joint vendor associated with the compliance document, which is a link you can click to view this record on the current form. If a joint vendor is specified, the current document will be displayed on the Compliance tab of the current form for the selected vendor.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The amount to be paid to joint payees according to the joint payment.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

A check box that indicates (if selected) that the joint release has been received.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The amount covered by the lien waiver.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The amount of insurance liability specified for the compliance document. You should enter the amount manually while adding the document.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The method used to send the document.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The date when the payment is created.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The reference number of the project transaction associated with the compliance document, which is a link you can click to view this document on the Project Transactions (PM304000) form.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The reference number of the purchase order associated with the compliance document, which is a link you can click to view this document on the Purchase Orders (PO301000) form. 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.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The unique identifier of the item in the purchase order line, which can be specified only if a purchase order has been selected.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The insurance policy number.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The date of the inventory receipt.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The date when the goods are received.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The person responsible for receiving goods.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

A check box that indicates (if selected) that a joint payment is required.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The identifier of the revenue task within the project to which the compliance document relates, which is a link you can click to view this task on the Project Tasks form. 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.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The identifier of the secondary vendor associated with the compliance document, which is a link you can click to view this record on the current form. If a vendor is specified, the current document will be displayed on the Compliance tab of the current form for the selected vendor.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The name of the secondary vendor associated with the compliance document.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The source of the payment, which is one of the following options:

• AP Bill
• PO/Sub
• Customer
• Project

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The name of the sponsor organization.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The identifier of the subcontract associated with the compliance document, which is a link you can click to view this document on the Subcontracts (SC301000) form. If a subcontract is specified, the current document will be displayed on the Compliance tab of the Subcontracts form for the selected subcontract.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The identifier of the item in the subcontract line, which can be specified only if a subcontract has been selected.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

The date when the goods are shipped.

By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

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

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.

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 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 form.

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 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 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 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 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 form.