Projects

Changes the status of the project to Active. If the project has this status, users can associate it with documents and activities on data entry forms in the functional areas of MYOB Acumatica that are 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.

Approves the project and 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 (CS100000) form, an approval map for projects has been configured on the Approval Maps (EP205015) form, this map is selected in the Project Approval Map box on the Approval tab of the Projects Preferences (PM101000) form, and the project has the Pending Approval status.

For more information, see Approval Configuration: Approval Maps.

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

For details, see Project Budget: Automatic Generation of 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. You can complete the project only if all project tasks have been completed.

If you are creating an appointment for which no service order has been created, the system also 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 (CS100000) form.

This command appears on the form if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) 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 (CS100000) 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 (CS100000) form.

This command appears only if the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) 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 (CS100000) 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 of the current form.

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 (CS100000) form.

Opens the Reassign Approval dialog box, in which you can specify a new approver for this project 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 (CS100000) form, an approval map for projects has been configured on the Approval Maps (EP205015) form, this map is selected in the Project Approval Map box on the Approval tab of the Projects Preferences (PM101000) form, and the project has the Pending Approval status.

Recalculates the project balance for this project. This command recalculates this project's balance similarly to the recalculation process on the Recalculate Project Balances (PM504000) form if all the check boxes in the Selection area are selected. For more information, see Project Budget: Recalculation of the Project Balances.

This command is available if the project’s status is Pending Approval, Active, Completed, Suspended, or Canceled.

Rejects the project and changes its status from Pending Approval to In Planning.

This command appears if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form, an approval map for projects has been configured on the Approval Maps (EP205015) form, this map is selected in the Project Approval Map box on the Approval tab of the Projects Preferences (PM101000) form, and the project has the Pending Approval status.

For more information, see Approval Configuration: Approval Maps.

Initiates billing for the currently selected project. The system prepares a pro forma invoice or an accounts receivable document, depending on the state of the Create Pro Forma Invoice on Billing check box on the Summary tab of the current form.

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.

Allows the editing of the Original Budgeted Quantity, Unit Rate, and Original Budgeted Amount columns on the Revenue Budget and Cost Budget tabs of the current form for the project. Also, while the budget is unlocked, lines can 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 (CS100000) 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 is available if the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

The customer for the project if this project is external. The selected customer will be inserted 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 ID of the project template to be used to create the project you are entering, if applicable. For an existing project, the box is unavailable; if a project template was used to create this project or to create the project quote on which this project is based, that project template ID is shown.

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 (AR303000) form. To change the currency rate, click the rate to open the Rate Selection dialog box.

You can click the Currency Toggle button (which is right of this box) to toggle between the currencies in which the amounts are shown. When you click the View Base button, it changes to the View Cury button; the system changes the currency in which the project amounts are displayed as follows:

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

This box appears on the form if the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) 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, it has been rejected during approval, or Hold was clicked.

• Pending Approval: The project has been taken off hold and is awaiting approval. If the project is rejected, its status will change to In Planning.

  This status is available only if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form, an approval map has been configured on the Approval Maps (EP205015) form, and the map has been specified in the Project Approval Map box on the Approval tab of the Projects Preferences (PM101000) form. If these conditions are met, the Pending Approval status is assigned to the project once it has been activated (that is, when Activate Project has been clicked on the form toolbar).

  Note:

  The employee assigned to approve the project can do so on the current form; the project is also visible to them on the Approvals (EP503010) form.
• 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 configured in your system, the system assigns this status to the project when Activate Project is clicked on the form toolbar. If approval is configured, the system assigns the Active status to the project upon approval.
• 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 More menu. 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.

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.

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

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.

The difference between the Actual Income and Actual Expenses amounts.

The margin percentage is calculated with the following formula.

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

If the Actual Income is 0, the margin percentage will also be 0.

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

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 business 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).

• 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 (CS100000) form.

If the project has been created from a project template, the system inserts the option specified for the template on the Project Templates (PM208000) form, but you can override the default option.

• 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 (CS100000) 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 (CS100000) form.

If the project has been created from a project template, the system inserts the option specified for the template on the Project Templates (PM208000) form, but you can override the default option.

If the project has been created from a project template, the system inserts the option specified for the template on the Project Templates (PM208000) form, but you can override the default option.

In the out-of-the-box system, the ability to assign projects to project groups is granted to only users to whom the Administrator, Internal Projects, or Payroll Projects role is assigned on the User Roles (SM201005) form. For more information on configuring restriction groups for projects, see Project Creation and Processing: Project Security Configuration.

The employee ID of the employee who is responsible for managing the project and is authorized to approve the project tasks and tasks activities.

If the project has been created from a project template, the system inserts the option specified for the template on the Project Templates (PM208000) form, but you can override the default option.

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).

If the project has been created from a project template, the system inserts the approver specified for the template on the Project Templates (PM208000) form, but you can override the default value.

For more information, see Specific Approvals: Projects, Project-Related Documents, and Time Activities.

The Revenue Change Nbr. that has been specified in the Summary area of the Change Orders (PM308000) form for the most recent change order that affects the project revenue. For more information on assigning revenue change numbers, see Single-Tier Change Management: Revenue Change Number.

This box appears on the form only if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) 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 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 (CS100000) 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 selected for the project on this tab. This base currency is specified 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 (CS100000) 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 of the Customers (AR303000) 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 (CS100000) 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 (CS100000) 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 (CS100000) 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 (CS100000) form, this is the only available option; it is inserted for all projects and cannot be changed.

If the project has been created from a project template, the system inserts the option specified for the template on the Project Templates (PM208000) form, but you can override the default option.

A check box that indicates (if selected) 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 box is selected on the General tab of the Projects Preferences (PM101000) 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, if 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 (CS100000) form.

If the project has been created from a project template, the system copies the check box state specified for the template on the Project Templates (PM208000) form, but you can override the default state.

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 (CS100000) form.

A check box that indicates (if selected) that only the employees listed on the Employees tab of this form can create activities and documents associated with the current project. These capabilities include creating activities on the Activities tab of this form, time cards on the Employee Time Card (EP305000) form, and project transactions on the Project Transactions (PM304000) form.

If the project has been created from a project template, the system copies the check box state specified for the template on the Project Templates (PM208000) form, but you can override the default state.

A check box that indicates (if selected) that equipment time cards can be associated with the current project for only the equipment listed on the Equipment tab of this form.

If the project has been created from a project template, the system copies the check box state specified for the template on the Project Templates (PM208000) form, but you can override the default state.

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.

If the project has been created from a project template, the system copies the check box state specified for the template on the Project Templates (PM208000) form, but you can override the default state.

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 (CS100000) 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.

If the project has been created from a project template, the system copies the option specified for the template on the Project Templates (PM208000) form, but you can override this option.

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 specified location is used by default in the project tasks created for the project.

The system also populates the Default Sales 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 box is available if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.

The work location of the employees that work 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 (CS100000) form.

The credit terms used for invoices of the project. Credit terms can be defined on the Credit Terms (CS206500) form.

If the project has been created from a project template, the system copies the terms specified for the template on the Project Templates (PM208000) form, but you can select different terms.

The default allocation rule that is used for the project tasks created for the project.

If the project has been created from a project template, the system copies the allocation rule specified for the template on the Project Templates (PM208000) form, but you can select a different rule.

A check box that indicates (if selected) that allocation is run automatically during the release of the documents associated with this project for all project tasks that are specified in the lines of the released document.

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.

If the project has been created from a project template, the system copies the state of this check box on the Project Templates (PM208000) form for the template, but you can override the default state.

The default billing rule that is used for the tasks created for the project.

If the project has been created from a project template, the system copies the billing rule specified for the template on the Project Templates (PM208000) form, but you can select a different billing rule.

The branch of your company with which this project is associated. If a branch is specified, the base currency of the project must be the same as the base currency of the branch selected for the project on this tab.

If the project has been created from a project template, the system copies the branch specified for the template on the Project Templates (PM208000) form, but you can select a different branch.

The rate table to be used by default for the tasks created for the project.

If the project has been created from a project template, the system copies the rate table specified for the template on the Project Templates (PM208000) form, but you can select a different rate table.

A check box that indicates (if selected) that a pro forma invoice will be created automatically for the project when project billing is run. If the check box is cleared, the system will prepare an accounts receivable invoice or credit memo.

If the project is not associated with a template, the check box is selected by default, but you can override the default state of the check box.

If the project has been created from a project template, the system copies the check box state specified for the template on the Project Templates (PM208000) form, but you can override the default state.

A check box that indicates (if selected) that the system will validate the limits of the revenue budget of the project when you process pro forma invoices for the project. The Limit Amount and Maximum Amount columns are shown on the Revenue Budget tab if this check box is selected.

If the project has been created from a project template, the system copies the check box state specified for the template on the Project Templates (PM208000) form, but you can override the default state.

A check box that indicates (if selected) that invoices will be released automatically after project billing is completed.

If the project has been created from a project template, the system copies the check box state specified for the template on the Project Templates (PM208000) form, but you can override the default state.

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 mode is copied 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 (CS100000) 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 copied 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 Draft Invoice Amount total and Actual Amount total amounts in this formula represent the sums of the values in the respective columns (Draft Invoice Amount and Actual Amount) on the Revenue Budget tab.

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

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

If the project has been created from a project template, the default percentage 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 Financial 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 the current 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 the retainage percent for AR invoice lines if the invoice is created manually on the Invoices and Memos (AR301000) form for the combination of the customer and the project and the Apply Retainage check box is selected for the invoice.

A check box that indicates (if selected) that retainage is processed in steps. 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.

If the project has been created from a project template, the system copies the check box state specified for the template on the Project Templates (PM208000) form, but you can override the default state.

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, will automatically change to the value specified in the Retainage (%) column of this row.

If the project has been created from a project template, the value is copied from the template settings on the Project Templates (PM208000) form. You can override it, if needed.

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

If the project has been created from a project template, the value is copied from the template settings on the Project Templates (PM208000) form. You can override it, if needed.

• 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 option specified for the template on the Project Templates (PM208000) form.

If the project has been created from a template, the initial value in this box is populated based on the format specified in the Application Nbr. Format box on the Summary tab of the Project Templates (PM208000) 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 that shows quantities, 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 AIA Report 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 based on a template, this setting is initially populated with the check box state of the template on the Project Templates (PM208000) form.

A check box that indicates whether general ledger transactions can be associated with this project. If you select this check box, users can select the project and project task in GL transactions, and the release of these documents will automatically update the project data.

For a newly created project associated with a project template, the system copies the check box state of the template on the Project Templates (PM208000) form, and you can override the default state. If the project is not associated with a project template, the system copies the default state of this check box from the Projects Preferences (PM101000) form.

A check box that indicates whether accounts payable documents can be associated with this project. If you select this check box, users can select the project and project task in accounts payable documents, and the release of these documents automatically updates the project data.

For a newly created project associated with a project template, the system copies the check box state of the template on the Project Templates (PM208000) form, and you can override the default state. If the project is not associated with a project template, the system copies the default state of this check box from the Projects Preferences (PM101000) form.

A check box that indicates whether accounts receivable documents can be associated with this project. If you select this check box, users can select the project and project task in accounts receivable documents, and the release of these documents automatically updates the project data.

For a newly created project associated with a project template, the system copies the check box state of the template on the Project Templates (PM208000) form, and you can override the default state. If the project is not associated with a project template, the system copies the default state of this check box from the Projects Preferences (PM101000) form.

A check box that indicates whether sales order documents can be associated with this project. If you select this check box, users can select the project and project task in sales orders, shipments, and sales invoices, and the release of these documents automatically updates the project data.

For a newly created project associated with a project template, the system copies the check box state of the template on the Project Templates (PM208000) form, and you can override the default state. If the project is not associated with a project template, the system copies the default state of this check box from the Projects Preferences (PM101000) form.

A check box that indicates whether purchasing documents can be associated with this project. If you select this check box, users can select the project and project task in purchase orders and purchase receipts, and the release of these documents automatically updates the project data.

For a newly created project associated with a project template, the system copies the check box state of the template on the Project Templates (PM208000) form, and you can override the default state. If the project is not associated with a project template, the system copies the default state of this check box from the Projects Preferences (PM101000) form.

A check box that indicates whether inventory transactions can be associated with this project. If you select this check box, users can select the project and project task in inventory transactions, and the release of these transactions automatically updates the project data.

For a newly created project associated with a project template, the system copies the check box state of the template on the Project Templates (PM208000) form, and you can override the default state. If the project is not associated with a project template, the system copies the default state of this check box from the Projects Preferences (PM101000) form.

A check box that indicates whether cash transactions can be associated with this project. If you select this check box, users can select the project and project task when they enter a cash transaction, and the release of this transaction automatically updates the project data.

For a newly created project associated with a project template, the system copies the check box state of the template on the Project Templates (PM208000) form, and you can override the default state. If the project is not associated with a project template, the system copies the default state of this check box from the Projects Preferences (PM101000) form.

A check box that indicates whether customer management documents can be associated with this project. If you select this check box, users can select the project and project task when they enter a customer management document.

For a newly created project associated with a project template, the system copies the check box state of the template on the Project Templates (PM208000) form, and you can override the default state. If the project is not associated with a project template, the system copies the default state of this check box from the Projects Preferences (PM101000) 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.

For a newly created project associated with a project template, the system copies the check box state of the template on the Project Templates (PM208000) form, and you can override the default state. If the project is not associated with a project template, the system copies the default state of this check box from the Projects Preferences (PM101000) form.

This check box is displayed only if the Manufacturing feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates whether documents related to time tracking on the Employee Time Card (EP305000) and Employee Time Activities (EP307000) forms can be associated with this project. If you select this check box, users can select the project and project task in time cards and time activities, and the release of these documents automatically updates the project data.

For a newly created project associated with a project template, the system copies the check box state of the template on the Project Templates (PM208000) form, and you can override the default state. If the project is not associated with a project template, the system copies the default state of this check box from the Projects Preferences (PM101000) form.

A check box that indicates whether documents on the Equipment Time Card (EP308000) form can be associated with this project. If you select this check box, users can select the project and project task in equipment time cards, and the release of these documents automatically updates the project data.

For a newly created project associated with a project template, the system copies the check box state of the template on the Project Templates (PM208000) form, and you can override the default state. If the project is not associated with a project template, the system copies the default state of this check box from the Projects Preferences (PM101000) form.

Opens the Add Tasks dialog box, which you can use to add any number of common tasks.

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

This button is available if the project is not completed.

This button is available if the project is not completed.

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

• Cost Task: The task is visible on the Cost Budget tab of the Projects (PM301000) form only.
• Revenue Task: The task is visible on the Revenue Budget tab of the Projects (PM301000) form only.
• Cost and Revenue Task (default): The task is visible on both the Cost Budget and Revenue Budget tabs of the Projects (PM301000) form.

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

If the project has been created from a project template, the system inserts the description specified for the corresponding project template task on the Project Template Tasks (PM208000) form, but you can override the default value.

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

If the project has been created from a project template, the system inserts the rate table specified for the corresponding project task template on the Project Template Tasks (PM208000) form, but you can override the default value.

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 inserts the rate table of the project, which is specified in the Rate Table box on the Summary tab of this form.

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

If the project has been created from a project template, the system inserts the allocation rule specified for the corresponding project task template on the Project Template Tasks (PM208000) form, but you can override the default value.

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 inserts the allocation rule of the project, which is specified in the Allocation Rule box on the Summary tab of this form.

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

If the project has been created from a project template, the system inserts the billing rule specified for the corresponding project task template on the Project Template Tasks (PM208000) form, but you can override the default value.

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 available for selection only in employee activities and project commitments. This status is automatically assigned to any new task.
• Active: The task is active and can be selected on data entry forms.
• Canceled: Progress on the task was started but then stopped before task completion and there is no intention to continue work on the task. A canceled task can be activated again if the corresponding project is not completed.
• Completed: The task has been completed. A completed task can be activated again if the corresponding project is not completed.

The value is automatically set to 100 once the task with the Manual completion method is completed.

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

If the project has been created from a project template, the system inserts the approver specified for the corresponding project template task on the Project Template Tasks (PM208000) form, but you can override the default value.

This column is shown if the Time Management feature is enabled on the Enable/Disable Features (CS100000) form.

• By Billing Period (default): 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.

If the project has been created from a project template, the system inserts the billing option specified for the corresponding project template task on the Project Template Tasks (PM208000) form, but you can override the default value.

• Amount (default): 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.

If the project has been created from a project template, the system inserts the option specified for the corresponding project template task on the Project Template Tasks (PM208000) form, but you can override the default value.

The tax category (if applicable) of the task.

If the project has been created from a project template, the system inserts the tax category specified for the corresponding project template task on the Project Template Tasks (PM208000) form, but you can override the default value.

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, if this project is selected, the default project task will automatically be inserted.

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 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 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 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 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 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 date when the task is expected to end.

• Manual (default): Users manually specify the task completion percentage for the task in the Completed (%) column on the Tasks tab of the current form. The Completed (%) value is automatically set to 100 once the task is completed.
• Budgeted Quantity: The system automatically calculates the task completion percentage based on the total actual and revised budgeted quantities of the budget lines selected to be used for the calculation.
• Budgeted Amount: The system automatically calculates the task completion percentage based on the total actual and revised budgeted amounts of the budget lines selected to be used for the calculation. If the original budgets were revised at some point in the task progress for any of the budget lines, the completion percentage is calculated with respect to the revised budget amounts.

If the project has been created from a project template, the system inserts the completion method specified for the corresponding project template task on the Project Template Tasks (PM208000) form, but you can override the default value.

For more information about methods of completing project tasks, see Project Tasks: Tracking the Task Completion.

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 shown, 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 current 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.

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.

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 the current form, in the new revenue budget line created based on the change order, the unit rate is copied from the corresponding change order line.

If the Project Quotes feature is enabled on the Enable/Disable Features (CS100000) form and the project was created based on a project quote, in each created revenue budget line, the system calculates the unit rate based on the values in the estimation line of project quote by using the following formula: Unit Rate = Amount / Quantity, where Amount = Ext. Price – Discount Amount.

If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) 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 of the current form) using the rate that is effective on the start date of the project. For more information, see Multicurrency Projects: Unit Rates in the Project Budget.

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.

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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 (CS100000) form and the Change Order Workflow check box is selected for the project on the Summary tab of the current 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 (which has been previously added while this order was assigned the On Hold status) is subtracted from the Potential CO Amount.

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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 (CS100000) form and the Change Order Workflow check box is selected for the project on the Summary tab of the current 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 the current 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.

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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 (CS100000) form and the Change Order Workflow check box is selected for the project on the Summary tab of the current 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 (CS100000) form or if the Change Order Workflow check box is cleared for the project on the Summary tab of the current form, you can change the quantity manually.

If the Change Order Workflow check box is selected for the project on the Summary tab of the current 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.

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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 (CS100000) form or if the Change Order Workflow check box is cleared for the project on the Summary tab of the current form, you can change the amount manually.

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

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 of the current form.

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.

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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.

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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 + Inclusive Tax 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.

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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, which is calculated by the following formula: Performance (%) = (Actual Amount + Inclusive Tax Amount) / Revised Budgeted Amount * 100%.
• 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, which is calculated by the following formula: Performance (%) = Actual Quantity / Revised Budgeted Quantity * 100%.

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 the current form. The value can be overridden.

The column appears in the table if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form, the Standard or Contract Item Cap retainage mode is selected in the Retainage Mode box of the current form, and the Use Steps check box is cleared for the projection the Summary tab of the current 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 the current form. The value can be overridden.

The column appears in the table if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form and the Contract Item Cap retainage mode is selected in the Retainage Mode box on the Summary tab of the current form.

The cap amount of the revenue budget line.

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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 on the Summary tab of the current 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 (CS100000) form and the Contract Item Cap retainage mode is selected in the Retainage Mode box on the Summary tab of the current 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.

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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 (CS100000) form.

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

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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 (CS100000) form.

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

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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 (CS100000) 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.

The system specifies the default tax category in the line as follows:

• If an inventory item specified in the revenue budget line is a part of the project budget key, the system inserts the tax category of this stock or non-stock item.
• If the inventory item is not a part of the project budget key, the system inserts the tax category of the project task specified in this line (or leaves it empty, if the tax category is empty in the project task).

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

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

If the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form and the Retain Taxes check box is selected on the General tab of the Accounts Receivable Preferences (AR101000) form, this value also includes the total of the inclusive retained tax amounts for the lines of all released invoices related to the revenue budget line.

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.

The column is hidden by default.

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 that is 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 shown 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 current 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 shown if needed.

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

• If the line contains 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 (IN202000) form.
• If the line contains a 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 (IN202500) 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 inserted 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 (PM101000) 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.

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.

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 the current form, in the new cost budget line created based on the change order, the unit rate is copied from the corresponding change order line.

If the Project Quotes feature is enabled on the Enable/Disable Features (CS100000) form and the project was created based on a project quote, in each created cost budget line, the unit rate is specified based on the unit cost of the corresponding estimation line of the project quote.

For more details on how the system selects the cost, see Project Budget: Unit Rate in 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.

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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 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 (CS100000) form and the Change Order Workflow check box is selected for the project on the Summary tab of the current 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 is subtracted from the Potential CO Amount.

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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 (CS100000) form and the Change Order Workflow check box is selected for the project on the Summary tab of the current 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 the current 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.

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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 (CS100000) form and the Change Order Workflow check box is selected for the project on the Summary tab of the current 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 (CS100000) form or if the Change Order Workflow check box is cleared for the project on the Summary tab of the current form, you can change the quantity manually.

If the Change Order Workflow check box is selected, 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, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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 (CS100000) form or if the Change Order Workflow check box is cleared for the project on the Summary tab of the current form, you can change the amount manually.

If the Change Order Workflow check box is selected, 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 (PM101000) form.

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

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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 (PM101000) 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 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 of the current 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.

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.

This column is read-only and appears on the form if 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 of the current 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 (PM101000) form.

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

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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 (PM101000) 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 (PM101000) form.

The total billed 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 (PM101000) form.

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

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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 (PM101000) 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 (PM101000) form.

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

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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 (PM101000) 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.

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.

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

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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.

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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.

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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 of the current 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.

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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 of the current 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 of the current 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.

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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 of the current 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.

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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 of the current 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 of the current form.

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

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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.

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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. For more details on how the system searches for the price, see Automatic Price Selection: Rules of Price Selection.

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.

If the Project Quotes feature is enabled on the Enable/Disable Features (CS100000) form and the project was created based on a project quote, in each created cost budget line, the unit price is calculated based on the values in the estimation line of project quote by the following formula: Unit Price = Amount / Quantity, where Amount = Ext. Price – Discount Amount.

If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) 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.

The project task specified in the corresponding revenue budget line. 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 link between the cost budget line and a revenue budget line. You can use this link 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 link to a revenue budget line by inventory item that is used for informational purposes.

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

The way the system determines if the cost budget line can be added to a progress worksheet, which can be 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 (PM303000) 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 (CS100000) 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.

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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 (which has been added previously while this order was assigned the On Hold status) is subtracted from the Potential CO Amount.

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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 (CS100000) form and the Change Order Workflow check box is selected for the project on the Summary tab of the current form.

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

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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 the current form.

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

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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.

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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 (PM101000) form.

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

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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, the Internal Cost Commitment Tracking check box is selected on the Projects Preferences (PM101000) form, and the Change Order Workflow check box is selected for the project on the Summary tab of the current form.

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

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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 (PM101000) form.

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

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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 (PM101000) form.

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

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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 (CS100000) form.

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

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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 (PM101000) form.

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

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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.

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) in the Summary area, the amount is shown in the base currency.

The total of the inclusive tax amounts that are associated with the project and the account group.

If the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form and the Retain Taxes check box is selected on the General tab of the Accounts Receivable Preferences (AR101000) form, this value also includes the total of the inclusive retained tax amounts that are associated with the project and the account group.

By default, the amount is shown in the project currency, which is specified in the Project Currency box on the Summary tab of the current form. If you click View Base (the Currency Toggle button) 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 (CS100000) form.

By default, the amount is shown in the document currency. If you click View Base (the Currency Toggle button) in the Summary area of the current form, the amount is shown in the base currency.

This column is available if the Require Single Project per Document check box is cleared on the Accounts Payable Preferences (AP101000) form.

This column is available if the Require Single Project per Document check box is cleared on the Accounts Payable Preferences (AP101000) form.

By default, the amount is shown in the document currency. If you click View Base (the Currency Toggle button) in the Summary area of the current form, the amount is shown in the base currency.

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.

This button appears on the form only if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) 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 (CS100000) form.

The amount is shown in the billing currency that is selected 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 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 (CS100000) form.

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

This column is available if the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) 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 on the Summary tab.

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

A check box that indicates (if selected) that the invoice is a retainage invoice, which means an invoice with an amount that has been 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 (CS100000) 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 (that is, the invoice 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 populates the column with 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 (CS100000) 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 Acumatica.

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. 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.

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 (CR102000) form.

The run-rate item to be used to account for the run time of the equipment in this project.

The system inserts the run-rate item specified for the equipment on the Equipment (EP208000) form. The item cannot be overridden.

The default rate of running the equipment for this project. This rate must be specified.

For a newly created project based on a template, the system copies the run rate specified for the equipment on the Project Templates (PM208000) form, but you can override this value. If you add the equipment record to the tab manually, no rate is copied from the Equipment (EP208000) form; you must type the rate to be used.

The rate item to be used to account for the time required to set up or launch the equipment for this project.

The system inserts the setup-rate item specified for the equipment on the Equipment (EP208000) form. The item cannot be overridden.

The rate to be used to set up and launch the equipment for the project; this rate must be specified.

For a newly created project based on a template, the system copies the setup rate specified for the equipment on the Project Templates (PM208000) form, but you can override this value. If you add the equipment record to the tab manually, no rate is copied from the Equipment (EP208000) form; you must type the rate to be used.

The rate item to be used to account for the equipment in suspend mode in this project.

The system inserts the run-rate item specified for the equipment on the Equipment (EP208000) form. The item cannot be overridden.

The rate to be used for the equipment in suspend mode in this project. This rate must be specified.

For a newly created project based on a template, the system copies the run rate specified for the equipment on the Project Templates (PM208000) form, but you can override this value. If you add the equipment record to the tab manually, no rate is copied from the Equipment (EP208000) form; you must type the rate to be used.

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 (PM101000) 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.

If the project is based on a project template, the system inserts the default sales account specified for the template on the Project Templates (PM208000) form, but you can select a different account.

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 system uses this subaccount as a source of segment values if the J subaccount mask is specified for a segment in the Sales Subaccount Mask box in the right pane of the Billing Rules (PM207000) form.
• Allocating the project: The system inserts this subaccount in the Subaccount boxes of the Allocation Settings tab (Debit Transaction and Credit Transaction sections) in the right pane of the Allocation Rules (PM207500) form.
• Creating expense claims: The system uses this subaccount as a source of segment values if the J subaccount mask is specified for a segment in the The Combine Sales Sub. From box on the General 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 on the Summary tab (Billing and Allocation Settings section) 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.

If the project is based on a project template, the system inserts the default cost account specified for the template on the Project Templates (PM208000) form, but you can select a different account.

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

The system uses this subaccount in the following processes:

• Allocating the project: This subaccount is inserted in the Subaccount box on the Allocation Settings tab (Debit Transaction and Credit Transaction sections) in the right pane of the Allocation Rules (PM207500) form.
• Creating project transactions on the release of time activities and time cards: The system uses this subaccount in project transactions if Project is selected in the Expense Subaccount Source box on the General tab of the Projects Preferences (PM101000) form.
• Creating accounts payable documents: The system uses this subaccount as a source of segment values if the J subaccount mask is specified for a segment in the Combine Expense Sub. From box on the General tab the Accounts Payable Preferences (AP101000) form.
• Creating expense claims: The system uses this subaccount as a source of segment values if the J subaccount mask is specified for a segment in the Combine Expense Sub. From box on the General tab of the Time and Expenses Preferences (EP101000) form.

If the project is based on a project template, the system inserts the default cost subaccount specified for the template on the Project Templates (PM208000) form, but you can select a different subaccount.

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

The default accrual account to be used in project transactions for the project; also, this account is used as the default expense accrual account for transactions if the Project Accrual option is selected in the Expense Accrual Account Source box on the Projects Preferences (PM101000) form.

If the project is based on a project template, the system inserts the accrual account specified for the template on the Project Templates (PM208000) form, but you can select a different account.

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 (PM101000) form.

If the project is based on a project template, the system inserts the accrual subaccount specified for the template on the Project Templates (PM208000) form, but you can select a different subaccount.

This box appears on the tab only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) 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 depending on 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 task 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.

• On Bill Release: 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 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 inserted and the box cannot be edited.

• On Receipt Release: The system generates an inventory receipt and a transaction that updates the expense account when the purchase receipt is released. Also, the system updates expense accounts for both stock and non-stock items and does not update any inventory accounts.

  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.

The box is displayed if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.

The box is displayed if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.

The box is displayed if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.

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

This box appears only if the Canadian Payroll and Subaccounts features are 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:

  Mark.up 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 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 (that is, emails can be generated for it). For the PROFORMA mailing, this check box is automatically selected and cannot be cleared.

The identifier of the mailing. MYOB Acumatica provides the following predefined system mailings:

• PMQUOTE: A mailing used to print and email project quotes. This mailing is available if the Project Quotes feature is enabled on the Enable/Disable Features (CS100000) form.
• INVOICE: A mailing used to print and email accounts receivable invoices that originate from projects.
• CHANGE ORDER: A mailing used to print and email change orders. This mailing is available if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form.
• CHANGE REQUEST: A mailing used to print and email change requests. This mailing is available if the Change Requests feature is enabled on the Enable/Disable Features (CS100000) form.
• PROFORMA: A mailing used to print and email pro forma invoices.

After you select a mailing ID from the list of available mailing IDs, you cannot change it. The list of available IDs consists of those in the Mailings table on the Projects Preferences (PM101000) form.

Read-only. The branch of your company with which this mailing is associated.

If you select a mailing ID for which a branch is specified on the Projects Preferences (PM101000) form, the system inserts this branch in the column.

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 specified on the Email Preferences (SM204001) form, will be used.

The report, which is a printable version of a document, to be used for printing and 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 have 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 can be used for the predefined system mailings:

• PMQUOTE: PMQuoteNotification
• INVOICE: Project AR Invoice Notification
• CHANGE ORDER: Change Order Notification
• CHANGE REQUEST: Change Request Notification
• PROFORMA: Pro Forma Invoice Notification

• Add Recipients: On the generation of an email, the system will copy the recipients specified for the selected notification template, if one has been specified for the mailing, along with the recipients specified on the Recipients table on this tab. The Recipients table is populated with the rows specified for the project template; if no project template is specified, it populates the table with the rows from the Recipients table on the Mailing & Printing tab of the Projects Preferences (PM101000) form. 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 for 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 the 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. If a vendor is specified, the current document will be displayed on the Compliance tab for the selected vendor.

The reference number of the payment that is associated with the compliance document.

The payment method associated with the vendor.

The reference number of the invoice associated with the compliance document. 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.

The amount of the invoice.

The reference number of the payment associated with the compliance document.

The customer’s default payment method.

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

The reference number of the bill associated with the compliance document. 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.

The bill amount to be paid for the document.

The number of the certificate.

The identifier of the customer associated with the compliance document. If a customer is specified, the current document will be displayed on the Compliance tab of the Customers form of the selected customer.

The name of the customer associated with the compliance document.

The date when the document is issued.

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

The name of the insurance company.

The identifier of the joint vendor associated with the compliance document. If a joint vendor is specified, the current document will be displayed on the Compliance tab for the selected vendor.

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

The amount covered by the lien waiver.

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

The method used to send the document.

The date when the payment is created.

The reference number of the payment.

The reference number of the project transaction associated with the compliance document.

The reference number of the purchase order associated with the compliance document. 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.

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

The insurance policy number.

The date of the inventory receipt.

The date when the goods are received.

The person responsible for receiving goods.

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

The identifier of the revenue task within the project to which the compliance document relates. 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.

The identifier of the secondary vendor associated with the compliance document. If a vendor is specified, the current document will be displayed on the Compliance tab for the selected vendor.

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

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

• AP Bill
• PO/Sub
• Customer
• Project

The name of the sponsor organization.

The identifier of the subcontract associated with the compliance document. If a subcontract is specified, the current document will be displayed on the Compliance tab of the Subcontracts form for the selected subcontract.

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

The date when the goods are shipped.

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 (AP301000) 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 (CL301000) 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 (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 (AP301000) 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 Unconditional 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 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 (CL301000) form.

The Customers (AR303000) form, which displays the settings of the customer of the project selected on the current form. You can make any needed edits to the customer record without navigating away from the current form.

The Project Transaction Details (PM401000) inquiry form, which displays the list of the project transactions related to the project selected on the current form.

The Drawing Logs (PJ403000) form, which displays the list of the drawing logs for the project selected on the current form.

This tab is displayed only when the Construction Project Management feature is enabled on the Enable/Disable Features (CS100000) form.

The Project Issues (PJ3020PL) list of records, which displays the list of project issues for the project selected on the current form.

This tab is displayed only when the Construction Project Management feature is enabled on the Enable/Disable Features (CS100000) form.

The Request for Information (PJ3010PL) list of records, which displays the list of requests for information for the project selected on the current form.

This tab is displayed only when the Construction Project Management feature is enabled on the Enable/Disable Features (CS100000) form.