Enter Project Manager Worksheet Screen Field Reference

The Enter Project Manager Worksheet screen contains the following tabs:

General tab
Additional tab
Billing tab
Alternates tab
Project Cost Types tab
Cost Codes tab
Lien Notices tab
Contacts tab
Footer
Detailed Cost Code Setup popup window
WS Billing Details popup window

See Using Grids for tips on using grids in ProContractor.

General tab


Field	Description
You can store the main address of the project. Click to copy the main address to the Windows clipboard. Click to view the location using Google Maps. Tip: Select the country first so that the relevant jurisdictions are available.
Street 1	Enter the first line of the street address for the project.
Street 2	Enter the second line of the street address for the project.
City	Enter the city for the project.
State	Click to select the state or province for the project.
Zip	Enter the ZIP code or postal code for the project.
Country	Click to select the country for the project.
Status	Click to select the status of the project. Active - Project is available for use and appears in lookup lists. Inactive - Project is not available for use and does not appear in lookup lists on other screens. However, it persists in previous selections.
Memo	Enter any comments or notes about the project.
Map Grid	Enter map grid information for the project location that indicates how to find the location on a map.
Directions	Enter directions to the project location. You can enter formatted text in this field. Click to open the Formatted Text Editor.
Project Details
Allow Divisions On Cost Codes	Select the checkbox to allow divisions to be specified on individual cost codes. This checkbox is disabled if the company does not allow multiple divisions.
Division	If only one division is set up for the distribution company, displays the code of the division for the project. If more than one division is set up for the distribution company, enter the Division screen for the project or click to select the division from a lookup list.
Project Classification	The project classification is the key to cost code numbering for the project. If you are updating an existing project, displays the project classification from the project. If you are creating a new project, defaults from the bid. If needed, enter the code of the Project Classification screen for the project or click to select the project classification from a lookup list.
Project Group	Enter the Project Group screen for the project or click to select the project group from a lookup list.
Sales Tax Authority	Displays the code of the sales tax authority from the bid. If you want to override this value, enter the code of the sales Tax Authority screen for the project or click to select the sales tax authority from a lookup list.
Tax Exemption Number	Displays the tax exemption number from the bid. If you want to override this value, enter the tax exemption number.
Posting Type	Click to select the posting type for the project. Template – No costs or revenue can be posted to the project. A project template is set up for the sole purpose of copying data into new projects. Standard Project – Costs and revenue can be posted to the project. A standard project is not associated to any other project. Master Project – Costs and revenue can be posted to the project. A master project can be associated with one or more subprojects. Sub Project - Costs and revenue can be posted to the project. A subproject must be associated with a master project.
Master Project	If the project is a subproject, enter the code of the master Project screen or click to select the master project from a lookup list.
Control Percent Complete By Note: If the Allow Divisions On Cost Code checkbox is selected, this field is set to Cost Code and disabled.	Click to select how the percent complete values will be determined for work in progress calculations for the project. Project - Percent complete values will be based on the project Cost Code - Percent complete values will be based on the project cost codes. Note: This setting, in conjunction with the Forecasted Cost Calculation fields on the Project Settings screen, affects how forecasted costs are displayed on the Forecasted Cost Report screen.
Percent Complete Method Note: This setting, in conjunction with the Forecasted Cost Calculation fields on the Project Settings screen, affects how forecasted costs are displayed on the Forecasted Cost Report.	Click to select the method for calculating percent complete values for work in progress calculations for the project. If you selected to control percent complete by cost code in the prior field, use this field to set the default percent complete method for all cost codes. You can override the default method on each cost code as needed on the Detailed Cost Code Setup popup windows. COST-% - Calculated until manual entry of any % - ProContractor automatically calculates the percent complete using an equation that evaluates posted costs against the percent complete basis selected in the Project Settings screen (either budget or cost at completion). If needed, you can manually update percent complete, cost to complete, and cost at completion values in the screen. Once a manual work in progress entry is saved, ProContractor will no longer automatically calculate these values. % - Manually entered % if basis is Budget, otherwise, same as COST-% - If the percent complete basis selected in the Project Settings screen is Cost at Completion, this method is identical to the COST-% method; in other words, ProContractor automatically calculates the percent complete using an equation that evaluates posted costs against the cost at completion until a manual work in progress entry is saved. If the percent complete basis is Budget, ProContractor does not automatically calculate percent complete. You can manually update percent complete, cost to complete, or cost at completion values in the screen. COST - Calculated until manual entry of 100% - ProContractor automatically calculates percent complete using an equation that evaluates posted costs against the percent complete basis selected in the Project Settings screen (either Budget or Cost at Completion). You can manually update the percent complete value to 100% in the screen when the work is finished. HOURS - Posted Hours Complete until manual entry of 100% - This method may be useful for projects that are labor and/or equipment intensive. ProContractor automatically calculates the percent complete using an equation that evaluates posted labor hours against the percent complete basis selected in the Project Settings screen (either budget or cost at completion). If needed, you can manually update the percent complete value to 100% in the screen when the work is finished. UNITS - Manually entered Units Complete - This method is available only if Control Percent Complete By is set to Cost Code. When this method is selected, percent complete is automatically calculated based on manual entry of the quantity completed in the screen. The equation evaluates the quantity completed against the percent complete basis selected in the Project Settings screen (either budget or cost at completion). If needed, you can manually update the percent complete value to 100% in the screen when the work is finished. COST TYPE - Enter Method on Cost Type Level - This method is available only if Control Percent Complete By is set to Cost Code. When this method is selected, you can enter a different percent complete method for each cost type in the Cost Codes tab. Note: Examples of how the percent complete basis and percent complete method affect work in progress calculations can be viewed in the topic.
Calculate Budget By	Click to select the default method for calculating budgets for cost types. Lump Sum - You can enter a budget amount for the cost type. Unit Cost - You can enter the quantity and unit cost for the cost type and ProContractor calculates the budget amount. Posted Cost - ProContractor calculates the budget amount based on the costs posted to the cost type. Pending and Posted Cost - ProContractor calculates the budget amount based on the costs posted to the cost type and pending costs for the cost type. Consider this setting carefully; once you save the project, you can't modify this setting.
Add Estimate Drawing(s) as Project Binder Items	Select the checkbox to have ProContractor create a PDF file for each drawing in the estimate with its annotations and add it to the project as a binder item with an embedded attachment when you click Create Data. You must have the software required to open a PDF file—such as Adobe Reader—installed on your computer to be able to view the attachments.
Worksheet Defaults
Template Project	Enter the template Project screen to use when creating cost codes for the project or click to select the template project from a lookup list. The settings for the cost code and related cost types will default from the template project if you are creating a new project or if you are updating an existing project that does not have cost codes defined. It's a good idea to define and use template projects, which allows you to configure different types of projects and have all key information fields as defined above set so that there is limited chance for errors when creating projects.
Cost Code WBS Level	Enter the WBS code level from the estimate to use to default the cost code for each item or click to select the WBS code level from a lookup list. When you click Create Cost Codes, ProContractor populates the cost code fields on the Worksheet tab based on the WBS code selected in this field.
Division WBS Level	If you selected the Allow Division On Cost Codes checkbox, enter the WBS code level from the estimate that contains the division or click to select the WBS code level from a lookup list. When you click Create Cost Codes, ProContractor populates the division fields on the Worksheet tab based on the WBS code selected in this field.
Source for Cost Quantities	Click to select the source for cost quantities from the estimate. If the Calculate Budget By field is set to Unit Cost, then the unit price for each cost code is also created. Estimate Items - Cost quantities for the project are taken directly from the estimate cost items. WBS Level Summary - Cost quantities for the project are taken from the lowest WBS code level selected for the estimate summary. Select this option if you used a bid day instance to round costs in the Summary tab and want to use the rounded values in the project.
Create Cost Codes	Click the button to have ProContractor populate the cost code fields on the Worksheet tab with each estimate item's WBS code value for the WBS level selected in the Cost Code WBS Level field and the division fields on the Worksheet tab with each estimate item's WBS code value for the WBS level selected in the Division WBS Level field. The Cost Code field is not populated if: The estimate item is already linked to a cost code. The estimate item is an assembly. The value of the WBS code specified in the Cost Code WBS Level field does not match the structure defined for cost codes. The Division field is not populated if: The estimate item is already linked to a division. The Allow Divisions On Cost Codes checkbox is not selected. The Division WBS Level field does not contain a value. The value of the WBS code specified in the Division WBS Level field does not match the structure defined for divisions. The estimate item is an assembly.

Additional tab


Field	Description
Contract Details
Customer	Displays the code of the prospect from the bid, which becomes the customer for the project. If you want to override this value, enter the code of the Customer screen for the project or click to select the customer from a lookup list. Note that if this is a new customer, you must enter information about the customer in the Customer Details section of this tab.
Contract Date	Enter the contract date for the project or click to select the date from a date picker.
Estimated Completion Date	Enter the estimated completion date for the project or click to select the date from a date picker.
Owners Project	Enter the owner's project number.
Square Footage Number	Enter the square footage for the project. This value is for information purposes to help understand the scope of the project.
Customer Details - If the customer for the project is new, you must enter information about the customer.
Payment Terms	Enter the code of the default Payment Terms screen to be used when you create an invoice for this customer or click to select the default payment terms from a lookup list.
Finance Charge	Enter the code of the default Finance Charge screen to be used when you create an invoice for this customer or click to select the default finance charge from a lookup list.
Statement Type	Click to select the type of statement that will be printed for the customers None Open Item
Customer Classification	Enter the customer classification code for the customer or click to select the classification from lookup list.
Payroll
Work Location	Enter the code of the Work Locations screen for the project or click to select the work location from a lookup list. This setting controls the state and local tax calculation for this project when the employee record contains a different location. It also controls the prevailing wage package assigned to this project. If you are setting up a prevailing wage project, you may want to coordinate this setting with your payroll department to ensure that you select the correct wage agreement and tax combination.
Print Certified Payroll Report	Select the checkbox to indicate that you want to print certified payroll reports for the project. Many states require certified payroll reports.
Certified Payroll Period Start Date	If you plan to print a certified payroll report, enter a start date for the certified payroll report for the project or click to select the date from a date picker. This value is used to number the certified reports for the week number (number of weeks on the project) and is required by most states on the certified payroll report.
Project Override - Self-Insured Certificate Number	If you are electronically filing certified payroll for California, enter the self-insured certificate number for the default project. Note that this value overrides the self-insured certificate number entered on the Company screen.
Project Override - Workers' Compensation Policy Number	If you are electronically filing certified payroll for California, enter the workers' compensation policy number for the default project. Note that this value overrides the workers' compensation policy number entered on the Company screen.
Change Management Record Defaults
Labor Burden %	Enter the default percentage for labor burden for change management records associated with the project.
Markup Method	Enter the default Change Management Record Markup Method screen for change management records associated with the project.

Billing tab

Use this tab to set up or modify the schedule of values for the project. Only one billing format can be associated with a project manager worksheet.


Field	Description
Billing Format	If you are updating an existing project, defaults to the billing format of the project, if the project only has one billing format customer combination. If needed, you can modify the billing format. Enter the code of the Project Billing Format screen or click to select the billing format from a lookup list. If you are creating a new project, enter the code of the Project Billing Format screen or click to select the billing format from a lookup list. The billing type of the billing format determines which fields are available on the tab.
Customer	Defaults to the customer entered on the Additional tab. If needed, you can modify the customer for this billing format. Enter the code of the Customer screen for the billing format or click to select the customer from a lookup list. Note: If the customer entered here doesn't exist in ProContractor, you are prompted for the required information to create a customer. See Customer screen for details.
Architect	Enter the code of the Customer screen that identifies the architect or click to select the customer from a lookup list. This field is disabled if the billing type of the billing format is not AIA.
AR Revenue Type	Enter the code of the Accounts Receivable Revenue Type screen for billing lines or click to select the revenue type from a lookup list. This setting uses the general ledger revenue account associated with the revenue type. You may want to discuss this setting with your billing department.
Sales Tax Authority	Defaults to the tax authority entered in the Project screen. If needed, you can modify the tax authority for this billing format. Enter the code of the default sales Tax Authority screen for billing lines that will be added or click to select the default sales tax authority from a lookup list.
Taxable	Select the checkbox to indicate whether the billings lines are taxable. This value is set to No by default if: There is a tax exemption number on the tax authority for the company. The project has a tax exemption number. The customer has a tax exemption number.
Retainage % Work Completed	Enter the default value for original and current retainage percent for work completed for each billing code.
Retainage % Stored Materials	Enter the default value for original and current retainage percent for stored materials for each billing code. This field is disabled if the billing type of the billing format is not AIA.
Default Invoice Through Day	Defaults to 31. If needed, you can modify the default invoice through day. Enter a number between 1 and 31 to set day of the month through which the customer will be billed.
Round Billings to Nearest Dollar	Indicates whether billing amounts should be rounded to the nearest dollar. Select the checkbox to round billings. This checkbox is disabled if the billing type of the billing format is Unit Billing.
Track Revenue by Project Cost Code	Select the checkbox to report revenue at a cost code level. Deselect the checkbox to report revenue at the project level. If you select the Allow Divisions On Cost Codes checkbox, this checkbox is also selected. Tip: If you are using subprojects and are billing for the subprojects on the master project, select the checkbox to enter the amount for the subproject.
Generate Billing Amount from WIP Entries	Select the checkbox to default the billing amount in Contract Invoice Billing from work in progress (WIP) entries for the project. This checkbox is only available if the following are true: The Control Percent Complete By field is set to Cost Code. The Track Revenue by Project Cost Code checkbox is selected. The billing type of the billing format is not Project Time and Material. If billing codes have been defined for the billing format and customer combination, each cost code is only attached to one billing code.
Original Scheduled Amount	Displays the total original scheduled amount for the company, project, project billing format, and customer combination. No value is displayed in this field if the billing type of the billing format is Project Time and Material.
Current Scheduled Amount	Displays the total current scheduled amount for the company, project, project billing format, and customer combination. No value is displayed in this field if the billing type of the billing format is Project Time and Material.
Update Schedule of Values in Existing Billing Application	Indicates that the schedule of values entered will be used to update existing pending or posted contract invoice applications. Select the checkbox to update existing billing applications. This checkbox is disabled if the billing type of the billing format is Project Time and Material.
Starting Application Number	If you selected the Update Schedule of Values in Existing Billing Application checkbox, enter the first application number to update with the schedule of values or click to select the first application number to update from a lookup list. All subsequent applications are updated. Use the Adjust Contract Invoices screen to adjust billing amounts as necessary.
Billing Code WBS Level	Displays the billing code WBS level selected on the bid. If needed, enter the WBS code from the estimate on which to base billing codes or click to select the WBS code from a lookup list
Source for Billing Quantities	Displays the source for billing quantities specified on the bid.
Generate Billing Codes	Click the button to generate billing codes in the Worksheet tab based on the Billing Code WBS Level and each cost item's value for that WBS code in the estimate. The billing codes will only be generated if the following conditions are true: The estimate cost item is not already linked to a billing cod The estimate cost item is not an assembly. The estimate cost item has a value for the WBS code. The value in the WBS code has the same number or more segments than the billing code structure defined in the billing format. The billing code structure allows for the same number or more characters in a segment than are entered for the corresponding segment of the value in the WBS code. You cannot generate billing codes if the billing type of the billing format is Project Time and Material. Note: After billing amounts have been copied from the estimate into project billing, changes to the amounts in the estimate will not affect the project billing amounts.
Billing Code Setup	Click Billing Code Setup to display the WS Billing Details popup window, which enables you to access the billing codes for a specific billing format and customer combination.

Alternates tab

The Alternates tab is a direct link to the Alternates tab on the Manage Estimates screen for the estimate associated with the bid. See Alternates Tab for complete details on the functionality of the Alternates tab.

Alternates are possible changes to the estimate, which if approved and posted, become a part of the estimate. Use the Alternates tab to post acceptable alternates in the estimate so that they are part of the project manager worksheet when you create the project data. An alternate’s status is a description of its progress through the approval process. Use Status button to change an alternate’s status to one of the following:

Pending - The alternate is under consideration.
Acceptable - The alternate has been approved but not posted.
Rejected - The alternate has been rejected and will not be included in the estimat
Posted - The alternate has been accepted and incorporated into the estimate. You cannot select the Posted status; ProContractor will change the alternate's status to Posted when you post it.
Included - The alternate has been incorporated into the estimate manually.
Other1-3 - These statuses can be customized using the Estimating Preferences screen.
While you can post an alternate with any status, Viewpoint recommends that you use the Status field to track which alternates are accepted and only post those alternates with a status of Acceptable. Once an alternate's status is set to Acceptable, you can post it to copy its cost items to the estimate. Posted alternates are still listed on the Alternates Summary List, but they are grayed out to reflect their posted status.

Worksheet tab

Each row on the grid is an estimate cost item, including accepted alternate cost items. Use this tab to associate estimate cost items (excluding assemblies and list items) with project cost codes. Cost items not associated with a project cost code will not be included in the project budget. Most of the fields default from the estimate and are display only.

If you clicked Create Cost Codes on the General tab, ProContractor assigned the cost codes and divisions for estimate cost items based on the cost code WBS level and the division WBS level. Use this tab to review those assignments and make changes if necessary.

Note: If the default or selected project cost type is not valid for the cost item, an

icon appears next to the cost type.

By default, the first four columns in the grid are "pinned." You can pin and unpin columns as needed.


Field	Description
Line	Displays the line number for the cost item from the estimate.
Reference	Displays the reference number for the cost item from the estimate.
Cost Code	Displays the cost code for the cost item. Enter the cost code that you want to associate with the estimate cost item or click to select the cost code from a lookup list. You cannot associate a cost item with an assembly.
Description	Displays the description of the cost item.
Cost Code Name	Displays the description for the cost item from the estimate.
Cost Type	Enter the cost type that you want to associate with the estimate cost item or click to select the cost type from a lookup list.
Cost Type Name	Displays the name of the cost type.
Billing Code	Enter the billing code for the cost item.
Billing Code Name	Displays the billing code name for the cost item. You can enter a new name for the billing code. ProContractor will update the billing code name for all items with the same billing code.
Division	Displays the division for the cost item. If needed, enter the division that you want to associate with the estimate cost item or click to select the division from a lookup list. You cannot associate a cost item with an assembly. Estimate cost items with the same cost code must also have the same division.
Comments	Displays the comments for the cost item.
Cost Quantity	Displays the quantity for the cost item.
Cost Unit of Measure	Displays the measurement unit for the cost item.
Extended Cost	Displays the extended cost for the cost item.
Billing Quantity	Displays the billing quantity for the cost item.
Billing Unit of Measure	Displays the measurement unit for billing.
Extended Billing Amount	Displays the extended billing amount for the cost item.
Unit Cost	Displays the unit cost for the cost item.
Unit Billing Amount	Displays the unit billing amount for the cost item.
Allocated	Displays the total of the allocated profit and overhead for the cost item.
Allocated Profit	Displays the allocated profit for the cost item.
Allocated Overhead	Displays the allocated overhead for the cost item.

Project Cost Types tab

Each row in the grid is an active, non-overhead cost type that is valid to be used for project costs for the selected project classification. Use the grid to associate cost types with the project.

Note: When you create a project manager worksheet, the grid displays all the valid cost types that exist at that time. If you add cost types after creating the project classification, you must add them to grid in order to use them with the project classification. Click

to add a cost type to the grid.


Field	Description
Prevent Posting for Cost Type	Select the checkbox to indicate that you want to prevent the cost type from being used for posting under the project.
Cost Type Name	Displays the name of the cost type.
Account	Enter the general ledger account for the cost type under the project or click to select a general ledger account from a lookup list.
Overhead Percent	Enter the overhead allocation as a percentage of actual cost with up to two decimal places. If you enter a value to this field, you must also enter the cost type, cost account, and accrual account for the overhead allocation.
Overhead Rate Per Hour	If the cost type category is Labor, enter the overhead allocation as an hourly rate. If you enter a value to this field, you must also enter the cost type, cost account, and accrual account for the overhead allocation.
Overhead Cost Type	Enter the code of the project cost type for overhead allocation or click to select the project cost type for overhead allocation from a lookup list.
Overhead Cost Account	Enter the code of the general ledger account for posting costs of calculated overhead or click to select the general ledger account from a lookup list.
Overhead Accrual Account	Enter the code of the general ledger account for posting accruals of calculated overhead or click to select the general ledger account from a lookup list.
Account Name	Displays the name of the general ledger account for the cost type.
Overhead Cost Account Name	Displays the name of the overhead cost account.
Overhead Accrual Account Name	Displays the name of the overhead accrual account.
Overhead Cost Type Names	Displays the name of the overhead cost type.

Cost Codes tab

Use the Cost Codes tab to create and maintain cost codes for the work activities to be performed for the project and set up cost type budgets for each posting level cost code. You can set up a budget and overhead allocations for each cost code. You must enter a cost code for each project cost and activity. Every project requires at least one cost code for posting. Some project may have hundreds of cost codes.

Project cost codes in ProContractor give you the flexibility for any job. You can create simple codes for simple projects or more complex codes when you need to handle more complex projects. Your project cost codes can be based on almost any format, including formats suggested by the Construction Specification Institute (CSI) and various Departments of Transportation (DOTs). ProContractor allows you to enter cost codes of up to four levels with a total length of up to 18 characters, however no single level can exceed 10 characters. Use the Project Classification screen to set up your project cost code format.

This tab provides a simplified view of your cost codes. The Detailed Cost Code Setup popup provides more detail about your cost types, enabling you to control the entry method, how budgets are calculated, and whether a cost type can be used to post under a cost code. Click Detailed Cost Code Setup to display the Detailed Cost Code Setup popup.


Field	Description
Budget Type	Click to select the type of budget for the project cost codes.: Original Revised
Budget Effective Date	If the budget type is Original, displays the contract date. If the budget type is Revised, enter the effective date for the project cost code budgets or click to select the date from a date picker.
Detailed Cost Code Setup	Click the button to display the Detailed Cost Code Setup popup.
Cost Code grid - Each row in the grid is a cost code defined for the project. You must enter cost codes in the format defined on the Project Classification screen. Click to add a row to the grid. Click to delete the active row from the grid.
Cost Code	Enter a code of up to 21 alphanumeric characters to identify the cost code. Project cost codes in ProContractor give you the flexibility for any job. You can create simple codes for simple projects or more complex codes when you need to handle more complex projects. Your project cost codes can be based on almost any format, including formats suggested by the Construction Specification Institute (CSI) and various Departments of Transportation (DOTs). ProContractor allows you to enter cost codes of up to four levels with a total length of up to 18 characters, however no single level can exceed 10 characters. Use the Project Classification screen to set up your project cost code format.
Level Type	Click to indicate if this cost code will be used for grouping or posting.: Grouping Posting Note: All cost code levels before the last level must be set to Grouping and the last level must be set to Posting.
Cost Code Name	By default, displays the name of the cost code. If needed, modify the name for the cost code.
Division	Displays the division for the cost code. If needed, enter the division that you want to associate with the cost code or click to select the division from a lookup list.
[Cost Type] Hours	Displays the hours for each labor-related cost type under the cost code.
[Cost Type] Budget	Displays the total budget amount for each non-labor-related cost type under the cost code.
Memo	Enter any comments or notes about the cost code.
Project Totals - This section displays totals for all cost codes in the project.
Total Hours	Displays the total budget amount for all cost codes in the project.
Total Budget	Displays the total budget amount for all cost codes in the project.
[Cost Type] Total Hours	Displays the total hours for each labor-related cost type under all cost codes in the project.
[Cost Type] Total Budget	Displays the total budget amount for each cost type under all cost codes in the project.

Lien Notices tab

Use the Lien Notices tab to indicate that ProContractor will create a lien notice record when you click Create Data. Each row in the grid is a lien notice associated with the project, customer, and billing format.

Tip: Use the View Customer Lien Document Logs screen to manage your lien documents, including printing documents or attaching documents to an e-mail.


Field	Description
Lien Notice Number	Displays the lien notice number, which is New until the lien notice record is created.
Customer	Displays the customer for the lien notice.
Project	Displays the project for the lien notice.
Billing Format	Displays the billing format for the lien notice.
Action	By default, displays the action selected on the Lien Management Settings screen. If needed, click to select the type of lien notice record to create for the projects: Do Not Auto Create - The lien notice for this combination will not be created. Lien Notice - The lien notice for this combination will be created when you click Create Data.
Notice Date	Enter the date the lien notice was received or sent or click to select the date from a date picker.
Notice Amount	By default, displays the current scheduled amount for the customer, project, billing format combination. If you want to override this value, enter the amount of the lien notice.
Notice Description	By default, displays `Notice created during PM Worksheet.` If needed, enter a description for the lien notice.
Create Lien Notice Form	Select the checkbox to indicate that ProContractor will create the lien notice document based on the form selected and attach it to the lien notice record.
Lien Notice Form	Click to select the form to use for the lien notice document from a lookup list. You can use the Modify Forms screen to modify the format and layout of these forms.

Contacts tab

Each row in the grid on the Contacts tab is a contact associated with the project. Click to add a row to the grid. Click to delete the active row from the grid.







	Displays the cell phone number for the contact.


Field	Description
Total Billing Amount	Displays the total billing amount of the project.
Total Budget Amount	Displays the total budget amount of the project.
Net	Displays the net amount of the project. This is calculated from the total billing amount less the total budget amount.

The Detailed Cost Code Setup popup provides more detail about your cost types, enabling you to control the entry method, how budgets are calculated, and whether a cost type can be used to post under a cost code. Enter data on this screen and click OKto return to the Cost Codes tab.

Note: The values you enter in the Detailed Cost Code Setup popup are not saved when you click OK to close the window. You must click Save Projecton the main project to save these values.


Field	Description
Budget Type	Click to select the type of budget for the project cost codes.: Original Revised
Budget Effective Date	If the budget type is Original, displays the contract date. If the budget type is Revised, enter the effective date for the project cost code budgets or click to select the date from a date picker.
Cost Code grid - Each row in the grid is a cost code defined for the project. You must enter cost codes in the format defined on the Project Classification screen. Click to add a row to the grid. Click to delete the active row from the grid.
Cost Code	Enter a code of up to 21 alphanumeric characters to identify the cost code. Project cost codes in ProContractor give you the flexibility for any job. You can create simple codes for simple projects or more complex codes when you need to handle more complex projects. Your project cost codes can be based on almost any format, including formats suggested by the Construction Specification Institute (CSI) and various Departments of Transportation (DOTs). ProContractor allows you to enter cost codes of up to four levels with a total length of up to 18 characters, however no single level can exceed 10 characters. Use the Project Classification screen to set up your project cost code format.
Cost Code Name	By default, displays the name of the cost code. If needed, modify the name for the cost code.
Status	Click to select the status of the cost codes: Active - Cost code is available for use and appears in lookup lists. Inactive - Cost code is not available for use and does not appear in lookup lists on other screens. However, it persists in previous selections.
Level Type	Click to indicate if this cost code will be used to grouping or posting.: Grouping Posting Note: All cost code levels before the last level must be set to Grouping and the last level must be set to Posting.
Quantity	Enter the quantity for cost code budgeting.
Unit of Measure	Enter the code of the default unit of measure for the cost code or click to select the default unit of measure from a lookup list.
Division	Displays the division for the cost code. If needed, enter the division that you want to associate with the cost code or click to select the division from a lookup list.
Payroll Insurance	Enter the code for the Insurance Class screen for the cost code or click to select the insurance class from a lookup list.
Work Location	Enter the code of the Work Locations screen for the cost code or click to select the work location from a lookup list. The work location entered here applies only to this cost code and takes precedence over the work location specified in the Additional tab.
Hours	Displays the total hours all labor-related cost types under the cost code.
Budget Amount	Displays the total budget amount for all non-labor-related cost types under the cost code.
Memo	Enter any comments or notes about the cost code.
Percent Complete Method	If you selected to control percent complete by cost code in the General tab, click to select the method for calculating percent complete values for work in progress calculations for the cost codes: COST-%-Calculated until manual entry of any % - ProContractor automatically calculates the percent complete using an equation that evaluates posted costs against the percent complete basis selected in the Project Settings screen (either budget or cost at completion). If needed, you can manually update percent complete, cost to complete, and cost at completion values in the screen. Once a manual work in progress entry is saved, ProContractor will no longer automatically calculate these values. %-Manually entered % if basis is Budget, otherwise, same as COST-% - If the percent complete basis selected in the Project Settings screen is Cost at Completion, this method is identical to the COST-% method; in other words, ProContractor automatically calculates the percent complete using an equation that evaluates posted costs against the cost at completion until a manual work in progress entry is saved. If the percent complete basis is Budget, ProContractor does not automatically calculate percent complete. You can manually update percent complete, cost to complete, or cost at completion values in the screen. COST-Calculated until manual entry of 100% - ProContractor automatically calculates percent complete using an equation that evaluates posted costs against the percent complete basis selected in the Project Settings screen (either Budget or Cost at Completion). You can manually update the percent complete value to 100% in the screen when the work is finished. HOURS-Posted Hours Complete until manual entry of 100% - This method may be useful for projects that are labor and/or equipment intensive. ProContractor automatically calculates the percent complete using an equation that evaluates posted labor hours against the percent complete basis selected in the Project Settings screen (either budget or cost at completion). If needed, you can manually update the percent complete value to 100% in the screen when the work is finished. UNITS-Manually entered Units Complete - When this method is selected, percent complete is automatically calculated based on manual entry of the quantity completed in the screen. The equation used to calculate percent complete evaluates the quantity completed against the percent complete basis selected in the Project Settings screen (either budget or cost at completion). If needed, you can manually update the percent complete value to 100% in the screen when the work is finished. COST TYPE- Enter Method on Cost Type Level By Cost Type - When this method is selected, you can specify the percent complete method for each cost type in the Cost Type detail grid. Tip: This field is not displayed by default. Use the field chooser to display the field. Note: You can set the percent complete method for posting level cost codes only. Note: Examples of how the percent complete basis and percent complete method affect work in progress calculations can be viewed in the topic.
Cost Code detail grid - Click the plus sign to the left of the row to display the detail view. Each row in the grid is a cost type for which budget details can be entered. Use this grid to control how cost types are used for posting under the cost code.
Prevent Posting For Cost Type	Displays the cost type. If the Prevent Posting For Cost Type checkbox is selected for the cost type on the Project Cost Types tab, the line is display only.
Account	Enter the code of the general ledger account to be used by the cost type for posting under the cost code or click to select the general ledger account from a lookup list. For information on setting up accounts for your general ledger, see Chart of Accounts screen.
Calculate Budget By	Click to select the method for calculating the budget for the cost type under the cost code.: Lump Sum - You can enter a budget amount for the cost type. Unit Cost - You can enter the quantity and unit cost for the cost type and ProContractor calculates the budget amount. Pending and Posted Cost - ProContractor calculates the budget amount based on the costs posted to the cost type and pending costs for the cost type.
Unit of Measure	By default, displays the unit of measure for the cost code. If you want to override this value for the cost type under the cost code, enter the code of the default Unit of Measure screen for the cost type under the cost code or click to select the default unit of measure from a lookup list.
Quantity or Hours	By default, displays the existing quantity or hours for the cost type. If needed, enter the project-to-date quantity or hours for the cost type.
Unit Cost	By default, displays the existing unit cost for the cost type. If needed, enter the project-to-date unit cost for the cost type.
Budget Amount	By default, displays the existing project-to-date estimated amount for the cost type. If needed, enter the project-to-date estimated amount for the cost type.
Overhead Cost Account	Displays the general ledger account for overhead costs.
Overhead Accrual Account	Displays the general ledger account for overhead accrual.
Percent Complete Method	If you selected Cost Type in the Percent Complete Method field for a cost code in the Cost Code grid, click to select the method for calculating percent complete values for work in progress calculations for each cost type.: COST-%-Calculated until manual entry of any % - ProContractor automatically calculates the percent complete using an equation that evaluates posted costs against the percent complete basis selected in the Project Settings screen (either budget or cost at completion). If needed, you can manually update percent complete, cost to complete, and cost at completion values in the screen. Once a manual work in progress entry is saved, ProContractor will no longer automatically calculate these values. %-Manually entered % if basis is Budget, otherwise, same as COST-% - If the percent complete basis selected in the Project Settings screen is Cost at Completion, this method is identical to the COST-% method; in other words, ProContractor automatically calculates the percent complete using an equation that evaluates posted costs against the cost at completion until a manual work in progress entry is saved. If the percent complete basis is Budget, ProContractor does not automatically calculate percent complete. You can manually update percent complete, cost to complete, or cost at completion values in the screen. COST-Calculated until manual entry of 100% - ProContractor automatically calculates percent complete using an equation that evaluates posted costs against the percent complete basis selected in the Project Settings screen (either Budget or Cost at Completion). You can manually update the percent complete value to 100% in the screen when the work is finished. HOURS-Posted Hours Complete until manual entry of 100% - This method may be useful for projects that are labor and/or equipment intensive. ProContractor automatically calculates the percent complete using an equation that evaluates posted labor hours against the percent complete basis selected in the Project Settings screen (either budget or cost at completion). If needed, you can manually update the percent complete value to 100% in the screen when the work is finished. UNITS-Manually entered Units Complete - This method is available only if Control Percent Complete Byis set to Cost Code. When this method is selected, percent complete is automatically calculated based on manual entry of the quantity completed in the screen. The equation used to calculate percent complete evaluates the quantity completed against the percent complete basis selected in the Project Settingsscreen (either budget or cost at completion). If needed, you can manually update the percent complete value to 100% in the screen when the work is finished. Tip: This field is not displayed by default. Use the field chooser to display the field as described in Using Grids. Note: Examples of how the percent complete basis and percent complete method affect work in progress calculations can be viewed in the topic.
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Project To Date Hours	Displays the total hours for all cost codes with labor-related cost types in the project.
Project To Date Budget Amount	Displays the budget amount for all cost codes with non-labor-related cost types in the project.

Use the WS Billing Details popup window to set up the billing codes for the billing format and customer combination. The fields on this window vary depending on the billing type of the billing format. Enter values on this screen and click OK to return to the Billing tab.

Click Spread Amount Based on Budgetsto prorate the original and current amounts from the Billing Code grid to the original and current amounts in the cost code rows in the child grid based on the cost code budget amount. Any amounts left after rounding are added to the last cost code row in the grid. If you didn't select the Track Revenue by Project Cost Codecheckbox, the button is disabled.

Note: The values you enter in the WS Billing Details popup window are not saved when you click OK to close the window. You must click Save Worksheeton the main project to save these values.


Field	Description
Project	Displays the project code and project name.
Billing Format	Displays the billing format for the project.
Customer	Displays the customer for the project.
Show Original Amounts	Select this checkbox to display the original amount for each line item along with the current amount.
Billing Code grid - Each row in the grid is a billing code defined for the project. You must enter billing codes in the format defined on the Project Billing Format screen. The fields in the grid vary depending on the billing type of the selected billing format. Click the plus icon to add a row to the grid. Click the minus icon to delete the active row from the grid.
Billing Code	Enter a billing code in the format defined in the Project Billing Format screen. If the billing code is a ‘header’ level billing code (a level 1 billing code, a level 2 billing code, or a level 3 billing code which has associated level 4 billing codes): then the only fields available in the row are Billing Code, Name, and Sort. And the row will not have any project cost codes or tax details. Header level billing codes must be entered before the lower level billing codes. Billing codes cannot be added, deleted, or modified if there is an unposted contract invoice for the selected company, project, billing format, and customer combination.
Owner CO	If this is a billing code for a change order, enter an Owner Change Order or click to select an owner change order from a lookup list. This field is required if the billing code is already defined on another row without a change order number. If the billing code is for a change order, many of the fields will default from the original billing code row and be disabled. If you want to change these fields, you need to change them for the original billing code. When defining a new billing code, the current owner change order will default into the Owner CO field.
Name	Enter a name for the billing code. If you change the name, any row with the same billing code and a value in the Owner CO field will be updated with the new name.
Sort	Displays the text used for sorting billing codes when printing invoices. The default sort name is based on the first 20 characters in the Billing Code field in upper case. If you want to override the default sort text, enter the sort text.
AR Revenue Type	Defaults to the accounts receivable revenue type entered on the Billing tab. If needed, you can modify the accounts receivable revenue type for this billing code. Enter the code of the AR revenue type for this billing code or click to select an AR revenue type from a lookup list. If you change the revenue type, any row with the same billing code and a value in the Owner CO field will be updated with the new revenue type.
Sales Tax Authority	Defaults to the sales tax authority entered on the Billing tab. If needed, you can modify the sales tax authority for this billing code. Enter the code of the sales Tax Authority screen to be used for this billing code or click to select a sales tax authority from a lookup list. If you change the sales tax authority, any row with the same billing code and a value in the Owner CO field will be updated with the new sales tax authority.
Taxable	Displays the taxable status entered on the Billing tab. If needed, you can change the taxable status for this billing code. If you change the taxable status, any row with the same billing code and a value in the Owner CO field will be updated with the new status.
Unit of Measure	If the billing format is Unit Billing, enter the code for the unit of measure for this billing code item (see Unit of Measure screen) or click to select a unit of measure from a lookup list. If you change the unit of measure, any row with the same billing code and a value in the Owner CO field will be updated with the new unit of measure.
Type	Displays whether the line shows the original or current amount. If you did not select the Show Original Amounts checkbox, only current amounts are shown.
Quantity (Original)	If the billing format is Unit Billing, enter the original quantity for the billing code item.
Quantity (Current)	If the billing format is Unit Billing, by default displays the original quantity. If needed, enter the quantity for this billing code item.
Unit Price (Original)	If the billing format is Unit Billing, enter the original unit price for this billing code item.
Unit Price (Current)	If the billing format is Unit Billing, by default displays the original unit price. If needed, enter the unit price for this billing code item.
Amount (Original)	If the billing format is AIAor Progress Billing, displays the total original amount for this billing code item. If needed, enter the original amount for the billing code. If the billing format is Unit Billing and you entered an original quantity or current quantity, the amount is calculated as follows and the field is disabled: O r i g i n a l ⁢ A m o u n t ⁢ = O r i g i n a l ⁢ Q u a n t i t y ⁢ × O r i g i n a l ⁢ U n i t ⁢ P r i c e If the billing format is Unit Billing and you didn't enter an original quantity or current quantity, enter the original amount for the billing code.
Amount (Current)	If the billing format is AIAor Progress Billing, displays the original amount for this billing code item. If needed, enter the original amount for the billing code. If the billing format is Unit Billing and you entered an original quantity or current quantity, the amount is calculated as follows and the field is disabled: C u r r e n t ⁢ A m o u n t ⁢ = C u r r e n t ⁢ Q u a n t i t y ⁢ × C u r r e n t ⁢ U n i t ⁢ P r i c e If the billing format is Unit Billing and you didn't enter an original quantity or current quantity, enter the current amount for the billing code.
Retainage % (Original)	If the billing format is Progress Billingor Unit Billing, displays the retainage percentage for this billing code. For the first billing code added, defaults to the value in the Retainage % Work Completed field on the Billing tab. For additional billing codes added, defaults from the previous billing code. If needed, enter the original retainage percentage for the billing code.
Retainage % (Current)	If the billing format is Progress Billingor Unit Billing, displays the original retainage percentage for this billing code. If you didn't select the Track Revenue by Project Cost Code checkbox on the Billing tab, enter the current retainage percent for the billing cod
Retainage % Work Completed (Original)	If the billing format is AIA, displays the original retainage percentage for work completed for this billing code. For the first billing code added, defaults to the value in the Retainage % Work Completed field on the Billing tab. For additional billing codes added, defaults from the previous billing code. If needed, enter the original retainage percentage for work complete for the billing code.
Retainage % Work Completed (Current)	If the billing format is AIA, displays the current retainage percentage for work completed for this billing code. If needed, enter the current retainage percentage for work complete for the billing code.
Retainage % Stored Material (Original)	If the billing format is AIA, displays the original retainage percentage for stored materials for the billing code. For the first billing code added, defaults to the value in the Retainage % Stored Material field on the Billing tab. For additional billing codes added, defaults from the previous billing code. If needed, enter the original retainage percentage for the billing code.
Retainage % Stored Material (Current)	If the billing format is AIA, displays the current retainage percentage for stored materials for this billing code. If needed, enter the current retainage percentage for stored materials for this billing code.
Project Cost Code grid - When you click the plus sign to display the card view, you can enter details on the billing amounts by project cost code. This grid is only available if Track Revenue by Project Cost Code is selected for the billing format and customer combination and if the billing code is a detail level billing code. Click the plus icon to add a row to the grid. Click the minus icon to delete the active row from the grid. You can only delete rows if there are no transactions posted to the billing code. Tip: You can also add a row to the grid by clicking Ctrl+ Insert while a billing code line is selected.
Project	If the project is a master project with sub-projects, enter the code for the Project screen from which to select cost codes or click to select a project from a lookup list.
Division	Displays the division associated with the cost code or project.
Owner CO	Enter the code for the owner change order (on the About the Enter Owner Change Order screen) or click to select an owner change order from a lookup list.
Cost Code	Enter the cost code or click to select a cost code from a lookup list.
Sales Tax Authority	Defaults to the sales tax authority of the cost code project. If needed, you can change the sales tax authority. Enter the code for the sales tax authority (see the Tax Authority screen) or click to select a sales tax authority from a lookup list.
Taxable	Displays the taxable status entered on the Billing tab. If needed, you can change the taxable status for this project cost code. If this checkbox is not selected, the taxable amount in all lines of the associated Tax Detail grid will be zero.
Original Amount	Enter the original amount for this project cost code. If the current amount is zero, the original amount is copied into the Current Amount field.
Current Amount	Enter the current amount for this project cost code if it is different than the original amount.
Tax Detail grid - When you click the plus sign to display the card view, the details on the tax authorities and rates for the line item are displayed. Each row on the grid is a tax authority for the line item.
Tax Authority	Displays the codes of the tax authorities for the line item. You cannot modify or delete the primary tax authority from the Tax Detail grid. If you want to modify or delete the primary tax authority, modify the Tax Authority field in the Project grid.
Name	Displays the names of the tax authorities for the line item.
Taxable Amount	Displays the taxable amount of the line item for the tax authority, which is calculated based on the current amount. If you want to modify the taxable amount, enter the taxable amount.
Non-Taxable Amount	Displays the non-taxable amount (current amount - taxable amount) of the line item for the tax authority.
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Total Original Amount	Displays the sum of the original amount for all billing codes defined for the combination of company, project, billing format, and customer.
Total Change Orders	Displays the sum of the current amount for all billing code cost codes with a value in the owner change order field.
Total Current Amount	Displays the sum of the current amount for all billing codes defined for the company, project, billing format, and customer. Note that this may not be equal to the total original amount plus the total change orders.