Enter the first line of the street address for the project.

Enter the second line of the street address for the project.

Enter the city for the project.

Click to select the state or province for the project.

Enter the ZIP code or postal code for the project.

Click to select the country for the project.

Enter map grid information for the project location that indicates how to find the location on a map.

Enter directions to the project location. You can enter formatted text in this field. Click the pencil to open the Formatted Text Editor.

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. An inactive project is considered a closed project. You must enter the password set on the Project Settings screen in order to open an inactive project or to save an entry associated with an inactive project.

If the project is inactive, enter the date when the project was closed or click to select the date from a Date Picker

Enter any comments or notes about the project.

Select the checkbox to enable mobile time card geofencing, which will prevent a mobile user from clocking in or out on a mobile device when that device is outside of the defined area. If you select the check box, you must enter the coordinates of the project and the radius from the coordinates within which mobile users can clock in or out.

Enter the GPS decimal coordinates with up to 6 decimal places for the project location. This field is only enabled if you selected the Enable Mobile Timecard Geofencing checkbox.

To Determine the project coordinates:

1. Click next to the Street 2 field of the project address to view the project location using Google Maps.
2. From Google Maps, right-click on project location and select What's here?.
3. Copy the decimal coordinates from Google Maps and paste them into the Coordinates field in ProContractor.
4. Click next to the Coordinates field to view the location of the coordinates using Google Maps.

Enter the radius in miles up to 2 decimal places around the project coordinates within which mobile users will be able to enter a time card for the project. This field is only enabled if you selected the Enable Mobile Timecard Geofencing checkbox.

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.

The project classification is the key to cost code numbering for the project.

Enter the code of the Project Classification screen for the project or click to select the project classification from a Lookup List.

Enter the Project Group screen for the project or click to select the project group from a Lookup List.

Enter the code of the sales Tax Authority screen to be used when you create invoices, purchase orders, subcontracts, or subcontract change orders for this project or click to select the sales tax authority from a Lookup List.

If the project is exempt from paying sales tax to the tax authority, enter the tax exemption number. If you enter a tax exempt number, invoices for the project will default to non-taxable.

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.

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.

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 or if work in progress entries have been created for the project.

If you set divisions at the cost code level and then deselect this checkbox, the cost code divisions are reset to the project-level division.

Click to select how the percent complete values will be determined for work in progress calculations for the project. This setting is based on your company's methodology for calculating the work in progress percentages.

• Project - Percent complete values will be based on the project.

• Cost Code - Percent complete values will be based on the project cost codes. If you select this option, you can set the percent complete method for each cost code in the project on the Detailed Cost Code Setup popup window.

If the Allow Divisions On Cost Codes checkbox is selected, this field is set to cost code and disabled.

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 window.

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 Detailed Cost Code Setup popup window within the Cost Codes tab.

This button is enabled only if WIP settings were previously saved for the project. Click Change WIP Settings to display the Change Work in Progress Settings popup window. This window enables you to change how you control percent complete for the project and the percent complete method you want to use on the overall project, selected project cost codes, or selected project cost types and cost codes.

Enter the code of the Customer screen for the project or click to select the customer from a Lookup List. When you associate a customer with the project, you can track invoicing in the Customers module. If this is an internal project or if there are multiple customers for the project, leave this field blank.

Enter the contract date for the project or click to select the date from a Date Picker.

Enter the estimated completion date for the project or click to select the date from a Date Picker.

Enter the owner's project number.

Enter the square footage for the project. This value is for information purposes to help understand the scope of the project.

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.

Select the checkbox to indicate that you want to print certified payroll reports for the project. Many states require certified payroll reports.

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.

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.

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.

Enter the default percentage for labor burden in change management records associated with the project.

Indicates whether the cost type can be used for posting under the project. Select the checkbox to prevent the cost type from being used for posting under the project.

Displays the cost type for the row.

Enter the Chart of Accounts screen for the cost type under the project or click to select a general ledger account from a Lookup List.

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.

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.

Enter the code of the project Cost Type screen for overhead allocation or click to select the project cost type for overhead allocation from a Lookup List.

Enter the code of the Chart of Accounts screen for posting costs of calculated overhead or click to select the general ledger account from a Lookup List.

Click to select the type of budget for the project cost codes.

• Original

• Revised

  Note: To make a change to a cost code that is associated with a change management record, you must edit the change management record.

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.

Enter any comments or notes about the budget revision.

Enter a code to identify the cost code in the format defined on the Project Classification screen. 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.

Enter a name for the cost code.

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.

Displays the total budget for the cost code based on the cost type budgets under the cost code.

Click Budget History to display the Budget History popup window, which enables you to view a detailed history of the budget for the cost code. This history includes the original budget and every budget revision entered for the cost code.

Enter the project-to-date quantity for cost code budgeting.

Enter the code of the default Unit of Measure screen for the cost code or click to select the default unit of measure from a Lookup List.

If you selected the Allow Divisions On Cost Codes checkbox, enter the code of the Division screen for the cost code or click to select the division from a Lookup List.

Enter the code for the Insurance Class screen for the cost code or click to select the insurance class from a Lookup List.

Displays the total hours for each labor-related cost type under the cost code.

Displays the total budget amount for each non-labor-related cost type under the cost code.

Displays the total hours for all cost codes with labor-related cost types in the project.

Displays the total budget amount for all cost codes with cost types in the project.

Displays the total hours for each labor-related cost type under all cost codes in the project.

Enter a Project Billing Format screen or click to select the billing format from a Lookup List. If the project type is template, a billing format can only be used once.

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 or click to select the customer from a Lookup List.

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. You should also add the architect to the contacts on the project with a contact type of ARCH to ensure that the architect appears on reports.

Enter the code of the default Accounts Receivable Revenue Type screen for billing lines that will be added or click to select the default revenue type from a Lookup List.

Only revenue types with a post to setting of Project Contract Billings can be used.

Defaults to the tax authority entered in the project header. 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.

Select the checkbox to indicate whether the billings lines are taxable. This checkbox is deselected 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.

Enter the default value for the retainage percent for work completed for each billing code.

Enter the default value for the retainage percent for stored materials for each billing code. This field is disabled if the billing type of the billing format is not AIA.

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. Note that entering 31 indicates the last day of the month in months with less than 31 days.

Select the checkbox to round billings to the nearest dollar amount. This checkbox is disabled if the billing type of the billing format is Unit Billing.

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.

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.

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.

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.

Click the button to copy billing codes from existing project cost codes for the selected billing format and customer. After cost codes have been copied, the Project Billing Details popup window displays.

Cost codes are copied into billing codes based on their structures. The codes structures are compared from left to right. A billing code is created for every cost code when the cost code has at least as many segments as the billing code and each segment of the billing code has at least as many characters as the corresponding segment of the cost code. If the cost code has more segments than the billing code, the cost code segments are copied into the billing code segments starting with the leftmost segment. This may result in multiple cost codes being consolidated into a single billing code. If you are tracking revenue by cost code, ProContractor adds the cost codes to the child cost codes grid.

This button is disabled when:

• The project classification (on the General tab) is empty.

• The billing format is empty.

• The billing type of the billing format is Project Time and Material.

• Billing codes have been defined for the billing format and customer combination.

• The cost code structure defined in project classification uses fewer levels than the billing code structure defined in project billing format.

• The billing code structure has fewer characters in a segment than the corresponding segment of the cost code.

Displays the lien notice number. If the lien notice has not been created for this project, customer, billing format combination, the lien notice number is New.

Displays the customer for the lien notice.

Displays the project for the lien notice.

Displays the billing format for the lien notice.

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 project, customer, billing format combination.

• 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 Save Project.

• Edit Existing Lien Notice - This option is only available when the lien notice has already been created for the project. If you select this option, the notice date, notice amount, and notice description will be overwritten with the data entered in those fields.

Enter the date the lien notice was received or sent or click to select the date from a Date Picker.

By default, for a new lien notice displays the current scheduled amount for the customer, project, and billing format combination, or for an existing lien notice, displays the lien notice amount. If you want to override this value, enter the amount of the lien notice.

By default, displays Notice created during Project Setup. If needed, enter a description for the lien notice.

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.

Enter the code of the Contact Type screen for the contact you want to associate with the project or click to select the contact type from a Lookup List. If you select a contact type, the lookup list for contacts is filtered by that contact type. If you select a contact before selecting the contact type, the contact type defaults to the most recent contact type used for that contact or, if the contact does not have a contact type, the contact type defaults to General. You can enter or select a new contact type for contact. ProContractor will associate the contact with the new contact type when you save the project.

Enter the name of Contact screen you want to associate with the project or click to select the contact from a Lookup List. The lookup list for contacts is filtered for the contact type you selected in the grid. In addition, the lookup window displays a column for each default contact type, which you can use to further filter the list. You can select to include one-time contacts and/or only contacts on the selected project in the lookup window.

Displays the work phone number for the contact.

Displays the work phone extension for the contact.

Displays the cell phone number for the contact.

Displays the e-mail address for the contact.

Displays the total billing amount of the project.

Displays the total budget amount of the project.

Click to select the type of budget for the project cost codes.

• Original

• Revised

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.

Enter any comments or notes about the budget revision.

Click to indicate how you will enter the budget.

• Increment

• Project To Date

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.

Enter a name for the cost code.

Click to select the status of the cost code.

• 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.

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.

Click Budget History to display the Budget History popup window, which enables to view a detailed history of the budget for the cost code. This history includes the original budget and every budget revision entered for the cost code.

Enter the project-to-date quantity for cost code budgeting.

Enter the code of the default Unit of Measure screen for the cost code or click to select the default unit of measure from a Lookup List.

Enter the code for the Insurance Class screen for the cost code or click to select the insurance class from a Lookup List.

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.

Displays the total hours all labor-related cost types under the cost code.

Displays the total budget amount for all non-labor-related cost types under the cost code.

Enter any comments or notes about the cost code.

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 code.

• 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.

Cost Type detail grid - Click to the left of the row to display the detail view. Each row in the grid is a cost type. Use this grid to control how cost types are used for posting under the cost code.

Indicates whether the cost type can be used for posting under the project. Select the checkbox to prevent the cost type from be used for posting under the project.

Enter the code of the Chart of Accounts screen 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.

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.

• 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.

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.

Displays the label for the subsequent rows depending on the entry method for the cost code.

If the entry method is Project-To-Date, only the Project-To-Date label displays.

If the entry method is Increment, all labels (Previous, Increment, and Project-To-Date) display.

If the entry method is Project-To-Date, enter the project-to-date quantity or hours for the cost type.

If the entry method is Increment, displays the existing quantity or hours for the cost type in the Previous row. Do one of the following:

• In the Project-To-Date row, enter the project-to-date quantity or hours for the cost type.

• In the Increment row, enter the new quantity or hours to increment for the cost type.

If the entry method is Project-To-Date, enter the project-to-date unit cost for the cost type.

If the entry method is Increment, displays the existing unit cost for the cost type in the Previous row. Do one of the following:

• In the Project-To-Date row, enter the project-to-date unit cost for the cost type.

• In the Increment row, enter the unit cost amount to increment for the cost type.

If the entry method is Project-To-Date, enter the project-to-date estimated amount for the cost type.

If the entry method is Increment, displays the existing estimated amount for the cost type in the Previous row. Do one of the following:

• In the Project-To-Date row, enter the project-to-date estimated amount for the cost type.

• In the Increment row, enter the amount to increment for the cost type.

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 - 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.

Displays the total hours for all cost codes with labor-related cost types in the project.

If the project is defined to control percent complete by project, displays Keep as Project. If you want to change this setting so that percent complete is controlled by cost code, click and select Change to Cost Code.

If the project is defined to control percent complete by cost code, displays Keep as Cost Code. If you want to change this setting so that percent complete is controlled by project, click and select Change to Project.

Click to select the method for calculating percent complete values for work in progress calculations for the project.

• 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.

This field is enabled only if percent complete is controlled by cost code. Select an option to indicate where the changed settings will be applied.

• Entire Project

• Selected Cost Codes

• Selected Cost Types and Cost Codes

Select the checkbox for a cost type to apply the percent complete method to the cost type.

Select the checkbox for a cost code to apply the percent complete method to the cost code.

Displays the cost code and cost code name associated with the displayed budget history.

Displays the budget type for the row, either Original or Revision.

For an original budget, displays the contract date for the project.

For an existing budget revision, displays the date of the revision.

For a new budget revision, displays the current date. If you want to override this value, enter a date or click to select the date from a Date Picker.

For an original budget or existing budget revision, displays the cost type for the budget.

For a new budget revision, enter the Cost Type screen or click to select the cost type from a Lookup List.

Displays the name of the cost type for the budget.

If a revision is associated with a change management record, displays the code for the change management record.

For an original budget or existing budget revision, displays the quantity or hours for the budget.

For a new budget revision, enter the new quantity or hours for the budget as an incremental amount.

Displays the unit cost for the budget.

For an original budget or existing budget revision, displays the amount for the budget.

For a new budget revision, enter the new amount for the budget as an incremental amount.

For an existing budget revision, displays any notes or comments about the budget revision.

For a new budget revision, enter any comments or notes about the budget revision.

Displays the name of the change management record.

Displays the total original hours (for labor-related cost types) or amount (for non-labor-related cost types) under the cost code.

Displays the total revised hours (for labor-related cost types) or amount (for non-labor-related cost types) under the cost code.

Displays the project code and project name.

Displays the billing format for the project.

Displays the customer for the project.

Select this checkbox to display the original amount for each line item along with the current amount.

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.

If this is a billing code for a change order, enter an About the Enter Owner Change Order screen 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.

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.

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.

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 Accounts Receivable Revenue Type screen 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.

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.

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.

If the billing format is Unit Billing, enter the code for the Unit of Measure screen for this billing code item 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.

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.

If the billing format is Unit Billing, enter the original quantity for the billing code item.

If the billing format is Unit Billing, by default displays the original quantity. If needed, enter the quantity for this billing code item.

If the billing format is Unit Billing, enter the original unit price for this billing code item.

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.

If the billing format is AIA or 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.

If the billing format is Progress Billing or 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.

To release retainage for the project, reduce the retainage percentage. If you enter 0, all retainage for the project is released. Retainage is released on invoices created after the change is made.

This field is disabled if an unposted contract invoice exists for the project billing code.

If the billing format is Progress Billing or 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 code.

To reduce the retainage held on new invoices for the project, reduce the retainage percentage. If you enter 0, no additional retainage is calculated for the project.

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.

To release retainage for the project, reduce the retainage percentage. If you enter 0, all retainage for the project is released. Retainage is released on invoices created after the change is made.

This field is disabled if an unposted contract invoice exists for the project billing code.

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.

To reduce the retainage held on new invoices for the project, reduce the retainage percentage. If you enter 0, no additional retainage is calculated for the project.

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.

To release retainage for the project, reduce the retainage percentage. If you enter 0, all retainage for the project is released. Retainage is released on invoices created after the change is made.

This field is disabled if an unposted contract invoice exists for the project billing code.

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.

To reduce the retainage held on new invoices for the project, reduce the retainage percentage. If you enter 0, no additional retainage is calculated for the 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.

Displays the division associated with the cost code or project.

Enter the code for the About the Enter Owner Change Order screen or click to select an owner change order from a Lookup List.

Enter the cost code or click to select a cost code from a Lookup List.

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 screen or click to select a sales tax authority from a Lookup List.

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.

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.

Enter the current amount for this project cost code if it is different than the original amount.

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.

Displays the names of the tax authorities for the line item.

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.

Displays the non-taxable amount (current amount - taxable amount) of the line item for the tax authority.

Displays the sum of the original amount for all billing codes defined for the combination of company, project, billing format, and customer.

Displays the sum of the current amount for all billing code cost codes with a value in the owner change order field.

Defaults to the type entered on the Billing tab. If needed, you can change the revenue type.

If you change the revenue type, the field on the Billing tab is also changed.

Defaults to deselected if the Print Overhead and Profit By field on the Project Billing Format screen is As part of the unit price. Defaults to selected if the Print Overhead and Profit By field is any other option.

If needed, you can change the generate billing setting. Select the checkbox to be able to generate time and material invoices for the billing format. Deselect the checkbox to prevent generating time and material invoices for the billing format. You can enter manual time and material invoices whether or not the checkbox is selected.

Enter the code for a Customer Classification screen or click to select the customer classification from a Lookup List.

If the project is a subproject, click to select which project's pricing agreement to use.

• Master Project

• Sub Project

Enter the percent for overhead markup to apply to the billing.

Enter the percent for profit markup to apply to the billing.

Click to select the method on which to base profit.

• Cost Only - Profit is based on the posted cost + (posted cost * markup on costs percentage).

• Cost Plus Overhead - Profit is based on the total from the overhead profit percentage calculation.

Defaults to the project in the header. If needed, you modify the project to bill from if the billing project is a master or subproject.

This field is disabled if the project has a posting type of Standard Project or Template Project, or if the row is for an owner change order and the change order selection is All Project Cost without Owner Change Order Cost.

Displays the division associated with the project for this line item.

Select this checkbox if this row applies to all cost codes for the project billing. If the checkbox is selected, the Cost Code field is disabled.

This checkbox is disabled if another row exists for the same project, or if the row is for an owner change order and the change order selection is All Project Cost without Owner Change Order Cost.

If the All Cost Codes checkbox is not selected, enter the Cost Codes tab or click to select a cost code from a Lookup List.

Click to select which costs to include in the billing.

• All Project Cost Including Change Order Cost

• Selected Change Order Cost without Project Cost - If this option is selected, the Owner CO field is enabled.

• All Change Order Cost without Project Cost

• All Project Cost without Change Order Cost - This option is not valid for owner change order lines.

Click to select the cost type category to exclude from billing. Costs posted to this cost type are excluded from T&M invoices.

• Labor

• Material

• Subcontractor

• Hauling

• Equipment

• Overhead

• Other

Displays the name of the selected cost type category to be excluded from billing.

Enter the code for the Item Category screen to exclude from billing or click to select an item category from a Lookup List.

Displays the name of the selected item category to be excluded from billing.

Enter the code for the Catalog Item screen to exclude from billing or click to select an item from a Lookup List.

Select the checkbox to copy cost type setup information from the existing project.

Select the checkbox to copy cost type budget information from the existing project.

Enter the effective date for the project cost code budgets or click to select the date from a Date Picker.

Enter the code of the Project Billing Format screen you want to copy or click to select the billing format from a Lookup List.

Enter the code of the Customer screen whose billing format you want to copy or click to select the customer from a Lookup List.

If the billing format you are copying has a billing type of AIA, Progress Billing, or Unit Billing, enter the code of the destination Project Billing Format screen or click to select the destination billing format from a Lookup List.

Enter the code of the Customer screen for the destination billing format or click to select the customer from a Lookup List.

Select the checkbox to add all applicable billing amount fields (original amount, current amount, taxable amount, nontaxable amount, original quantity, current quantity, original unit price, and current unit price) from the billing codes that are selected to be copied (shown in the Selected Cost Codes grid) to the billing code billing amounts in the destination project.

Defaults to the current date. If needed, enter the start date for the checklists being copied or click to select the date from a Date Picker. All checklists copied will have this start date. ProContractor determines the due date for the copied checklist based on the number days between the start date and due date of the existing checklist.

Select the checkbox to copy contacts from the existing checklist.

Select the checkbox to copy distributions from the existing checklist.

Select the checkbox to copy binder items from the existing checklist.