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Project Status

Form ID: (PM301500)

The form appears in the Modern UI only if the 360 Dashboards feature is enabled on the Enable/Disable Features (CS100000) form.

On this form, you can track the project’s KPIs, budgets, documents, financials, and activities. You can also drill down to relevant forms, open reports, documents, and contact details—and create records.

In This Topic [Hide/Show]

Back to TopForm Toolbar

The form toolbar and More menu include the buttons and commands described below.

Command Description
AP Aged Period-Sensitive by Project Opens the AP Aged Period-Sensitive by Project (AP630600) report.
AP Aging by Project Opens the AP Aging by Project (AP631200) report in the Detailed format.
AP Documents by Project Opens the AP Documents by Project (AP634100) report in the Open Documents format.
AR Aged Period-Sensitive by Project Opens the AR Aged Period-Sensitive by Project (AR630600) report.
AR Aging by Project Opens the AR Aging by Project (AR631200) report in the Detailed format.
AR Documents by Project Opens the AR Documents by Project (AR634100) report in the Open Documents format.
Construction Bonding Opens the Construction Bonding Report (PM650500) report.
Cost Projection by Date Opens the most recent date-sensitive cost projection on the Cost Projection by Date (PM305500) form. If no date-sensitive cost projections exist, it opens a new record on that form.
Edit Budget Opens the Projects (PM30100) form with the current project selected.
Employee Hours Opens the Employee Hours (PM622000) report.
Project Cash Flow Opens the Project Cash Flow (PM651010) generic inquiry form with the current project selected.
This command appears if the Extended Financial Data Collection feature is enabled on the Enable/Disable Features (CS100000) form.
Project Committed Cost Summary Opens the Project Committed Cost Summary (PM658200) generic inquiry form with the current project selected.
This command appears if the Extended Financial Data Collection feature is enabled on the Enable/Disable Features (CS100000) form.
Project Financial Vision Opens the Project Financial Vision (PM405000) form.
Project Transaction Details Opens the Project Transaction Details (PM401000) form.
Project WIP Adjustment Opens the most recent project WIP adjustment on the Project WIP Adjustment (PM305600) form. If no project WIP adjustments exist, it opens a new record on that form.
Project WIP Detail Opens the Project WIP Detail (PM652500) report.
Project Variance Opens the Project Variance (PM651020) generic inquiry form with the current project selected.
This command appears if the Extended Financial Data Collection feature is enabled on the Enable/Disable Features (CS100000) form.
Subcontract Audit Opens the Subcontract Audit (SC644000) report.
Project Audit Opens the Project Audit (PM406000) inquiry form with the current project selected.
Substantiated Billing Opens the Substantiated Billing (PM650000) report.
Substantiated Billing: Consolidated Opens the Substantiated Billing: Consolidated (PM650050) report.

Back to TopSummary Area

This area contains the basic settings of the project.

Element Description
Project ID The identifier of the project. You select a project to view its information on the current form.
Customer The customer to be billed for the project. This box is empty for an internal project.
Project Address The address of the project site.
Project Manager The name of the employee who is responsible for managing the project and is authorized to approve the project tasks and tasks’ activities.
The box has the adjacent Create Email button, which you can click to create and send an email to the project manager on the Email Activity (CR306015) form.
Project Manager Assistant The name of the employee who’s responsible for assisting the project manager.
The box has the adjacent Create Email button, which you can click to create and send an email to the project manager assistant on the Email Activity (CR306015) form.
Project Currency The currency that has been specified for the project.
This box appears on the form only if the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form.
Start Date The date when the project has started.
End Date The date when the project is expected to end.
Status The status of the project, which can be one of the following:
  • In Planning: The project is a draft and is not available for selection on data entry forms, except for the current form and forms where employee activities and project commitments can be entered. The system assigns this status to a project if it is new or has been rejected during approval.
  • Pending Approval: The project needs to be approved by the responsible approvers, who are assigned according to the project approval map.
    • This status is available if an approval map has been specified in the Project Approval Map box on the Approval tab of the Projects Preferences (PM101000) form.
  • Active: The project can be associated with documents and activities on data entry forms in the functional areas in which the project is visible. The system assigns the status as follows:
    • If the project does not require approval, the system assigns this status to the project when you click Activate on the form toolbar of the Projects (PM30100) form.
    • If the project requires approval, the system assigns the Active status to the project after all the assigned approvers have approved the project.
  • Completed: The project has been completed. The system assigns this status to the project when all the project tasks have been completed and you click Complete on the form toolbar of the Projects (PM30100) form. You can activate a completed project again on that form.
  • Suspended: All activities on the project have been suspended. The system assigns this status to the project when you click Suspend on the More menu of the Projects (PM30100) form. (It can be reactivated on that form.) A suspended project is not available for selection on data entry forms, except for the current form and forms where employee activities and project commitments can be entered.
  • Canceled: The project was stopped before its completion due to a decision that it will no longer take place. The system assigns this status to the project when you click Cancel on the form toolbar of the Projects (PM30100) form. You can reactivate a canceled project, if needed.
  • Rejected: The project has been rejected by at least one assigned approver. To modify the project after it has been rejected, you need to click Hold on the form toolbar of the Projects (PM30100) form to assign the In Planning status to it; then you can modify it and resubmit it for approval by clicking Activate.
    • This status is available if an approval map has been specified in the Project Approval Map box on the Approval tab of the Projects Preferences (PM101000) form.
  • Closed: The project is completed (or canceled) and you don’t expect further activity related to it. The system assigns this status to the project when you click Close on the form toolbar of the Projects (PM30100) form.

Back to TopNavigation Pane

This pane contains nodes you can click to view information related to this project in the main pane of the form. It also has nodes that group the other nodes.

Node Description
Summary A node you click to open the Summary dashboard, which provides a wide variety of information about the project.
Financials A node with the following nested nodes, which you can click to open the corresponding pages:
  • Project Tasks: Opens the Project Tasks page, which displays this project’s tasks
  • Project Budget: Opens the Project Budget page, where you can view the project’s revenue budget and cost budget
  • Change Orders: Opens the Change Orders page, which has lists of the project’s change orders and change requests
  • Cost Projections: Opens the Cost Projections page, where you can view the most recent date-sensitive cost projection
  • Pro Forma Invoices: Opens the Pro Forma Invoices page so that you can view the project’s pro forma invoices
Subcontracts and Purchases A node with the following nested nodes, which you can click to open the corresponding pages:
  • Subcontracts: Opens the Subcontracts page, which displays this project’s subcontracts
  • Purchase Orders: Opens the Purchase Orders page, where you can view the project’s purchase orders
  • Project Inventory: Opens the Project Inventory page and view the items used for the project
Project Management A node with the following nested nodes, which you can click to open the corresponding pages:
  • Daily Field Reports: Opens the Daily Field Reports page, which displays this project’s daily field reports
  • Requests for Information: Opens the Requests for Information page, where you can view the requests for information (RFIs) related to the selected project
  • Project Issues: Opens the Project Issues page, where you can view the project issues of this project
  • Drawing Logs: Opens the Drawing Logs page, where you can view the project’s drawing logs
  • Photo Logs: Opens the Photo Logs page, where you can view the photo logs for the project
  • Submittals: Opens the Submittals page, where you can view the project’s submittals
  • Compliance: Opens the Compliance page, where you can view the list of compliance documents for the project
 The Project Management node appears in the pane only if the Construction Project Management feature is enabled on the Enable/Disable Features (CS100000) form.
Production A node with the Production Orders nested node. You can click the node to view the Production Orders page, which lists the production orders related to the selected project.
The Production node appears in the pane only if the Manufacturing feature group is enabled on the Enable/Disable Features (CS100000) form.

Back to TopSummary Dashboard

By using this dashboard, you can track the project’s performance.

The upper part of the dashboard shows general, revenue, and cost metrics. Each scorecard displays a key metric; you can click the scorecard to view the full data on the needed form.

The following tables provide information about these metrics and the forms or reports that open when you can click the scorecards.

General Metrics: First Row of Scorecards

Scorecard Caption Description
Project Completion The completion percentage of the cost projection for the current business date.
Click the scorecard to open the project’s most recent cost projection on the Cost Projection by Date (PM305500) form. If no cost projections have been created for the project, the system opens the Cost Projections by Date Report (PMGI3055) form.
Gross Profit at Completion The rounded projected margin amount.
Click the scorecard to open the most recent cost projection for this project on the Cost Projection by Date (PM305500) form. If no cost projections have been created for the project, the system opens the Cost Projections by Date Report (PMGI3055) form.
Gross Profit to Date The rounded amount of the profit to date.
You can click the scorecard to open the Project Profitability (PM658100) generic inquiry form for the current business date if the Extended Financial Data Collection feature is enabled on the Enable/Disable Features (CS100000) form.
Margin to Date The margin to date percentage.
You can click the scorecard to open the Project Profitability (PM658100) generic inquiry form for the current business date if the Extended Financial Data Collection feature is enabled on the Enable/Disable Features (CS100000) form.
Projected Margin The projected margin percentage.
Click the scorecard to open the project’s most recent cost projection on the Cost Projection by Date (PM305500) form. If no cost projections have been created for the project, the system opens the Cost Projections by Date Report (PMGI3055) form.

Revenue Metrics: Second Row of Scorecards

Scorecard Caption Description
Budgeted Revenue The rounded revised contract amount for the current business date.
You can click the scorecard to open the Project Profitability (PM658100) generic inquiry form for the current business date if the Extended Financial Data Collection feature is enabled on the Enable/Disable Features (CS100000) form.
Actual Revenue to Date The rounded billed amount to date.
You can click the scorecard to open the Project Profitability (PM658100) generic inquiry form for the current business date if the Extended Financial Data Collection feature is enabled on the Enable/Disable Features (CS100000) form.
Contract Billed The percentage of the contract amount that is billed, which is calculated as Billed Amount to Date / Revised Contract.
You can click the scorecard to open the Project Profitability (PM658100) generic inquiry form for the current business date if the Extended Financial Data Collection feature is enabled on the Enable/Disable Features (CS100000) form.
Overbilling or Underbilling The rounded overbilling or underbilling amount for the current business date.
Click the scorecard to open the project’s most recent cost projection on the Cost Projection by Date (PM305500) form. If no cost projections have been created, the system opens the Cost Projections by Date Report (PMGI3055) form.
Revenue Budget Backlog The rounded revenue budget backlog amount.
Click the scorecard to open the Cost Projections by Date Report (PMGI3055) form for the current business date. If no cost projections have been created, the system opens the Cost Projections by Date Report (PMGI3055) form.

Cost Metrics: Third Row of Scorecards

Scorecard Caption Description
Budgeted Cost The rounded revised budgeted cost amount for the current business date.
Click the scorecard to open the project’s most recent cost projection on the Cost Projection by Date (PM305500) form. If no cost projections have been created, the system opens the Cost Projections by Date Report (PMGI3055) form.
Actual Cost to Date The rounded actual cost to date amount for the current business date.
Click the scorecard to open the project’s most recent cost projection on the Cost Projection by Date (PM305500) form. If no cost projections have been created, the system opens the Cost Projections by Date Report (PMGI3055) form.
Open Commitments The rounded open commitment amount for the current business date.
Click the scorecard to open the project’s most recent cost projection on the Cost Projection by Date (PM305500) form. If no cost projections have been created, the system opens the Cost Projections by Date Report (PMGI3055) form.
Cost Budget Backlog The rounded cost budget backlog amount for the current business date.
Click the scorecard to open the project’s most recent cost projection on the Cost Projection by Date (PM305500) form. If no cost projections have been created, the system opens the Cost Projections by Date Report (PMGI3055) form.
Remaining Budget The percentage of the remaining budget, which is calculated as (Revised Budgeted Cost - Actual Cost to Date) / Revised Budgeted Cost.
Click the scorecard to open the project’s most recent cost projection on the Cost Projection by Date (PM305500) form. If no cost projections have been created, the system opens the Cost Projections by Date Report (PMGI3055) form.

Documents to Track

The following table provides information about the recent invoices related to this project, as well as the documents related to the project that are awaiting approval.

Widget Description
Documents to Approve A table showing the latest five documents that are related to this project and waiting for approval.
Click the widget title to open the Approvals (EP503010) form with the full list of documents that are related to this project and waiting for approval.
The table is shown only if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form.
Recent Invoices A table with the five most recent invoices created for the project.
Click the widget title to open the full list of invoices.

Operational Performance Metrics

The following table provides information about the metrics on the Summary dashboard, which show operational performance and forms or reports that open when you can click the widget caption or scorecard.

Widget Caption Description
Unpaid AP Bills A scorecard showing the number of unpaidAP bills. Click it to open the list of the open AP bills on the Unpaid AP Bills (AP3011DB) form.
Potential Change Orders A scorecard showing the number of potential change orders. Click it to open the change orders with the On Hold, Open, or Pending Approval status in the Change Orders (PM3080PL) list of records.
This widget appears on the form only if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form.
Open Project Issues A scorecard showing the number of open project issues. Click it to open the project issues with the Open status in the Project Issues (PJ3020PL) list of records.
Open RFIs A scorecard showing the number of open requests for information. Click it to open the RFIs with all statuses except Closed in the Requests for Information (PJ3010PL) list of records.

Budget vs. Actual Chart

Widget Description
Budget vs. Actual A chart showing cost performance by timeline for the project.
The x axis is a projection date from each cost projection created for the selected project.
The y axis shows the following amounts:
  • Line 1 shows the total revised amount of the cost budget lines of the selected project from all the related cost projections.
  • Line 2 shows the total amount of released cost transactions of the selected project from all the related cost projections.
You can click the widget title to open the most recent cost projection (based on the current business date) on the Cost Projection by Date (PM305500) form.

Back to TopProject Tasks Page

On this page, you can view project tasks of this project. You can also create new ones if the project is assigned the In Planning, Pending Approval, Active, or Suspended status.

You can click the page title to open the Project Tasks (PM3020PL) list of records in a new browser tab. Here you can continue viewing the tasks of this project or view all project tasks in the system.

Table Toolbar

The table toolbar includes the buttons described below.

Button Description
Create Project Task Opens the Project Tasks (PM302000) form so that you can create a new task for the current project.
This button is unavailable if the project has the Completed, Canceled, or Closed status.

Table Columns

Column Description
Task ID The identifier of the project task.
Type The type of the project task, which reflects where it’s visible on the Projects (PM301000) form. It can be one of the following:
  • Cost Task: The task is visible on the Cost Budget tab only.
  • Revenue Task: The task is visible on the Revenue Budget tab only.
  • Cost and Revenue Task (default): The task is visible on both the Cost Budget tab and the Revenue Budget tab.
Description The description of the project task.
Rate Table Code The rate table code to be used in the allocation rules, if applicable.
Allocation Rule The rule that Acumatica ERP uses to run allocations for the project task.
Billing Rule The billing rule that Acumatica ERP uses to run billing for the project task.
Status The status of the project task, which can be one of the following:
  • In Planning: The project task is a draft; this status is automatically assigned to a new task. A project task with this status is available for selection only in employee activities and project commitments.
  • Active: The project task is active and available for selection on data entry forms. An active task can be assigned the In Planning status.
  • Completed: The project task is completed. A completed task can be activated again if the corresponding project is not completed.
  • Canceled: Progress on the project task was started but then stopped before task completion and there is no intention to continue work on the task. A canceled project task can be activated again if the corresponding project is not completed.
Completed (%) The percentage of the work on the task that has been completed. This value can be changed manually on the Projects (PM301000) form if Manual is selected for the project task in the Completion Method box.
If the task has the Manual completion method, the value is automatically set to 100 once the task is completed.
Start Date The date when the project task was actually started.
End Date The date when the project task actually ended.
Approver The employee who is authorized to approve the time activities related to the project task.
This column is shown if the Time Management feature is enabled on the Enable/Disable Features (CS100000) form.
Default Cost Code The cost code that is associated with the project task.
Billing Option The way the project task becomes eligible for billing, which can be one of the following:
  • By Billing Period (default): The task is available for billing on demand if the project is assigned the On Demand billing period, and is available for billing at the end of the specified billing period if the project is assigned other billing periods.
  • On Task Completion: The task can be billed only when it is completed.
  • On Project Completion: The task is available for billing when the project is completed.
Progress Billing Basis An option indicating the value that the system uses as the basis for progress billing of the project task, which can be one of the following:
  • Amount: The system bills the revenue budget lines with this project task based on the amount in these lines.
  • Quantity: The system bills the revenue budget lines with this project task based on the quantity in these lines.
Tax Category The tax category (if applicable) of the project task.
The system uses this tax category as the default tax category for revenue budget lines with this task specified but with no item or with the empty item code selected.
Default A check box that indicates (if selected) that the project task is the default task of the project. On the data entry forms that support the selection of a project, if this project is selected, the default project task will automatically be inserted.
Earnings Account The expense account to be used to record the earnings associated with the project task.
Earnings Subaccount The corresponding subaccount to be used with the earning account.
The column is shown if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
Benefit Expense Account The expense account to be used to record the benefit expense associated with the project task.
Benefit Expense Subaccount The corresponding subaccount to be used with the benefit expense account.
The column is displayed if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
Tax Expense Account The expense account to be used to record the tax expenses associated with the project task.
Tax Expense Subaccount The corresponding subaccount to be used with the tax expense account.
The column is displayed if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.

Back to TopProject Budget Page

On this page, you can track the project’s cost budget and revenue budget.

Revenue Budget Table Toolbar

The table toolbar includes the buttons described below.

Button Description
View Transactions Opens the Project Transactions (PM304000) form, which shows the list of project transactions that correspond to the selected revenue budget line.

Revenue Budget Table Columns

This table lists all the project revenues that can be created manually or generated by the project transactions—that is, that can be generated for the corresponding project, project task, inventory item or cost code, and income account mapped to the account group.

Column Description
Project Task The project task that is associated with the revenue budget line.
Account Group The income account group of the revenue budget line.
Description The description of the revenue budget line.
Original Budgeted Quantity The budgeted quantity of the revenue budget line.
UOM The unit of measure (UOM) of the revenue budget line.
Unit Rate The price of the specified unit of the revenue budget line.
Original Budgeted Amount The budgeted amount of the revenue budget line. For the Original Budgeted Quantity, UOM, and Unit Rate specified for the line, the amount is calculated as the Original Budgeted Quantity multiplied by the Unit Rate.
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default. The project currency is specified in the Project Currency box in the Summary area of the current form.
Potential CO Quantity The total quantity of the estimation lines of change requests that have the Open status plus the total quantity of the revenue budget lines of change orders that have the On Hold, Open, or Pending Approval status and are associated with the same project, project task, account group, and cost code or inventory item.
If the change order has been rejected, the quantity of this change order (which has been previously added while this order was assigned the On Hold status) is subtracted from the Potential CO Quantity.
Potential CO Amount The total amount of the estimation lines of change requests that have the Open status plus the total amount of the revenue budget lines of change orders that have the On Hold, Open, or Pending Approval status and that are associated with the same project, project task, account group, and cost code or inventory item.
If the change order has been rejected, the amount of this change order (which has been previously added while this order was assigned the On Hold status) is subtracted from the Potential CO Amount.
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default. The project currency is specified in the Project Currency box in the Summary area of the current form.
This column appears on the form if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form and the Change Order Workflow check box is selected for the project on the Summary tab of the Projects (PM301000) form.
Revised Budgeted Quantity The revised budgeted quantity if the original budget quantity has been revised for the project after the initial budgeting. By default, this quantity is equal to the Original Budgeted Quantity value specified for the line.
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default. The project currency is specified in the Project Currency box in the Summary area of the current form.
Revised Budgeted Amount The revised budgeted amount if the original budget amount has been revised for the project after the initial budgeting. By default, this amount is equal to the Original Budgeted Amount value specified for the line.
Budgeted CO Quantity The total quantity of the lines of released change orders that are associated with the same project, project task, account group, and cost code or inventory item.
This column appears on the form if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form and the Change Order Workflow check box is selected for the project on the Summary tab of the Projects (PM301000) form.
Budgeted CO Amount The total amount of the lines of released change orders that are associated with the same project, project task, account group, and cost code or inventory item.
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default. The project currency is specified in the Project Currency box in the Summary area of the current form.
This column appears on the form if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form and the Change Order Workflow check box is selected for the project on the Summary tab of the Projects (PM301000) form.
Draft Invoice Quantity The total quantity of unreleased project invoices that correspond to the revenue budget line.
If the Create Pro Forma Invoice on Billing check box is selected for the project on the Projects (PM301000) form, this quantity includes the following quantities:
  • The total quantity in the lines of pro forma invoices with the same project budget key for which the corresponding accounts receivable invoices have not been released yet
  • The total quantity of accounts receivable document lines related to the project that have no related pro forma invoices—for example, lines of credit memos that originate from reversed accounts receivable invoices
If the Create Pro Forma Invoice on Billing check box is cleared for the project on the Projects (PM301000) form, the column shows the total quantity of unreleased accounts receivable invoices, credit memos, and debit memos.
The system calculates the quantity in the unit of measure specified in this budget line. The system recalculates the quantity if the following conditions are met:
  • Another UOM is specified in the pro forma invoice line or accounts receivable document line.
  • The system can convert the UOM of the document line to the UOM of the budget line.
Draft Invoice Amount The total amount of unreleased project invoices that correspond to the revenue budget line. The Draft Invoice Amount can take rational values, including negative ones.
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default. The project currency is specified in the Project Currency box in the Summary area of the current form.
If the Create Pro Forma Invoice on Billing check box is selected for the project, this amount includes the following amounts:
  • The total amount of the lines of pro forma invoices with the same project budget key for which the corresponding accounts receivable invoices have not been released yet
  • The total amount of accounts receivable documents related to the project that have no related pro forma invoices—for example, credit memos that originate from reversed accounts receivable invoices
If the Create Pro Forma Invoice on Billing check box is cleared for the project, the column shows the total amount of unreleased accounts receivable invoices, credit memos, and debit memos.
Actual Quantity The total quantity of the lines of the released accounts receivable invoices that correspond to the revenue budget line.
When the system creates a new budget line based on a source document line, if the source line has an inventory item specified, the system fills in the quantity of the budget line with the quantity of the source line. Otherwise, if the source line has no inventory item specified or has the empty item code specified, the system does not fill in the quantity of the budget line.
The quantity is updated only if the UOM is specified in the budget line and if the system can convert the UOM of the document line to the UOM of the budget line. For more information about how the system selects the unit conversion rules, see Project Transactions: Update of the Project Budget Structure.
Actual Amount The total amount of the lines of the released accounts receivable invoices that correspond to the revenue budget line.
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default. The project currency is specified in the Project Currency box in the Summary area of the current form.
Hist. Actual Amount in Base Currency The total amount of the lines of the released accounts receivable invoices that correspond to the revenue budget line. The amount is shown in the base currency only.
Variance Amount The variance amount for the revenue budget line, which the system calculates by using the following formula.
Revised Budgeted Amount - Actual Amount
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default. The project currency is specified in the Project Currency box in the Summary area of the current form.
Completed (%) The percentage of the work that has been completed on the revenue budget line.
If the line is billed based on amount and the Pending Invoice Amount is manually changed or is changed by means of a released change order, the Completed (%) is recalculated as follows.
(Draft Invoice Amount + Actual Amount + Inclusive Tax Amount + Pending Invoice Amount) / Revised Budgeted Amount * 100%
If the line is billed based on quantity and the Pending Invoice Quantity is manually changed on the Projects (PM301000) form or is changed by means of a released change order, the Completed (%) is recalculated as follows.
(Draft Invoice Quantity + Actual Quantity + Pending Invoice Quantity) / Revised Budgeted Quantity * 100%
The system does not update the Completed (%) on release of a pro forma invoice or an accounts receivable invoice.
Pending Invoice Quantity The quantity for which the customer will be billed during the next billing. If the line is billed based on amount, the system sets the value in this column to 0. If the line is billed based on quantity, you enter the number of units to be billed in this column on the Projects (PM301000) form.
Project-related invoices, debit memos, and credit memos that have been created manually on the Invoices and Memos (AR301000) form are not included in pending invoice quantities and amounts.
Pending Invoice Amount The amount for which the customer will be billed during the next billing.
If the line is billed based on amount, you specify this value manually on the Projects (PM301000) form. This amount can take rational values, including negative ones. If the line is billed based on quantity, the system calculates the value in this column as the pending invoice quantity multiplied by the unit rate specified in the line.
If the Completed (%) value is manually changed, the column values are recalculated by the following formula.
Revised Budgeted Amount * Completed (%) / 100 - (Actual Amount + Inclusive Tax Amount + Draft Invoice Amount)
Project-related invoices, debit memos, and credit memos that have been created manually on the Invoices and Memos (AR301000) form are not included in pending invoice quantities and amounts.

If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default. The project currency is specified in the Project Currency box in the Summary area of the current form.
Performance (%) The task performance measure, which the system calculates as follows:
  • If the line is billed based on amount, this is the ratio (expressed as a percentage) of the actual amount to the revised budgeted amount, which the system calculates by using the following formula.
    (Actual Amount + Inclusive Tax Amount) / Revised Budgeted Amount * 100%
  • If the line is billed based on quantity, this is the ratio (expressed as a percentage) of the actual quantity to the revised budgeted quantity, which the system calculates by using the following formula. 
    Actual Quantity / Revised Budgeted Quantity * 100%
Retainage (%) The percent of the invoice line amount to be retained by the customer. By default, it is populated with the value of the Retainage (%) box in the Retainage section on the Summary tab of the Projects (PM301000) form. The value can be overridden.
The column appears in the table if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form and the Standard or Contract Item Cap retainage mode is selected in the Retainage Mode box of the Projects (PM301000) form.
Tax Category The tax category for the revenue budget line.
If the revenue budget line is copied from a project template defined on the Project Templates (PM208000) form, by default, the system inserts the tax category defined in the template. If no tax category is defined at the template level, the system specifies the default tax category in the line as follows:
  • If an inventory item specified in the revenue budget line is a part of the project budget key, the system inserts the tax category of this stock or non-stock item.
  • If the inventory item is not a part of the project budget key, the system inserts the tax category of the project task specified in this line (or leaves it empty, if the tax category is empty in the project task).
If you change the item or project task for the revenue budget line on the Projects (PM301000) form, the system updates the tax category by using the logic described above.
Draft Retained Amount The total of the retainage amounts for the lines of all pro forma invoices related to the revenue budget line that are on hold or open, plus the total of the unreleased retainage for the lines of the unreleased AR invoices.
The system does not track the retainage amounts being held or released for AR invoices that have the Pay by Line check box cleared in the Summary area of the Invoices and Memos (AR301000) form. To update the Draft Retained Amount and Retained Amount, you need to run project balance recalculation by clicking Recalculate Project Balance on the More menu of the Projects (PM301000) form.
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default. The project currency is specified in the Project Currency box in the Summary area of the current form.
The column appears in the table if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.
Retained Amount The total of the retainage amounts for the lines of all released invoices related to the revenue budget line.
The system does not track retainage amounts being held or released for AR invoices that have the Pay by Line check box cleared in the Summary area of the Invoices and Memos (AR301000) form. To update the Draft Retained Amount and Retained Amount, you need to run project balance recalculation by clicking Recalculate Project Balance on the More menu of the Projects (PM301000) form.
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default. The project currency is specified in the Project Currency box in the Summary area of the current form.
Depending on whether the Pay by Line check box is selected in the Summary area of the Invoices and Memos (AR301000) form for the accounts receivable invoices related to the revenue budget line, the retained amount is calculated as follows:
  • If the check box is selected, the retained amount is calculated as the sum of the Unreleased Retainage amount of the related AR invoice lines. The retained amount is automatically decreased when retainage is released—that is, when the Unreleased Retainage amount is decreased. Negative retainage amounts and retainage in credit memos are not considered in the calculation.
  • If the check box is cleared, the retained amount is calculated as the sum of the Retainage Amount of the related AR invoice lines. The retained amount is not decreased because these AR invoices have no unreleased retainage balances.
The column appears in the table if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.
Total Retained Amount The total retainage amount of all the lines of pro forma invoices (with any status) related to the revenue budget line.
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default. The project currency is specified in the Project Currency box in the Summary area of the current form.
The column appears in the table if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.
Progress Billing Basis An option indicating the value that the system uses as the basis for progress billing of this revenue budget line, which is one of the following:
  • Amount: The system bills this revenue budget line based on the value in the Pending Invoice Amount column.
  • Quantity: The system bills this revenue budget line based on the value in the Pending Invoice Quantity column. The system calculates the value in the Pending Invoice Amount column as the pending invoice quantity multiplied by the unit rate specified in the line.

Cost Budget Table Toolbar

The table toolbar includes the buttons described below.

Button Description
View Commitments Opens the Commitments (PM306000) form, which shows the list of commitments that correspond to the selected cost budget line.
This button is available if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences (PM101000) form.
View Transactions Opens the Project Transactions (PM304000) form, which shows the list of project transactions that correspond to the selected cost budget line.

Cost Budget Table Columns

This table lists all the project costs that can be created manually or generated by the project transactions and commitments—that is, that can be generated for the corresponding project, project task, inventory item or cost code, and expense account mapped to the account group.

Column Description
Project Task The project task that is associated with the cost budget line.
Inventory ID The stock or non-stock inventory item that is associated with the cost budget line, or the empty item code that is specified on the Projects Preferences (PM101000) form.The column is shown if Task and Item or Task, Item, and Cost Code is selected as the Cost Budget Level on the Summary tab of the Projects (PM301000) form for the project.If Task or Task and Cost Code is selected as the Cost Budget Level on the Summary tab of the Projects (PM301000) form for the project, the column is hidden by default but can be shown if needed.
Cost Code The cost code that is associated with the cost budget line.
The column is shown if the Cost Code feature is enabled on the Enable/Disable Features (CS100000) form and Task and Cost Code or Task, Item, and Cost Code is selected as the Cost Budget Level on the Summary tab of the Projects (PM301000) form for the project.
If Task or Task and Item is selected as the Cost Budget Level on the Summary tab of the Projects (PM301000) form for the project, the column is hidden by default but can be shown if needed.
Account Group The account group to which the corresponding expense account is mapped.
Description The description of the cost budget line.
Original Budgeted Quantity The original budgeted quantity of the task and, optionally, the inventory item or cost code.
UOM The unit of measure of the cost budget line.
Unit Rate The cost of the specified unit of the cost budget line.
Original Budgeted Amount The original budgeted amount of the task and, optionally, the inventory item or cost code. For the Original Budgeted Quantity, UOM, and Unit Rate specified for the line, the amount is calculated as Original Budgeted Quantity multiplied by the Unit Rate.
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default. The project currency is specified in the Project Currency box in the Summary area of the current form.
Potential CO Quantity The total quantity of the estimation lines of change requests that have the Open status plus the total quantity of the cost budget lines of change orders that have the On Hold, Open, or Pending Approval status and are associated with the same project, project task, account group, and cost code or inventory item.
If the change order has been rejected, the quantity of this change order will be subtracted from the Potential CO Quantity.
This column appears on the form if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form and the Change Order Workflow check box is selected for the project on the Summary tab of the Projects (PM301000) form for the project.
Potential CO Amount The total amount of the estimation lines of change requests that have the Open status plus the total amount of the cost budget lines of change orders that have the On Hold, Open, or Pending Approval status and are associated with the same project, project task, account group, and cost code or inventory item.
If the change order is rejected, the amount of this change order will be subtracted from the Potential CO Amount.
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default. The project currency is specified in the Project Currency box in the Summary area of the current form.
This column appears on the form if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form and the Change Order Workflow check box is selected for the project on the Summary tab of the Projects (PM301000) form for the project.
Budgeted CO Quantity The total quantity of the lines of released change orders that are associated with the same project, project task, account group, and cost code or inventory item.
This column appears on the form if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form and the Change Order Workflow check box is selected for the project on the Summary tab of the Projects (PM301000) form for the project.
Budgeted CO Amount The total amount of the lines of released change orders that are associated with the same project, project task, account group, and cost code or inventory item.
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default. The project currency is specified in the Project Currency box in the Summary area of the current form.
This column appears on the form if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form and the Change Order Workflow check box is selected for the project on the Summary tab of the Projects (PM301000) form for the project.
Revised Budgeted Quantity The revised budgeted quantity if the original budget quantity has been revised for the project after the initial budgeting.
If the Change Orders feature is not enabled on the Enable/Disable Features (CS100000) form or if the Change Order Workflow check box is cleared for the project on the Summary tab of the Projects (PM301000) form, you can change the quantity manually on that form.
If the Change Order Workflow check box is selected, the quantity is calculated as the sum of the Original Budgeted Quantity and the Budgeted CO Quantity.
Revised Budgeted Amount The revised budgeted amount if the original budget amount has been revised for the project after the initial budgeting.
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default. The project currency is specified in the Project Currency box in the Summary area of the current form.
If the Change Orders feature is not enabled on the Enable/Disable Features (CS100000) form or if the Change Order Workflow check box is cleared for the project on the Summary tab of the Projects (PM301000) form, you can change the amount manually on that form.
If the Change Order Workflow check box is selected, the amount is calculated as the sum of the Original Budgeted Amount and the Budgeted CO Amount.
Original Committed Quantity The total original quantity of the commitments that are associated with the project, project task, account group, and cost code or inventory item.
This column appears on the form only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences (PM101000) form.
The quantity is updated only if the UOM is specified in the budget line and if the system can convert the UOM of the document line to the UOM of the budget line. For more information about how the system selects the unit conversion rules, see Project Transactions: Update of the Project Budget Structure.
Original Committed Amount The total original amount of the commitments that are associated with the project, project task, account group, and cost code or inventory item.
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default. The project currency is specified in the Project Currency box in the Summary area of the current form.
This column appears on the form only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences (PM101000) form.
Committed CO Quantity The total quantity of the commitment lines of released change orders that are associated with the same project, project task, account group, and cost code or inventory item. The quantity is the difference between the Revised Committed Quantity and the Original Committed Quantity.
This column appears on the form if the Internal Cost Commitment Tracking check box is selected on the General tab of the Projects Preferences (PM101000) form, and the Change Order Workflow check box is selected for the project on the Summary tab of the Projects (PM301000) form.
Committed CO Amount The total amount of the commitment lines of released change orders that are associated with the same project, project task, account group, and cost code or inventory item. The amount is the difference between the Revised Committed Amount and the Original Committed Amount.
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default. The project currency is specified in the Project Currency box in the Summary area of the current form.
This column is read-only and appears on the form if the Internal Cost Commitment Tracking check box is selected on the General tab of the Projects Preferences (PM101000) form and the Change Order Workflow check box is selected for the project on the Summary tab of the Projects (PM301000) form.
Revised Committed Quantity The total revised quantity of the commitments that are associated with the project, project task, account group, and cost code or inventory item.
This column appears on the form only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences (PM101000) form.
Revised Committed Amount The total revised amount of the commitments that are associated with the project, project task, account group, and cost code or inventory item.
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default. The project currency is specified in the Project Currency box in the Summary area of the current form.
This column appears on the form only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences (PM101000) form.
Committed Received Quantity The total received quantity of the commitments that are associated with the project, project task, and account group.
This column appears on the form only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences (PM101000) form.
Committed Invoiced Quantity The total billed quantity of the commitments that are associated with the project, project task, and account group.
This column appears on the form only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences (PM101000) form.
Committed Invoiced Amount The total billed amount of the commitments that are associated with the project, project task, and account group.
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default. The project currency is specified in the Project Currency box in the Summary area of the current form.
This column appears on the form only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences (PM101000) form.
Committed Open Quantity The total open quantity of the commitments that are associated with the project, project task, and account group.
This column appears on the form only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences (PM101000) form.
Committed Open Amount The total open amount of the commitments that are associated with the project, project task, and account group.
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default. The project currency is specified in the Project Currency box in the Summary area of the current form.
This column appears on the form only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences (PM101000) form.
Actual Quantity The total quantity of the released project transactions that correspond to the cost budget line.
When the system creates a new budget line based on a source document line, if the source line has an inventory item specified, the system fills in the quantity of the budget line with the quantity of the source line. Otherwise, if the source line has no inventory item specified or has the empty item code specified, the system does not fill in the quantity of the budget line.
Actual Amount The total amount of the released project transactions that correspond to the cost budget line.
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default. The project currency is specified in the Project Currency box in the Summary area of the current form.
Hist. Actual Amount in Base Currency The total amount of the released project transactions that correspond to the cost budget line. The amount is shown in the base currency only.
Actual + Open Committed Amount The sum of actual and open commitment values, which the system calculates by using the following formula.
Actual + Open Committed Amount = Actual Amount + Committed Open Amount + Inclusive Tax Amount
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default. The project currency is specified in the Project Currency box in the Summary area of the current form.
Variance Amount The variance amount, which the system calculates by using the following formula.
Revised Budgeted Amount - (Actual Amount + Committed Open Amount + Inclusive Tax Amount)
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default. The project currency is specified in the Project Currency box in the Summary area of the current form.
Performance (%) The performance measure, which the system estimates for the cost budget line by using the following formula.
(Actual Amount + Inclusive Tax Amount) / Revised Budgeted Amount * 100%
Auto Completed (%) A check box that indicates (if selected) that the Completed (%) of the corresponding task is calculated automatically, based on the completion method of the task, which is specified on the Project Tasks (PM302000) form.
For the project task with the Budgeted Quantity method of task completion, the Auto Completed (%) check box may be selected for only one cost budget line whose actual quantity reflects the project task’s overall progress.
Cost to Complete The current projected amount that is required to complete the cost budget line, as reported by the people at the work site. You fill in the value of this column manually on the Projects (PM301000) form, or it can be filled in by means of a scheduled import scenario or via a web service API call.
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default. The project currency is specified in the Project Currency box in the Summary area of the current form.
This column is shown only if the Track Production Data check box is selected on the Summary tab of the Projects (PM301000) form.
Cost at Completion The current projected total cost amount of the cost budget line, as reported by the people at the work site. This value is specified manually on the Projects (PM301000) form, or it can be filled in by means of a scheduled import scenario or via a web service API call.
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default. The project currency is specified in the Project Currency box in the Summary area of the current form.
This column is shown only if the Track Production Data check box is selected on the Summary tab of the Projects (PM301000) form.
Percentage of Completion The current approximate percentage of project completion that corresponds to the cost budget line, as reported by the people at the work site. The value is specified manually on the Projects (PM301000) form, or it can be filled in by means of a scheduled import scenario or via a web service API call.
This column is available only if the Track Production Data check box is selected on the Summary tab of the Projects (PM301000) form.
Last Cost to Complete The value of the Cost to Complete column before the most recent change was made to it. The system inserts the value from the Cost to Complete column into the Last Cost to Complete column automatically after each change to at least one of the following columns: Cost to Complete, Cost at Completion, and Percentage of Completion.
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default. The project currency is specified in the Project Currency box in the Summary area of the current form.
This column is shown only if the Track Production Data check box is selected on the Summary tab of the Projects (PM301000) form.
Last Cost at Completion The value of the Cost at Completion column before the most recent change was made to it. The system inserts the value from the Cost at Completion column into the Last Cost at Completion column automatically after each change to at least one of the following columns: Cost to Complete, Cost at Completion, and Percentage of Completion.
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default. The project currency is specified in the Project Currency box in the Summary area of the current form.
This column is shown only if the Track Production Data check box is selected on the Summary tab of the Projects (PM301000) form.
Last Percentage of Completion The value of the Percentage of Completion column before the most recent change was made to it. The system inserts the value from the Percentage of Completion column into the Last Percentage of Completion column automatically after each change to at least one of the following columns: Cost to Complete, Cost at Completion, and Percentage of Completion.
This column is shown only if the Track Production Data check box is selected on the Summary tab of the Projects (PM301000) form.
Projected Cost to Complete The remainder of the budgeted cost for the cost budget line in the last released revision of the cost projection for this line.
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default. The project currency is specified in the Project Currency box in the Summary area of the current form.
Projected Cost at Completion The projected final quantity at project completion for the cost budget line in the last released revision of the cost projection for this line.
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default. The project currency is specified in the Project Currency box in the Summary area of the current form.
Projected Quantity to Complete The remainder of the budgeted quantity for the cost budget line in the last released revision of the cost projection for this line.
Projected Quantity at Completion The projected final quantity at project completion for the cost budget line in the last released revision of the cost projection for this line.
Projected Completed (%) The projected percentage of completion for the cost budget line in the last released revision of the cost projection for this line.
Unit Price The price of the specified unit of the cost budget line.
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default. The project currency is specified in the Project Currency box in the Summary area of the current form.
If the Project Quotes feature is enabled on the Enable/Disable Features (CS100000) form and the project was created based on a project quote, in each created cost budget line, the unit price is calculated based on the values in the estimation line of project quote by the following formula.
(Ext. Price – Discount Amount) / Quantity
If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the system searches for an applicable sales price in the project currency (which is specified in the Project Currency box in the Summary area) using the rate that is effective on the start date of the project.
Revenue Task The project task specified in the corresponding revenue budget line.
For each line that is added manually or is created based on any document, this value is specified based on the type of the project task in the cost budget line as follows:
  • If the project task has the Cost and Revenue Task type, the system inserts this project task in this column automatically. You can override this value on the Projects (PM301000) form, if needed.
  • If the project task has the Cost Task type, the system leaves the column empty. You should select the corresponding revenue task of the Cost and Revenue Task type or Revenue Task type manually on the Projects (PM301000) form.
The structure of the revenue budget and the cost budget of a project can be different. While the revenue budget may have only several lines with progress billing, the cost budget may have a detailed structure of work split into phases. That is, multiple cost budget lines can be associated with the same revenue budget line.
Productivity Tracking The way the system determines if the cost budget line can be added to a progress worksheet, which can be one of the following options:
  • Template: The cost budget line is added automatically when a user clicks Load Template on the table toolbar of the Details tab of the Progress Worksheets (PM303000) form. This line can also be added manually if the user clicks Add Budget Lines on the table toolbar and selects the line in the dialog box.
  • Not Allowed: The cost budget line cannot be added to a progress worksheet.
  • On Demand: The cost budget line can be added to a progress worksheet manually on the Details tab of the Progress Worksheets (PM303000) form.

Back to TopChange Orders Page

On this page, you can track change orders and change requests related to the selected project.

You can click the table titles to open the following lists of records:

  • Change Requests (PM3085PL): Here you can continue viewing the project’s change requests or you can view all change requests in the system.
  • Change Orders (PM3080PL): In this list of records, too, you can view the project’s change orders or click All Records to view all the change orders in the system.

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

Change Requests Table Toolbar

The table toolbar includes the buttons described below.

This table appears on the page only if the Change Requests feature is enabled on the Enable/Disable Features (CS100000) form.

Button Description
Create Change Request Initiates the creation of a change request on the Change Requests (PM308500) form for the selected project.
This button appears only if the Manual Numbering check box is cleared for the change request numbering sequence on the Numbering Sequences (CS201010) form.

Change Requests Table Columns

You use this table to view the change requests related to the project and create new change requests.

Column Description
Reference Nbr. The reference number of the change request related to the current project.
Status The status of the change request.
Change Date The date on which the changes made with the change request should be recorded in the project balances.
Description The description of the change request.
Cost Total The total extended cost of the estimation lines of the change request. This cost is calculated as the sum of the values in the Ext. Cost column on the Estimation tab of the Change Requests (PM308500) form.
Line Total The total line amount of the estimation lines of the change request, which is calculated as the sum of the values in the Line Amount column on the Estimation tab of the Change Requests (PM308500) form.
Markup Total The total markup amount applied to the change request, which is calculated as the sum of the values in the Markup Amount column on the Markups tab of the Change Requests (PM308500) form.
Price Total The sum of the Line Total and Markup Total.

Change Orders Table Toolbar

The table toolbar includes the buttons described below.

Button Description
Create Change Order Initiates the creation of a change order on the Change Orders (PM308000) form for the selected project.
This button appears only if the Manual Numbering check box is cleared for the change order numbering sequence on the Numbering Sequences (CS201010) form.

Change Orders Table Columns

You use this table to view change orders related to the project and create new change orders.

Column Description
Reference Nbr. The reference number of the change order.
Class The class of the change order, which is defined on the Change Order Classes (PM203000) form.
Revenue Change Nbr. The sequence number indicating this change order’s place among change orders that affect this project’s revenue.
The system assigns this integer sequentially, starting from 1. The last assigned number for revenue-affecting change orders of the project is shown in the Last Revenue Change Nbr. box on the Summary tab of the Projects (PM301000) form.
Status The status of the change order, which can be one of the following:
  • On Hold: The change order is a draft that can be edited but cannot be released.
  • Pending Approval: The change order is pending the approval of the employee who’s been assigned to approve it.
  • Rejected: The employee who was assigned to approve the change order has rejected it.
  • Open: The change order is ready to be released.
  • Closed: The change order has been released.
Description The description of the change order.
Change Date The date on which the changes made with the change order should be recorded in the project balances.
Approval Date The date communicated to the customer as the approval date of the agreed-upon changes.
Contract Change (Days) A positive or negative number of days, which indicates a delay of the contract and is used in reports.
External Ref. Nbr. The external reference number of the change order.
Revenue Budget Change Amount The revenue amount before taxes for exclusive taxes or the revenue amount with taxes for inclusive taxes.
Revenue Budget Tax Total The tax amount calculated for the change order.
Revenue Budget Change Total The total amount of the changes of the change order to the revenue budget of the project, which is the total of the Amount column on the Revenue Budget tab of the Change Orders (PM308000) form. This amount includes taxes.
Commitment Change Total The total amount of the changes of the change order to the commitments of the project, which is the total of the Amount in Base Currency column on the Commitments tab of the Change Orders (PM308000) form.
Cost Budget Change Total The total amount of the changes of the change order to the cost budget of the project, which is the total of the Amount column on the Cost Budget tab of the Change Orders (PM308000) form.
Reverse Status A status that indicates whether a change order has been reversed (Reversed), is a reversing one (Reversing), or has no reversing operations related to it (None).
Original CO Number The reference number of the original change order whose changes have been reversed with the change order specified in this line.

Back to TopCost Projections Page

On this page, you can view the most recent date-sensitive cost projection (based on the current business date). The page shows its general settings and a table with its cost budget lines.

You can click the page title to open a new browser tab with the cost projection on the Cost Projection by Date (PM305500) form. If no cost projections have been created, the system opens the Cost Projections by Date Report (PMGI3055) form.

Summary Area

Element Description
Reference Nbr. The reference number of the cost projection.
Projection Date The date that the system uses for the calculation of the projected values in the cost projection. By default, the system inserts the current business date.
Description A brief description of the cost projection.
Revised Budget Revenue The total revised amount of the revenue budget lines of the project, which the system calculates by using the following formula.
SUM Original Budgeted Amount + SUM of Revenue Budget Change Total
In this formula, SUM of Revenue Budget Change Total is calculated for the closed revenue change orders that have a change date that is earlier than or same as the cost projection date.
Pending CO Revenue The pending amount of change orders for the revenue budget lines of a project. The system calculates this amount as the sum of the revenue change orders with the Open, On Hold, and Pending Approval status with a change date that is earlier than or same as the cost projection date.
The box appears if the Include Pending CO in Calculations check box is selected for the current cost projection.
Billed Revenue The billed revenue amount of a project, which the system calculates as the sum of the amounts of project transactions. It includes the relevant project transactions with the AR type on the Project Transactions (PM304000) form that have the date that is earlier than or same as the cost projection date.
Revenue Budget Backlog The revised budgeted amount for the revenue lines of the project, which the system calculates depending on the state of the Include Pending CO in Calculations check box as follows:
  • If the check box is cleared, the system calculates the amount by using the following formula.
    Revised Budget Revenue – Billed Revenue
  • If the check box is selected, the system calculates the amount by using the following formula.
    Revised Budget Revenue + Pending CO Revenue – Billed Revenue
Expected Current Revenue The amount of the projected revenue, which the system calculates depending on the state of the Include Pending CO in Calculations check box as follows:
  • If the check box is cleared, the system calculates the amount by using the following formula.
    Revised Budget Revenue * Total of Completed (%)
  • If the check box is selected, the system calculates the amount by using the following formula.
    (Revised Budget Revenue + Pending CO Revenue) * Total of Completed (%)
In this formula, Total of % Completed is the sum of the amounts in the Completed (%) column on the Details tab.
Overbilling or Underbilling The overbilling or underbilling amount of the project, which the system calculates by subtracting the Expected Current Revenue amount from the Billed Revenue amount.
Projected Margin The amount of the projected margin, which the system calculates depending on the state of the Include Pending CO in Calculations check box as follows:
  • If the check box is cleared, the system calculates the amount by using the following formula.
    Revised Budget Revenue + Pending CO Revenue – Total of Projected Cost at Completion
  • If the check box is selected, the system calculates the amount by using the following formula.
    Revised Budget Revenue – Total of Projected Cost at Completion
In this formula, Total of Projected Cost at Completion is the sum of the amounts in the Projected Cost at Completion column on the Details tab.
Projected Margin (%) The percentage of the projected margin, which the system calculates depending on the state of the Include Pending CO in Calculations check box as follows:
  • If the check box is cleared, the system calculates the value by using the following formula.
    Projected Margin / (Revised Budget Revenue + Pending CO Revenue)
  • If the check box is selected, the system calculates the value by using the following formula.
    Projected Margin / Revised Budget Revenue + Pending CO Revenue
If Revised Budget Revenue is 0, Projected Margin (%) is also set to 0.

Table Toolbar

The table toolbar includes the buttons described below.

Button Description
View Transactions Opens the Project Transaction Details (PM401000) form, which shows the list of project transactions that correspond to the selected cost budget line.
View Commitments Opens the Commitments (PM306000) form, which shows the list of all commitments that correspond to the selected cost budget line.
View Finance Chart
Opens the Project Financial Vision (PM405000) form.

Table Columns

Column Description
Project Task The project task identifier in the cost budget line.
This column appears if the Project Task check box is selected in the Summary area of the Cost Projection by Date (PM305500) form.
Account Group The expense account group in the cost budget line.
This column appears if the Account Group check box is selected in the Summary area of the Cost Projection by Date (PM305500) form.
Inventory ID The stock or non-stock inventory item that is associated with the cost budget line, or the empty item code that is specified on the Projects Preferences (PM101000) form.
This column appears if the Inventory ID check box is selected in the Summary area of the Cost Projection by Date (PM305500) form.
Cost Code The cost code in the cost budget line.
This column appears if the Cost Code check box is selected in the Summary area of the Cost Projection by Date (PM305500) form.
Projected Cost to Complete The line’s projected remainder of the budgeted cost, which is calculated by subtracting the line’s actual cost to date from its projected cost at completion.
Projected Cost at Completion The line’s projected final cost on project completion. The system calculates this cost depending on the state of the Include Pending CO in Calculations check box in the Summary area of the Cost Projection by Date (PM305500) form as follows:
  • If the check box is cleared, the system calculates the amount by using the following formula.
    MAX of ((Revised Budgeted Cost + Pending CO Cost) or Anticipated Cost)
  • If the check box is selected, the system calculates the amount by using the following formula.
    MAX of ((Revised Budgeted Cost) + Pending CO Cost) or Anticipated Cost)
In this formula, MAX means that the system calculates the amounts and uses the maximum one.
Completed (%) The projected percentage of completion for the cost budget line, which is calculated by using the following formula.
 Actual Cost to Date / Projected Cost at Completion
If Projected Cost at Completion is 0, Completed (%) is also set to 0.
Revised Budgeted Cost The revised budgeted amount of the cost budget line, which the system calculates depending on the state of the Change Order Workflow check box on the Summary tab of the Projects (PM301000) form as follows:
  • If the check box is cleared, the system calculates the amount as the sum of the revised budgeted amounts of the cost budget lines.
  • If the check box is selected, the system calculates the amount by using the following formula.
    SUM of Original Budgeted Amount + SUM of Cost Budget Change Total
    • In this formula, SUM of Original Budgeted Amount is the sum of the revised budgeted amounts of the cost budget lines. The SUM of Revenue Budget Change Total is calculated for the released cost change orders with a change date that is earlier than or same as the cost projection date.
Actual Cost to Date The line’s total amount of the released cost transactions. The system performs these calculations on expense project transactions with a date earlier than or the same as the projection date.
The amount is calculated in the project currency.
Open Commitments The line’s total amount of released project commitments. The system performs these calculations on only the purchase orders and subcontracts with a document date earlier than or the same as the projection date.
The amount is calculated in the project currency.
Pending CO Commitments The pending amount of change orders to the project commitments. The system calculates the amount as the sum of the commitment change totals in change orders. The total includes change orders to commitments with the Open, On Hold, and Pending Approval status that have a change date earlier than or the same as the projection date.
The column appears if the Include Pending CO in Calculations check box is selected for the current cost projection.
Anticipated Cost The anticipated cost of the cost budget line, which the system calculates depending on the state of the Include Pending CO in Calculations check box in the Summary area of the Cost Projection by Date (PM305500) form as follows:
  • If the check box is cleared, the system calculates the cost by using the following formula.
    Actual Cost to Date + Open Commitments
  • If the check box is selected, the system calculates the value by using the following formula.
    Actual Cost to Date + Open Commitments + Pending CO Commitments
Pending CO Cost The pending amount of the unreleased change orders for the cost budget lines of a project. The system performs these calculations on cost change orders with the Open, On Hold, and Pending Approval status with a change date earlier than or the same as the projection date.The column appears if the Include Pending CO in Calculations check box is selected for the current cost projection on the Cost Projection by Date (PM305500) form.
Cost Budget Backlog The amount of the revised budgeted costs that is available for the project. The system calculates this amount depending on the state of the Include Pending CO in Calculations check box in the Summary area of the Cost Projection by Date (PM305500) form as follows:
  • If the check box is cleared, the system calculates the amount by using the following formula.
    Revised Budgeted Cost - Actual Cost to Date
  • If the check box is selected, the system calculates the amount by using the following formula.
    Revised Budgeted Cost + Pending CO Cost - Actual Cost to Date
Performance (%) The actual performance percentage of the project, which the system calculates depending on the state of the Include Pending CO in Calculations check box in the Summary area of the Cost Projection by Date (PM305500) form as follows:
  • If the check box is cleared, the system calculates the value by using the following formula.
    Actual Cost to Date / Revised Budgeted Cost
  • If the check box is selected, the system calculates the value by using the following formula.
    Actual Cost to Date / (Revised Budgeted Cost + Pending CO Cost)
Anticipated Performance (%) The percentage of the projected performance, which the system calculates depending on the state of the Include Pending CO in Calculations check box in the Summary area of the Cost Projection by Date (PM305500) form as follows:
  • If the check box is cleared, the system calculates the value by using the following formula.
    Anticipated Cost / (Revised Budgeted Cost + Pending CO Cost)
  • If the check box is selected, the system calculates the value by using the following formula.
    Anticipated Cost / Revised Budgeted Cost

Back to TopPro Forma Invoices Page

On this page, you can view the list of pro forma invoices related to the selected project.

You can click the page title to open the Pro Forma Invoices (PM3070PL) list of records in a new browser tab. Here you can continue viewing the pro forma invoices of this project or view all pro forma invoices in the system.

Table Toolbar

The table toolbar includes the buttons described below.

Button Description
AIA Report Prepares the printable version of the AIA report for the pro forma invoice selected in the table and opens AIA Report (PM644000) or AIA Report with Quantity (PM644500) with the report. The format of the report is specified by the state of the Show Quantity in AIA Report box on the Summary tab of the Projects (PM301000) form for this project.
If the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form, the prepared report will include the retainage that has been fully or partially released (depending on the date for which the AIA report is prepared) or all released retainage at the end of the project. For more information, see Construction Reports: AIA Reports.

Table Columns

Column Description
Invoice Date The date of the pro forma invoice.
Pro Forma Reference Nbr. The reference number of the pro forma invoice.
Application Nbr. The application number of the pro forma invoice.
Description The description provided for the pro forma invoice.
Status The status of the pro forma invoice.
Invoice Total The total amount of the pro forma invoice, which can be a positive value or a negative value.
If the invoice total is positive, an accounts receivable document of the Invoice type will be created on release of the pro forma invoice.
If the invoice total is negative, an accounts receivable document of the Credit Memo type will be created on release of the pro forma invoice.
The amount is shown in the project’s billing currency, which is selected in the Billing Currency box on the Summary tab of the Projects (PM301000) form.
Currency The currency of the pro forma invoice.
This column is available if the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form.
AR Doc. Type The type of the accounts receivable document: Invoice or Credit Memo.
AR Reference Nbr. The link to the accounts receivable document.
Document Date The date of the accounts receivable document.
Description The description of the accounts receivable document.
Amount The total amount of the accounts receivable document.
The sign of the amount is defined by the type of the corresponding accounts receivable document in the line: The amount is shown as positive for AR documents of the Invoice type, and as negative for AR documents of the Credit Memo type.
The amount is shown in the billing currency, which is selected on the Summary tab of the Projects (PM301000) form.
Original Retainage The amount to be retained in all lines of the invoice. The system calculates this amount as follows for an invoice: the total amount entered in the Retainage Amount column for all lines on the Details tab minus the Discount on Retainage value plus the Retained Tax value, if applicable.
The sign of the amount is defined by the type of the corresponding accounts receivable document in the line: The amount is shown as positive for AR documents of the Invoice type, and as negative for AR documents of the Credit Memo type.
The amount is shown in the billing currency, which is selected on the Summary tab of the Projects (PM301000) form.
The column is available if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.
Total Amount The document total amount, which is calculated as the sum of the original document amount and the original retainage amount.
The sign of the amount is defined by the type of the corresponding accounts receivable document in the line: The amount is shown as positive for AR documents of the Invoice type, and as negative for AR documents of the Credit Memo type.
The amount is shown in the base currency only.
The column is available if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.
Balance The current open balance of the accounts receivable document.The sign of the amount is defined by the type of the corresponding accounts receivable document in the line: The amount is shown as positive for AR documents of the Invoice type, and as negative for AR documents of the Credit Memo type.
The amount is shown in the billing currency, which is selected on the Summary tab of the Projects (PM301000) form.
Currency The currency of the accounts receivable document.
This column is available if the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form.
Status The status of the accounts receivable document.
Unreleased Retainage The amount that has been retained from the invoice and has not yet been released.
The sign of the amount is defined by the type of the corresponding accounts receivable document in the line: The amount is shown as positive for AR documents of the Invoice type, and as negative for AR documents of the Credit Memo type.
For credit memos created during the pro forma invoice correction process, this amount is 0.
The amount is shown in the billing currency, which is selected on the Summary tab of the Projects (PM301000) form.
The column is available if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.
Released Retainage The amount that has been retained from the invoice and has been released.
The system calculates this amount as the difference between the original (total) retainage and the unreleased retainage for the document.
The amount is shown in the billing currency, which is selected on the Summary tab of the Projects (PM301000) form.
The column is available if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.
Paid/Adjusted Retainage The amount that has been retained from the invoice and has been paid.
The system calculates this amount as the total amount paid for the retainage documents related to the document. This amount includes direct applications of credit memos to invoices.
The amount is shown in the billing currency, which is selected on the Summary tab of the Projects (PM301000) form.
The column is available if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.
Retainage Document A check box that indicates (if selected) that the invoice is a retainage invoice, which means an invoice with an amount that has been withheld from the invoice with retainage.
The system automatically selects this check box for the invoices the system creates when the retainage is released for the related invoice with retainage.
The column is available if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.
Orig. Ref. Nbr. The identifier of the original invoice (the invoice for which the retainage invoice was released) if the accounts receivable document is a retainage invoice. (This is indicated by the state of the check box in the Retainage Document column.)
This column is filled in differently if the accounts receivable document is a reversing document—that is, if the AR document has been created as the result of correcting the pro forma invoice. In this case, the system populates the column with the identifier of the original AR document, which is reversed with this reversing AR document.
The column is available if one or both of the following features is enabled on the Enable/Disable Features (CS100000) form: Retainage Support and Construction.

Back to TopSubcontracts Page

On this page, you can view the list of subcontracts related to this project.

You can click the page title to open the Subcontracts (SC3010PL) list of records in a new browser tab. Here you can continue viewing the subcontracts of this project or view all subcontracts in the system.

Table Toolbar

The table toolbar includes the buttons described below.

Button Description
Create Subcontract Initiates the creation of a subcontract for the selected project by opening the Subcontracts (SC301000) form.
This button appears only if the numbering sequence that is used for numbering subcontracts is auto-numbered. That is, the Manual Numbering check box must be cleared for the numbering sequence on the Numbering Sequences (CS201010) form.

Table Columns

Column Description
Order Nbr. The reference number of the subcontract.
Date The date when the subcontract was created.
Vendor The vendor from which the services are purchased.
Vendor Name The name of the vendor from which the services are purchased.
Order Qty. The total quantity of the items in the subcontract, counted in the units of measure of the subcontract lines.
Order Total The total amount of the subcontract.
By default, the amount is shown in the document currency.
Currency The currency of the subcontract.
Status The current status of the subcontract.
Unbilled Amount The amount of the item that has not been billed yet, which is calculated as the extended cost of the line (Ext. Cost) minus the manual line discount (Discount Amount) and minus the billed line amount (Billed Amount) on the Subcontracts (SC301000) form.

Back to TopPurchase Orders Page

On this page, you can view the list of purchase orders related to the selected project.

You can click the page title to open the Purchase Orders (PO3010PL) list of records in a new browser tab. Here you can view all purchase orders or a filtered list.

The page appears on the form only if the Inventory and Order Management feature is enabled on the Enable/Disable Features (CS100000) form.

Table Toolbar

The table toolbar includes the buttons described below.

Button Description
Create Purchase Order Initiates the creation of a purchase order for the selected project by opening the Purchase Orders (PO301000) form.
This button appears only if the numbering sequence that is used for numbering purchase orders is auto-numbered. That is, the Manual Numbering check box must be cleared for the numbering sequence on the Numbering Sequences (CS201010) form.
Create Drop-Ship Initiates the creation of a project drop-ship order for the selected project by opening the Purchase Orders (PO301000) form.
This button appears only if the numbering sequence that is used for numbering project drop-ship orders is auto-numbered. That is, the Manual Numbering check box must be cleared for the numbering sequence on the Numbering Sequences (CS201010) form.

Table Columns

Column Description
Type The type of the purchase order, which can be Normal or Project Drop-Ship.
Order Nbr. The reference number of the purchase order.
Status The date when the purchase order was created.
Date The date when the purchase order was created.
Vendor The vendor from which the items are purchased.
Vendor Name The name of the vendor from which the items are purchased.
Order Qty. The total quantity of the items in the purchase order, counted in the units of measure of the purchase order lines.
Open Quantity The quantity of the ordered items yet to be received for the purchase order.
Order Total The total amount of the purchase order.
By default, the amount is shown in the document currency.
Currency The currency of the purchase order.
Last Modified On The date when the purchase order was last modified.
Unbilled Quantity The total quantity of items for which no related AP bill has been prepared yet.
Unbilled Amount The total amount of items for which no related AP bill has been prepared yet.

Back to TopProject Inventory Page

On this page, you can view the list of inventory items allocated for the project.

You can click the page title to open this list in a new browser tab.

The page appears on the form only if the Project-Specific Inventory feature is enabled on the Enable/Disable Features (CS100000) form.

The table toolbar has only standard buttons.

Table Columns

Column Description
Inventory ID The identifier of the stock item to be transferred to free stock from the project stock.
Warehouse ID The warehouse in which the stock item is stored for the project.
Location ID The warehouse location in which the item is stored for the project.
Total Qty. On Hand The total quantity of the item on hand that is allocated for the project.
Total Cost The total cost of items on hand allocated for the project. This value is shown only for the projects that have the Track by Project Quantity and Cost inventory tracking mode.
Task ID The project task for which the item is allocated.
Cost Layer Type The type of the cost layer on which the item is stored:
  • Normal: The items are moved from the project that has the Track by Project Quantity inventory tracking mode.
  • Project: The items are moved from the project that has the Track by Project Quantity and Cost inventory tracking mode.

Back to TopDaily Field Reports Page

On this page, you can view the list of daily field reports related to the selected project.

You can click the page title to open the Daily Field Reports (PJ3040PL) list of records. Here you can continue viewing the project’s daily field reports or view all daily field reports in the system.

The page appears on the form only if the Construction Project Management feature is enabled on the Enable/Disable Features (CS100000) form.

Table Toolbar

The table toolbar includes the buttons described below.

Button Description
Create Daily Field Report Initiates the creation of a daily field report for the selected project by opening the Daily Field Report (PJ304000) form.
This button appears only if the numbering sequence that is used for numbering daily field reports is auto-numbered. That is, the Manual Numbering check box must be cleared for the numbering sequence on the Numbering Sequences (CS201010) form.

Table Columns

Column Description
DFR ID The reference number of the daily field report.
Status The status of the daily field report, which can be one of the following:
  • On Hold: The daily field report is being edited.
  • Pending Approval: Approval is needed for the daily field report.
  • This status is available if an approval map is specified in the DFR Approval Map box of the Project Management Preferences (PJ101000) form.
  • Rejected: The daily field report has been rejected.
    • This status is available if an approval map is specified in the DFR Approval Map box of the Project Management Preferences (PJ101000) form.
  • Completed: The daily field report has been completed.
DFR Date The date of the daily field report.
Created By The username of the employee who has created the daily field report.

Back to TopRequests for Information Page

On this page, you can view the list of requests for information (RFIs) related to the selected project.

You can click the page title to open the Requests for Information (PJ3010PL) list of records. Here you can continue viewing the project’s RFIs or view all RFIs in the system.

The page appears on the form only if the Construction Project Management feature is enabled on the Enable/Disable Features (CS100000) form.

Table Toolbar

The table toolbar includes the buttons described below.

Button Description
Create Request for Information Initiates the creation of a request for information for the selected project by opening the Request for Information (PJ301000) form.
This button appears only if the numbering sequence that is used for numbering requests for information is auto-numbered. That is, the Manual Numbering check box must be cleared for the numbering sequence on the Numbering Sequences (CS201010) form.

Table Columns

Column Description
RFI ID The identifier of the request for information.
Status The status of the request for information, which can be one of the following:
  • New: The request for information is new and has not been opened, emailed, or closed.
  • Open: A request for information has been opened or emailed.
  • Closed: The request for information has been closed or a change request has been created for the request for information.
Reason The reason for the request of information.
Project Task The project task related to the request for information.
Summary A brief description of the request for information.
Answer Due Date The date on which the answer for the request for information must be received.
Schedule Impact (Days) A check box indicating whether this request for information has caused the project schedule to change. If the check box is selected (indicating a delay), in the adjacent column, you can view the number of days the RFI has delayed the project schedule.
Schedule Impact (Days) A box indicating the number of days the RFI has caused the project schedule to change.
Cost Impact A check box indicating whether this request for information has caused the project budget to change. If the check box is selected (indicating an effect), in the adjacent column, you can view the amount by which the RFI has increased the project budget.
Cost Impact A box indicating the amount by which the RFI has increased the project budget.
Design Change A check box that indicates (if selected) that the project design has been affected by the request for information.
Incoming A check box that indicates (if selected) that the request for information is incoming. That is, an answer from a person of your company is required.

Back to TopProject Issues Page

On this page, you can view the list of issues related to the selected project.

You can click the page title to open the Project Issues (PJ3020PL) list of records associated with the project. Here you can continue viewing the project issues associated with this project or view all project issues in the system.

The page appears on the form only if the Construction Project Management feature is enabled on the Enable/Disable Features (CS100000) form.

Table Toolbar

The table toolbar includes the buttons described below.

Button Description
Create Project Issue Initiates the creation of a project issue for the selected project by opening the Project Issue (PJ302000) form.
This button appears only if the numbering sequence that is used for numbering project issues is auto-numbered. That is, the Manual Numbering check box must be cleared for the numbering sequence on the Numbering Sequences (CS201010) form.

Table Columns

Column Description
Priority The priority icon of the project issue. The Low, Medium, and High priorities are predefined in the system. By default, the system inserts the icon of the priority specified for the class of the project issue on the Priorities tab of the Project Management Classes (PJ201000) form.
Project Issue ID The reference number of the project issue.
Summary A brief description of the issue that happened.
Status The status of the project issue, which can be one of the following:
  • Open: The project issue is new.
  • Converted to RFI: A request for information has been created for the project issue.
  • Converted to CR: A change request has been created for the project issue.
  • Closed: The project issue has been closed.
Project Task The project task related to the issue.
Workgroup The workgroup to work on the project issue.

Back to TopDrawing Logs Page

On this page, you can view the list of drawing logs related to the selected project.

You can click the page title to open the Drawing Logs (PJ403000) form with this project selected.

The page appears on the form only if the Construction Project Management feature is enabled on the Enable/Disable Features (CS100000) form.

Table Toolbar

The table toolbar includes the buttons described below.

Button Description
Create Drawing Log Initiates the creation of a drawing log for the selected project by opening the Drawing Log (PJ303000) form.
This button appears only if the numbering sequence that is used for numbering drawing logs is auto-numbered. That is, the Manual Numbering check box must be cleared for the numbering sequence on the Numbering Sequences (CS201010) form.

Table Columns

Column Description
Drawing Log ID The identifier of the drawing log, which the system automatically assigns according to the numbering sequence selected for drawing logs on the Project Management Preferences (PJ101000) form.
Drawing Number The number of the drawing.
Project Task The project task to which drawings are related.
Title The title of the drawing log.
Discipline The discipline related to the drawing log. You can select the discipline from the list of disciplines that are defined on the Drawing Logs tab of the Project Management Preferences (PJ101000) form.
Revision The revision number of the drawing log.
Status The status of the drawing log, which can be one of the statuses specified on the Drawing Logs tab of the Project Management Preferences (PJ101000) form.
Drawing Date The business date when the drawing log was created.
Original Drawing The identifier of the preceding version of the drawing log.
Owner The owner of the document.

Back to TopPhoto Logs Page

On this page, you can view the list of photo logs related to the selected project.

You can click the page title to open the Photo Logs (PJ405000) form with this project selected.

The page appears on the form only if the Construction Project Management feature is enabled on the Enable/Disable Features (CS100000) form.

Table Toolbar

The table toolbar includes the buttons described below.

Button Description
Create Photo Log Initiates the creation of a photo log for the selected project by opening the Photo Log (PJ305000) form.
This button appears only if the numbering sequence that is used for numbering photo logs is auto-numbered. That is, the Manual Numbering check box must be cleared for the numbering sequence on the Numbering Sequences (CS201010) form.

Table Columns

Column Description
Photo Log ID The identifier of the photo log.
Date The business date when the photo log was created.
Project Task The project task to which photo log is related.
Description A brief description of the photo log.
Status The status of the photo log, which can be any of the statuses specified on the Photo Log tab of the Project Management Preferences (PJ101000) form.
Created By The username of the employee that created the photo log.

Back to TopSubmittals Page

On this page, you can view the list of submittals related to the selected project.

You can click the page title to open the Submittals (PJ3060PL) list of records. Here you can continue viewing the submittals related to this project or view all submittals in the system.

The page appears on the form only if the Construction Project Management feature is enabled on the Enable/Disable Features (CS100000) form.

Table Toolbar

The table toolbar includes the buttons described below.

Button Description
Create Submittal Initiates the creation of a submittal for the selected project by opening the Submittals (PJ306000) form.
This button appears only if the numbering sequence that is used for numbering submittals is auto-numbered. That is, the Manual Numbering check box must be cleared for the numbering sequence on the Numbering Sequences (CS201010) form.

Table Columns

Column Description
Submittal ID The identifier of the submittal.
Revision ID The revision number of the submittal. For a submittal that has not yet been revised, 0 is specified in this box. For each subsequent revision, the system increases the value by 1.
Status The status of the submittal, which is one of the following options:
  • New: The submittal has been created in the system and is being edited.
  • Open: The processing of the submittal has been started.
  • Closed: The processing of the submittal has been completed.
Reason The reason that has been provided for the current status.
Submitttal Type The type of the submittal.
Summary The summary information about the submittal.
Project Task The project task to which the submittal is related.
Cost Code The cost code to which the submittal is related.
This box appears on the form only if the Cost Codes feature is enabled on the Enable/Disable Features (CS100000) form.
Specification Section The reference number of the section related to the submittal in the specification.
Specification The reference number of the specification.
Due Date The date by which the submittal process has to be finished.
Date Required on Site The date by which the documents or materials related to the submittal have to be at the construction site.
Owner The owner of the submittal.
Contact The name of the person in the workflow for processing of the submittal.
Days Overdue The number of days by which the submittal was overdue.
Date Closed The date when the submittal was closed.

Back to TopCompliance Page

On this page, you can view the list of compliance documents related to the selected project.

You can click the page title to open the list of all compliance documents on the Compliance Management (CL401000) form.

The page appears on the form only if the Construction Project Management feature is enabled on the Enable/Disable Features (CS100000) form.

The table toolbar has only standard buttons.

Table Columns

Column Description
Expiration Date The date when the compliance document will expire.
Document Type The type of the compliance document, which can be one of the following:
  • Certificate
  • Insurance
  • Lien Waiver
  • Notice
  • Other
Creation Date The date when the compliance document was created.
Status The status of the compliance document.
Required A check box that indicates (if selected) that the document is mandatory for working with the project and project task specified in this line. This setting is for informational purposes only; the system does not enforce this requirement. It shows that the compliance document is required before any activities are performed for the project.
Received from Vendor A check box that indicates (if selected) that the document has been received.
Vendor Received Date The date when the compliance document is received.
Processed A check box that indicates (if selected) that the document has been processed.
Voided A check box that indicates (if selected) that the document has been voided.
Created Automatically A check box that indicates (if selected) that the document has been created by the system.
Sent Date The date when the compliance document is sent.
Project The project to which the compliance document relates.
Revenue Task The identifier of the revenue task within the project to which the compliance document relates.
Cost Task The cost task within the selected project to which the compliance document relates.
Cost Code The cost code assigned to the compliance document.
Customer The identifier of the customer associated with the compliance document.
Customer Name The name of the customer associated with the compliance document.
Vendor The identifier of the vendor associated with the compliance document.
Vendor Name The name of the vendor associated with the compliance document.
Expired A check box that indicates (if selected) that the compliance document has expired.
Account The account associated with the vendor (Expense account) or customer (Sales account).

Back to TopProduction Orders Page

On this page, you can view the list of production orders related to the selected project.

You can click the page title to open the Production Order Maintenance (AM2015PL) list of records. Here you can continue viewing the production orders related to this project or view all production orders in the system.

The page appears on the form only if the Manufacturing group of features is enabled on the Enable/Disable Features (CS100000) form.

Table Toolbar

The table toolbar includes the buttons described below.

Button Description
Create Prod. Order Opens the Create Production Order dialog box, which you can use to create a production order related to this project on the Production Order Maintenance (AM201500) form.

Table Columns

Column Description
Order Type The type of the production order.
Production Nbr. The reference number of the production order.
Inventory ID The stock item to be produced.
Warehouse The warehouse where the produced items are stored. The system also uses this warehouse for issuing the materials needed for the production order if no warehouse is specified for the materials.
Location The warehouse location where the produced items are stored.
Order Date The creation date of the production order.
Qty. to Produce The item quantity that is initially intended to be produced.
Qty. Complete The quantity of the item units that have been completed and moved into inventory. The system calculates the quantity automatically based on the completed quantities that have been recorded in labor or move transactions for the production order.
Qty. Scrapped The quantity of item units that have been recorded as scrap in labor or move transactions for the production order.
Qty. Remaining The remaining quantity of the item units to be produced. The system calculates this quantity as follows: Quantity to Produce - Completed Quantity - Scrapped Quantity.
Project Task The project task that related to the production order.
Cost Code The cost code of the project.
This column is shown only if the Cost Code feature is enabled on the Enable/Disable Features (CS100000) form.

Back to TopSide Panel

By using the side panel, you can view the selected project while viewing information related to it.

The side panel has multiple tabs, each of which you can view by clicking the tab’s icon.

Tab Description
Customers The Customers (AR303000) form, which displays the settings of the customer of the project selected on the current form. You can edit the customer record without leaving the current form.
Activities The list of the activities related to the selected project. You can create an activity by using the buttons on the form toolbar.
Project Contacts The list of the project contacts.
Files by Tag The Manage Project Files by Tag (PM509000) form, which displays all files related to the selected project.
This tab is displayed only if the Document Management feature is enabled on the Enable/Disable Features (CS100000) form.
Files by Record Type The Manage Project Files by Record Type (PM509550) form, which displays the files attached to the project and its related records.
This tab is displayed only if the Document Management feature is enabled on the Enable/Disable Features (CS100000) form.