Enhanced interface

Field descriptions: Project information

If the project is part of another project (for example, a phase or milestone), you can choose its parent project and decide whether to invoice it with the parent project.
On this tab, you also have the option to set Timesheet and expense user restrictions for this project.
Either limit time entries to only assigned resources, or allow anyone to enter time (useful when setting up overhead projects).

Project Info section

Project info section field descriptions
Field	Description
Project ID	If Projects is configured to auto-number new projects, New-appears. You can enter the same name for the project ID and the project name. Best practices for creating identifiers An ID enables your company to track specific information, such as GL account, department, location, item, project, class, transaction, and customer. You can create IDs by adding them manually. Or, use the IDs automatically created from a preset number scheme. Best practice: Use a character as a prefix to your ID; for example, C0001 for a customer ID. Workaround: Avoid using leading zeros as part of an ID, as they can cause import errors. For example, Excel removes leading zeros. But, if you must use leading zeros in IDs, convert the column of ID numbers to text format in Excel before importing the file content. Excel will not remove the leading zeros when you save the file. Repeat this step each time you use a template to import information with IDs.
Project name	Give the project a name. You can enter the project ID again, or enter a more descriptive project name. It can also be helpful to include the customer name in parentheses next for easy identification during time and expense entry, such as 1001: Audit (North Lakes Dental).
Project category	Project categories are used mainly for reporting purposes. For example, use dimension groups to filter for Internal Non-Billable projects and then use that dimension group to filter financial reports. Project categories include: Contract Capitalized Internal Non-Billable Internal Billable
Project type	Project types are user-created tags that you can use to categorize and report on your projects. To learn more, go to project types.
Description	Enter a brief description of your project.
Customer	Select the customer for whom the project is being completed.
Begin date	The date on which the project is scheduled to begin. Enter in MM/DD/YYYY format. The Begin date represents when to begin posting General Ledger entries to the project, including budget entries. Date transactions on or after the project's Begin date. If you change a date with assigned tasks and resources, you are asked whether to Shift all task and resource assignment dates to the same amount of time that you're shifting the project Begin date. For example, if you push back your project by 2 weeks, you can also change the start date of the tasks and resource assignments by 2 weeks. On the pop-up, you can also automatically Shift project end date back the same amount of time to keep the project duration the same.
End date	The date on which the project is scheduled to end. Enter in MM/DD/YYYY format.
Parent project	If this project is the child of another project, select the parent project, and (optionally) select whether to invoice with its parent project. For example, in a home remodeling project, the kitchen remodel would be a child project of the home remodel. Learn more about organizing related projects. If you subscribe to Construction and you use WIP management, changing the project hierarchy can cause projects to be handled incorrectly in WIP schedules. After changing the parent project, check WIP project settings to ensure that the changed projects are handled correctly in WIP schedules.
Invoice with parent	Check this checkbox if you want to generate invoices that include the parent project and this project together. For example, if you want to create one invoice for a home remodel that includes the kitchen remodel, you would select this option for the kitchen remodel project.
Project status	Select a project status from the dropdown menu. If you have created a project status (Projects > Setup > Projects > Status > Add) to prevent transactions, you can assign that here. For example, you can assign a project status of "Prevent Expense Entry" if you want to block expense entries for your project. To learn more, go to Create a project status. Use the Inactive Status to identify old or outdated projects as inactive.
Status	If a project is old or outdated, you can set the Status to Inactive so that it no longer appears in the Projects list. For all other Projects, select Active.
Include data in WIP schedules	This checkbox indicates if the project is set to be included in WIP schedules. If it is, information is displayed about how it's included: on its own line, as part of its root project, or as part of another project. If the project is included on its own line, you can view a list of subprojects that are included as part of it by selecting View subprojects.

Dimensions section

Dimensions section field descriptions
Field	Description
Department, Location, Class, Contract	Select the department, location, and class associated with this project. The project location and department overrides any location or department associated with an employee on a timesheet. If you leave the project location and department blank, the employee location and department is used. If you subscribe to Construction and you use WIP management, changing a project's location can cause the project to be handled incorrectly in WIP schedules. After changing a project's location, check WIP project settings to ensure that the project is handled correctly in WIP schedules. Labor costs accrue on the project location (if one exists), not on the employee location. However, if no project location exists, labor costs accrue on the employee's location. The Contract field is only applicable if your company is subscribed to Contracts. If the project is associated with a contract, the Contract field displays the associated contract ID as a link. The contract ID only displays if you view the project at the same entity level in which the contract was created.. You create the project-contract association on the contract. Learn more about contracts with projects. This page supports limited use of dimensions. You can select values for Location, Department, Class, and Customer only.

Contacts section

Contacts section field descriptions
Field	Description
Primary contact	Designate a primary contact for the project. This contact is the person others can turn to with questions and information about the project.
Ship-to contact	Designate the person or organization to whom project invoices are sent. Leave this blank if, upon generating an invoice by project, you want to ship to the customer contact.
Bill-to contact	Designate the person or organization responsible for paying project invoices. Leave this blank if, upon generating an invoice by project, you want to bill to the customer contact.

People section

People section field descriptions
Field	Description
Project manager	Assign a project manager user type to this project. Project managers usually approve timesheets and expense reports. Project managers can also run and view project reports.
External user (customer)	If a customer representative wants to be able to approve timesheets for the project, assign an external user. To assign an external approver, select the External user (customer) down arrow, and from the list that displays select the name of the customer to whom you want to give the authority to approve timesheets. If the customer's name is not in the list, select the Add link at the top of the list to open the User Information window. Use the boxes in this window to add the customer as a new user. When you add this customer as a new user, you might incur an extra seat license charge from Sage Intacct. Also, be sure to edit permissions for this new user to view and work with timesheets only.
Sales contact	Indicate the sales contact, if any, for this project.

Scope and schedule section

Requires the Construction subscription to see the Scope and schedule section. For more information, go to Add the scope and schedule to a project.

Scope

Scope section field descriptions
Field	Description
Scope	Describe the scope of the project.
Inclusions	Enter the inclusions for the project.
Exclusions	Enter the exclusions for the project.
Terms	Describe the terms of the project.

Schedule

Schedule section field descriptions
Field	Description
Scheduled start date	Select or enter the scheduled start date of the project.
Actual start date	Select or enter the actual start date of the project.
Scheduled completion date	Select or enter the scheduled completion date of the project.
Revised completion date	Select or enter the revised completion date of the project.
Substantial completion date	Select or enter the substantial completion date of the project.
Actual completion date	Select or enter the actual completion date of the project.
Notice to proceed	Select or enter the date of when the project received the notice to proceed.
Response due	Select or enter the date of when the response is due for the project.
Executed on	Select or enter the date of when the project was executed on.
Schedule impact	Describe the schedule impact of the project.

Additional info tab

Configure projects to track grant information related to this project in these sections:

Project info
Schedule of expenditures of federal awards (SEFA)

Project Info section

Project info section field descriptions
Field	Description
Project ID	This field displays the project ID.
Project name	This field displays the project name.
Parent project ID	For a child project, this field displays the ID of its parent project. For a root project, this field is blank (root projects cannot have a parent project).
Root project ID	For a child project, this field displays the ID of its root project. For a root project, this field displays the project's own ID.

The following fields only appear when you configure projects to use grant fields.

Project info section with grant fields field descriptions
Field	Description
Revenue restriction	Grant field to indicate how to restrict the received grant revenue: Purpose Time N/A (not applicable)
Restriction expiration years	Grant field to indicate when to spend the received funds in accordance with federal law.
First restriction expiration date	Grant field to indicate when (date) the received funds expire. For example, funds, or appropriations, expire at the end of the fiscal year in which they’re appropriated.
Time satisfaction scheduled	Check to indicate that a recurring time entry exists to release the restriction associated with the funding.

Schedule of expenditures of federal awards (SEFA) section

This section only appears when you configure projects to use grant fields.

SEFA section field descriptions
Field	Description
ALN	ALN (Assistance Listing Number) found on the Federal award letter was formerly known as CFDA (Catalog of Federal Domestic Assistance). The ALN tracks federal awards and cooperative agreements. Reporting and auditing use the ALN.
Funded name	Name of the project that gets funding.
Agency	Agency responsible for funding.
Payer	Identify the funding source: Federal Third-party
Other ID	Another ID for the funding.
Assistance provided	Identify the type of funding: Cash Non-cash

Progress section

Specify information for billing and invoice defaults.

For the Billing type, choose Time and material, Fixed Fee, or Fixed fee and expenses.
If you're billing the customer for expenses and other purchases, check the Default employee expenses to billable and Default AP and PO entries to billable checkboxes to make transactions billable to the customer by default.

Progress section field descriptions
Field	Description
Calculated percent completed	This field provides an up-to-date calculation of how complete the project is, compared to the estimated duration for all project tasks. The Calculated percent completed is computed by dividing actual hours for project tasks by the Estimated Duration for project tasks.
Estimated duration	An estimation of how long you think your project will take to complete.
Actual duration	The sum of the hours currently submitted for a task in this project. Actual duration hours consist of both approved and unapproved hours.
Approved duration	The total number of hours approved for tasks in this project.
Remaining duration	When you subtract the actual duration from the estimated duration, you have the remaining duration of time allotted for this project.
Observed percent completed	Use this table to enter your personal estimation of how complete the project is as of a specific date. Track percent completion values and dates by entering "as of dates" and percentages as the project progresses. Optionally, it can be used for: For revenue recognition, Observed percent completed is used for the Survey Method of Percent complete revenue recognition. For invoicing, the Observed percent completed can be used for fixed fee invoicing based on percent completed. For custom reports and Gantt charts, the most recent As of date is used when data is displayed. You can also use this table as a way to set a project manually to a completed state for purposes of revenue recognition or invoicing, from ANY method. To mark a project as complete, enter an As of date and set the Percent complete value to 100. This process triggers the remaining revenue to be recognized on the date specified, and any remaining amounts to be invoiced. You can only make changes to the As of date column in the Observed percent complete table on a project or task if the new As of date is in an open period. If you try to save an As of date in a closed period, an error message appears. In this scenario, you can either open the period and make the date change or select a different As of date. Best practice: When you need to update the project or task percentage of completion, add a new percentage with a new As of date to the table instead of overriding an existing entry with the new percentage and date. This keeps a history of the completion percentages and causes less confusion when generating percentage of completion-based revenue or billing.

Billing section

Billing section field descriptions
Field	Description
Term	Specify the payment term for your project. When you generate an invoice by project, the payment term will default onto the invoice header. Leave this field blank if, upon generating an invoice by project, you want to use the customer's terms.
Billing type	Select how the project will be invoiced. After you have generated an invoice for this project, you can no longer change the billing type. Time and material: Invoices the customer for any time entry, expense, or AP/PO purchase that's marked as billable and assigned to this project. Fixed Fee: Invoices the customer for fixed fees, based on line items in an Order Entry transaction definition. Fixed fee and expenses: Invoices the customer for fixed fees, based on line items in an Order Entry transaction definition, plus any billable expenses. Learn more about setting up time and materials projects and fixed fee projects. The label for this field might differ for nonprofit organizations based on settings in Configure Projects. Learn more.
Contract amount	Enter the contracted amount for the project for reporting purposes.
Project currency	Enter a currency for your Project. This is the currency in which you will enter and display project projection information on the Project Summary tab. The Project currency defaults to the currency used in the location of where the project is taking place. If your projects take place in multiple locations with differing currencies, set up each location with the correct currency. To ensure that your project labor costs reflect the correct currency, associate each project with the correct location.
Default employee expenses to billable (for users subscribed to Project Costing & Billing)	Make expenses entered for the project billable by default. When a user creates a line item on an expense report and selects the project, the Billable checkbox will be automatically selected or blank depending on what you choose here. This can save your employees' time and reduce data entry errors. Employees can always override the default for individual transactions. For example, deselecting the billable option for a particular expense that you do not want to bill back to the customer. The label for this field might differ for nonprofit organizations based on settings in Configure Projects. Learn more.
Default AP and PO entries to billable (for users subscribed to Project Costing & Billing)	Makes project purchases entered through Accounts Payable or Purchasing billable by default. When a user creates a line item on an expense report and selects the project, the Billable checkbox will be automatically selected or blank depending on what you choose here. This can save your employees' time and reduce data entry errors. Employees can always override the default for individual transactions. For example, deselecting the billable option for a particular expense that you do not want to bill back to the customer. The label for this field might differ for nonprofit organizations based on settings in Configure Projects. Learn more.

Documents section

Documents section field descriptions
Field	Description
Sales order number	Optionally, enter the sales order number for this project.
Purchase order number	Optionally, enter the purchase order number for this project.
Purchase order amount	Optionally, enter the amount of the purchase order.
Purchase quote number	Optionally, enter the purchase quote number.
Reference number	Enter a Reference Number that you can use to report on your project in custom reports.
Attachments	Upload attachments for permanent and safe storage. For example, you can upload statements of work, specifications, or agreements. Learn more about who can add attachments. To reference an attached document, first load the scanned image, spreadsheet, or word-processor document. You can drag and drop your files to add an attachment. To attach a document to multiple journal entries, see Bulk processing.

Business Rules section

Business rules section field descriptions
Field	Description
Timesheet and expense user restrictions	Optionally, set timesheet and expense user restrictions for this project. You can limit time entries to only assigned resources, or let anyone enter time, which can be useful when setting up overhead projects. Your selection here overrides the default user restrictions for the Projects application (Projects > Setup > Configuration).
Transaction rules	Select any transaction rules that you want to associate with this project. Transaction rules can be used to post secondary transactions automatically to projects in the form of journal entries. For instance, you might want to calculate and post indirect labor costs. You can assign any number of transaction rules to a project. If a transaction rule is assigned to a project, all transactions posted to the project are examined against the lines in the rule and, if the Item GL Group matches the transaction, the associated line will be executed.

Resources and billing tab

Select the resources for your project and how you want to set prices.

If you selected options that restrict time entry to only employees assigned to the project, be sure to add resources here.
If you are billing the customer for time, expenses, and other materials, you can also use this tab to specify how to determine prices for billable labor, expenses, and AP/PO purchases.

Assign employees (resources) to the project and set prices. If you're invoicing the customer for time, expenses, or AP/PO purchases, fill in pricing information here. Follow the directions for setting up prices based on billing rates or percentage markup from cost. At invoice time, if you do not choose a price list on the Generate Sales Invoices page, the project-specific pricing you enter here is used.

The Tasks tab appears only after you've saved the project at least one time. You can assign resources for each task, and specify whether the task is billable.

Do not see what you need? Create a custom field for your Project and transfer it to an Order Entry invoice document.

Create two custom fields, one for the Project object, and one for the Order Entry object.
For each custom field, when you are choosing field characteristics, make sure you enter the same information for the label, default value, and field ID.

When you create an invoice for your project through Generate Sales Invoices, the custom field will transfer to the invoice document.

Example

At invoice time, if there's pricing that matches the employee/item combination for the line item, that pricing is used first. If a price for the employee/item combination cannot be found, the price set for the matching employee (without an item) is used, followed by the price set for a matching item (without an employee).

You can enter default pricing for time (labor), expenses, and AP/PO purchases. For example, you might invoice all expenses at a 0% markup from cost.
You can also enter pricing that you want to use for specific employees, items, or particular employee/item combinations. For example, you might specify that Product Management services are billed at $100.00 per hour but that a certain employee's rate for Product Management is $120.00 per hour.
If you've selected to restrict timesheet and expense report to Only users assigned to the project can enter time or Only users assigned to the project and task can enter time, define these users here.

The following example illustrates one way to set up pricing for a project. Column headers (LABOR, EXPENSE, AP/PO) establish default pricing for labor, expenses, and AP/PO purchases. Rows establish overrides for employees or items.

Resources and billing

	Employee	Item	Start Date	LABOR Billing rate	EXPENSE Cost plus fee 0.00%
1		Services--Services	April 2	80.00
2		PM--Product Manager	April 2	100.00
3	10--Reser, Wanda E.	PM--Product Manager	April 2	120.00
4		Billable travel--Billable	April 2		10.00
5

Labor is priced based on billing rates entered on this tab.Labor cost rates are always calculated by the hour, regardless of whether timesheet entries are by day.

Specific billing rates are provided for Services and Product Manager services, at $80.00 and $100.00 respectively, regardless of the employee who performs the work
However, for Wanda Reser, the billing rate for Product Manager services is $120.00

Expense line items are billed at a 0% percent markup, but there's a 10% markup for billable travel.

AP/PO line items are always billed at a 5% markup, without exception.

Project Info section

Project info section field descriptions
Field	Description
Project ID	The identification of the project.
Project name	The name of the project.
Parent project ID	The identification of the parent project,
Resource search (For users subscribed to Project & Resource Management)	Find project resources based on their expertise, availability, and other factors, and add them to the project. You can enable Project and resource management on the Configure Projects page. Get an overview on resource scheduling and learn more about finding and scheduling project resources.
Resource schedules (For users subscribed to Project & Resource Management)	View who has availability to work on this project. You can enable Project and resource management on the Configure Projects page. Get an overview on resource scheduling and learn more about finding and scheduling project resources.
Billing rate currency	For reference only. This field clarifies the currency used in the table below for labor pricing.

Billing control section

Enter information on how you want to handle invoicing for your project. These options override invoicing options set at the customer level.

For projects that cannot be billed for more than the contracted amount, for example, a Time and Materials to a maximum contract, choose to set up your project to automatically Issue a warning message or Prevent billing for billings that exceeds the project's Projected Billing Amount.
Enter an optional Invoice message. This is a message that will default to the invoice header when you generate invoices for this project.

Billing control section field descriptions
Field	Description
If actual billings exceed projected billing amount	Automate billing control to prevent or warn of billings that exceed the project's projected billing amount. Options apply when you generate invoices by project. Do nothing: Take no action if billings exceed the projected billing amount. Issue a warning message: On the Generate Sales Invoices page in Preview mode, you'll receive a warning message that the invoice will exceed the projected billing amount. You can still create an invoice. However, if Generate Sales Invoices is running offline and an invoice exceeds the projected billing amount, the invoice will not be created. Prevent billing: If the invoice amount exceeds your projected billing amount, you cannot generate an invoice. If Generate Sales Invoices is running offline, all invoices except those invoices that put your project over projected amounts are created. If you've chosen to Issue a warning message or Prevent billing, you can exclude employee, AP, and PO expenses from consideration in the over-projected calculation by selecting the Exclude expenses checkbox.
Invoice message	Create a custom invoice message for your project. This message will default to the invoice header when you generate invoices by project. You can override the invoice message field on a specific invoice by entering in your message in the Preview mode of Generate Sales Invoices. Your customer might already have a default message associated with their customer record. If so, the customer's message will appear automatically in this invoice message field. You can override the customer message by simply entering in a new message to print on this project's invoice.
Invoice currency override	The invoice currency is determined by the customer or project. By default, invoices will be generated in the customer's currency. To generate invoices in a project currency, enter an invoice currency override here. For example, if you sell projects through resellers, you might sell a project to Reseller A in the UK in GBP, and a project to Reseller B in France in EUR. You would bill Reseller A for their project in GBP, and Reseller B for their project in EUR. Learn more about Generating invoices.

Entries section

Resources and billing entries section field descriptions
Field	Description
Employee	Assign employees to this project. Employees are also known as "resources". Optional pricing information for this employee can be entered in other columns. If pricing is entered for the employee, but no item is specified, the pricing applies to the employee regardless of the item. For example, if an employee's billing rate is always $100.00, you can omit the item and enter $100.00 in the Labor column. If you restricted time entry to only assigned employees, be sure to select the employees who will be working on the project. If you need to bill an employee at two different billing rates (for example, you have an employee who needs to do project management and implementation for a project), enter the employee twice and assign a different Item to each. Each item would have a separate billing rate and be assigned to the appropriate task you created for the project (in this example, project management and implementation).
Item	Lets you specify an item, for the purposes of establishing project-specific pricing. If pricing is entered for an item, but no employee is specified, the pricing applies to the item regardless of the employee. For example, if Project Management services are always billed at $120.00 regardless of the employee who performs the work, you would select Project Management as the item and enter $120.00 in the Labor column. If an employee and item are specified together with a Labor or Expense price, the pricing applies to timesheet entries or expenses entered by this employee.
Description	Optionally, enter a description about this employee's role in the project in the Description box.
Start date	Specifies the effective date for pricing. If your pricing later changes, you can enter additional pricing with a new start date.
Labor (For users subscribed to Project Costing & Billing)	Select in the column header to establish default pricing for labor, based on either billing rates or a percentage markup on the cost of the employee's time. In the rows below the header, you can enter billing rates or markups for specific employees or employee/item combinations. The billing rate is used to determine the project's billing amount when you generate invoices and for transaction rules. If no billing rate is specified, both processes find a standard billing rate in an Order Entry price list. You can enter a maximum of 2 digits after the decimal, for example, 100.00.
Expense (For users subscribed to Project Costing & Billing)	Select in the column header to establish a default pricing for expenses, based on either billing rates or a percentage markup on your cost. In the rows below the header, you can enter billing rates or markups for specific employees or employee/item combinations. You can enter a maximum of 2 digits after the decimal, for example, 100.00.
AP and PO (For users subscribed to Project Costing & Billing)	Select in the column header to enter a default percentage markup for AP/PO purchases. In the rows below the header, you can override the default markup for specific items. You can enter a maximum of 2 digits after the decimal, for example, 100.00.

Project summary tab

Get a snapshot of the financial performance of a project. This tab displays critical Key Performance Indicators, including details of revenue, project projections, hours, and expenses. See how your project is performing, and improve your decision-making.

The Project Summary tab includes dollar amounts from the actual Accounts Receivable (AR) project invoices, generated via PGI. The tab does not include transactions posted directly to the GL accounts, even if those transactions are flagged for this project.

You can create a report that summarizes multiple projects in one view, with options that let you select just the projects and fields you want to see. Learn more about project summary reports.

The data that displays is cumulative, from project inception to the current moment.

Project summary tab field descriptions
Field	Description
Financial Summary	In this section, you'll find up-to-date information about key financial metrics such as your gross profit, net income, deferred revenue, cost of goods sold, and wage expenses. Where do the Financial Summary figures come from? The amounts in the Financial Summary section are based on the account groups that you chose when you configured the Projects application. To verify or edit the account groups, go to the Projects configuration page (Projects > Setup > Configuration), and then find the Project summary section. For example, the amount for Total Wages is calculated using the accounts in the account group that you selected for Wages. If you want, you can choose which labels appear by selecting Use account group "display as" names instead of above labels on the Configure Projects page. This enables you to use the "Payments" field to a different financial metric, for example, Indirect Costs.
Project Projections	Enter projected figures for the billing amount, cost, and duration (in hours) for this project. You can include these values in standard financial reports. If you're using revenue recognition by cost, you can obtain the project projections from the General Ledger by Entering a GL projected ID. This is used by Rev Rec to calculate the projected cost amount for the project. For multi-currency companies: Enter the projected billing amount and projected cost in the currency that you designated in the Project currency field on the Additional info tab. When you save your projected entries and return to the Project summary tab, we'll compare your projected figures to actual amounts and hours, including: Actual billings based on the line items tagged to the project and posted to accounts receivable. Cost based on the cost of goods account group selected during Projects configuration. Actual duration based on all hours entered minus declined hours. Differences based on the projected amount minus the actual amount. Variances based on the differences divided by the projected amount.
Hours	Hours calculate as follows: Billable Hours are all hours flagged as billable minus any declined hours. Billed Hours are all hours flagged as billable AND invoiced. Non-Billable Hours are all hours flagged as non-billable minus declined hours. Total Unbillable Hours are total billable hours minus total billed hours. You can include these values in standard financial reports.
Employee, Accounts Payable, and purchase order expenses	View a breakdown of billable and non-billable expenses, find out how much you've invoiced the customer so far, and keep track of goods and services that are on order (your PO commitments). Total Billable Expenses includes all billable expenses from Accounts Payable, Expenses, and Purchasing, minus any declined expenses and modified by any adjustments. To calculate this total, we include billable expenses from AP purchase invoices, employee expense reports, and purchase orders that have been converted to PO purchase invoices and posted to AP. Total Un-Billed Expenses and Total Billed Expenses break down your billable expenses to show how much the customer has been invoiced for so far. Total Non-Billable Expenses include all expenses from Accounts Payable, Purchasing, and Expenses not marked as billable, minus any declined expenses and modified by any adjustments. To calculate this total, we include non-billable expenses from AP purchase invoices, employee expense reports, and purchase orders that have been converted to PO purchase invoices and posted to AP. PO Commitments are orders placed through Purchasing not yet received or invoiced, and not posted to AP. If you convert the purchase order to a receipt that does not post to Accounts Payable, PO Commitments will decrease, but expenses will not increase until the receipt is converted to a PO purchase invoice. To avoid this, you can convert purchase orders directly to PO purchase invoices.

Change management tab

Use the Change management tab to see project change orders and change requests assigned to a project. Requires the Construction subscription to see the Change management tab, and these fields are read only.

Project change orders section

Project change orders section field descriptions
Field	Description
Project change order ID	The identification of the project change order assigned to the project. Select this link to display the project change order.
Project ID	The identification of the project associated to the project change order. Select this link to display the project. When you create a project change order, you assign it to a project.
Project name	The name of the project that is associated to the project ID.
Customer ID	The identification of the customer associated to the project. Select this link to display the customer record.
Customer name	The name of the customer associated to the customer ID.
Project change order date	The date that the project change order was created.
Change request status	The status of the change request.
Total cost	The total cost of the project change order.
Total price	The total price of the project.
Description	The description of the project change order.
Project contract ID	The identification of the project contract associated to the project change order. Select this link to display the project contract. When you create a project change order, you can assign it to a project contract.

Buttons

Buttons field descriptions
Field	Description
Show all	If this is the root project, you can select this checkbox to display children of the project that also have a project change order.
Export to CSV	Select this button to export project change orders assigned to the project.

Change requests section

Change request section field descriptions
Field	Description
Project change order ID	The identification of the project change order assigned to the change request. Select this link to display the project change order.
Change request ID	The identification of the change request assigned to the project.
Description	The description of the change request.
Change request date	The date that the change request was created.
Project ID	The identification of the project that is associated to the change request. Select this link to display the project. When you create a change request, you assign it to a project.
Project name	The name of the project that is associated to the project ID.
Change request type	The type of change request.
Change request status	The status of the change request.
State	The state of the change request. Displays one of the following options: Posted Draft
Total cost	The total cost of the change request.
Total price	The total price of the project.

Buttons

Buttons field descriptions
Field	Description
Show all	If this is the root project, you can select this checkbox to display children of the project that also have a change request.
Export to CSV	Select this button to export change requests assigned to the project.

Project contracts tab

Construction subscription is needed. To enable a Construction subscription, contact your Sage Intacct account manager. Regional support for Construction is limited to the United States, Canada, Australia, and the United Kingdom.

Use the Project contracts tab to see Construction project contracts and project contract lines assigned to a project. These fields are read only.

For more information, go to View Construction project contracts assigned to a project.

Project contracts section

Project contracts section field descriptions
Field	Description
Project contract ID	The identification of the project contract assigned to the project. Select to display the project contract.
Project ID	The identification of the project associated to the project contract. Select to display the project. When you create a project contract, you assign it to a project.
Project name	The name of the project associated to the project contract.
Customer ID	The identification of the customer associated to the project contract. Select to display the customer. When you create a project contract, you assign it to a customer.
Customer name	The name of the customer associated to the project contract.
Original price	The original price of the project contract.
Revision price	The revision price of the project contract.
Approved change price	The approved change price of the project contract.
Total revised contract price	The total revised contract price of the project contract.
Total billed	The total billed for the project.
Total retainage held	The total retainage held for the project.
Total retainage released	The total retainage released for the project.
Retainage balance	The retainage balance for the project.
Total payments received	The total payments received for the project.

Buttons

Buttons field descriptions
Field	Description
Show all	If this is the root project, you can select this checkbox to display children of the project that also have a project contract.
Export to CSV	Select to export project contracts assigned to the project.

Project contract lines section

Project contract lines section field descriptions
Field	Description
Project contract ID	The identification of the project contract assigned to the project. Select to display the project contract.
Project contract name	The name of the project contract assigned to the project.
Project contract line ID	The identification of the project contract line assigned to the project. Select to display the project contract line.
Line name	The name of the project contract line.
Project ID	The identification of the project associated to the project contract line. Select to display the project. When you create a project contract line, you assign it to a project.
Project name	The name of the project associated to the project contract line.
Task ID	The identification of the task associated to the project. Select to display the task.
Task name	The name of the task associated to the project contract line.
Original price	The original price of the project contract line.
Revision price	The revision price of the project contract line.
Approved change price	The approved change price of the project contract line.
Total revised contract price	The total revised contract price of the project contract line.
Total billed	The total billed for the project contract line.
Retainage held	The retainage held for the project contract line.
Retainage released	The retainage released for the project contract line.
Retainage balance	The retainage balance for the project contract line.
Payments received	The payments received for the project contract line.

Buttons

Buttons field descriptions
Field	Description
Show all	If this is the root project, you can select this checkbox to display children of the project that also have a project contract line.
Export to CSV	Select to export project contract lines assigned to the project.

Project AR sales invoices tab

Use the Project AR sales invoices tab to see project AR sales invoices and retainage release AR sales invoices assigned to a project. You can also view payments, credits, and adjustments used to pay for a project. These fields are read only.

For more information, go to View project billing information.

Project AR sales invoices section

Project AR sales invoices section field descriptions
Field	Description
Customer name	The name of the customer associated to the project AR sales invoice.
AR AR sales invoice ID	The identification of the AR sales invoice assigned to the project. The following are project AR sales invoices: Accounts Receivable AR sales invoices Order Entry AR sales invoices Project generate AR sales invoices Select to display the project AR sales invoice.
Date	The date that the project AR sales invoice was created.
GL posting date	The General Ledger posting date for the project AR sales invoice.
Doc state	The document state of the project AR sales invoice.
Document ID	The identification of the document assigned to the project. Select to display the project contract AR sales invoice.
Project contract ID	The identification of the project contract assigned to the project.
Currency	The currency of the project.
Amount	The amount of the project.
Retainage held	The retainage held for the project.
Retainage released	The retainage released for the project.
Retainage billed	The retainage billed for the project.
Amount due	The amount due for the project.
Amount paid	The amount paid for the project.
Overdue days	The number of days overdue to pay for the project.

Buttons

Buttons field descriptions
Field	Description
Show all	If this is the root project, you can select this checkbox to display children of the project that also have a project AR sales invoice.
Export to CSV	Select to export project AR sales invoices assigned to the project.

Retainage release AR sales invoices section

Retainage release AR sales invoices section field descriptions
Field	Description
Retainage release AR sales invoice ID	The identification of the retainage release AR sales invoice assigned to the project.
Transaction date	The date of the transaction for the retainage release AR sales invoice.
GL posting date	The General Ledger posting date of the retainage release AR sales invoice.
Doc state	The document state of the retainage release AR sales invoice.
Transaction currency	The transaction currency for the project.
Amount	The amount for the project.
Payments received	The payments received for the project.

Buttons

Buttons field descriptions
Field	Description
Show all	If this is the root project, you can select this checkbox to display children of the project that also have a retainage release AR sales invoice.
Export to CSV	Select to export retainage release AR sales invoices assigned to the project.

Payments section

Payments section field descriptions
Field	Description
Payments	The payment used to pay for the project.
Payment type	The type of payment for the project.
Bank account	The bank account associated to the payment.
Payment reference	The payment reference for the project,
Payment date	The payment date for the project.
Transaction currency	The transaction currency for the project.
Payment amount	The payment amount for the project

Buttons

Buttons field descriptions
Field	Description
Show all	If this is the root project, you can select this checkbox to display children of the project that also have a payment.
Export to CSV	Select to export payments assigned to the project.