Project screen

Use the Project screen to set up projects in ProContractor. This enables you to perform project tracking and in-depth project analysis.

You can set up projects by entering all of the project details or by copying certain project details (including cost types, cost codes, billing formats, and budgets) and checklists from an existing project. ProContractor can store and track all estimated, committed, actual, and projected units, hours, and dollars providing the ability for in-depth project analysis. In addition, you can define projects by division and set up master projects. Use the Default Project screen to set default values for new projects.

Each project is identified by a project number. You always have the option to enter the project number manually. In addition, if the Auto Assign Project Number checkbox has been selected in the Project Settings screen, you can choose to have ProContractor automatically assign a project number. This eliminates the need track project numbers and may be particularly useful if you manage a high volume of projects or if you want to use meaningful project numbers. You can add a prefix to a project number to identify or categorize the project. For example, you might specify a prefix that contains the four-digit year, so that each project number includes the year in which the work started. Prefixes are defined in the Project Settings screen.

To open the Project screen, click Projects > Setup > Project in the All Tasks pane.

Note: The Project screen is a step in more than one setup process: