Field Definitions: JC Override Projections Form

The following is a list of field descriptions for the JC Override Projections form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Through Month

Specify the month for which to enter override projections. If you specify a month that is closed, a warning displays in red to the right of the month; however, entry is allowed.

When using the Revenue tab

When using the Revenue tab to override revenue at the contract level, the contracts that display in the lower portion of the form are filtered by contract start date.

For example if you enter 7/19 in this field, only contracts with a start date prior to or equal to 7/19 will display in the lower portion of the form.

The contract start date is set up using the Contract Start Month field on the Info tab of the JC Contracts form.

Click here for more information about the Revenue tab.

JC Override Projections

Cost: Adjustment

Enter the amount by which to adjust the current detail projection amount, entering a minus sign to indicate a negative amount. If you entered a value in the New Override column, this field will default the difference between the New Override and Current Detail Projection amounts. Overriding the default will cause the New Override amount to be recalculated.

 

JC Override Projections

Cost: New Override

Use this column to override the total current projected amount for this job. The override amount entered here will not affect projections in JC Cost Projections.

If the override projected amount has not changed from the previous month, you can use the “Copy Cost Overrides” option (File menu) to copy the ‘Previous Override Projection’ amount to this column. Be aware that if you use the copy feature, that it will affect all jobs in the grid, not just the one on which you currently have focus. In addition, once copied, it cannot be undone.

 

JC Override Projections

Cost: Other Amount

Use this column to enter any additional amount (i.e. costs, hours, etc.) specific to this job for this month.

Note: This amount will not be carried over to the next month, nor is it included on the "JC Work in Progress with Overrides" report (or any other standard report). 

JC Override Projections

Cost: Notes

Use this field to enter notes pertaining to this job/projection override. For additional space, double-click the field to access the Grid Notes Form. Space is virtually unlimited; however, there is maximum allowance of 8k.

Standard notes (set up in HQ Standard Note) can be added if applicable; however, you must have focus in the Grid Notes Form. Then right click the mouse and select the Standard Notes option from the shortcut menu to display the Std Note Copy window. Enter the note you wish to copy (use F4 for a list of standard notes) and click OK to add the note.

Tip: To indent the first line of a paragraph (or to create columns), press 'Ctrl + Tab'. Repeat for each tab increment.
Note: If you use the copy feature to copy override projections from one month to another, you also have the option to copy the notes entered for each job. Once copied, notes can be edited.  

JC Override Projections

Revenue: Adjustment

Enter the amount by which to adjust the current contract amount, entering a minus sign to indicate a negative amount. If you entered a value in the New Override column, this field will default the difference between the New Override and Current Contract amounts. Overriding the default will cause the New Override amount to be recalculated.

 

JC Override Projections

Revenue: New Override Projection

Use this column to override the total current amount for this contract.

If the override projected amount has not changed from the previous month, you can use the “Copy Revenue Overrides” option (File menu) to copy the ‘Previous Override Projection’ amount to this column. Be aware that if you use the copy feature, that it will affect all contracts in the grid, not just the one on which you currently have focus. In addition, once copied, it cannot be undone.

 

JC Override Projections

Revenue: Other Amount

Use this column to enter any additional amount (i.e. revenue, hours, etc.) specific to this contract for this month.

Note: This amount will not be carried over to the next month, nor is it included on the "JC Work in Progress with Overrides" report (or any other standard report). 

JC Override Projections

 

Revenue: Notes

Use this field to enter notes pertaining to this contract/projection override. For additional space, double-click the field to access the Grid Notes Form. Space is virtually unlimited; however, there is maximum allowance of 8k.

Standard notes (set up in HQ Standard Note) can be added if applicable; however, you must have focus in the Grid Notes Form. Then right click the mouse and select the Standard Notes option from the shortcut menu to display the Std Note Copy window. Enter the note you wish to copy (use F4 for a list of standard notes) and click OK to add the note.

Tip: To indent the first line of a paragraph (or to create columns), press 'Ctrl + Tab'. Repeat for each tab increment.
Note: If you use the copy feature to copy override projections from one month to another, you also have the option to copy the notes entered for each job. Once copied, notes can be edited.  

JC Override Projections