Field Definitions: PM Projection Codes Form

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

Project

Projection codes need to be set up on a project before projections can be entered using the PM Cost Projections form.

Enter the project number or press F4 to select a project from a list.

Projection Code

The projection code identifies each unique record. The projection code can be up to twenty characters long.

Automatically create projection codes

You can automatically generate projection codes based on the phases, cost types, phases and cost types, and contract items on the job.

Description

Enter a description of the projection code. The description can be up to sixty characters long.

Automatically create projection codes

You can automatically generate projection codes based on the phases, cost types, phases and cost types, and contract items on the job.

UM

The Unit of Measure field on the Info tab allows you to specify the units you want to accumulate for this projection code. When entering projections using the PM Cost Projections form, you can plug units and have the adjustements spread to associated phase/cost types.

For information about using common UMs, see About Setting Common UMs for Projection Codes .

Units

The Unit of Measure field on the Info tab allows you to specify the units you want to accumulate for this projection code. When entering projections using the PM Cost Projections form, you can plug units and have the adjustements spread to associated phase/cost types.

For information about the spread option, see About Using the Spread Option for Cost Projections.

This will be the final units on the projection code

When creating a projections using the PM Cost Projections form, the value entered in this field will populate in the Final Units field on the projection code (PM Cost Projections> Grid tab> Final Units).

Seq

The sequence number is a unique number that identifies each record on the Phase/ Cost Type tab.

This field will automatically populate with the next available number when you create a new record on the Phase/Cost Type tab.

Phase

Enter the phase associated with the projection code.

You can only select a phase that is associated with the job (PM Projects> Phases tab).

Cost Type

Enter a cost type or press F4 to select a cost type from a list.

You can only select a cost type that is associated with the phase selected in the Phase field (PM Project Phases> Cost types tab).

Proj Code Units

Select this check box to include this cost type when projected units.

The Unit of Measure field on the Info tab allows you to specify the units you want to accumulate for this projection code. When entering projections using the PM Cost Projections form, you can plug units and have the adjustments spread to associated phase/cost types.

For information about common UMs, see About Setting Common UMs for Projection Codes .

Spread %

Use this field to select how the plugged values entered on a projection code will be distributed to the associated phases/cost types.

For more information about the spread option, see About Using the Spread Option for Cost Projections.

Make sure you distribute 100%!

The spread percentage on all of the phases/cost types should total 100%.

The current total displays at the top of the form next to the Projection Code field.

Note: This field is only enabled when Defined at Projection Code is selected in the Spread Option field on the PM Company Parameters form (Projections tab).

Notes

Enter any notes that apply to the projection code.

Spelling Check

Click the Spelling icon on the toolbar or select Tools > Spelling to spell check the text in this field.

Add a Standard Note

Standard notes allow you to insert frequently used text into some fields in the application. This text is created and maintained using the HQ Standard Note form.

To insert a standard note into the field, right click the mouse while focus is in the field and select Standard Notes from the shortcut menu, which opens the Standard Note Copy window. Then enter the standard note to copy (or select from F4 lookup) and click OK. The system inserts the selected note into the field.