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JC Project Managers

Company Tracker action: implementation-setup-jc-project-managers Milestone: Job Cost / Module Setup (milestone_id=5, core_milestone_id=2) Order: 4 Estimated duration: 0.5 hours Typical owner: Controller

Purpose​

Maintain the Job Cost project-manager list used on jobs for assignment, report filtering, and cost-projection initialization by PM. This is a JC-only master, not a Payroll employee validation list.

Prerequisites​

  • Know which managers will be assigned on go-live jobs.
  • Contact details ready if the client wants phone / email on the master (optional for posting).
  • Agree whether historical / inactive PMs are needed for reporting or only active go-live names.

Vista configuration article​

See the detailed Vista guide:

Setting Up JC Project Managers

Field meanings and form steps live there. Do not restate them on this page.

Implementation guidance​

Decide (client / kickoff)​

  • PM list scope: load active go-live project managers (the ones assigned to jobs). Historical names are optional for report continuity; they are not the default starter.
  • Numbering: stable codes the client will recognize on jobs and projections (up to 10 digits).
  • Contact fields: typically populate name and email. Phone is optional.

Load / accept (implementation defaults)​

  • Load PMs as a JC-only list. They are not validated against or synced from Payroll employees. PR changes do not update this list — keep ownership clear.
  • Assignment is informational for report filter and cost-projection init by PM. It does not drive AP, PR, or other posting by itself.
  • Recommended starter: active go-live PMs with name + email; add phone if the client wants it; defer historical names unless reporting needs them.
  • Accept means owners confirm names and codes used on go-live jobs before job load.

Tips and gotchas​

  • PM list: active go-live first; name + email are the usual contact fields (phone optional). Historical PMs only when reports need them.
  • JC Project Managers are a separate JC-only list — not validated against Payroll and not synced from it. PR edits never flow here.
  • Missing PM on a job breaks PM-filtered reports and projection init by manager, not cost posting.
  • Restrict who can edit the list if codes are referenced heavily in job imports.

Done when​

  • Active go-live project managers exist with accepted codes, names, and typical contact fields (name + email).
  • List is ready to assign on JC Jobs.