Skip to main content
Share / Export

Managing PM Projects

PM Projects is the project/job list in Project Management. It links to JC jobs and holds project-level defaults.

Before you start​

  • Contract exists (or will be created) for the project.
  • Project manager and liability/PR defaults are known.

Steps​

  1. Open PM Projects.
  2. Link the project to a contract.
  3. Assign a project manager.
  4. Set liability defaults that control payroll burden posting to job cost.
  5. Enter the PR state for tax/withholding defaults.
  6. Reference compliance groups for subcontracts or purchase orders if used.
  7. Complete job, mailing, and shipping information as needed.
  8. Use PM Interface to change status from pending to open so costs and commitments can post.

Notes​

  • Pending projects generally cannot receive cost/commitments until opened through the interface.