Skip to main content
Share / Export

Project Management overview

The Project Management (PM) module manages projects, contracts, firms, and project documents (POs, subcontracts, change orders), then interfaces them to Job Cost and related modules.

Typical flow​

  1. Configure PM Company Parameters, document types, status IDs, firms, and templates.
  2. Set up projects and contracts (and phases).
  3. Enter material/subcontract detail, initialize POs/subcontracts, and manage change orders.
  4. Run PM Interface so JC, PO, and SL stay current.
  5. Enter cost projections as needed.

Before you use PM​

  • Company parameters activate the subledgers you need.
  • Firms/contacts and document types/status IDs are set up.
  • JC jobs/contracts exist or will be created through your PM→JC process.