To Enable Project Costing

Article • 6/18/2026 • 2 min read
  1. Navigate to User Permission Wizard [PERMWIZ] > Screens With Default Permissions.
  2. Search for Project Costing screen or type PRJCST in the Mnemonic row filter.
  3. Select the checkbox for default permission.
  4. Navigate to Production [CSPROD] > Material and Costing tab.
  5. Under the Costing section, select Enable Project Costing.

Note: Once enabled, Project Costing cannot be disabled.

  1. Click Save.

Note: After enabling, the Project Name and Project Phase fields appear on Quotes, Sales Orders, Purchase Orders, Job Orders, Shippers, Receivers, and Invoices.

To Create a New Project

  1. Navigate to the Project Costing screen or type PRJCST in the navigation pane.

  2. Click New.

  3. Enter the following details:

    • Project Name

    • Project Type

    Note: Project Type values are managed through Popup Maintenance. Users can add or update entries as required.

    • Project Description

  4. Select Customer.

Note: The Taxable checkbox and Salesperson information default from the Accounts [CUST] screen.

  1. Enter the Project Planned Start Date and End Date.

Note: The Project Actual Start Date and End Date fields are manual entry fields. Users must enter the appropriate dates when the project starts and ends.

  1. Click Save.

Note: The Total Estimated Cost and Total Actual Cost at the project level are consolidated from all associated phases. The Estimated Revenue is derived from the Sales Orders linked to the project, while the Actual Invoice Amount reflects the value of the Accounts Receivable Invoices created for it.

To Add Project Phases

  1. Within the project, click New on the grid toolbar to add a phase.

  2. Enter the following details:

    • Phase Name

    • Phase Type

    Note: Phase Type values are managed through Popup Maintenance. Users can add or update entries as required.

    • Description

    • Phase Status

    Note: Phase Status values are managed through Popup Maintenance. Users can add or update entries as required.

    • Estimated Cost

    Note: Estimated Cost is manually entered for each project phase, while Actual Cost values are accumulated from all linked cost documents.

    • Planned Start Date and Planned End Date

    • Responsible Person

    • Milestone (Optional)

    Note: Milestone is for visual tracking only. No calculations are performed through it.

  3. Click Save.

Note: A project must have at least one phase.

To Set Project Status

  1. Open the project.
  2. Change Project Status to the appropriate value.
  3. Click Save.

Note: Status changes are manual and must be updated by the user.