[PM] Projects

Project Management> Programs> PM Projects

Info Tab

PMP1. Project 

Enter a project number (up to 10 characters) or press F4 to choose from a list of jobs.

PMP2. Description 

Enter your project description.

Example Customer-Job

PMP3. Contract 

When you create the PM Project first, the Contract number will auto populate to the Project number.

Enter the contract for the job/project or press F4 to select from a list.

PMP4. Department

This field is enabled only if the contract selected in the Contract field is not set up in PM Contracts.

Enter the department for the contract or press F4 to select from a list. The department specified here will be the default for the contract.

PMP5. Customer

F4 to select the customer

This field is enabled only if the contract selected in the Contract field is not set up in PM Contracts.

PMP6. Retainage

This field is enabled only for new contracts.

Enter the retainage percent for this project. This percent will be the default for all contract items.

PMP7. Start Month

Enabled only if the contract is not set up in PM Contracts.

Enter the starting month for this contract. It defaults to the current month.

PMP8. Project Manager

Enter a project manager or press F4 to select from a list.

PMP9. Tax Code

Enter the default tax code for posting sales or use tax to this project in AP, PO, and SL. Press F4 to select a tax code from a list.

PMP10. Base Tax On
This is usually just selected as J-Job

Specify where to default the tax code from when entering job lines (e.g., when creating a PO item in PO Purchase Order Entry):

- J-Job: Use the tax code from the job/project (JC Jobs or PM Projects > Info tab > Tax Code field).

- V-Vendor: Use the vendor’s tax code (AP Vendors > Tax Code field).

- O-Vendor Override: Use the vendor’s tax code (AP Vendors > Tax Code field). If not specified, use the job’s tax code (JC Jobs > Tax Code field).

PMP11. Liability Template

The liability method determines how payroll burden is assigned. Enter a liability template number or press F4 to select from a list.

PMP12. Insurance Template

The insurance template is used for processing payroll on the job/project.

Enter an insurance template code or press F4 to select from a list.

PMP13. PR State

This field is the default when posting timecards (PR Timecard Entry) for this project. It's used by the Payroll module for tax state, unemployment state, or insurance state if you're using the job state.

PMP14. Mail Address

Enter the mailing address for the project.

PMP15. Shipping Address

Enter the shipping address for the project.

PR Info Tab

PMP16. PR Local Code

Use this field to specify the city, county, or taxing district where the job/project is located.

For WA/OR local contractors, this is where if we have a job in OR we specify.

See the Oregon Local Tax Boundaries Map:

https://www.google.com/maps/d/u/0/viewer?ll=45.48387188234483%2C-122.81069365&z=12&mid=1NoLnDVO2RSFJZ8ttx-3vOVMJ5NlPvhgh

PMP17. Is it Certified Payroll?
Check this box if the project needs to be on Certified Payroll reports. If selected, the project will appear on the report according to settings in PR Employees. Leave it unchecked if the project doesn't require certification.

If Certified:
Project Intent ID: Enter #
LI County: Which County are you reporting for under Labor and Industries? 

PMP18. Start Date for Certifieds: If Applicable

If this job is on certified payroll reports, input the start date (when work began) for accurate week calculations on reports like PR Certified Payroll Transcript. This date should mark the end of the first week on the job/project.

PMP19. Select your Craft Template
Choose a craft template here to set default pay rates for posting timecards to the project/job. You can enter a PR template code or select one from a list. 

Craft templates are managed in the PR Templates form, where you can add them to the template using the Craft Templates tab.

Reference the PR Craft Template How To link

PMP20. Select your PR Overtime Schedule

Select the overtime schedule to calculate PR overtime for this job/project. You can input the schedule or choose one from a list by pressing F4. 

Overtime schedules are managed in the PR Overtime Schedule form.

Reference the 

PR Overtime Schedule How To link

Phases Tab
You can also find this in Project Management> Programs> PM Project Phases

PMP21. Double Click Into Phase to open Project Management> Programs>PM Project

Info Tab

PMP22. Phase

Select F4 to pull the Phases you want, do this for each phase

Cost Types Tab

PMP23. Cost Types

Select F4 to pull the Cost Types you want for each phase
Usually Silvertrek Standard has 1,2,3,4,5,7 as cost type, see snippit for example