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Project job costing

Who uses this feature
  • Administrators and accountants

  • To update your account with this feature, please contact your success manager

Manage and track your projects in real time from the project record. You can view the progress of project phases, compare itemized budgeted costs with actual expenditures, and more.

  • Get started
  • General workflows
  • Progress billing
  • Work in Progress Report (Revenue Recognition)

Get started

Project job costing overviewSet up your account for project job costingCreate project labelsUse project advanced overridesUnderstand project recordsProject labels - FAQs

General workflows

Create a project Create project estimatesCreate multiple project opportunitiesCreate proposal templates for projectsGenerate actuals

Progress billing

Set up retainage based on Application for PaymentComplete Application for Payment and Continuation SheetCreate a progress invoice based on Application for PaymentBill for retainage based on Application for PaymentCreate a Change Order based on Application for PaymentProgress billingAccount and bill for retainageBill for the retained amount in the last invoice for the projectCreate change orders

Work in Progress Report (Revenue Recognition)

Set up revenue recognition for projectsWork in Progress reportEdit Cost to Complete

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