Project job costing
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.
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Project job costing overviewSet up your account for project job costingCreate project labelsUse project advanced overridesUnderstand project recordsProject labels - FAQsGeneral workflows
Create a projectBuild an estimate and add estimates to opportunitiesCreate multiple project opportunitiesCreate proposal templates for projectsGenerate actualsProgress 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 Progress billingAccount and bill for retainageBill for the retained amount in the last invoice for the projectWork in Progress Report (Revenue Recognition)
Set up revenue recognition for projectsWork in Progress reportEdit Cost to CompleteDisclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.