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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General workflows
Progress billing
Work in Progress Report (Revenue Recognition)

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Project job costing overview Set up your account for project job costing Create project labels Use project advanced overrides Understand project records Project labels - FAQs

General workflows

Create project estimates Create multiple project opportunities Create proposal templates for projects Generate actuals

Progress billing

Set up retainage based on Application for Payment Complete Application for Payment and Continuation Sheet Create a progress invoice based on Application for Payment Bill for retainage based on Application for Payment Create a Change Order based on Application for Payment Progress billing Account and bill for retainage Bill for the retained amount in the last invoice for the project Create change orders

Work in Progress Report (Revenue Recognition)

Set up revenue recognition for projects Work in Progress report Edit Cost to Complete