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Create a new Analysis 3 code for the project/order

Set up 1

Or create a new Project with Stages (Project module required)

Set up 2

Create Project/Job Costing lines for each product
setting quantity, revenue and cost
Period and Year are for when Job Costs are transfered to a Budget

Set up 3

Create Project/Job Costing lines to assign Employees time to the project
Standard employee rates can be changed

Set up 4

Add sundry overhead costs to be incurred
such costs can be allocated to different periods

Set up 5

When the Project/Job Costing Lines are complete
Convert to a Budget

Set up 6

When the Project/Job Costing Lines are complete Create a Customer Quote
Use the Quote for quantities/amounts to be invoiced

Set up 7

Review actual Time Log Entries with Planned Project/Job Costs
Review and control Actuals to Planned Project/Job Costs
On Project and Stage level or Project Summary level

Set up 8

Review and control Actuals with Budget
Use the Project/Job Cost budget and restrict the range under Financial Reports

Set up 9

Use the Profit and Loss Financial Report to review performance
Or construct a more detailed Financial Report specific to the purpose

Set up 10
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