About Project Work Center

The first time you open the Project Work Center, the job box displays the last job entered in the current company. However, you can also view any other available jobs in that company. After that, the last accessed job is the default when you open Project Work Center. If you have not created any jobs in your company, you are prompted to create one from the 3-5 Jobs (Accounts Receivable) window when you open Project Work Center.

Project Work Center displays the following information for a selected job:

• A customizable menu tree displaying accessible menu commands.
• The Project Hot List.
• Contact and current financial information about the selected job.

Important! All selections and defaults are user-specific and company-specific.

Customizable Menu Tree

The left side of the window displays a menu tree for accessible Sage 100 Contractor menu commands for the selected job. Selecting a menu command displays the form or record pre-loaded with the job’s information for you to view or update.

In some cases, a list of associated items of that type for the selected job appears and you can then select the appropriate item. The following selections display a list:

• 3-2 Receivable Invoices/Credits
• 3-7 Progress Billing
• 4-2 Payable Invoices/Credits
• 6-4-1 Change Orders
• 6-6-1 Purchase Orders
• 6-7-1 Subcontracts

The menu tree defaults with all possible menu commands available. This is customizable through the Customize Project Work Center Menu window.

Project Hot List

The upper right side of the window displays the Project Hot List. The Project Work Center lets you view and manage information from the standard tables in the Project Hot List. With Document Control, you also have access to the enhanced functionality available from the 6-11-9 Project Hot List window.

Project Work Center Job Contact and Financial Data

The bottom of the window displays important information at a glance for each selected job. This information is “display only” and cannot be edited. However, as information is changed in Sage 100 Contractor for a specific job, this information is updated.

Project Work Center Desktop Shortcut

Job information is available directly from the Sage 100 Contractor Desktop by creating a desktop shortcut icon in the 6-12 Project Work Center window. This feature enables you to view important data and manage all your jobs from one location. Project Work Center is highly customizable for each user’s needs.

Important! You must create the desktop shortcut once. The Project Work Center shortcut will then be accessible from the desktop or in the 6-12 Project Work Center window. How?