Project Group Management
Objective
The Project Group Management function is used to identify transactions and provides greater flexibility for reports and pivotal analysis.
|
|
Maestro* has 6 groups for each of the major expense and revenue families: Material, Sub-Contractors, Miscellaneous, Equipment, Salary and Revenue. These groups can be modified as required. |
Steps
| maestro* > Projects > Maintenance > Projects > Project Group Management |
Creating a Group
- Complete the required information under the Main Fields tab.
Field
Description
Code *
Code for the group.
Description
Description that identifies the group.
French Description
French description that identifies the group.
Type
Families used to group expenses.
The choices are: Billing, Miscellaneous, Equipment, Labour, Material, Subcontractor.
NOTE: It is impossible to modify the type of group if there are budgets or transactions associated with the group.
General Ledger Account
General ledger account to which the revenue or expense is posted for the group.
NOTE: This account has priority over the account specified for the activity.
Work In Progress Account
General ledger account to which work in progress is posted.
NOTE: This account has priority over the account specified in Configuration.
Deferred Income Group
Group used when creating or exporting deferred income entries (accrued charges) for work orders.
NOTE: This group will be used to post the "credit" portion of the deferred income entry.
Available in maestro*MOBILE
Checkbox indicating whether the group is available in maestro*MOBILE.
General ledger accounts can be used as group codes to make it easier to enter transactions.
It is not possible to delete a cost group with a budget and/or transactions attached to it.
- Click on Save.
- Click on Quit.
See also
- For more information regarding the web version of this maestro* option, refer to the help page Project Group Management
- Configuration – Work Orders
- Chart of Accounts
- How to Posting Work-in-Progress from Work Orders