Project Group Management

Objective

The Project Group Management option is used to identify transactions and provides greater flexibility for reports and pivotal analysis.

Maestro* has six 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 (Web)

Creating a Group

Click the New icon.
Complete the required information under the Main Fields tab:

Fields followed by the * character are mandatory fields.

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.

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 *maestroMOBILE**	Checkbox indicating whether the group is available in *maestroMOBILE**.

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 the Save icon.

Project Group Management

Objective

Steps

Creating a Group

See also