Enter a Project Quantity

When you click Proj qtys in the Project Maintenance (PSM) program, you can enter and change the quantity, profit, commission, discount, and percent of costs for this project estimate. See Background and Road Map for more information.

Accept the number for the Sequence number field for one estimate for the parent item. You can enter up to 99 estimates. You can see the results of the data when you click Roll up and then Summary.
Enter data in these fields:

Field Name	Type / Max Length	Action / Description
Project qty	Required 10 numeric	Enter the quantity for this estimate.
Profit %	Optional 5 numeric in the format 999.99	Enter the percent of profit for this estimate. The program adds this percent to the Total Cost of Sales to calculate the Price less disc that displays when you click Summary. For example, enter 18.5 for 18.5%.
Commission %	Optional 5 numeric in the format 999.99	Enter the percent of commission for this estimate. The program adds this percent to the Total Cost of Sales to calculate the Price less disc that displays when you click Summary. For example, enter 6.5 for 6.5%.
Discount %	Optional 5 numeric in the format 999.99	Enter the percent of discount for this estimate. The program subtracts this discount from the Base Price to arrive at the Price less disc that displays when you click Summary. For example, enter 2.5 for 2.5%.
Adds % of tot. factory cost	Optional 14 numeric in the format 999999999.99999	Accept the displayed percent of total factory cost or enter a different percent. For example, enter 4.50000 for 4.5%. The program adds this percent of Total factory cost to Total factory cost to calculate Total cost of sales.
Adds fixed amount to order	Optional 14 numeric in the format 999999999.99999	Accept the displayed amount to be added regardless of the quantity ordered or enter a different amount. The program adds this amount to Total factory cost to calculate Total cost of sales.
Adds fixed amount to unit	Optional 14 numeric in the format 999999999.99999	Accept the displayed amount per quantity ordered or enter a different amount. The program multiples this amount by the project quantity and adds it to Total factory cost to calculate Total cost of sales.
Adds % of material total	Optional 14 numeric in the format 999999999.99999	Accept the displayed percent of Material cost or enter a different percent. The program adds this percent of Material cost to Total factory cost to calculate Total cost of sales.
Adds % of labor total	Optional 14 numeric in the format 999999999.99999	Accept the displayed percent of Labor cost or enter a different percent. The program adds this percent of Labor cost to Total factory cost to calculate Total cost of sales.
Adds % of price less discount 1 – 4	Optional 14 numeric in the format 999999999.99999	Accept the displayed percent or enter a different percent. The program adds this percent of Price less disc to the Total cost of sales to calculate Price less disc. If Unassigned, you did not enter a percent for this field in the Project Cost Factors Maintenance (TPS) program.
Adds fixed amount to total	Optional 14 numeric in the format 999999999.99999	Accept the displayed fixed amount for this project or enter a different amount. The program adds this amount to Price less disc to calculate the Final price.
Adds % of outside service	Optional 14 numeric in the format 999999999.99999	Accept the displayed percentage for this project or enter a different amount. The program adds this pecentage of Outside service cost to Total factory cost to calculate Total cost of sales.
Adds % of outside service	Optional 14 numeric in the format 999999999.99999	Accept the displayed percentage for this project or enter a different percentage. The program adds this pecentage of Outside service cost to Total factory cost to calculate Total cost of sales.
Adds % of total overhead	Optional 14 numeric in the format 999999999.99999	Accept the displayed percentage for this project or enter a different percentage. The program adds this pecentage of Total overhead cost to Total factory cost to calculate Total cost of sales.

Choose the appropriate options:

To	Do This
Change a field	Click Modify.
Cancel this entry	Click Cancel.
Change the sequence number	Click Change no. This button displays only when you add a sequence.
Accept the data	Click OK. The program prompts Sequence number. Enter another project quantity or clear the field to exit.

Note
You cannot delete a record until it has been saved; use Cancel.

Choose the appropriate options when you click OK.:

To	Do This
Add another project quantity	Click Add.
Delete the selected project quantity	Click Delete. See Delete.
Copy the selected project quantity	Click Copy. See Copy.
Display the selected project quantity	Click Select.
Display sequences from a specific number	Click Restart. The program prompts Sequence number. Enter the first sequence you want to display or leave blank to begin with the first sequence.
Print the project quantity listing	Click Print. See Print.
Display the previous set of records in the file	Click Page up.
Display the next set of records in the file	Click Page down.
Accept the data and exit	Click Exit.

Click Roll up to update project costs.
Click Summary or choose the appropriate options:

Do This

Change a field

Click Modify.

Delete this project

Click Delete. The program prompts Do you want to delete this record?. Click Delete to delete this entire project or click No to retain this project.

Exit without creating this project

Click Cancel.

Display additional fields

Click Other info.

Enter notes for this project

Click Notes. See Enter Notes.

Enter an item, its branch information, and costs

Click Inventory and then:

Click	To enter a/an
Item	Item record. See Enter an Item for a Project.
Branch	Branch record. See Enter Branch Information for a Project Item.
Item cost	Cost record. See Enter Costs for a Project Item.
Back	End this action.

Enter quantities, profit, commission, and discount percents

Click Proj qtys.

Enter a bill of material

Click BOM. See Enter a Project Bill of Material.

Enter a routing

Click Routing. See Enter a Routing.

Enter a new customer

Click Customer. See Enter a New Customer.

This button displays only if you entered a new customer in the Customer number field.

Enter miscellaneous costs

Click Misc costs. See Enter Miscellaneous Costs.

Calculate costs for project quantities

Click Roll up.

Display the project and unit costs for project quantities

Click Summary. See Display a Project Summary.

Print documents for this project

Click Print and then:

Click	To print a project
Customer	Estimate for this customer. See Print or Reprint a Customer Project Estimate.
In-house	Summary for your use. See Print Project Summaries.
Cost report	Material cost report for your use. See Print a Project Indented Cost Report.
Back	End this action.

Transfer this project to your database

Click Transfer. See Transfer a Project.

Close this project

Click Close proj. See Close a Project.

Display the sales quote generated by this project or the sales order line if the sales quote has been transferred

Click Order. See Enter a Sales Quotation or Display a Summarized Sales Order.

This button displays only for a transferred customer project.

Accept the data and exit

Click OK.

Exit the program

Click Exit.