Change a Project Quantity

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

Select the project quantity that you want to change and click Select.
Click Modify.
Enter the new data. See Enter a Project Quantity for the field description.
Choose the appropriate options when you click OK:

To	Do This
Change a field	Click Modify.
Delete this project quantity	Click Delete. See Delete.
Exit without changing this project quantity	Click Cancel. The program prompts Exit without updating? Click Yes to exit without updating the record or click No to retain the record with the changes that you made.
Accept the data	Click OK.

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.

When you click OK or Cancel enter another project or exit the program.