Display a Project Summary

When you click Summary in the Project Maintenance (PSM) program, you can display a summary for each project quantity estimate. See Background and Road Map for more information.

Note
If you make changes to item costs, project costs, or project quantities, you need to click Roll up to update the fields on this screen.

Your fields may have different labels based on your entry in the User description field for each project code in the Project Cost Factors Maintenance (TPS) program. If you did not enter a code, the field is blank, but the program prints Unassigned on the PSL summary report.

The program displays these fields:

Field Name	Displays
Seq	The sequence number for this project quantity
Project qty	The quantity for this estimate
Total factory cost	The total material, labor, overhead, and outside service costs for this quantity
Total cost of sales	The total cost of sales for this quantity
Price less disc	The calculated selling price
Final price	The final price for this project quantity
Unit price	The price per unit: Final price / Project qty

Select a project quantity and click Select.

The program displays these factory cost fields:

Field Name	Displays
Material cost and unit cost	The total cost of material for the quantity of components required to make this project quantity. If you entered vendor pricing, the material cost is for the appropriate price break. If a component does not have vendor pricing, the program uses the component's standard unit cost. The total unit cost of material
Labor cost and unit cost	The total cost of labor to make this quantity based on the item's routing The total unit cost of labor based on the item's routing
Overhead costs and unit cost	The total overhead cost to make this quantity The total unit overhead cost
OS cost and unit cost	The outside service cost required to make this quantity The total unit outside service cost
Total factory cost and unit cost	Material cost + Labor cost + Overhead cost + Outside service cost Material cost + Labor cost + Overhead cost + Outside service cost / Project qty
Misc costs and unit cost	The total miscellaneous costs you entered for this project The total unit miscellaneous cost

The program displays these cost of sales fields:

Field Name	Displays
Adds % of total factory cost	(Adds % of tot factory cost / 100) x Total factory cost
Adds fixed amount to order	The amount entered in the Adds fixed amount to order field
Adds fixed amount to unit	Add fixed amount to unit x Project qty
Adds % of material total	(Adds % of material total / 100) x Material cost
Adds % of labor total	(Adds % of labor tot / 100) x Labor cost
Total cost of sales	Total factory cost + Misc costs + Adds % of tot factory cost + Adds fixed amount to order + Adds fixed amount to unit + Adds % of material total + Adds % of labor total

The program displays these fields that are added to the cost of the item to determine its final price:

Field Name	Displays
Profit [value] %	The profit for this project based on the percent you entered for this project quantity: (Profit % / 100) x Price less disc
Commission [value] %	The commission for this project based on the percent you entered for this project quantity: (Commission % / 100) x Price less disc
Add % of Price less disc	(Adds % of price less disc / 100) x Price less disc

The program displays these price fields:

Field Name	Displays
Base price	Total cost of sales + Profit percent amount + Commission percent amount + Adds % of price less disc 1 to 4 amounts + Discount amount
Discount [value] %	The discount for this project based on the percent you entered for this project quantity: (Discount % / 100) x Base price
Price less disc	Base price - Discount

The program displays these fields:

Field Name	Displays
Adds fixed amount to total	The amount entered in the Adds fixed amount to total field
Final price	Price less disc + Adds fixed amount to total
Unit price	Final price / Project qty

Choose the appropriate options:

Do This

Change pricing

Click Price and then:

Click	To change
Base pr	Base price and recalculate profit, commission, discount, price less discount, final price, and unit price
Less disc	Price less discount and recalculate profit, commission, base price, discount amount, final price, and unit price
Adjust val	Adds fixed amount to total and recalculate final price and unit price
Unit pr	Unit price and recalculate profit, commission, base price, discount amount, price less discount, and final price
Back	End this action.

This button only displays if the project status is blank or New.

Lock / Allow cost roll up

Click Override.
The message Displayed summaries will not be included in roll up. Any price changes you make will remain locked on this screen as long as the message is displayed. The price changes will not be included in cost roll-up when you click Roll up.

Click Override again.
No message displays. Any price changes you make on this screen will be included in cost roll up when you click Roll up.

This button only displays if the project status is blank or New.

View component cost detail

Click Detail. See Display Component Costs.

Save entries for the project quantity and display a summary for another project quantity

Click OK.

Exit project summaries

Click Quit.

Click OK to display a summary for another project quantity or click Quit to exit project summaries.
Choose the appropriate options when you click OK:

To	Do This
Display the selected project quantity	Click Select.
Display project quantities from a specific sequence number	Click Restart. The program prompts Sequence number. Enter the first number you want to display or leave blank to begin the display with the first sequence in the file.
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.
Exit project summaries	Click Exit.
Exit the program	Click Quit.

Choose the appropriate options when you click Exit:

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 quantity, profit, commission, discount, and other charges

Click Proj qtys. See Enter a Project Quantity.

Enter a bill of material

Click BOM. See Enter a 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 Display a Summarized Sales Order.

This button displays only for a transferred customer project.

Accept the data and exit

Click OK.

Choose the appropriate options when you click OK or Cancel:

To	Do This
Display the selected project	Click OK.
Display the previous record in the file	Click Prev.
Display the next record in the file	Click Next.
Enter a new project	Click New.
Exit the program	Click Exit.