Internal grouping fields

You can use internal grouping fields, listed below, in a variety of ways.

• Division code and description
• Major code and description
• Minor code and description
• Subminor code and description

Uses for internal grouping fields

Below are features where Job Cost Internal Grouping fields come into play.

• The Change proposal request (CPR) and Change order (CO) Details reports can be summarized by job cost code or internal division.
• The Prime Contract Invoice Details report can be summarized by job cost code or internal division.
• Financial dashboards in the Project Analytics module can show results that are summarized by any internal code.
• When exporting project transactions to an accounting system, the job cost code is typically replaced with a matching service item. If a item's number or description does not match a cost code, the internal division fields are used as the matching criteria.

Show internal grouping fields

You can add the columns with the grouping fields to the job cost codes list.

1. On the Job cost codes screen, select Columns.

2. Select the columns with the internal grouping fields.

3. Select Apply.

Update internal grouping fields using a bulk action

1. On the Job cost codes screen, select Columns.

2. Select the job cost codes to be updated.

   Select the checkbox in the header to select all of the job cost codes.

3. Select Choose bulk action.

4. In the Apply global changes screen, enter your change.

   

5. Select Save.