The Projects/Jobs page is used to set up new projects and edit existing projects. Follow the steps below to create a new project.
- From the main CPR menu, select Company Setup, then Projects/Jobs.
2. From the Projects: Add/Edit Details screen, select New Project.
3. Enter in the data for each required field that is in red.
- Project Name: Enter the project title.
- Project Code: Enter the project number that can be identified with this project, up to 50 alphanumeric characters (for example, L1234567SCHL). If using a payroll or time file, the project code in this field should match the code on the payroll or time file.
- Start Date: Enter the first day that work was performed on this job site. This date will be used to calculate the Payroll Number that populates on certified payroll reports.
- Prime Contractor/Sub Contractor: Select the appropriate button for this project to populate on certified payroll reports.
Note: The other fields are not required but can have data entered for certain certified payroll reports.
4. Select Save and Next.
5. Go to How do I add a certified payroll report to my project and begin at step 3, Associated Reports.