Enter a description of the job, to clarify project phases.

The current user-defined project status of the job. If the job status is closed or canceled, you cannot expense anything against the job.

Select the activity code for this job. Activity codes are set up to make it easier for the creator of jobs. Since an expense accounting structure can be linked to a pre-established activity code, you do not need to be familiar with accounting information. You simply select the activity and the system pulls in the appropriate expense accounting structure. See Finance|Codes|Activities for Setup definition.

Select the cost category from the drop-down: All, Material, Labor, or Contract.

Use the lookup to select the job type to classify the job. Set up these user-defined job codes in Finance|Codes|Job|Job type.

Select this check box when the project is complete.

Use the drop-down list and indicate if this is an expense or a capital job.

Enter the component part, which is the part number that the tool is building. It is a manually entered field.

Enter the requisition approval group at a job level. EAM overrides the requisition approval group for the project and uses the one entered at the job level.

The site with the costing structure that is charged to expense against this job. Use the expense site for this job’s project.

Enter the department associated with the job.

Enter the default job cost center. The default cost center copies to various transactions, such as purchasing requisitions, labor postings, and parts issued for this job.

Enter the expense account for this job. Specifying this account number assigns it all charges for this job. If this field is blank, expenses use project accounts.

The sub-account to expense for this job. By selecting a sub-account for this project, you restrict expenses to the job to use only this sub-account.

Enter an original estimate of the total job cost.

Amount available to this job from a parent job.

Enter amount allocated to this job. Allocated amount cannot exceed the Available from Parent amount.

The system calculates the amount allocated to child jobs of this job. This amount is not more than this job’s Allocated amount.

Total spent to date on this job including rolled-up costs from children.

Amount available to the job that is not yet allocated. This amount is equal to Allocated – (Allocated to Children + Total spent at this Level).

Select to allow spending at this job level when Use Allocations is selected for the project. This option provides you with tighter control over which job can be charged against. There may be a parent job, but only a specific lower-level job or child can have cost charged.

The total for parts issued, services, and labor transactions associated with this job. This amount does not include rolled-up costs from children.

An amount the project manager sets as a budgetary warning point. The system issues an e-mail warning to the user or group from the project’s General tab to notify when expenses reach this amount.

Estimated Net Available Funding displays an estimated amount of remaining funding after considering a broader range of expected expenditures in addition to actual costs already incurred.

This amount could include the following:

The cost categories are selected in General|BusinessUnits|Site|Maintenance tab for Estimated Net Available Funding Options. The categories can include any or all of the following: Auth Purch, Unauth Purch, Committed, Planned Labor, and Planned Internal Material.

The net amount of funding available for the job calculated by subtracting the costs indicated in the Costs Included in Estimated Net Available Funding field and Total Spent from the Auth Funding amount.

The cost categories used to calculate Estimated Net Available Funding.

Enter the estimated amount to spend on the job.

A system-calculated value of spending estimate minus total spent. It is updated when the spending estimate changes or when you refresh the project.

If revision control is active, recalculating field values also creates revisions.

The total cost of all planned, unauthorized purchase requisitions for the job.

The total cost of all planned, authorized requisitions that reference the job.

The total value of ordered purchase orders minus any receipts against the purchase order for the job.

The system-calculated total sum of all received purchases associated with the job.

The sum of all direct issues from inventory (not through a requisition) for the job.

The job parts total, minus tax, for auto-issue receipt transactions only.

The job’s outside contractor services total, minus tax. This value represents receipt transactions for all auto-issue requisitions marked as Contractor.

Tax associated with any costs from external material and contractor services.

The sum of all manual GL transactions for the job.

The total planned cost of material issues from inventory.

The supplier invoices total for the project’s POs.

The difference between supplier invoice cost and PO cost.

The labor transactions total charged to the job.

User-defined character fields, validated against tables that you add.

Free-form user-defined character fields, not validated against tables.

Enter a date type field here.

User-defined decimal fields for requisition lines.

User-defined integer fields for requisition lines.