Course description

Sage 300 Project and Job Costing (PJC) is a comprehensive project accounting and costing solution designed to help organizations manage contracts, projects, phases, resources, budgets, costs, billing, and profitability. This course provides a complete end-to-end understanding of how organizations use PJC to control project financial performance and integrate project activities across Sage 300.


Participants will learn how to configure Project and Job Costing, establish contract structures, create and maintain projects and categories, assign resources, process project-related transactions, and manage project lifecycles from estimate through completion. The course also covers Accounts Payable, Purchase Orders, Accounts Receivable, Order Entry, Payroll, General Ledger integration, revenue recognition, retainage processing, analytical reporting, and project profitability analysis.


Through demonstrations, guided exercises, business scenarios, and hands-on workshops, learners will gain practical experience setting up projects, entering transactions, generating billings, tracking costs against estimates, and producing management reports that support informed decision-making.


Upon completion, participants will be able to confidently manage project accounting workflows in Sage 300 Project and Job Costing and apply best practices for project cost control, billing, and financial reporting.


What will i learn?

  • By the end of this course, you will be able to:
  • Explain the Project and Job Costing architecture and business processes.
  • Install, activate, and configure the PJC module.
  • Configure PJC options, contract structures, account sets, and integration settings.
  • Create and manage projects, categories, resources, and contract templates.
  • Build and maintain contract estimates and budgets.
  • Process project transactions and cost allocations.
  • Manage project-related transactions across AP, PO, AR, OE, and Payroll.
  • Generate project invoices and billing worksheets.
  • Perform revenue recognition and periodic processing.
  • Process retainage transactions and project close activities
  • Analyze project profitability using inquiries and analytical reports.
  • Troubleshoot and optimize project accounting workflows.

Requirements

  • Basic understanding of accounting principles

Frequently asked question

Project accountants, controllers, construction accountants, ERP consultants, finance staff, project managers, Sage 300 administrators, and implementation consultants.

Basic Sage 300 navigation skills are recommended but not mandatory.

Yes. Relevant accounting concepts such as revenue recognition, work in progress, billings, retainage, and cost allocations are covered throughout the course.

William Wingson

Director of Training

William’s passion for learning and making the learning experience exciting is remarkable. With a degree in Statistics, a Certificate in Business, a Certificate as Sage 300 and Sage 50 trainer, William offers practical information necessary to operate successful businesses.  As the Director of Training for Total Corporate Learning Inc., William uses his wealth of training experience to educate and positively impact business owners in the use of software in the day-to-day operation of their businesses.

$

Lectures

0

Skill level

Intermediate

Expiry period

3 Months

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