Create a New Unit Table

You create new unit tables to hold the units that you use to track costs for projects.

To create a new unit table:

  1. In the Navigation pane, select Settings > Accounting > Units.
  2. On the Unit Tables form, click + New Unit Table.
  3. In the Unit Table Name field at the top of the form, enter a unique name for the unit table.
  4. In the Status field, specify the unit table status: Active, Dormant, or Inactive.
  5. To make the unit table available for use in service estimates, select the Available for Project Estimates check box.
  6. To make the unit table available for use in planning and/or service estimates, select Available for Project Planning and Estimates, Available for Project Estimates, or Available for Project Planning. (The label for this check box depends on the modules that are activated.)
  7. In the Cost Currency and Billing Currency fields, specify the currency information for costing the units in this table to your projects and for billing the units after being applied to your projects, respectively.
    If your firm uses multiple currencies, the cost currency and billing currency information that you enter must match the Project Currency and Billing Currency that are selected on the Overview tab of the Projects form in the Projects hub.
  8. In the Properties section, specify the code, organization, principal, project manager, and supervisor information for the unit table.
  9. In the Units grid, add at least one unit to the unit table.
  10. Click Save.
After you create a unit table, you can add a unit from scratch, from an inventory item, or from an existing unit.