On the Costing Options - Transactions tab, this menu enables you to set the defaults to be used when entering Transactions.

When entering new Project Records, and when first displaying Transaction entry windows, the System needs to know whether to default to Estimate or Active Status.

These two menus enable you to control the default status of the Costing Transactions entered for Projects, and the default status of new Project Records.

You may toggle these options back and forth as often as you choose and still change either status manually when actually entering Project Records or Costing Transactions.

When entering new Project Records and when first displaying Transaction entry windows, the system needs to know whether to default to Estimate Status or Live Status.

The first menu toggles the system between suggesting that Costing Transactions have Active or Estimate status.

The second menu toggles the system between suggesting that new Project Records have Active or Estimate status.

When entering Costing Transactions it is essential that you select the correct status:

The System displays messages if you try to enter Active Transactions on to Estimate status Project records, and prevents you from continuing. If you enter Estimate Transactions into Active Projects, a message advises you that you will update the revised Project Budgets.