Sage 300 Project and Job Costing Resource is not available
Summary
If a resource is not appearing or is “not available” in Sage 300 Project and Job Costing (PJC), it is typically due to missing setup records or a failure to assign that resource to the specific project and category level of your contract.
Resolution
- Missing Setup Record: Ensure the resource (employee, equipment, or subcontractor) is first defined in the PJC Setup area. You must set up records for projects, categories, and resources before you can assign them to contracts.
- If its a Labor Resource:
- Assign Employee to Project: On a Standard Project, you must manually assign each employee (resource) to the project and category level.
- Open Contract Maintenance > Project tab.
- Highlight your project and click Resources.
- Add the employee number to the grid. If they aren’t here, they won’t appear in transaction entries like timecards.
- Check Cost Class: The resource field behavior depends on the Category’s Cost Class.
- If the Cost Class is Labor, the Resource field typically defaults to the employee number and may be locked.
- If you can’t find the resource, verify that the Category you selected is actually set to the “Labor” cost class in PJC Setup > Categories.
- Resource Not Assigned to Project/Category: In PJC, resources must be explicitly assigned to a project and a category within a contract to be used in transactions.
- Go to Contract Maintenance and select the Project tab.
- Select the specific project, click the Resources button, and verify the resource is listed there.
- Status of Project/Contract: Verify that the project status is set to Open or Active. If a project is “Completed” or “Closed,” resources may no longer be available for selection in new transactions.