General Tab

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Module:  Project Administration    

Applet:  Projects    

Tab:  General

 


Description: The General Tab contains information that lays the groundwork for a new project. The brown fields (Code and Name) are required to create and save a project.

 

Field descriptions are listed below

Projects_GenTab

Fields ( fields marked with a * must be completed)

Name

 

*Code - Project or node code.

 

*Name - Project or node name.

 

Active -When checked, the project is active. Once a project is inactive it cannot receive charges.

 

Is Template - When checked, the project is considered a template. Templates cannot receive charges and are visible in the project setup. They are used to create new projects.

 

Charge Type/Projections

 

*Charge Type - Determines the type of project: billable, indirect, projection, opportunity, or plan. The choice affects the chargeable nature of the project.

 

Expected Revenue -  Expected revenue from this project. This can appear on project management reports, but is otherwise informational only.

 

Win Probability -  Probability of winning the contract. This can appear on project management reports, but is otherwise informational only.

 

Client - Client whom this project is for.

 

Misc.

 

Report Type -  Project report types are user-definable reporting groups that can act as filters when printing project management reports. They can be administered in List Management.

 

Require Estimates-to-Complete -  When checked, employees will be required to provide an estimate-to-complete for all bottom nodes of the WBS to which they charged time during the current time sheet period (typically a week long).

 

Require Labor Code -  When checked, employees will be required to provide a Labor Code.

 

Require Comment in Timesheet/Expense -  When checked employees, will be required to provide an comment in the PM Comments field when their timesheets/expense sheets are entered.

 

Project Dates

 

*Start Date - The estimated project start date. Informational only. When a project has a plan, this field is automatically filled out by Project Planning and is unavailable here.

 

*End Date - Estimated project end date. Informational only. When a project has a plan, this field is automatically filled out by Project Planning and is unavailable here.

 

Contract Type - User-defined list of contract types that can appear on Project Management reports. Examples of contract types are Fixed Fee, T&M, and Cost Plus. Contract types are used for filtering projects. They do not limit the project to that contract type.

 

Project Planning Level Lock out - Level in which all nodes at that level (and above) are locked from being altered by project planning. You can choose a specific level, lock out all levels, or unlock all levels. This feature allows for the division of WBS control between accountants and project managers.

 

Market Sectors - A project can be assigned to one or more market sectors. A percentage can be placed next to each market sector to designate the percentage of the project's cost and revenue that should be assigned to a particular market sectors. Financial statements can use these percentages. Also, project management reports can be printed by market sector.

 

General Note - This is where general notes regarding the project can be written and saved for future viewing.