Project Administration

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Project Administration

•How to Add a New Expense Group
•How to Add a New Expense Code
•How to Add a New Labor Code
•How to Create a Project
•How to Establish Charge Levels
•Understand Revenue Recognition / Profit Centers
•How to Set Contract Caps and Fixed Fees
•How to Allowable Date Ranges for Time & Expense
•How to Applying Rate Schedules
•How to Use Profit Centers
•How to Adding Roll-up Nodes
•How to Remove a Project from a Roll-up Node
•How to Attach a Project to an Existing a Roll-up Node
•How to Create a Project from a Template
•How to Create a Template From an existing project
•How to Apply a WBS Template
•How to Rename or Recode a Node
•How to Remove a Node
•How to Assign Alternate Job Titles
•How to Create and use a Tax/Surcharge
•How to Create a UDF
•How to Add/Edit an Address
•How to Add a Rate Schedule
•How to Copy a Rate Schedule
•How to Revise the Date of a Rate Schedule
•How Rates Lock in
•How to Add a WBS Template
•How to Add a Child Node
•How to Delete a Child Node
•How to Recalculate Markups
•How to set Expense Markups on a specific project