Overview
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
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.