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Overview
The Project Administration Tab is where you configure default settings that will assist with project setup.
Field Descriptions
Default Labor Multipliers
Description - Multipliers that are entered here will be the default labor multipliers in the Rate Schedules section on any projects that are created in the Projects applet. More on where the Multipliers (in Rate Schedules) is set on the Project
| • | Direct Personnel Expense (DPE) - Default DPE multiplier for projects. |
| • | Overhead - Default overhead multiplier for projects. If only a combined multiplier is used, use this and set DPE and Profit to 1. |
| • | Profit - Default profit multiplier for projects. |
Direct Non-Labor Multipliers
Description - Multipliers that are entered here will be the default non-labor multipliers in the Expense Markups/Codes section on any projects that are created in the Projects applet. More on where the Multipliers (in Expense Markups/Codes) is set on the Project
| • | Other Direct Charges (ODC) - Default ODC multiplier for projects. |
| • | Out-Of-Contract-Consultants (OCC) - Default OCC multiplier for projects. |
Default Rate Schedules
Description - The Rate Schedules entered here will be the default Rate Schedule in the Rate Schedules section on any projects that are created in the Projects applet. More on where the Multipliers (in Rate Schedules) is set on the Project
| • | Direct Job Cost - Default job cost rate schedule for Direct (Billable) projects. |
| • | Direct Bill - Default bill rate schedule for Direct (Billable) projects. |
| • | Indirect Job Cost - Default job cost rate schedule for Indirect projects. |
| • | Indirect Bill - Default bill rate schedule for Indirect projects. |
| • | Opportunity Job Cost - Default job cost rate schedule for Opportunity projects. |
| • | Opportunity Bill - Default bill rate schedule for Opportunity projects. |
Default Project Figures Report
| • | Drop-down - Selects the default Project Figures Report to run for Projects |
Project Central Default Overhead Calculation Method
| • | Drop-down - Defines the default calculation method in Project Central for Overhead, according to one of the following options. More on Project Central |
| o | Job Cost less Pay - Calculates Overhead using Job Cost minus Pay |
Delimiters
| • | Description - Delimeters are character that delimit or separate the codes at different levels of the WBS. It is used for separation between all codes except for the roll-up node of a project. This character cannot be contained in any code. |
| • | Work Breakdown Structure (WBS) - Delimiter that will be used to separate the Work Breakdown Structure in the project. |
| o | For example. 9801-10-A would represent Project 9801 / Phase 10 / Task A with a hyphen used as the delimiter. The hyphen between the 10 and the A is the WBS delimiter. |
| • | Project Name - Character that separates the project names at different levels of the WBS. |
| o | For example. 9801-10-A would represent Project 9801 / Phase 10 / Task A with a hyphen used as the delimiter. The hyphen between the 9801 and the 10 is the Project Name delimiter. |
| • | Roll up Node - Character that delimits a roll up node from the project node. It can use the same delimiter as the rest of the WBS. It cannot be contained in any code. |
| o | For example. RU:9801-10-A would represent Roll up node RU / Project 9801 / Phase 10 / Task A with a colon used as the delimiter. The colon between the RU and the 9801 is the Roll up Node delimiter. |
Profit Centers
| • | Project Sharing Profit Center Level - Organization level at which profit sharing can be assigned. Example - Office, Department or Division. When you have the Project Sharing Profit Center set to the lowest node this will enable you to set the Project's owning Org at any level. Please note that this will allow both Billable and Indirect projects to carry an owning org at any level. More on Profit Sharing |
| • | Allow multiple profit centers per project - Enables profit sharing between profit centers within a project. |
Default Expense Groups
| • | Direct - Defines the default Expense Group for Direct Projects |
| • | Indirect - Defines the default Expense Group for Indirect Projects |
| • | Opportunity - Defines the default Expense Group for Opportunity Projects |
Labor Codes
| • | Required by Default Check Box - When checked, Labor Codes are required by default on Projects that are created. More on Labor Codes |
Default Opportunity Bill Status
| • | Drop-down - You are able to select the Default Bill Status for Opportunity projects. These features do not limit the statuses; they simply specify the default value on a new transaction. |
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