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Overview
The Project Window is where project managers create the WBS structure of the project, make budget changes, etc. While the window displays all levels of the WBS (Fig.1) , only the lowest level is available for budget amounts (only when the project type,in the Projects applet, is Not Billable or Indirect). The WBS can be modified when the WBS button is selected in this window. More on Modifying the WBS of a Plan. Data can be modified when the Data button is selected in this window.
Key Concepts
| • | All Project Planning entries "Auto-save" once you leave the field. This eliminates having to save individual sections. |
Field Descriptions
Button Descriptions (Top of Grid)
| • | Pencil icon (Project Plan Settings) button - By clicking on this button, a window will appear that allows you to edit the Project Plan Settings (ex., Code, Name, Client, etc.). Note, only available via Can Edit Project Details special rights. |
| • | Green Arrow icon (Project Roll-ups) Button - By clicking on this button, a window will appear that allows you to set roll-up options for the project. More on Project Rollups |
| • | Change Orders Button - By clicking on this button, a drop-down will appear that allows you to select between Request Change Order or View Change Orders. More on Change Orders |
| • | Show Button - The show button is a quick way to display any level of the WBS. |
| • | Refresh - Refreshes the currently loaded data. |
| • | Sprocket icon (Column Chooser) - By clicking on this button, a window will appear that allows you to select the columns that you would like to see in your Project section. For a description os the available columns follow this link: More on Column Chooser Columns |
Button Descriptions (Bottom of Grid)
| • | Data Button - By clicking on this button, you are able to modify the data in the Project Grid. |
| • | WBS Button - By clicking on this button, you are able to modify the WBS in the Project Grid. |
| • | Papers icon (Apply WBS Template) Button - This button allows you to apply a WBS Template to the current project. |
| • | Greyscale Bars Button - This button changes the grid view to a colorless view. |
| • | Color Bars Button - This button changes the grid view to a view with color. |
Project Grid
| • | Code - Code of the Project Level |
| • | Name - Name of the Project Level |
| • | Start Date - Project Start Date for the Project Level. |
| • | End Date - Project End Date for the Project Level. |
| • | Labor Budget Hours - Budgeted Hours. Must be entered at the lowest node of the project. |
| • | Labor Budget Amount - Budgeted Dollars. Must be entered at the lowest node of the project. |
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