General Tab Project Administration>Projects

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Overview

The General Tab contains information that lays the groundwork for a new project.

 

 

Field Descriptions

Below are field descriptions for the General Tab.

** Indicates a required field
 

Project Info
 

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

 

•** Code - Project (Node) Code. Must be unique (Unless you are using a Rollup Node. More on Rollup Nodes)

 

•** Name - Project (Node) Name.

 

•** Charge Type - Determines the type of project. There are five types of projects in InFocus. The choice affects the chargeable nature of the project.
oBillable Projects  - Projects that can be invoiced and require a client.
oIndirect Projects -  Projects that are overhead projects. They can be charged to but, never invoiced.
oProjection -  A projection cannot receive charges. Projections are used to record estimated revenue for future endeavors. Projects can always change their type.
oOpportunities -  Opportunities are similar to indirect projects. However, they are client-related, and charges can be placed on hold. If an opportunity becomes a billable project, the charges on hold can then be either billed or written off.
oPlan - Plans cannot receive charges. Plans only exist for the purpose of project planning.
•** Client - Client for whom this project is for.

 

•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.
 

Project Types
 

•Contract Type - Contract Types 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. A User Defined Field. The Contract Type list is managed under Administration>List Management>Contract Types.

 

Note - Contract Types do not limit the project to that contract type.

 

•Report Type - Report types are reporting groups that can act as filters when printing project management reports. A User Defined Field. The Report Type list is managed under Administration>List Management>Project Report Types.

 

Projections
 

•Expected Revenue -  The 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.

 

Project Dates
 

•Project Start - 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.

 

•Project End - 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.

 

Planning PM Level Lockout

 

•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.

 

Note - This feature allows for the division of WBS control between accountants and project managers.

 

Require

 

•Labor Code -  When checked, employees will be required to provide a Labor Code. More on Labor Codes

 

•Expense Comments -  When checked employees, will be required to provide an comment in the PM Comments field when their expense sheets are saved.

 

•Timesheet Comments -  When checked employees, will be required to provide an comment in the PM Comments field when their time sheets sheets are saved.

 

•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).

 

Chat Handle

•Chat Handle - Handle for instant messaging applications like Slack, Skype, etc.