Right-Click on Project Top Level

Right clicking on the Project Name (Top Level of WBS) in the Project Explorer Window gives you a number of options. This sections deals with the options that you get when the "Edit Project Structure" box at the bottom left of the Project Explorer is UNCHECKED.

Options

Allowable Date Ranges

•	Description - Allowable Date Ranges are used to limit time and expense entry date ranges to a project. Date ranges are allowed to have no Start Date or End Date to leave them open-ended. Date ranges can also be controlled from project planning.

•	Timesheet Entry - The Employee will not be able to enter a Time Sheet against this project if the time sheet falls outside of the date range.

•	Expenses - The Employee will not be able to enter an Expense Sheet against this project if the time sheet falls outside of the date range.

Charge Levels

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Description - Charge levels control to what level ICC (In Contract Consultants), OCC (Out of Contract Consultants), and ODC (Other Direct Charges) can be applied. No level needs to be established for time charges since they always occur at the bottom node. Options are taken from the Project Level Labels. More on Project Level Labels

•	OCC Charge Level - Level in which OCC (Out of Contract Consultants) charges can be applied.

Contract Levels / Caps

•	Description - This is where you establish Contract Caps (Labor, ODC and OCC), Fixed Fees, Lump Sums, and ICC portions.

•	Project Management Type Drop-down - The option are Labor, ODC and OCC. This navigates you through the different PM Types to establish contract amounts.

•	WBS Level - This establishes the level of the WBS (Work Breakdown Structure) that you want your contracts amounts to reside.

Note - Labor PM Type Contract amounts MUST reside at the same level of the WBS. If you change levels and click Save, all data on the previous level will be deleted.

•	Fee % - Percent of the Construction Project that the Total Fees of this project represent.

•	Set Contract Amounts Equal to Budgets - By clicking this button you are given the option to update the Caps or Fees to match the Budgets set in Project Planning. More on Project Planning Budgets

PM Type Labor (Grid)

•	CAP - Labor Cap to be applied. Depending on the setup of the invoice design, the Labor Cap can prevent the project from billing Labor over this amount (aka Hard Cap).

•	Fixed Fee - Fixed Fee amount. This amount is used in both Percent Complete and Lump Sum Billing. In both cases, the total contract amount for the node should be put here.

•	% Complete - This is the Percent Complete of the node. This can also be set from Project Accountant Bill Review.

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Lump Sum - This is the Lump sum portion of the Fixed Fee that is to be billed until it reached the Fixed Fee amount. It is also accessible in the PA/PM Bill Review screens. In order to use this feature, you must use an invoice design whose labor section has been designated to use this field. Two new invoice formats that support lump sum billing have been added. Lump Sum Level 1 works at the project level while Lump Sum Level 2 works at the phase level (2nd level).

•	ICC FF Portion - Dollar amount of fixed fee that should be attributed to ICC for the entire WBS node.

•	ICC Current FF - Dollar amount of fixed fee that should be applied to ICC on next invoice.

•	% of Fee - Looks at the "Total Fee" located in the "Percent of Construction" box and uses the % to come up with the Fixed Fee amount for that node.

•	Fixed Fee Notes - General Notes about the node can be stored here. These are accessible in PA & PM Bill Review.

PM Type Non-Labor (Grid)

•	CAP - ODC or OCC Cap to be applied. Depending on the setup of the invoice design, the Cap can prevent the project from billing non-labor transactions over this amount (aka Hard Cap).

Default Bill Status

•	Description - This allows you to set the default bill status for transactions that go against this project. These features do not limit the statuses; they simply specify the default value on a new transaction.

Expense Markups/Codes

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Description - Expense Multipliers and Expense overrides on a per-project basis are established here. Project Override Expense for ODC (Other Direct Charges) and CNS (Consultant Expense), can be set at any level of the WBS (Work Breakdown Structure). Setting the Markup at lower levels will override higher levels (e.g. Task overrides Phase, Phase overrides Project).

Invoice Description

Invoice Filters

•	Description - This feature allows for using mixed style billings on a single project without the need to create a roll-up project or an invoice group. A filter is a user-definable code that can be placed on the second level nodes (usually called phases) within a project WBS. More on Invoice Filters

Invoice Posting Groups

•	Description - This gives you an option to assign Invoice Posting Groups that override the default posing groups set in Automated Invoicing. More on Invoice Posting Groups

Rate Schedules

•	Description - Rate Schedules drive the rates for labor entered against the project. Rates Schedules can be established here for Bill Rate, Job Cost Rates and/or Pay Rates. Rate schedules can be applied to any or all nodes of the WBS. Children nodes override parents nodes. More on Rate Schedules

Revenue Recognition/Profit Centers

•	Description - Revenue Recognition is used to meet the GAAP principles of recognizing revenue in the same accounting period in which the expense was incurred. More on Revenue Recognition / Profit Centers

Time Sheet Comment Templates

•	Description - Comment Templates allow for the entry of specific data in the Comment box. Comment Templates for time sheets can be added to all levels of the WBS. More on Comment Templates

Labor Code Groups

•	Description - Labor Codes are used to designate the "work" that an employee is doing. Labor Code groups can be added to all levels of the WBS. More on Labor Codes

Right-Click on Project Top LevelProject Administration>Projects