This procedure describes just the main Projects tab within a project. Child tabs are described in other topics.
Select the Projects > All Projects page.
Click New.
Enter the following in the Project tab.
Project Number
Project Name
Client
Percent Done
PO# (Project Code)
Project Type
Status - Defaults to Open. Users assigned to tasks are not allowed to enter time entries when the project status is set to Hold or Completed or Closed. Project managers can always add time regardless of the status.
Priority
Project Assessment - Classifies the risk level of this project.
Project Manager
Department - Department leading this project. You can run a projects by department report.
Project Management
Contract - If blank, this project is billed on a time and materials basis.
Contracts must be activated before they display in this drop-down list.
If both a contract and project were converted from a quotation, activating the contract automatically populates this field with the converted contract.
If multiple contracts and a project were converted from a quotation and the contracts activated, ensure the correct contract is linked to the project.
Start Date - The start date of the entire project. Once tasks are entered, this field is determined by the earliest start date of any task in the project. See Scheduling Projects and Tasks
Planned End Date - The planned end date of the entire project. Once tasks are entered, this field is determined by the latest end date of any task in the project.
Actual End Date - The actual end date of the entire project. You can manually maintain this date without being constrained by any tasks.
Timesheet Route - The timesheet approval route. If None, then timesheets are auto-approved.
Expensesheet Route - The expenseheet approval route. If None, then expensesheets are auto-approved.
Site
Template - Yes or No
Allow Tasks on Weekends - Yes or No
Project Description
Click Save. Additional tabs display after the first save.
