Page History: Project Control - Master
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Page Revision: Wed, 27 May 2009 16:06
Default Menu Location
Maintain ==> Project Control==> Projects
Project ControlGeneral Description
Project Control Screen is used to add/edit/delete all internal and external projects for your organization.
The Master tab is used to enter general information about the project.
Fields/Filters/Buttons
Project #: Enter the project name of the project
Shipping Dates: Enter valid project/shipping dates
Whse: The default warehouse used for shipping items related to this project
Project Manager: Only people assigned with the Project Manager attribute may be selected
Account Manager: Only people assigned with the Account Manager attribute may be selected
Remarks: Free-text
Type: The priority/type of the project. Project types are maintained in the
Rule Maintenance screen by selecting Project Types from the drop-down menu.
Status: The status of the project. Project statuses are maintained in the
Rule Maintenance screen by selecting Project Status from the drop-down menu.
Bill Type: The billing method for the project
SE Locations: The Shipping Event locations (city and state only) listed on the Shipping Events tab
Entered: The entry date of the project
Contract Date: The date the contract/project was started or agreed upon
Completion Date: The estimated or actual completion date; or the targeted completion date of the project
Complete: Click the
Complete button to mark the project completed. This will change the status of the project to completed and allow you to mark all tasks associated with the project as complete. It will also allow you to mark the project as Inactive.
