Page History: Project Control - Master
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Page Revision: Thu, 03 Jan 2013 09:29
General Information
Default Menu Location Maintain >> Project Control >> Projects
Screen Name MSN-1
Function 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.
Adding a Project
Step 1: Click the new button in the upper right hand corner of the Project Control Screen.
Step 2: Add in all project information in the fields and press the save button upon completion.
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
Retainage%: The retainage percentage associated with 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
Consultant: Consultant assigned to project.
Extra2: This field can be used to assign any other resource to the project.
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
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.
Rule Imports
Project Tabs Rule Import File
