Project - Info Tab (Simple)

The Info tab allows you to enter general, control, and pricing information about the project. In the Simple Project view, only basic reference information such as client, currency and manager is required. Project Controls information is limited to basic controls only. For pricing, only labor rate schedule, and labor and expense multipliers are required.

If more project information or more detailed pricing is required, the Default or Extended Project views are available. For more information, see Project - Info Tab (Extended or Default).

General

In the General area, enter general information about the project.

  Field Description
Code Enter a unique code for the project. Once a code has been entered and submitted, it cannot be changed.
This field automatically prepopulates and be read-only if an auto-counter has been defined for this type of document.
Name Enter a name to describe the project. The name does not have to be unique.
Client Enter or select the client that the project belongs to. Only active and pending active clients can be selected.
Currency Enter or select an active currency. This defines the project currency that the project financials, such as budget and fee amounts, belong to. This selection cannot be changed once the document has been in a final state.
  Fee Amount Enter an overall fee amount for the project. This amount does not have any revenue recognition and is independent of budgets.
Manager Enter or select the project manager. Only active and pending active employees can be selected.
  Director Enter or select the project director. This can be used for various roles above project manager. Only active and pending active employees can be selected.

Defaults for New Project

When a new project is created, the default values for the following fields are as noted below when the user is mapped to an employee code in the User Authorization set up.

  • Company: the Company of the user's employee document is used.
  • Organization: the Organization of the user's employee document is used.
  • Currency: the Currency of the Company of the user's employee document is used.
  • Manager: the Employee code of the user's employee document is used.

When the user is not mapped to an employee code in the User Authorization set up, and, if only one active Company, Currency, or Posting Group exists in the database, then those values become the new project's defaults. Otherwise, the default value is blank for all fields.

Project Controls

In the Project Controls area, enter the controls for how the project is to be operated and managed.

  Field Description
  Variance Level

Select the task level where variance will be calculated and posted. When using a Variance Budget Method, this also determines the levels where budgets can be entered.

When Lowest is selected, the lowest level task is used. Once a budget is added on a level, the budget must be deleted before a child task can be added below the task.
  Organization Variance Responsibility

Select if each organization is responsible for variance or if one organization will be responsible for the variance.

  • All: Variance is calculated for each organization that charges to the project based on the amount budgeted for the organization.
  • One: Only the organization assigned to the task at the variance level can have variance. Other organizations will earn revenue equal to effort and have zero variance.
  Budget Category Variance Responsibility

Select if each budget category is responsible for variance or if one budget category will be responsible for the variance.

  • All: Variance is calculated for each budget category that charges to the project based on the amount budgeted for the budget category.
  • One: The default budget category defined in Global Settings will take the variance and the remaining budget categories will earn revenue equal to effort and have zero variance.
 

Budget Method

The available options are Variance or Detail. Select Variance if budgeting is dictated by the Variance Level, Organization Variance Responsibility and Budget Category Variance Responsibility. Select Detail to allow budgeting for any organization and any budget category at the lowest task level regardless of the other three settings.

 

See Also: For more information, see the Project Budgeting Overview.
  Sync Fee Amount to Total Budget Effort

Select to set the project to automatically update the overall fee when budget changes are made. The Fee Amount will then always be in line with budgets when working with the project. The Sync Fee Amount to Total Budget Effort defaults to unselected.
Posting Group Enter or select a project posting group. This provides the accounts to which the financial amounts on the project will be posted. Only active posting groups with a matching Company can be selected.
  Work Calendar Enter or select an active work calendar. This determines the working days on a project and is used for task and resource scheduling. When a calendar is not selected, all days are considered working days.

Labor Terms

In the Labor Terms area, enter information about the labor pricing. This is used for billing and to calculate effort. By default, this area displays in List view and contains the following default and optional columns.

  Field Description
Code Enter a unique code for the labor term. Once a code has been entered and submitted, it cannot be changed.
Name Enter a name to describe the labor term. The name does not have to be unique.
  Bill Rate Schedule

Enter or select an active labor bill rate schedule. The bill rate schedule currency must match the project's Currency.
Bill Rate Override

Displays if project-specific overrides have been made to the selected labor bill rate schedule. Any override rates will be used instead of schedule rates when defined.

Actual overrides are applied to the rate schedule from the Detail view of the Labor Terms area. For more information, see Enter Overrides.
Regular Base Multiplier Displays the regular base multiplier. This field is used to calculate the regular multiplier. It is used as the base multiplier and then compounded by the values defined in the other percentages to calculate the regular multiplier. The regular base multiplier is entered in the Multipliers area of the Detail view of Labor Terms.
  Enable Multiplier Overrides

Select to allow overrides to be made to the total labor regular and overtime multipliers.

This option allows the user to specify a regular and / or premium multiplier other than the standard calculated multiplier. For example, this option might be used to specify multipliers that exclude profit from the effort / revenue calculation.
  Labor Bill Name Overrides

Displays if project-specific overrides have been made to the selected labor bill name schedule. Any override names will be used instead of schedule names when defined.

Actual overrides are applied to the rate schedule from the Detail view of the Labor Terms area. For more information, see Enter Overrides.
  Labor Bill Name Schedule Enter or select an active labor bill name schedule.
  Max Bill Cost Rate Overrides

Displays if project-specific overrides have been made to the selected labor max bill cost rate schedule. Any override rates will be used instead of schedule rates when defined.

Actual overrides are applied to the labor max bill cost rate schedule from the Detail view of the Labor Terms area. For more information, see Enter Overrides.
  Max Bill Cost Rate Schedule

Enter or select an active labor max bill cost rate schedule. The rate schedule currency must match the project's Currency.
  Multiplier Count Displays the number of multipliers involved.
  Prevailing Cost Rate Overrides

Displays if project-specific overrides have been made to the selected labor prevailing cost rate schedule. Any override rates will be used instead of schedule rates when defined.

Actual overrides are applied to the labor max bill cost rate schedule from the Detail view of the Labor Terms area. For more information, see Enter Overrides.
  Prevailing Cost Rate Schedule Enter or select an active labor prevailing cost rate schedule. The rate schedule currency must match the project's Currency.
  Regular Calculated Multiplier Displays the regular calculated multiplier. This value is the Regular Base Multiplier compounded by the values defined in the other percentages.
  Regular Multiplier If Enable Multiplier Overrides has been selected, you may enter an externally calculated total regular multiplier to be used for this project. If not, this field displays the Regular Calculated Multiplier.
  Status Select the status of the labor term.

In addition to the List view, the Labor Terms area contains a Detail view. The Detail view allows you to enter specifics about the labor bill rate schedule and overrides, and enter the detail percentages to calculate both regular and overtime multipliers. For more information, see ClosedDetails (Schedule & Multipliers).

Multipliers

In the Multipliers section, enter labor term multipliers. These are related to labor by an Effective Date. The Regular Base Multiplier and percentages are used to calculate a multiplier for both regular time and overtime. For more information, see Multiplier Group. By default, this area displays in List view.

The Multipliers List view offers optional read-only columns which present all of the percentages used to compound the base multiplier. For information on how to display the optional columns, see Manage Columns.

  Field Description
Effective Date Enter or select the date when the multipliers become effective.
Regular Multiplier If Enable Multiplier Override has been selected, enter an externally calculated total regular multiplier to be used for this project. If not, this field displays the Regular Calculated Multiplier.
Regular Base Multiplier Enter the regular base multiplier. This field is used to calculate the regular multiplier. It is used as the base multiplier and then additional percentages are added to calculate the overall regular multiplier.
  Regular Calculated Multiplier

Displays the regular calculated multiplier. This value is the Regular Base Multiplier compounded by the values defined in the other percentages.

The multiplier is calculated as:
Regular Base Multiplier [1+(Regular Fringe Percent/100)] [1+(Regular Overhead Percent 1/100)] [1+(Regular Overhead Percent 2/100)] [1+(Regular Administrative Percent 1/100)] [1+(Regular Administrative Percent 2/100)] [1+(Regular Profit Percent/100)].
Premium Multiplier If Enable Multiplier Override has been selected, enter an externally calculated total premium multiplier to be used for this project. If not, this field displays the Regular Calculated Multiplier.
Premium Base Multiplier Enter the premium base multiplier. It is used as the base multiplier and then additional percentages are added to calculate the overall premium multiplier.
  Premium Calculated Multiplier

Displays the premium calculated multiplier. This value is the Premium Base Multiplier compounded by the values defined in the other percentages.

The multiplier is calculated as:
Premium Base Multiplier [1+(Premium Fringe Percent/100)] [1+(Premium Overhead Percent 1/100)] [1+(Premium Overhead Percent 2/100)] [1+(Premium Administrative Percent 1/100)] [1+(Premium Administrative Percent 2/100)] [1+(Premium Profit Percent/100)].
  Premium Administrative % 1 Enter the first premium administrative percent. This is applied to labor costs and is used to recover the costs of the overall management and operation of a business.
  Premium Administrative % 2 Enter the second premium administrative percent. This is applied to labor costs and is used to recover the costs of the overall management and operation of a business.
  Premium Fringe % Enter the premium fringe percent. This is applied to labor costs and is used to recover the costs associated with benefits provided to employees working for the corporation.
  Premium Overhead % 1 Enter the first premium overhead percent. This is applied to labor costs and is used to recover the costs of local corporate operations.
  Premium Overhead % 2

Enter the second premium overhead percent. This is applied to labor costs and is used to recover the costs of local corporate operations.
  Premium Profit % Enter the premium profit percent.
  Regular Administrative % 1 Enter the first regular administrative percent. This is applied to labor costs and is used to recover the costs of the overall management and operation of a business.
  Regular Administrative % 2 Enter the second regular administrative percent. This is applied to labor costs and is used to recover the costs of the overall management and operation of a business.
  Regular Fringe %

Enter the regular fringe percent. This is applied to labor costs and is used to recover the costs associated with benefits provided to employees working for the corporation.
  Regular Overhead % 1 Enter the first regular overhead percent. This is applied to labor costs and is used to recover the costs of local corporate operations.
  Regular Overhead % 2 Enter the second regular overhead percent. This is applied to labor costs and is used to recover the costs of local corporate operations.
  Regular Profit %

Enter the regular profit percent.

Bill Rates

In the Bill Rates section, select a bill rate schedule and then define any schedule overrides as needed. By default, this area displays in List view.

  Field Description
  Bill Rate Schedule

Enter or select an active labor bill rate schedule. The bill rate schedule currency must match the project's Currency.
  Schedule Overrides

The schedule overrides list area allows you to enter project-specific overrides to the selected bill rate schedule. The override rates will be used instead of schedule rates when defined. Existing overrides are read only but may be modified in the Detail view. New overrides may be entered directly in the List view. For more information, see Enter Overrides.

  • Flag: Displays if the item is an override.
  • Type: Select if the rate type is an Activity, Class, or Employee.
  • Item: Enter or select who the rates are for. The selection in Type defines if activities, classes, or employees are available in this field. Only active, pending active, or pending inactive items can be selected.
  • Hours Type: Enter or select an hours type. Only active and pending active hours types can be selected.
  • Effective Date: Enter or select the date when the override becomes effective.
  • Regular Rate: Enter the effort rate used for regular time charges.
  • Overtime Rate: Enter the effort rate used for overtime charges.
  • Initial Regular Rate: Displays the original effort rate used for regular time charges.
  • Initial Overtime Rate: Displays the original effort rate used for overtime time charges.

The Bill Rates section also has a Detail view, which displays all of the List view columns plus read-only fields for the override-type identifier, initial multipliers / rates, and overriding multipliers / rates.

Max Bill Cost Rates

In the Max Bill Cost Rates section, select a max bill cost rate schedule and then define any schedule overrides as needed. By default, this area displays in List view.

  Field Description
  Max Bill Cost Rate Schedule

Enter or select an active labor max bill cost rate schedule. The max bill cost rate schedule currency must match the project's Currency.
  Schedule Overrides

The schedule overrides list area allows you to enter project-specific overrides to the selected max bill cost rate schedule. The override rates will be used instead of schedule rates when defined. Existing overrides are read only but may be modified in the Detail view. New overrides may be entered directly in the List view. For more information, see Enter Overrides.

  • Flag: Displays if the item is an override.
  • Type: Select if the rate type is an Activity, Class, or Employee.
  • Item: Enter or select who the rates are for. The selection in Type defines if activities, classes, or employees are available in this field. Only active, pending active, or pending inactive items can be selected.
  • Hours Type: Enter or select an hours type. Only active and pending active hours types can be selected.
  • Effective Date: Enter or select the date when the override becomes effective.
  • Regular Rate: Enter the max bill cost rate used for regular time charges.
  • Overtime Rate: Enter the max bill cost rate used for overtime charges.
  • Initial Regular Rate: Displays the original max bill cost rate used for regular time charges.
  • Initial Overtime Rate: Displays the original max bill cost rate used for overtime time charges.

The Max Bill Cost Rates section also has a Detail view, which displays all of the List view columns plus read-only fields for the override-type identifier, initial multipliers / rates, and overriding multipliers / rates.

Bill Cost Rates

In the Bill Cost Rates section, select a bill cost rate schedule and then define any schedule overrides as needed. By default, this area displays in the List view.

  Field Description
  Bill Cost Rate Schedule

Enter or select an active labor bill cost rate schedule. The labor bill cost rate schedule currency must match the project's Currency.
  Schedule Overrides

The schedule overrides list area allows you to enter project-specific overrides to the selected labor bill cost rate schedule. The override rates will be used instead of schedule rates when defined. Existing overrides are read only but may be modified in the Detail view. New overrides may be entered directly in the List view. For more information, see Enter Overrides.

  • Flag: Displays if the item is an override.
  • Type: Select if the rate type is an Activity, Class, or Employee.
  • Item: Enter or select who the rates are for. The selection in Type defines if activities, classes, or employees are available in this field. Only active, pending active, or pending inactive items can be selected.
  • Hours Type: Enter or select an hours type. Only active and pending active hours types can be selected.
  • Effective Date: Enter or select the date when the override becomes effective.
  • Regular Rate: Enter the effort rate used for regular time charges.
  • Overtime Rate: Enter the effort rate used for overtime charges.
  • Initial Regular Rate: Displays the original bill cost rate used for regular time charges.
  • Initial Overtime Rate: Displays the original bill cost rate used for overtime time charges.

The Bill Cost Rate Schedule displays in the Default and Extended views of the project. The Bill Cost Rates area also has a Detail view, which displays all of the List view columns plus read-only fields for the override-type identifier, initial multipliers / rates, and overriding multipliers / rates.

Prevailing Cost Rates

In the Prevailing Cost Rates section, select a prevailing cost rate schedule and then define any schedule overrides as needed. By default, this area displays in List view.

  Field Description
  Prevailing Cost Rate Schedule

Enter or select an active labor prevailing cost rate schedule. The prevailing cost rate schedule currency must match the project's Currency.
  Schedule Overrides

The schedule overrides list area allows you to enter project-specific overrides to the selected prevailing cost rate schedule. The override rates will be used instead of schedule rates when defined. Existing overrides are read only but may be modified in the Detail view. New overrides may be entered directly in the List view. For more information, see Enter Overrides.

  • Flag: Displays if the item is an override.
  • Type: Select if the rate type is an Activity, Class, or Employee.
  • Item: Enter or select who the rates are for. The selection in Type defines if activities, classes, or employees are available in this field. Only active, pending active, or pending inactive items can be selected.
  • Hours Type: Enter or select an hours type. Only active and pending active hours types can be selected.
  • Effective Date: Enter or select the date when the override becomes effective.
  • Regular Rate: Enter the prevailing cost rate used for regular time charges.
  • Overtime Rate: Enter the prevailing cost rate used for overtime charges.
  • Initial Regular Rate: Displays the original prevailing cost rate used for regular time charges.
  • Initial Overtime Rate: Displays the original prevailing cost rate used for overtime time charges.

The Prevailing Cost Rates section also has a Detail view, which displays all of the List view columns plus read-only fields for the override-type identifier, initial multipliers / rates, and overriding multipliers / rates.

Expense Terms

In the Expense Terms area, enter information about the expense pricing. This is used for billing and to calculate effort. By default, this area displays in List view.

  Field Description
Code Enter a unique code for the expense term. Once a code has been entered and submitted, it cannot be changed.
Name Enter a name to describe the expense term. The name does not have to be unique.
  Status Select the status of the document.
Overrides

Displays if project-specific overrides have been made to the selected multipliers. Any override multipliers will be used instead of standard multipliers when defined.

Actual overrides are applied in the multipliers from the Detail view of Expense Terms. For more information, see Enter Overrides.

In addition to the List view, the Expense Terms area contains a Detail view. The Detail view allows you to enter the necessary percentages to calculate the multiplier. The detail view also includes an optional field, Enable Multiplier Override, which may be selected to allow overrides to be made to any expense multiplier. This option allows the user to specify a total multiplier other than the standard calculated multiplier. For example, this option might be used to specify multipliers that exclude profit from the effort / revenue calculation. For more information, see ClosedMultipliers Detail.

Multipliers

In the Multipliers area, enter expense terms multiplier groups. These may include project specific overrides for multiplier groups that do not have fixed values. These are related to expense by Effective Date. For more information, see Multiplier Group. By default, this area displays in List view.

  Field Description
Flag Displays if the item is an override.
Multiplier Group Enter or select an active multiplier group. Only groups that do not have fixed rates can be selected.
  Effective Date Enter or select the date when the multipliers become effective.
  Base Multiplier

Enter the base multiplier.

  Calculated Multiplier

Displays the calculated multiplier. This value is the Base Multiplier compounded by the values defined in the other percentages.

The multiplier is calculated as: Base Multiplier [1+(Regular Administrative Percent 1/100)] [1+(Regular Administrative Percent 2/100)] [1+(Regular Profit Percent/100)].

  Multiplier If Enable Multiplier Override has been selected, enter an externally calculated total multiplier to be used for this project. If not, this field displays the Calculated Multiplier.
  Administrative % 1 Enter the first administrative percent. This is applied to expense costs and is used to recover the costs of the overall management and operation of a business.
  Administrative % 2 Enter the second administrative percent. This is applied to expense costs and is used to recover the costs of the overall management and operation of a business.
  Profit % Enter the profit percent.

The Multipliers list offers optional read-only columns which present an override-type identifier, and all of the unchanged initial and overriding percentages that were used to compound the base multiplier. For information on how to display the optional column, see Manage Columns.

In addition to the List view, the Multipliers area contains a Detail view. The Detail view allows you to view all available fields in a form view.

Unit Terms

In the Unit Terms area, enter information about unit pricing for the project. This is used for billing and to calculate effort. By default, this area displays in List view.

  Field Description
Code Enter a unique code for the unit term. Once a code has been entered and submitted, it cannot be changed.
Name Enter a name to describe the unit term. The name does not have to be unique.
  Unit Bill Rate Schedule

Enter or select an active unit bill rate schedule. Only unit bill rate schedules that have the same currency as the project can be selected.

  Overrides

Displays if project-specific overrides have been made to the selected rates. Any override rates will be used instead of standard rates when defined.

Actual overrides are applied to the unit bill rate schedule from the Detail view of the Unit Terms area. For more information, see Enter Overrides.
  Status Select the status of the document.

The Unit Terms List view offers an optional column called Status. This column allows you to select the status of the unit term. For information on how to display the optional column, see Manage Columns.

In addition to the List view, the Unit Terms area contains a Detail view. The Detail view allows you to enter specifics about the unit bill rate schedule and overrides. For more information, see ClosedDetails (Schedule).

Unit Bill Rate Schedule

In the Schedule area, select a unit bill rate schedule and then define any rate overrides as needed. By default, this area displays in List view.

  Field Description
  Unit Bill Rate Schedule

Enter or select an active unit bill rate schedule. Only unit bill rate schedules that have the same currency as the project can be selected.

  Overrides

The overrides list area allows you to enter override rates by effective date for a selected unit. The override rates will be used instead of schedule rates when defined. For more information, see Enter Overrides.

  • Unit: Enter or select a unit. Only active or pending inactive unit can be selected.
  • Effective Date: Enter or select the date when the rate override becomes effective.
  • Rate: Enter the override rate to use for the unit. Negative rates cannot be entered.

The Schedule List view offers an optional read-only column for an Initial Rate. For information on how to display the optional columns, see Manage Columns.