Project Info Center Overview

Use the Project Info Center to maintain all project information such as the project name and location, estimated and actual completion dates, and associated clients and contacts.

You also set up your Work Breakdown Structure (WBS) here as you create projects, phases, and tasks.

Before you add projects to your database, Deltek recommends that you:

  • Make decisions about your WBS, such as how many levels it will contain and the labels that you want to use for each level.
  • Review information about project templates. In general, you use the Project Template form to create and save templates with a pre-defined WBS, and enter data only in the fields that you want on each tab. You then access templates when you create new project records. This saves time and helps to ensure the consistency and accuracy of your project records.
  • Decide whether or not you want to specify project defaults that automatically populate fields on the Project Info Center form when you create a new record.

Related topics:

  • Project Templates
    You can create project templates that meet your business needs. You can also use these project templates to apply a WBS and its pre-defined field values when you create new projects.
  • Project Defaults
    If you establish project defaults in General Configuration, Ajera CRM uses your default settings each time that you create a new project record. You can then modify the values in the new record.
  • Primary Contacts and Clients on a Project
    You can use primary contacts and clients in the Project Info Center, to distinguish one contact or client among many.
  • Work Breakdown Structures and Project Records
    A Work Breakdown Structure (WBS) is a project management tool that you use to organize the various components of work required to complete a project.
  • Phase Task Icon Indicates Projects with WBS Levels
    When you open a project record in the Project Info Center, the project's name displays in the upper left corner of the record, above the Info Center tabs. If WBS levels are defined for the project, a Phase/Task icon displays next to the project's name.
  • Ajera Synchronization with Ajera CRM
    When you use both Ajera and Ajera CRM, you can synchronize contact, client, and project information that is entered in Ajera CRM with Ajera. This eliminates the need to enter data twice, which can reduce data entry errors.
  • Procedures for Project Records
    While the details for working with records vary across Info Centers, the basic procedures are similar.
  • Procedures for Phase and Task Records
    While the details for working with records vary across Info Centers, the basic procedures are similar.
  • Screens
    Use Info Center screens and dialog boxes to create and work with records.
Parent Topic: Info Center Overview