Project Info Center Form
Use the Project Info Center tabs to enter and review information about your projects, link related files and Info Center records to your project records, and schedule project activities.
Related topics:
- Display the
Project Info Center Form
You display the Project Info Center form from the Info Center menu. - Toolbar of
Project Info Center
Use the toolbar options to work with project records. - General Tab of
Project Info Center
Use the General tab to enter, edit, or review basic information about a project. - Ajera Totals Tab
If you synchronize Ajera CRM with Ajera (Ajera version 8.09 and later), project total amounts from Ajera display on this tab in the Project Info Center. - Budget and Revenue Tab of Project Info Center
Use the Budget & Revenue tab to review contract amounts, overhead multiplier, and reported percent complete from Ajera. This tab is available if you have Ajera CRM. - Team Tab of
Project Info Center
Use the Team tab to organize information about the employees and vendors who work on a project. - Clients/Contacts Tab of
Project Info Center
Use the Clients/Contacts tab to link one or more client or contact records to a project record. - Activities Tab of
Project Info Center
Use the Activities tab to schedule project activities directly from individual project records. - Background Tab of
Project Info Center
Use the Background tab to enter a project's background or history information, including project codes, descriptions, and awards received. - Dates and Costs Tab of
Project Info Center
Use the Dates and Costs tab to enter or review project dates and cost data. The information on this tab provides a snapshot of a project's budget and status. - Links Tab of
Project Info Center
Use the Links tab to link one or more external text files, graphics files, or email messages to a project record. When you add a file link to the Links grid, Ajera CRM creates a hyperlink between the link path specified in the Link Path field on the grid and the file. Click the link path to open the file from the current record. - Location Tab of
Project Info Center
Use the Location tab to maintain contact information for the location where the project work is actually performed. You can enter address information, phone and fax numbers, and an email address for the project work site. - Marketing Campaigns Tab of
Project Info Center
Use the Marketing Campaigns tab to associate one or more marketing campaigns with a project. To associate a marketing campaign record with a project record, add it to the Marketing Campaigns grid. Both records reflect the association. - Attachments Tab of Project Info Center
Use this tab to upload, view, and store documents such as contracts, waivers, and images for your projects. Vision attaches these documents to the info center record for which they were uploaded.
Parent Topic: Screens