Use this screen to set up the types of projects you would like to track. Certain project types will be supplied with the software, including Cost Plus Fixed Fee (CPFF), Fixed Price, Time & Material, and so forth. However, you can set up as many additional categories as you require. You can use Project Type as a sorting criterion for the Revenue Summary Report. Project Type is a required field in the Maintain Project Master screen (Projects » Project Setup » Project Master).
Use this screen to initialize project types as part of your system initialization. Once project types are initialized, use this screen only for changes and additions.
This column displays the types of projects that are tracked within the Projects folder. Your entries will become available as choices in the Project Type drop-down list in the Basic Info screen (Projects » Project Setup » Project Master). This is a required field.
This column is used with the Default to Owning Org checkbox in the Basic Info screen (Projects » Project Setup » Project Master). If you enter Y (Yes) in this column for a project type, the Default to Owning Org checkbox will be selected when a new project with this type is entered in Basic Info screen. This option allows the owning organization of the project to default in during transaction entry. If you enter N (No) in this column, the Default to Owning Org checkbox will not be selected when a new project is entered in the Basic Info screen. You can change the default in the Basic Info screen if desired.
This screen updates the PROJ_TYPE table.