Use the fields in this tab to enter information on the customer, project manager, prime contract number, subcontract number, and purchase order number. All of the information in this tab is optional but can be helpful for sorting and printing reports. Many project reports are available by project manager.
Use this tab when you are initializing the project. All of the information in this tab can be changed at any time after project initialization. The Customer field should be entered before the billing records are added in the Project Bill Info screen. Before you can print reports by project manager, you must select a project manager in this screen.
Where will the prime contract, subcontract, and purchase order numbers display?
The prime contract number, subcontract number, and purchase order number can display on the bills if the billing formats have been set up to display them. You can select these options in the Generic Billing Formats screen (Projects\Maintain\Billing).
Use the fields in this group box to enter customer and project management information.
Enter, or use Lookup to select, a customer number from the Customers screen that corresponds with the main customer for the project. You can enter up to 12 alphanumeric characters.
You will receive a warning message if you leave this field blank and the Billable Project checkbox is selected.
The unlabeled field to the right displays the name of the selected customer.
This field identifies the main customer for the project.
The customer that is entered in this field will be the default that is used in the Customer subtask of the Project Billing Info screen. You can enter separate customers by task if you select the Allow Edit checkbox at the top level of the project. Only select the Allow Edit checkbox if you have multiple customers for the project. Many reports in the system are available by customer.
Use this checkbox to control the Customer field at lower levels of this project.
If the project entered is top level, the customer name displayed will correspond to the customer entered in the Customer field. If the project entered is not a top-level, the default value of the customer number and name from the top level project will display. If the Allow Edit checkbox at the top-level is selected, you can edit the field and replace it with any customer number and name. However, if the Allow Edit checkbox is unselected, the default top-level customer number and name cannot be changed.
Enter, or use Lookup to select, an employee that corresponds with the project manager for the project. You can use up to 20 alphanumeric characters. You can leave this field blank if the project is to be managed by a non-employee, such as a subcontractor.
The unlabeled field to the right displays the name of the selected employee.
You can enter a different project manager for each phase of the project. You should select the Allow Edit checkbox at the top level of the project so that the project manager field is editable. If the project manager is not an employee, you can skip the ID field and enter the name of the project manager in the field to the right.
Use this field to control the ability to edit the Project Manager field at lower levels of the project tree.
If the project entered is top level, the employee name will correspond to the employee entered in the Project Manager field. If the project entered is not a top-level, the default value of the employee and name from the top-level project will display. If the Allow Edit checkbox at the top level is selected, you can select any employee and name. However, if the Allow Edit checkbox is unselected, the default top-level employee and name cannot be changed.
Use the fields in this group box to enter the prime contract number, subcontract number, and purchase order number.
Enter, up to 20 alphanumeric characters, the prime contract number (the number on the signed contract with the customer) for the project.
Prime Contract No - Allow Edit
Use this field to control the ability to edit the prime contract number at lower levels of the project. If the project entered is not top level, the default value of the prime contract number from the top level project will display. If the Allow Edit checkbox at the top level is selected, you can enter any prime contract number. However, if the Allow Edit checkbox is unselected, the default top level prime contract number cannot be changed.
Enter, up to 20 alphanumeric characters, the applicable subcontractor number (the number on the signed contract with the subcontractor) for the project.
Use this checkbox to control the ability to edit the subcontractor number at lower levels of the project. If the project entered is not a top-level, the default value of the subcontractor number from the top-level project will be displayed. If the Allow Edit checkbox at the top-level is selected, you can enter any subcontractor number. However, if the Allow Edit checkbox is unselected, the default top-level subcontractor number cannot be changed.
Enter the applicable purchase order number for the project.
Purchase Order No - Allow Edit
Use this field to control the ability to edit the purchase order number at lower levels of the project. If the project entered is not a top-level, the default value of the purchase order number from the top-level project will be displayed. If the Allow Edit checkbox at the top-level is selected, you can enter any purchase order number. However, if the Allow Edit checkbox is unselected, the default top-level purchase order number cannot be changed.
Changes to this screen update PROJ and PROJ_EDIT tables.