Basic Info

Use the system-defined project classification to classify your projects into similar categories.

The available project classifications include: "Bid & Proposal," "Common Inv," "Direct Project," "Indirect," "Interco - Multi," "Inter-company," "IR&D," and "Work-in-Process." Most of these are used primarily for reporting purposes. The Revenue Summary Report and the Revenue Worksheet can be sorted by project classification. You can also use Impromptu to produce reports that can be sorted by Project Classification.

The Work-in-Process project classification will produce special processing for projects that have been assigned this classification. The Project Status Report is printed in a WIP format for these projects and the Compute Cost of Goods Sold Entry process only selects projects for processing that have been assigned the "WORK IN PROCESS" Project Classification.

Use the Project Type field as a means to classify your projects.

Project types are set up in the Maintain Project Types screen in the Controls menu in the Project Setup module of the Projects domain in Costpoint client/server.

Both the Revenue Summary Report and the Revenue Worksheet can be sorted by project type. You can also use the Impromptu product to produce reports that are sorted by project type. This field is required in this screen and cannot be blank, so it can be very useful for sorting project information.

Project type can be changed at any time without special processing considerations.

Select the Use Top Level Work Force checkbox if the rates that will be used on the project will be the same set of rates regardless of the level of the project where they are charged. The Use Top Level Work Force checkbox will tell the system to default and validate PLCs from the top level of the project only. Normally, the system validates and defaults PLCs from the transaction level of the project. The Use Top Level Work Force checkbox is only available at the top level of the project.

Enter, or use Lookup to select, the ID of the employee who is the project manager for this project.

After you enter a project manager, the project manager name populates the field to the right.

Enter, or use Lookup to select, the project type from the user-defined projects types list. Generally, project types include: Cost Reimbursable, Fixed Price, Time & Materials, etc., but could be any "type" that you desire to track. No special processing will be generated based on this type. Some reports (for example the Revenue Summary Report) can be sorted by project type.

Enter, or use Lookup to select, the customer account for this project.

After you enter a customer account, the customer name prefills in the field to the right.

Select a classification type. This drop-down box displays the system-defined classes of projects that will require separate treatment due to the varying requirements of each classification. Separate treatment may include using special processes to cost labor or materials, or may simply mean that each of the classifications can be sorted separately for reporting purposes.

Available project classifications include: "BID & PROPOSAL," "COMMON INV," "DIRECT PROJECT," "INDIRECT," "INTER-CO MULTI," "INTER-COMPANY," "IR&D," and "WORK IN PROCESS."

The Project Status Report and the Revenue Summary Report can be sorted by project classification.

Enter up to 20 alphanumeric characters for the prime contract number (the number on the signed contract with the customer) for the project. This number can display on bills, and you can select it to display on Impromptu reports.

Enter up to 20 alphanumeric characters for the subcontractor number (the number on the signed contract with the subcontractor) for the project.

Enter up to 20 alphanumeric characters for the customer's purchase order number for this project.

Select this checkbox if the project is active for charging purposes.

If this checkbox is not selected, project/account/org combinations in the Project/Account/Organization Links screen in Project User Flow will automatically be set to "Inactive." However, both the flag on individual project/account/org combinations and this global flag are validated during transaction entry. Projects are usually inactive if the work on them has been completed.

You can still post revenue and cash receipts to inactive projects because you may need to adjust a project's revenue if the final actual rates are applied after work has been completed on the project. Outstanding receivables may exist on a project long after work on the project has ceased.

Do not use this checkbox to prevent charging at summary levels of the project. Use the Allow Charging checkbox to restrict data entry on certain project levels.

Select this checkbox to allow charging on the project. When this checkbox is not selected, no charging is allowed regardless of the status of the project/account/org combinations.

If the checkbox is selected, valid charging combinations can be charged. The Allow Charging checkbox should be enabled for all levels of the projects where charging will take place. If the project level is not a transaction level or billing/revenue level, you should not select the checkbox.

Select this checkbox to use the top level of this project for work force validation.

This selection is available only for the top level of the project tree.

Enter, or use Lookup to select, an account group for the project. The account group determines the "set" of accounts that can be attached to the project. Only accounts belonging to the account group selected can be charged to this project.

Account groups are set up in the Project Account Groups screen in the Controls menu in the Project Setup module of the of the Project domain in Costpoint client/server.

Because the account group controls how many of the functions will work in the revenue and billing computations, you should view the account groups as permanent once charging has started. Make changes only when absolutely necessary.

Enter, or use Lookup to select, the organization that "owns" the project. This is the "home" organization for the project.