Basic Info Tab

Use the fields in this tab to set up the basic elements and other options that control the charging and functioning of the project.

You must carefully consider your selections for the fields in this tab. After processing has begun, changing these fields requires some time-consuming additional steps.

If you use quick project templates, the template ID you enter for the project controls the following for the Basic Info tab:

• Fields that require entry
• Default values for a field
• User roles required to complete the entry in a field

You must complete the following fields before you can approve a quick project: Project Type, Project Classification, Account Group, and Owning Organization.

Contents

Field	Description
Project Manager	Enter, or click 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.
Project Type	Enter, or click to select, the project type from the user-defined projects types list. Generally, project types include: Cost Reimbursable, Fixed Price, Time & Materials, and so on, but could be any "type" that you desire to track. No special processing is generated based on this type. Some reports (for example the Revenue Summary Report) can be sorted by project type.
Customer	Enter, or click to select, the customer account for this project. After you enter a customer account, the customer name prefills in the field to the right.
Project Classification	Select a classification type. This drop-down list displays the system-defined classes of projects that 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 WORK IN PROCESS The Project Status Report and the Revenue Summary Report can be sorted by project classification.
Prime Contract No	Enter 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 Costpoint Business Intelligence reports.
Subcontractor No	Enter the subcontractor number (the number on the signed contract with the subcontractor) for the project.
Purchase Order No	Enter the customer's purchase order number for this project.

Charging Criteria

Field	Description
Active	Select this check box if the project is active for charging purposes. If this check box is not selected, project/account/org combinations on the Link Projects/Accounts/Organizations screen are automatically 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 check box to prevent charging at summary levels of the project. Use the Allow Charging check box to restrict data entry on certain project levels.
Allow Charging	Select this check box to allow charging on the project. When this check box is not selected, no charging is allowed regardless of the status of the project/account/organization combinations. If the check box is selected, valid charging combinations can be charged. Enable the Allow Charging check box for all levels of the projects where charging takes place. If the project level is not a transaction level or billing/revenue level, do not select the check box.
Use Top Level Workforce	Select this check box 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.
Account Group	Enter, or click 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 on the Manage Project Account Groups screen. Because the account group controls how many of the functions work in the revenue and billing computations, view the account groups as permanent after charging starts. Make modifications only when absolutely necessary.
Owning Organization	Enter, or click to select, the organization that "owns" the project. This is the "home" organization for the project.