Projects Tab of the Employees Form (Desktop)

Use the Projects tab in the desktop application to associate one or more projects with an employee. You associate a project record with an employee record by adding it to the Projects grid on the Projects tab. Both records reflect the association.

Contents

A project record must exist in your database before you can associate it with an employee record.

If you have multiple companies, the following applies:

• The data that you enter on this tab applies to the company that the current record is associated with.
• The tabs and fields that display are based on the company that the current record is associated with. For example, if the employee is associated with four different companies but only one company has access to Payroll, the Payroll tab of the Employees form only displays when you are viewing that company's record.
• The values that are available in the individual fields and lookups are based on the company that the record is associated with. For example, only timesheet groups that are associated with the current company are available in the Group field on the Time tab of the Employees form.
• If the Automatically retrieve your record in Employee Hub/Employee Review check box is selected in My Preferences in the desktop application, the employee record that automatically loads is for the home company that is associated with the current record. If the record is associated with multiple companies, the home company record displays first.

Projects Grid

The fields on the grid display information from the project record in the Projects hub.

Field	Description
Projects Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
Refresh Hours	Click this option to refresh the hours and display the actual number of hours the employee has posted to each project listed in the Projects grid. If you are authorized to run the Labor Detail report, you can click the hours in the Hours field to view the Labor Detail report for the active employee and the selected project. The total number of hours the employee has posted to all projects displays at the bottom of the grid.
Associate	Click this option to add a project to the grid.
Remove	Click this option to remove a project from the grid.
Number	This field displays the project number.
Name	This field displays the project's name. Click the name to open the record in the current browser window or right-click the name and then click the Open in new window option to open the record in a separate browser window. When you enter an employee name in the Principal, Project Manager, or Supervisor fields on the General tab of the Projects form, the project and role are entered on the Projects grid on the Projects tab of the Employees form. If you remove an employee name from thePrincipal, Project Manager, or Supervisor fields on the General tab of the Projects form, the project is removed from the Projects grid on the Projects tab of the Employees form only if the employee's Team Status is Proposed. If the employee's Team Status is Active, the project remains in the grid, but the Role field is cleared.
Long Name	This field displays the project's long name. Click the name to open the record in the current browser window or right-click the name and then click the Open in new window option to open the record in a separate browser window.
Role	Select the employee's role on this project. You define employee role options in Lists tab in Labels and Lists Settings. You can assign the same role to multiple employees. If you reassign the roles on the Projects tab of the Employees form, Deltek does not update the entries in the Principal, Project Manager, or Supervisor fields on the General tab of the Projects form. To change the entries in those role fields, you must open the project record.
Description	Enter additional information about the employee's role on this project.
Hours	This field displays the actual number of hours that the employee posted for the project. If you are authorized to run the Labor Detail report, you can click the hours in this field to view the Project Labor Detail report for the active employee and the selected project. The total number of hours that the employee has posted to all projects displays at the bottom of the grid.
Start Date	Specify the date on which the employee started working on the project in the associated role. There can be different start dates for each role because employees can have one or more assigned roles on the same project.
End Date	Specify the date on which the employee finished working on the project in the associated role. There can be different start dates for each role because employees can have one or more assigned roles on the same project.
Project Status	This field displays the current status of the project, such as Active or Dormant.