How to...

In the Projects hub, you can add new projects, enter project plans, and update and review project information.

From this application, you can also view employee information without having to open the Employees hub. For more information see: Employee Card — How-to Topics.

Many of the procedures that you use in the hubs are similar across all hubs (for example, Copy a Record). For detailed information, see Hubs Basic Procedures.

Related Topics:

  • Create a Project Manually
    Use the New Project form to create a new project.
  • Create a Project from a Project
    Use the New Project form to create a new project from an existing project.
  • Create a Project from an Opportunity
    Use the New Project form to create a new project from an opportunity.
  • Create a Project from a Template
    Use the New Project form to create a new project from a template.
  • Create a Project from an Opportunity and Project Template
    Use the New Project form to create a new project from an opportunity and a project template.
  • Display Data for Different Projects Levels
    Select a project, phase, or task to see data specific to that level in the Projects Hub.
  • Select Dashparts to Display
    The Dashboard tab in the Projects hub displays four dashparts at a time. Use the Switch Dashpart dialog box to replace one dashpart with another on the dashboard.
  • Switch Project Amounts from Billing to Cost
    In the Projects hub, you can switch between displaying billing amounts and cost amounts in the summary pane, on the Dashboard tab, and on the Plan tab, if you select Cost and Billing in Budget Type for the project in the Plan Settings dialog box.
  • Specify Cost and Billing Rates for Plans
    To specify the budget type, the cost and billing rate methods, tables, and multipliers, and other settings to use for the currently selected project plan, display the Plan Settings dialog box. When you save the settings, DPS recalculates all labor cost and billing amounts, expense billing amounts, and consultant billing amounts based on the current rate settings.
  • Recalculate Planned Cost and Billing Amounts
    In most cases, all amounts are automatically recalculated for a plan using current rate settings each time you save settings in the Plan Settings dialog box. The exceptions are plans that were converted from iAccess.
  • Select Columns for a Planning Grid
    To change the columns that display in one of the planning grids, select the columns you want on the Column Settings & Selections dialog box.
  • Check Out a Project Plan
    To make changes to a plan on the Projects form, you must check it out. When you check out a plan, it is not available to other users until it is checked back in.
  • Check in a Project Plan
    When you check out a plan, other users can view it but cannot make changes to it until it is checked back in. Though a plan is automatically checked in when you switch to a different project or go elsewhere in DPS, there may be situations in which you must manually check in plans.
  • Publish a Project Plan
    When you make changes to a project plan, you can publish it as the current plan version.
  • Assign Resources to Projects in Project Planning
    To assign one or more resources to work on a project, select the project in the Projects hub and specify the resource assignments in the Assign Resources to Project dialog box.
  • Assign Expense Types in Project Planning
    If you have enabled planning for expenses, you can assign expense types to work breakdown structure (WBS) elements in a project plan and enter planned amounts for them.
  • Assign Consultant Types in Project Planning
    If you have enabled planning for consultants, you can assign consultant types to work breakdown structure (WBS) elements in a project plan and enter planned amounts for them.
  • Sort Resources in the Labor Planning Grid
    Use the Column Settings & Selections dialog box to select a sorting option for resources in the grid on the Labor tab of the Projects form.
  • Change the Scale for the Calendar Period Columns in Project Planning Grids
    In the Projects hub in Planning mode or in Project View in Resource Management, you can view and enter planned hours and amounts by day, week, or month.
  • Enter Summary Planned Hours in Project Planning
    To have DPS allocate summary planned hours to individual resource assignments for a project on the Labor tab on the Projects form, select the project, and enter the summary hours in the ETC Hours field at the appropriate level of the work breakdown structure (WBS).
  • Enter Planned Hours in Calendar Period Columns in Project Planning
    To enter planned hours for resources for specific calendar periods (days, weeks, or months) on the Labor tab on the Projects form, select the project, expand the work breakdown structure (WBS) to display the WBS level or resources for which you want to enter hours, and enter the hours in the appropriate calendar period fields.
  • Enter Planned Amounts for Expenses and Consultants
    If you have enabled planning for expenses or consultants, you can enter planned amounts for them on the Expenses and Consultants tabs on the Projects form.
  • Enter Contract Fee Amounts
    If the Resource Planning module is activated but the Accounting module is not activated, you can enter contract fee amounts on the Contract tab of the Projects hub in the browser application.
  • Display Charts from Project Planning Grids
    To supplement the grid view of project planning data, you can display related charts. You can display charts that reflect data for the project as a whole or for a selected element (a phase, for example) at a lower level of the work breakdown structure (WBS).
  • Enter Notes for a WBS Element in Project Planning
    To enter notes for a work breakdown structure (WBS) element in a labor plan, display the plan in Project View and either click or in the Notes column on the WBS element's grid row.
  • Delete a Resource Assignment in Project Planning
    If you assign a resource to work on a project and later want to remove that assignment, you can do that on the Labor tab of the Projects form.
  • Delete an Expense Type or Consultant Type Assignment from a Project Plan
    If you assign an expense type or consultant type to a project and later want to remove that assignment, you can do that on the Expenses tab or Consultants tab of the Projects form.
  • Reschedule Assignments or Plans in the Projects Hub
    To change plan dates or assignment dates for plan rows that have planned hours, use the Reschedule dialog box to enter the new dates and to indicate how you want the schedule change to affect the distribution of planned labor hours and amounts. To change plan dates for plan rows with no planned hours, you can also simply change the dates in one of the three planning grids.
  • Reassign Work on a Project to Another Resource in Project Planning
    If you assign work on a project to an employee or generic resource and later want to transfer all or part of the assignment hours to another resource (for example, from a generic resource to a new employee you have just hired for the project), you can reassign them from the Labor tab of the Projects form.
  • Reassign an Expense Type Assignment in a Project Plan
    If you assign an expense type to a work breakdown structure (WBS) element in a project plan and later want to change the assignment to another expense type, you can do so from the Expenses tab of the Projects form. You can also change the vendor for an expense type assignment.
  • Reassign a Consultant Type Assignment in a Project Plan
    If you assign a consultant type to a work breakdown structure (WBS) element in a project plan and later want to change the assignment to another consultant type or consultant name, you can do so from the Consultants tab of the Projects form. You can also change the consultant's name for an consultant type assignment.
  • Revert a Project Plan to the Last Published Version
    If you make changes to a project plan and then, before publishing it, you decide you want to discard your changes, you can return the plan to its last published version. As long as you do not publish the plan with your changes, you can revert to the last published version whether or not you have checked in the plan with those changes.
  • Delete the Contents of a Project Plan
    If necessary, you can delete the contents of a project plan, including all resource, expense type, and consultant type assignments, the related planned hours or amounts, and the baseline plan, leaving the project with an empty plan.
  • Start a Kona Conversation
    If you use Kona Business, you can create a Kona conversation for the current record. This allows you to collaborate with team members for greater communication and increased productivity.
  • Approve an Invoice
    When a project is configured to use invoice approvals, all of the project's invoices must be approved before they are accepted and posted.
  • Reject an Invoice
    When a project is configured to use invoice approvals, all of the invoices for the project must be approved before they are accepted and posted.
  • View a Draft Invoice That Is Awaiting Approval
    You can preview an invoice before approving or rejecting it.
  • Enter "In Process" Billing Comments for an Invoice
    When an invoice is awaiting approval, you can open the Billing Comments dialog box at any time to enter "in process" billing comments for the invoice. (When you approve or reject an invoice, the Billing Comments dialog box displays automatically so you can enter comments specifically related to those actions.)
  • View/Add/Edit/Delete an Accounts Receivable Comment
    Use the Accounts Receivable Comments dialog box to view, add, edit, or delete AR comments for the client, invoice, client's projects, invoices for the project, or credit memos related to the invoice. This dialog box displays all comments that have been entered for the client.
Parent Topic: Browser Application - Projects Hub