Contents of the Summary Form

Review the sections on this form to see a summary of the entries that are made on each of the forms in Resource Planning Settings.

Contents

Field Description
Company Name If you use multiple companies, the name of the active company displays at the top of the form.
Plan Settings Section View the settings related to plans for projects and opportunities as selected on the Plan Settings form.
Rates Section View the budget type and the cost and billing rate methods, tables, and multipliers used as the defaults for new plans as entered on the Rates form.
Resource Settings Section View the options that determine how you enter and view planning information for projects, opportunities, and resources as selected on the Resource Settings form.
Grids Section View a list of the columns to display in the project planning grids on the Projects form as selected on the Grids form.
Non-Work Days Section View the number of company holidays and the non-work days as entered on the Non-Work Days form.