Project Information

Enter and manage your core project information in the Projects hub. The Project Control application uses information from the Employees hub, Firms hub, Contacts hub, Marketing Campaigns hub, Opportunities hub, Units hub, and Chart of Accounts

General Project Information

Use the Projects hub to manage general project information, including:

• Project name and number
• Project type
• Project manager, principal, supervisor
• Project team members
• Client and contact name and address
• Expected compensation, direct consultants, reimbursable allowance, and budgeted overhead rate
• Revenue recognition method
• Project start and completion dates

Project Operating Information

As part of your normal operations, you also track the following project-related operating information:

• Activities
• Percent completes
• Labor and expense budgets
• Labor and expense charges
• Billed amounts
• Accounts receivable information
• Profit information

Project Templates

Before you start entering project information, learn more about project templates, which make it faster and easier to enter new projects. Use a template to collect common or typical information about your projects, which you can then reuse as you set up new projects.