Fields and Options

In addition to the Project Review form, you work with various dialog boxes to view details for projects, such as accounts receivable or labor hours, and to update percents complete.

Related Topics:

  • Project Review Form
    Use the Project Review form in the desktop application to compare actual job-to-date hours and amounts to budget, to plan, or to expected compensation for the project as a whole or for any lower level work breakdown structure element.
  • Options Dialog Box
    Use the Options dialog box in Project Review to select the budget source and the actuals rate, and to determine which purchase orders to include. These settings are applied to each project.
  • AR Options Dialog Box
    Use this dialog box to specify the aging date for invoices and aging columns that display in the Aged Accounts Receivable grid in Invoice Review and Project Review in the Accounting application.
  • Supporting Document Dialog Box in Project Review
    Use the Supporting Document dialog box in Project Review to view documents that have been associated with expenses entered through AP vouchers, AP disbursements, and employee expense reports.
  • Accounts Receivable Details Dialog Box
    Use the Accounts Receivable Details dialog box to review supporting invoice detail for accounts receivable information displayed on the Project Review form.
  • AR Comments Dialog Box
    Review existing comments for outstanding invoices in the current project, add new comments, or edit existing comments on this dialog box.
  • Direct Consultant Dialog Box
    Use the Direct Consultant dialog box to review supporting detail for direct (non-reimbursable) consultant information displayed on the Project Review form.
  • Labor Dialog Box
    Use the Labor dialog box to review supporting detail for labor information displayed on the Project Review form.
  • Other Direct Expense Dialog Box
    Use the Other Direct Expense dialog box to review supporting detail for direct expense amounts (not including direct consultant expenses) on the Project Review form.
  • Other Reimbursable Dialog Box
    Use the Other Reimbursable dialog box to review supporting detail for reimbursable expenses (other than consultant expenses) displayed on the Project Review form.
  • Reimbursable Consultant Dialog Box
    Use the Reimbursable Consultant dialog box to review supporting detail for reimbursable consultant information displayed on the Project Review form.
  • Total Hours Dialog Box
    Use the Total Hours dialog box to review supporting hours detail for labor information displayed on the Project Review form.
  • Update Overall Percent Completes Dialog Box
    Use the Update Overall Percent Completes dialog box to update overall percent complete numbers for the selected projects.
Parent Topic: Project Review (Desktop)