Fields and Options
Use the fields and options on the Projects form and other related forms and dialog boxes to enter core management and accounting data for projects.
- Related Topics:
- Projects Form
Use the Projects form to enter, view, and edit core management and accounting data for your projects. - New Project Form
Use the New Project form to start the process of creating a new project. You can create a new project from scratch or by using an existing project or a project template as a starting point. - Choose Project Structure Form
Use this form to choose the phases and tasks you want to include in a new project or in a new linked promotional project. - Edit Project Structure Form
Use this form to add or remove phases and tasks for a project. You can also edit information related to any of the work breakdown structure elements. - New Phase Form
Use the New Phase form to add phases to a project. - New Task Form
Use the New Task form to add tasks to a phase. - Copy Project Form
Use the Copy Project form to quickly create a new project by copying data from an existing project that is very similar to the new one. - Project Settings Dialog Box
Use the Project Settings dialog box to select project display settings. - Project Structure Dialog Box
Use this dialog box to select the work breakdown structure (WBS) element for which you want to display data in the Projects hub, in the Interactive Billing form, and in a few other forms in which you select and work with project records. - Stage Dialog Box
Use this dialog box to move a project from one project stage to another (for example, from Shortlisted to Won). In addition to selecting the new stage, you can specify the date of and reason for the change, along with any other supporting information you want to save. - Create Linked Promotional Project Dialog Box
Use this dialog box to add a project for tracking the costs incurred in pursuing the project that is currently selected in the Projects hub. The promotional project is linked to the current project, but it is a separate project with its own work breakdown structure and other properties. - Activities Dialog Box
Use the Activities dialog box to add or edit activities that are entered on the Activities tab for the currently selected hub record, for the calendar, or the active report. New activities entered here are also added to your calendar and dashboard. - Select Organizations Dialog Box
Use the Select Organizations dialog box to select multiple organizations. - New Conversation Dialog Box
Use this dialog box to start a new Collaboration conversation related to the current project. - GovWin IQ Opportunities Dialog Box
Use the GovWin IQ Opportunities dialog box to search for opportunities in GovWin IQ, select those you want to add to Vantagepoint as in pursuit projects, and import them.
Parent Topic: Projects