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 Resource Planning settings forms.
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 project plans that are 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 settings that determine how you enter and view resource information for projects as selected on the Resource Settings form. |
Revenue Forecast Settings Section | View the setting used for revenue calculation when forecasting revenue as selected on the Revenue Forecast Settings form. |
Grids Section | View a list of the columns to display in the project planning grids on the Plan form in the Projects hub 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. |
Parent Topic: Summary Form