Deltek Vantagepoint Help

Table of Contents
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  • Deltek Vantagepoint Help
    • What's New
    • Release Notes
    • Accessing Videos
      • Video Library
        • Videos for All Users
        • Videos about Activation and Setup
        • Videos for Administrators
        • Videos for Project and Resource Managers
        • Videos for Accounting Users
        • Videos for Proposal Coordinators
        • Videos for Business Development and Marketing Users
    • Basics
      • Getting Started with Vantagepoint
        • Initial Login
        • Activation
          • Activate Modules, Accounting Periods, and Fiscal Years
          • Activate Defaults
          • Activate Email
          • Activate Currencies
          • Activate Organizations
        • Setup
          • Set Up Security
          • Set Up Time
          • Set Up Expense
          • Set Up Cash Management
          • Set Up Accounting
          • Set Up General Ledger
          • Set Up Currency
          • Set Up Billing
          • Set Up Rate Tables
          • Set Up Resource Planning
          • Set Up Project
          • Set Up CRM
          • Set Up Labels and Lists
          • Set Up General
          • Set Up Integrations
        • Vantagepoint Version and System Information
          • About Dialog Box
            • Display the About Dialog Box
      • User Interface Fundamentals
        • Vantagepoint User Interface Updates
        • Access to Vantagepoint Based on Role
        • Terminology
        • Main Areas of Vantagepoint
        • Keyboard Shortcuts
        • Logins and Passwords (Opt-In Available)
          • How to...
            • Log In
            • Log In Using Multi-factor Authentication
            • Log In Using Windows Integrated Security
            • Log Out
            • Replace a Forgotten Password
            • Retrieve a Forgotten User ID
          • Fields and Options
            • Vantagepoint Login Screen
              • Display the Vantagepoint Login Screen
              • Contents of the Deltek Vantagepoint Login Screen (Opt-In Available)
            • Deltek Vantagepoint Multi-factor Authentication Screen
              • Display the Deltek Vantagepoint Multi-factor Authentication Screen
              • Contents of the Deltek Vantagepoint Multi-factor Authentication Screen
            • Log In Assistance Dialog Box
              • Display the Log In Assistance Dialog Box
              • Contents of the Log In Assistance Dialog Box
        • Vantagepoint Toolbar (Browser)
        • Vantagepoint Toolbar (Desktop)
        • Custom Labels
        • Notification Center
          • How to...
            • Open the Notification Center
            • Open an Activity Reminder
            • Delay an Activity Reminder
            • Dismiss an Activity Reminder
            • Open an Action Item
            • Dismiss an Action Item
            • Open a Notification
            • Dismiss a Notification
            • View Read and Unread Notifications
          • Fields and Options
            • Notification Center Dialog Box (Opt-In Available)
              • Display the Notification Center Dialog Box
              • Contents of the Notification Center Dialog Box
            • Notification Details Dialog Box
              • Display the Notification Details Dialog Box
              • Contents of the Notification Details Dialog Box
            • Reminders Dialog Box
              • Display the Reminders Dialog Box
              • Contents of the Reminders Dialog Box
            • Activity Dialog Box from Reminders
              • Display the Activity Dialog Box from Reminders
              • Contents of the Activity Dialog Box from Reminders
          • Learn More About...
            • Action Items in the Notification Center
            • Notifications in the Notification Center
            • Approvals in the Notification Center
        • Employee Card
          • How to...
            • View Employee Information
            • View Absence Accrual Information
            • View Utilization Ratios
            • View Employee Assignments
          • Fields and Options
            • Employee Card Dialog Box
              • Display the Employee Card Dialog Box
              • Header Section of the Employee Card Dialog Box
              • Profile Tab of the Employee Card Dialog Box
              • Skills & Credentials Tab of the Employee Card Dialog Box
              • Assignments Tab of the Employee Card Dialog Box
              • Projects Tab of the Employee Card Dialog Box
              • Ratios Tab of the Employee Card Dialog Box
              • Absence Hours Tab of the Employee Card Dialog Box
            • Change Forecast Range Dialog Box from the Employee Card
              • Display the Change Forecast Range Dialog Box from the Employee Card
              • Contents of the Change Forecast Range Dialog Box from the Employee Card
          • Learn More About
            • Role Security and the Employee Card
        • Info Bubbles and Help
          • How to...
            • View an Info Bubble
            • Display Help Topics
          • Fields and Options
            • About Dialog Box
              • Display the About Dialog Box
            • Send Email Dialog Box for Help Desk
        • Drop-Down Lists and Lookups
          • Lookups in the Browser Application
          • Lookups in the Desktop Application
          • Adding New Hub Records on the Fly
          • Working with Multiselect Drop-down Lists and Lookups
            • How To....
              • Select Multiple Values in Multiselect Drop-down Lists
              • Delete Selected Values from Multiselect Drop-down Lists
              • Copy and Paste Selected Values from Multiselect Drop-down Lists
              • Apply Search Filters to Multiselect Drop-down Lists
        • Viewing and Editing Records
          • Editing and Viewing Records Quick Reference Card
          • See Who Is Editing or Viewing a Record
          • View Messages that Display a Record's Editing Status
          • Send a Chat Message
        • Actions (Opt-In Available)
        • Error Dialog Boxes
        • Rich Text Editor
        • Supporting Documents and Files
          • Configuring Supporting Documents and Files
      • Personalizing the User Interface
        • Setting Up Preferences
          • How to...
            • Change Your Password
            • Set Startup Preferences
            • Set Date and Number Formats
            • Set Search Preferences for Reporting
            • Set the Preferred Application View
            • Enable Dark Mode
            • Set the Preference to Find Words That Sound the Same
            • Set Reminder Preferences
            • Choose In-App User Education Content
            • Set Default Qualified Status and Country
              • Set Report Preferences
            • Delegate Approval Responsibilities
            • Upload a Personal Photograph or Other Image
            • Connect to GovWin IQ
          • Fields and Options
            • My Preferences Dialog Box
              • Display My Preferences Dialog Box
              • General Tab of My Preferences Dialog Box
              • Defaults Tab of My Preferences Dialog Box
              • Startup Tab of My Preferences Dialog Box
              • Reporting Tab of My Preferences Dialog Box
              • Image Tab of My Preferences Dialog Box
            • Update Image Dialog Box
              • Display the Update Image Dialog Box
              • Contents of the Update Image Dialog Box
            • Change Password Dialog Box
              • Display the Change Password Dialog Box
              • Contents of the Change Password Dialog Box
        • Change the Active Company
        • Customize the UI
      • Common Tasks
        • Find an Application on the Navigation Pane
        • Use Navigation Pane Favorites
        • Open an Application in a New Browser Tab or Window
        • Completing Required Fields
        • Working with Grids
          • How to...
            • Add a Record to a Grid
            • Filter the Grid Results
            • Copy a Grid Row
            • Delete a Grid Row
            • Sort Grid Row Order
            • Maximize the Grid View
            • Select Columns for a Grid
            • Change the Order of Grid Columns
            • Change the Width of a Grid Column
            • Pin the Grid Columns
            • Create and Save Grid Views
            • Restore Default Grid View
            • Change the Grid View
          • Fields and Options
            • Grid Toolbar and Grid Actions
            • Grid Options
            • Grid Settings Dialog Box
              • Display the Grid Settings Dialog Box
              • Contents of the Grid Settings Dialog Box
            • Save Options Dialog Box
              • Display the Save Options Dialog Box
              • Contents of the Save Options Dialog Box
          • Use List View
            • Bulk Updates
              • Use Bulk Update to Update Multiple Records
              • Bulk Update Dialog Box
                • Display the Bulk Update Dialog Box
                • Contents of the Bulk Update Dialog Box
            • Explicit Save in List View (Opt-In Available)
        • Changing the Accounting Period
          • How to...
            • Change the Accounting Period
          • Fields and Options
            • Period Selection Dialog Box
              • Display the Period Selection Dialog Box
              • Contents of the Period Selection Dialog Box
        • Saving Your Work
        • Saving Options for Processing Applications
          • How to...
            • Create Saved Options
            • Restore Default Options
            • Delete a Saved Option
          • Fields and Options
            • Save Options Dialog Box
              • Display the Save Options Dialog Box
              • Contents of the Save Options Dialog Box
        • Printing Records
          • Print Records from the Reporting Dialog Box
          • Print a Report from the Report Preview
          • Download a Report
        • Using the Smart Summaries Tool
        • Scheduling Processes
          • How to...
            • Schedule a Job
          • Fields and Options
            • Schedule Dialog Box
              • Distribution Tab
              • Recurrence Tab
        • Exporting Data to a Comma-Separated Values (.csv) File
          • Export Data to a Comma-Separated Values (CSV) File
          • Export as CSV Dialog Box
            • Display the Export as CSV Dialog Box
            • Contents of the Export as CSV Dialog Box
          • Export List View Dialog Box
            • Display the Export List View Dialog Box
            • Contents of the Export List View Dialog Box
        • Exporting Data to an Excel File
          • Export Data to an Excel File
          • Export List View Dialog Box
            • Display the Export List View Dialog Box
            • Contents of the Export List View Dialog Box
        • Import Records from Comma-Separated Values (.csv) Files
          • How to...
            • Prepare the Comma-Separated Values (.csv) File
            • Map Fields in a Comma-Separated Values (.csv) File to Fields in Vantagepoint
            • Check for Duplicate Records
            • Run the Import Process
            • Review Import Errors
          • Fields and Options
            • Import From CSV Dialog Box
              • Display the Import from CSV Dialog Box
              • Contents of the Import from CSV Dialog Box
        • Send Emails
          • How to...
            • Send an Email Message
            • Create and Modify an Email Template
            • Delete an Email Template
          • Fields and Options
            • Email Dialog Box
              • Display the Email Dialog Box
              • Contents of the Email Dialog Box
            • Save Email Options Dialog Box
              • Display the Save Email Options Dialog Box
              • Contents of the Save Email Options Dialog Box
    • Concepts
      • What is Deltek Vantagepoint?
      • Setting Up Vantagepoint for You and Your Enterprise
      • Dashboard
      • Timesheets and Expense Reports
        • Timesheets
        • Expense Reports
      • Hubs
      • Customer Relationship Management
        • Vantagepoint CRM and CRM Plus
        • Client and Contact Management
          • Contacts and Leads
          • CRM Reports
        • Marketing Campaigns
        • Project Pursuit and Pipeline Management
        • Calendar and Activity Management
      • Project Management and Planning
        • Projects Hub Applications
        • Planning a Work Breakdown Structure
          • Accounting and the Work Breakdown Structure
          • Planning and the Work Breakdown Structure
          • Marketing and the Work Breakdown Structure
          • Managing Project Numbers
          • Work Breakdown Structure Components
          • Comparing Uses for Work Breakdown Structure Components
        • Using the Project Planning Application
          • Project Planning Features
          • Viewing Contract Information
          • Schedule Planning
          • Labor Planning
          • Expense and Consultant Planning
          • Unit Planning
        • Using the Revenue Forecast Application
          • Choosing the Revenue Forecast Calculation Method
        • Project Management and Accounting
        • Labor and Expense Charges
          • Direct and Reimbursable Expenses
          • Costing Labor to Projects
          • Regular and Overtime Labor Costs
          • Job Cost Rates
          • Project Charge Types
          • Expense Categories
        • Project Budgeting
        • Project Reporting
      • Resource Management
        • Resource Management Applications
          • Resource View
          • Project View
          • Resource Management Reports
        • Planning Reports
      • Accounting
        • General Accounting Concepts
          • Chart of Accounts
            • Account Types
            • Are Account Balances Debits or Credits
            • Account Groups
            • Account List
          • Accounting Periods
          • Multi-period Processing
          • Accounting Transactions and the Transaction Center
            • Transaction Types
            • Transaction Type Codes
            • Journal Entries
            • Units and Accounting Transactions
            • Transaction Entry and Posting
              • Implicit and Explicit Postings
              • Implicit Posting Accounts
              • Recurring Transactions
            • Access to Transactions
          • Accounts Payable
            • Accounts Payable File Reconciliation Errors
          • Accounts Receivable
            • Aging for Accounts Receivable
          • Cash-basis Reporting
            • Cash-basis Tax Reporting
            • Mapping Cash-basis Accounts
            • Cash-basis Transaction Postings
            • Cash-basis Transaction Example
            • Cash-basis Reporting and Payroll Accounts
          • Corporate Budgeting Options
          • Accounting Reports
        • Labor and Accounting
          • Timesheet Posting and Labor Distribution
          • Adjust Salaried Job Cost
            • Adjust Salaried Job Cost Calculations
          • Effective Dates for Cost and Pay Rates
            • Effective Dates and Cost Rates Hierarchy
            • Effective Dates and Pay Rates Hierarchy
          • Labor Cross Charge
            • Labor Cross Charge Approaches
            • Transfer Price
            • Alternative to Labor Cross Charge
          • Recording Payroll with a Journal Entry
            • Payroll and Your Income Statement
            • Recording Bonuses with a Journal Entry
          • Overhead Allocation
            • Proration Method of Overhead Allocation
            • Assignment Method of Overhead Allocation
            • Calculating the Actual Overhead Rate
            • Enterprise-wide Overhead Allocation
            • Organization Overhead Allocation
            • History Loading for Overhead Allocation
            • Overhead Allocation Report
          • Revenue Generation
            • Revenue Calculations
            • Revenue Methods
            • Contract Types and Revenue Methods
            • Testing a Revenue Method
            • Running Revenue Generation by Project
            • Unbilled Services
            • Unbilled Services File Reconciliation Errors
            • History Loading for Revenue Generation
          • Consultant Accruals
            • Consultant Accrual Reports
      • Processing Cycle
        • Accounting Periods and Processing Cycles
        • Transaction Processing
        • Reporting at the End of the Processing Cycle
        • Backing Up Your Database
        • Monthly Processing Cycle Checklist
        • Opening New W-2 Quarters and Absence and 1099 Years
          • Opening W-2 Quarters and Absence Years
          • 1099 Initialization
      • Organization Reporting
        • When to Use Organization Reporting
        • Organization Reporting Setup Checklist
        • Organization Reporting Structure
        • Separate Balance Sheets by Organization
        • Non-Operating Organizations
        • Organization Labels
        • Organization Subcodes
      • Multiple Companies
        • Security and Multiple Companies
        • Terminology Used with Multiple Companies
          • Enterprise
          • Company
          • Employee Home Company
          • Active Company
          • Initial Company
        • Hub Access and Multiple Companies
        • Organizations and Multiple Companies
          • Limits on Number of Organization Levels and Code Length
          • Assigning Projects and Employees to Organizations
          • Organization for Intercompany Postings
        • Chart of Accounts and Multiple Companies
          • Intercompany Accounts
          • Foreign Employee (Labor) Types
        • Accounting and Multiple Companies
          • Revenue Generation and Multiple Companies
          • Accounts Payable and Multiple Companies
          • Overhead Allocation and Multiple Companies
        • Transaction Center and Multiple Companies
          • Intercompany Transactions
          • Accounts Payable Vouchers and Multiple Companies
          • Transaction Lists and Multiple Companies
          • Posting Logs and Multiple Companies
        • Employees and Multiple Companies
          • Employee Multiple Company Terminology
          • Associating an Employee with Additional Companies
          • Company-Specific Tabs and Fields for Employees
          • Employee Fields Shared by All Companies
          • Employee Searches and Multiple Companies
          • Employee Security and Multiple Companies
          • Employee Alerts and Multiple Companies
          • Employee Workflows and Multiple Companies
          • Employee Review and Multiple Companies
          • Employee Reporting and Multiple Companies
        • Time and Expense Processing and Multiple Companies
        • Billing and Multiple Companies
          • Billing for One Project with Multiple Owning Companies
          • Billing Groups and Multiple Companies
          • Batch Billing and Multiple Companies
          • Refresh Billing Extensions in a Multiple Company Environment
          • Intercompany Billing
            • Approaches to Intercompany Billing
            • Income Statement Labor Results of Intercompany Billing
            • Income Statement Expense Results of Intercompany Billing
            • Balance Sheet Labor Results of Intercompany Billing
            • Balance Sheet Expense Results of Intercompany Billing
            • Agreeing on an Internal Transfer Price
            • When to Process Intercompany Billing
        • Asset Management and Multiple Companies
        • CRM and Multiple Companies
        • Planning and Multiple Companies
        • Consolidated Reporting for Multiple Companies
      • Multiple Currencies
        • Currency Types
        • Impact of Multiple Currencies on Hubs and Accounts
        • User-Defined Tabs and Multiple Currencies
        • Foreign-Denominated Accounts
        • Transaction Processing and Multiple Currencies
        • Employee Labor and Expense Charges and Multiple Currencies
        • Project Planning and Multiple Currencies
        • Gains and Losses Resulting from Exchange Rate Changes
        • Accounts Payable and Multiple Currencies
        • Revenue Generation and Multiple Currencies
        • Asset Management and Multiple Currencies
        • Purchasing and Multiple Currencies
        • Reporting and Multiple Currencies
          • Consolidated Reporting and Multiple Currencies
        • Billing and Multiple Currencies
          • Billing Rates with Multiple Currencies
          • Billing One Project with Multiple Companies and Currencies
          • Billing Extensions and Multiple Currencies
        • Exchange Rates
          • Exchange Rates Hierarchy
          • Direct Exchanges
          • Inverse Exchanges
          • Triangulation Currency and Exchange Rates
          • Overrides to Exchange Rates and Dates
      • Multiple Languages
        • Multiple Languages in Dashboards and Dashparts
        • Multiple Languages and Reporting
        • Where Languages are Stored
        • Fields and Labels That Can Be Translated
      • Business Process Management
      • Security
        • Accounting Administrator and CRM Role Types
        • Access Rights to Menu Items
        • Record Level Security
        • Setting Up Users in Security
      • Historical Data
        • Installation Cutoff Date
        • History Loading
          • Project History
          • Accounting History
          • Effects of History Loading
      • Asset Management
        • Equipment Hub and Asset Management and/or Purchasing
        • Asset Management Terminology
        • Asset Management Setup Checklist
        • GL Book and Additional Books for Asset Depreciation
        • Asset Management and Multiple Companies
        • Asset Management and Multiple Currencies
        • Asset Depreciation Methods
          • Depreciation Methods Examples
          • Straight-line Method Example
          • Sum of Years Digit Example
          • Modified Accelerated Cost Recovery System (MACRS) Example
        • Entering and Depreciating Asset Items
          • Purchasing Items Used to Create Asset Items and Equipment Items
          • Entering Purchasing Items on the Fly in the Equipment Hub
          • Creating Asset Items from AP Vouchers
          • Associating an AP Voucher Line Item with an Existing Asset Item
          • Creating Asset and Equipment Items from Purchase, Change, and Release Orders
          • Creating Asset Items and Equipment Items Directly in the Equipment Hub
          • Associating Units with Asset Items
          • Section 179 Deductions for Asset Items
          • Assigning Employees to an Asset Item
          • Recovering an Asset Item from an Employee
        • Depreciation Processing
          • How Depreciation or Amortization Is Calculated When You Run Depreciation Processing
          • Rerunning Depreciation Processing
          • Journal Entries Created During Depreciation Processing
          • Amortizing Capital Leases
          • Amortization Example for Leased Assets
          • Amortizing Prepaid Items
          • Amortization Example for Prepaid Items
          • Changing How Depreciation Is Calculated After You Have Processed Depreciation
          • Processing Depreciation in a Prior Period
          • Undoing the Posting of a Depreciation Processing Run
        • Transfer/Split Processing
          • Transferring Asset Items
            • What Happens When You Transfer an Asset Item
            • Journal Entry Posting Logs for Asset Item Transfers
            • Example of Transferring an Asset Item
            • Undoing an Asset Item Transfer
          • Splitting Asset Items
            • What Happens When You Split an Asset Item
            • Journal Entry Posting Logs for Asset Item Splits
            • Example of Splitting an Asset Item
            • Undoing an Asset Item Split
        • Disposal Processing
          • Journal Entries for Asset Items That Are Scrapped
          • Cash Receipt Entries for Asset Items That Are Sold
          • Undoing the Disposal of an Asset Item
        • Asset Review
        • Section 179 Review
        • Asset Impairments
        • Asset Management Alerts
      • Purchasing and Inventory
        • Purchasing
          • Purchase Order Types
            • Standard Purchase Order
            • Service Purchase Order
            • Blanket Purchase Order
            • Release Order
            • Change Order
          • Requisitions and Requests for Price Quotes
          • Purchasing Templates
          • Cost Distribution
          • Committed Expenses
          • Committed Expenses and Multiple Currencies
          • Creating Vouchers from Purchase Orders
          • Approval Process for Purchasing Applications
          • Status Codes for Purchasing
            • Status Codes for Purchase Orders
            • Status Codes for Requisitions and Requests for Price Quotes
            • Status Codes for Receiving
        • Inventory
          • Inventory Process Flow
          • Inventory Items
          • Inventory Location
          • Average Actual Cost of an Inventory Item
          • Inventory Common Project
          • Approval Process for Inventory Item Requests
    • Search Vantagepoint
      • Search Vantagepoint Quick Reference
      • Components of a Search
        • Search Navigation Controls
        • Search Dialog Box
        • Searches List
        • Record Results Grid
        • Operators for Searches
      • Basic Searches
      • Standard Searches
      • Personal and Shared Searches
      • SQL Where Clause Searches
      • Search Examples
        • Example: Search by Project Charge Type and Awarded Date
        • Example: Search by Project Organization and Employee
        • Example: Group Conditions for Project Search
        • Examples: SQL Where Clause Searches
        • Example: Create an Ad Hoc Selection Search
      • How to...
        • Create and Organize Searches
          • Organize Searches
          • Create a Search
          • Build a Basic Search
          • Edit an Existing Search
          • Add a Field to a Search
          • Change the Order of Search Conditions
          • Save a Search
          • Share a Search with Other Roles
          • Use a Quick Find to Locate a Search
          • Clear a Search
        • Advanced Searches
          • Group Search Conditions
          • View Search Settings as Plain Text
          • Build an Advanced Search
        • Work with SQL Where Clause Searches
          • Build a SQL Where Clause Search
          • SQL Where Clause Search Tokens
          • Validate a SQL Where Clause Search
          • Save a SQL Where Clause Search
        • Work With Search Navigation Controls
          • Use Search Navigation Controls to Filter and Refine Records
          • Use Search Navigation Controls to Track New Records
          • Select Hub Records for an Ad Hoc Search
          • Edit an Ad Hoc Search Selection
        • Search Hub Records
          • Search for a Hub Record
          • Find Words That Sound the Same
        • Search Lookups
          • Find a Record via Lookup Search
        • Search Report Records
      • Fields and Options
        • New Search Dialog Box
          • Actions Bar of the New Search Dialog Box
          • Display the New Search Dialog Box
          • Contents of the New Search Dialog Box
        • Advanced Search Settings
          • Display the Advanced Search Settings
          • Actions for Advanced Searches
          • Options for Advanced Search Settings
        • Save Options Dialog Box
          • Display the Save Options Dialog
          • Contents of the Save Options Dialog
        • Edit Search Dialog Box
          • Display the Edit Search Dialog Box
            • Contents of the Edit Search Dialog Box
        • Folder Options Dialog Box
          • Display the Folder Options Dialog Box
          • Contents of the Folder Options Dialog Box
    • Ask Dela
      • Enable Ask Dela
      • Set Up Role Security Access for Ask Dela
      • Access Ask Dela
      • Use Ask Dela
      • Sample Prompts
    • My Stuff
      • Calendar
        • How to...
          • Select Calendars to View
          • Share Your Calendar With Other Employees
          • Manage Calendars Shared With You
          • Specify Calendar Settings
          • Work with Activities from the Calendar
            • Add an Activity on the Calendar
            • Edit an Activity on the Calendar
            • Reschedule an Activity on the Calendar
            • Schedule a Follow-up Activity on the Calendar
            • Delete an Activity from the Calendar
          • Print a Calendar
          • Perform Timesheet Tasks from the Calendar
            • Add a New Timesheet Entry on the Calendar
            • Edit a Timesheet Entry on the Calendar
            • Move a Timesheet Entry on the Calendar
            • Copy a Timesheet Entry on the Calendar
            • Delete a Timesheet Entry on the Calendar
            • Submit a Timesheet on the Calendar
        • Fields and Options
          • Calendar Form
            • Display the Calendar Form
            • Calendar Actions Menu
            • Calendar Views Pane
              • Display the Calendar Views Pane
              • Contents of the Calendar Views Pane
            • Calendar Timesheet Pane
              • Display the Calendar Timesheet Pane
              • Contents of the Calendar Timesheet Pane
          • Calendar Sharing Dialog Box
            • Display the Calendar Sharing Dialog Box
            • Share My Calendar Tab of the Calendar Sharing Dialog Box
            • Shared with Me Tab of the Calendar Sharing Dialog Box:
          • Calendar Settings Dialog Box
            • Display the Calendar Settings Dialog Box
            • Contents of the Calendar Settings Dialog Box
          • Activities Dialog Box
            • Display the Activities Dialog Box
            • Actions Bar in the Activities Dialog Box
            • Overview Tab in the Activities Dialog Box
            • Files and Links Tab in the Activities Dialog Box
          • Add/Edit Timesheet Entry Dialog Box
            • Display the Add/Edit Timesheet Entry Dialog Box
            • Contents of the Add/Edit Timesheet Entry Dialog Box
          • Submit Timesheet Dialog Box
            • Display the Submit Timesheet Dialog Box
            • Contents of the Submit Timesheet Dialog Box
        • Learn More About...
          • Color Legend for Calendar Entries
      • Timesheet
        • How to...
          • Open a Timesheet
          • Add a New Timesheet
          • Enter Timesheet Data
            • Enter a Project, Phase, and Task for a Timesheet
            • Enter Hours in a Timesheet
            • Enter Hours with Start and End Times by Project in a Timesheet
            • Enter Hours with Start and End Times by Day in a Timesheet
            • Enter Units in a Timesheet
            • Enter a Labor Code for a Timesheet
            • Copy a Row in a Timesheet
            • Copy Rows from another Timesheet
            • Copy Plan Information to a Timesheet
            • Revise a Timesheet
          • Submit Timesheets
            • Submit a Timesheet
            • Explain a Timesheet Revision
            • Unsubmit a Timesheet
          • Approve Timesheets
            • Approve a Timesheet
            • Reassign a Timesheet
            • Reopen a Timesheet
            • Reject a Timesheet
          • Access Another Employee's Timesheet
          • Acknowledge a Billing Labor Transfer
          • Create a Custom Timesheet Search
          • Complete Floor Checks
            • Do a Timesheet Floor Check
            • Send Alerts from Floor Check
            • Open Timesheets from Floor Check
            • Print Timesheet Reports from Floor Check
          • Submit an Absence Request
          • View Previously Requested Absences
          • View and Print Timesheet Information
            • View Regular and Overtime Hours Totals for a Timesheet
            • View Timesheet Ratios from a Timesheet
            • View Timesheet Audit History
            • Set Up Timesheet Reports to Print Automatically
            • View or Print a Timesheet Report
        • Fields and Options
          • Timesheets Form
            • Display the Timesheets Form
            • Actions for the Timesheet Form
            • Contents of the Timesheets Form: Hours
            • Contents of the Timesheets Form: Units
          • Print Report Dialog Box in Timesheets
            • Display the Print Report Dialog Box
            • Contents of the Print Report Dialog Box
          • Copy a Timesheet Dialog Box
            • Display the Copy a Timesheet Dialog Box
            • Contents of the Copy a Timesheet Dialog Box
          • Timesheet Settings Dialog Box
            • Display the Timesheet Settings Dialog Box
            • Contents of the Timesheet Settings Dialog Box
          • Project/Phase/Task Lookup Dialog Box
            • Display the Project/Phase/Task Lookup Dialog Box
            • Contents of the Project/Phase/Task Lookup Dialog Box
          • Labor Code Lookup Dialog Box
            • Display the Labor Code Lookup Dialog Box
            • Contents of the Labor Code Lookup Dialog Box
          • Unit Tables Dialog Box
            • Display the Unit Tables Dialog Box
            • Contents of the Unit Tables Dialog Box
          • Units Dialog Box
            • Display the Units Dialog Box
            • Contents of the Units Dialog Box
          • Plan Assignments Dialog Box
            • Display the Plan Assignments Dialog Box
            • Contents of the Plan Assignments Dialog Box
          • Billing Transfer Audit Dialog Box
            • Display the Billing Transfer Audit Dialog Box
            • Contents of the Billing Transfer Audit Dialog Box
          • Revision Explanation Dialog Box
            • Display the Revision Explanation Dialog Box
            • Contents of the Revision Explanation Dialog Box
          • Request Absence Dialog Box
            • Display the Request Absence Dialog Box
            • Contents of the Request Absence Dialog Box
          • Previously Requested Absences Dialog Box
            • Display the Previously Requested Absences Dialog Box
            • Contents of the Previously Requested Absences Dialog Box
          • Timesheet Custom Search Dialog Box
            • Display the Timesheet Custom Search Dialog
            • Contents of the Timesheet Custom Search Dialog Box
          • Revision Audit History Dialog Box
            • Display the Revision Audit History Dialog Box
            • Contents of the Revision Audit History Dialog Box
          • Floor Check Dialog Box
            • Display the Floor Check Dialog Box
            • Contents of the Floor Check Dialog Box
          • Send Notifications Dialog Box
            • Display the Send Notifications Dialog Box
            • Contents of the Send Notifications Dialog Box
          • Confirm Electronic Signature Dialog Box
            • Display the Confirm Electronic Signature Dialog Box
            • Contents of the Confirm Electronic Signature Dialog Box
          • Timesheet Updates Dialog Box
            • Display the Timesheet Updates Dialog Box
            • Contents of the Timesheet Updates Dialog Box
        • Learn More About...
          • Timesheet Access Rights
          • Timesheet Alerts
          • When Comments Are Required on Timesheets
          • Entering Units on Timesheets
          • Entering Start and End Times by Day for Timesheets
          • Checking Submitted Hours against Expected Hours
          • Validation of Timesheet Entries Based on Budget or Plan
          • Automatically Populating Timesheets with Resource Planning Data
          • Timesheets and Expense Reports and Multiple Companies
          • Timesheet Ratios
          • Using the Calendar to Enter and Submit Timesheets
          • Summarized Timesheet Report
          • Detailed Timesheet Report
          • Start/End Timesheet Report
      • Expense Report
        • How to...
          • Open an Expense Report
          • Create an Expense Report
          • Copy an Existing Expense Report
          • Delete an Expense Report
          • Entering Expense Report Data
            • Enter Data in an Expense Report
            • Edit an Expense Report
            • Add a Credit Card Charge to an Expense Report
          • Performing Expense Report Approval Tasks
            • Submit an Expense Report
            • Approve an Expense Report
            • Restart the Approval Process for an Expense Report
            • Reject an Expense Report
            • Reassign an Expense Report
            • Reopen an Expense Report
            • Unsubmit an Expense Report
          • Reviewing and Printing Expense Report Data
            • Sort the List of Expense Reports
            • Configure how the Projects, Phases, and Tasks Display on the Expense Report
            • Set Up Expense Reports to Print Automatically When You Submit
            • View or Print an Expense Report
            • Check the Status of an Expense Report
            • Check the Status of an Expense Line in Expense Reports
            • Review Credit Card Charges on Expense Reports
          • Create and Save an Expense Report Search
          • Managing Expense Report Receipts
            • Attach Receipts to an Expense Report
            • Delete a Receipt from an Expense Report
            • Attach a Receipt to an Expense Line
            • Remove a Receipt from an Expense Line
        • Fields and Options
          • Expense Reports Form
            • Display the Expense Reports Form
            • Header Fields for the Expense Report Form
            • Actions Bar for the Expense Report Form
            • Contents of the Expense Report Form
          • Print Report Dialog Box in Expense Reports
            • Display the Print Report Dialog Box
            • Contents of the Print Report Dialog Box
          • Matched Credit Card Charges Dialog Box
            • Display the Matched Credit Card Charges Dialog Box
            • Contents of the Matched Credit Card Charges Dialog Box
          • Credit Card Charges Pane
            • Display the Credit Card Charges Pane
            • Contents of the Credit Card Charges Pane
          • Currency Override Dialog Box
            • Display the Currency Override Dialog Box
            • Contents of the Currency Override Dialog Box
          • Expense Report Settings Dialog Box
            • Display the Expense Report Settings Dialog Box
            • Contents of the Expense Report Settings Dialog Box
          • Expense Report Receipts Dialog Box
            • Display the Expense Report Receipts Dialog Box
            • Contents of the Expense Report Receipts Dialog Box
          • Expense Line Receipts Dialog Box
            • Display the Expense Line Receipts Dialog Box
            • Contents of the Expense Line Receipts Dialog Box
          • Approval Timeline Dialog Box
            • Display the Approval Timeline Dialog Box for Expense Lines
            • Contents of the Approval Timeline Dialog Box
          • General Detail Dialog Box
            • Display the General Detail Dialog Box
            • Contents of the General Detail Dialog Box
          • Travel Detail Dialog Box
            • Display the Travel Detail Dialog Box
            • Contents of the Travel Detail Dialog Box
          • Business Meals Detail Dialog Box
            • Display the Business Meals Detail Dialog Box
            • Contents of the Business Meals Detail Dialog Box
          • Approve Dialog Box
            • Display the Approve Dialog Box in Expense Reports
            • Contents of the Approve Dialog Box
          • Reject Dialog Box
            • Display the Reject Dialog Box in Expense Reports
            • Contents of the Reject Dialog Box
          • Expense Report Custom Search Dialog Box
            • Display the Expense Report Custom Search Dialog Box
            • Contents of the Expense Report Custom Search Dialog Box
          • Tax Codes Dialog Box in Expense Reports
            • Display the Tax Codes Dialog Box
            • Contents of the Taxes Dialog Box
          • Change Assignment on Current Step Dialog Box
            • Display the Change Assignment on Current Step Dialog Box in Expense Reports
            • Contents of the Change Assignment on Current Step Dialog Box
          • Reopen Dialog Box
            • Display the Reopen Dialog Box in Expense Reports
            • Contents of the Reopen Dialog Box
        • Learn More About...
          • Timesheets and Expense Reports and Multiple Companies
          • Approval Workflow and Expense Reports
          • Expense Report Status
          • Expense Reports and Supporting Documents
          • Guidelines for Editing an Expense Report
          • Credit Cards and Expense Reports
          • Summarized Expense Report
          • Detailed Expense Report
      • Screen Designer for Expense Report
        • How to ...
          • Add a Tooltip
          • Control Access to Columns in Expense Report Form
          • Change the Default Caption
          • Add or Remove an Element in Expense Report
        • Fields and Options
          • Screen Designer Form for Expense Report
            • Display the Screen Designer Form
            • Screen Designer Actions Bar
            • Contents of the Screen Designer Form
      • Self Service
        • How To...
          • View Data from Previous Expense Payments
          • View or Print Data from Previous Payroll Payments
        • Fields and Options
          • Self Service Form
            • Display the Self Service Form
            • Header Fields for the Self Service Form
            • Expense Tab of the Self Service Form
            • Payroll Tab of the Self Service Form
      • Approval Center
        • How to...
          • Check the Approval Workflow Progress of a Record
          • Approve a Record in the Approval Center
          • Reject a Record in the Approval Center
          • Reassign a Record in Approval Center
          • Reopen Records in the Approval Center
          • View Absence Requests in the Approval Center
          • Filter Expense Lines by Project
          • Filter Timesheet Lines by Project
        • Fields and Options
          • Approval Center Form
            • Display the Approval Center Form
            • Header Fields on the Approval Center Form
            • Absence Requests Grid of the Approval Center Form
            • Expense Reports Grid of the Approval Center Form
            • Expense Lines Grid of the Approval Center Form
            • Purchase Order- Change Orders Grid of the Approval Center Form
            • Purchase Order- Releases Grid of the Approval Center Form
            • Purchase Orders Grid of the Approval Center Form
            • Purchase Requisitions Grid of the Approval Center Form
            • Timesheets Grid of the Approval Center Form
            • Timesheet Lines Grid of the Approval Center Form
          • Absence Requests Schedule Dialog Box
            • Display the Absence Requests Schedule Dialog Box
            • Contents of the Absence Request Schedule Dialog Box
          • Approval Timeline Dialog Box
            • Display the Approval Timeline Dialog Box
            • Contents of the Approval Timeline Dialog Box
          • Approve Dialog Box
            • Display the Approve Dialog Box in Approval Center
            • Contents of the Approve Dialog Box
          • Reject Dialog Box
            • Display the Reject Dialog Box in Approval Center
            • Contents of the Reject Dialog Box
          • Change Assignment on Current Step Dialog Box
            • Display the Change Assignment on Current Step Dialog Box in Approval Center
            • Contents of the Change Assignment on Current Step Dialog Box
          • Reopen Dialog Box
            • Display the Reopen Dialog Box in Approval Center
            • Contents of the Reopen Dialog Box
          • Expense Lines Approval Report
            • Display the Expense Lines Approval Report
            • Expense Lines Approval Report
          • Timesheet Lines Approval Report
            • Display the Timesheet Lines Approval Report
            • Timesheet Lines Approval Report
        • Learn More About
          • Setting up and Enabling Approval Center Workflows
          • Record Approval vs Line Item Approval
      • Reporting
        • Quick Reference for Creating and Saving New Reports
        • Report Examples
          • Example: AR Aged Report
          • Example: Employee List
          • Example: Project List Report
        • Basics
          • Report Categories
          • Settings and Reporting
          • Favorite Reports
          • Legacy Reports
          • Searches and Reporting
          • Reports Grid
          • User-Defined Fields and Reporting
          • Calculated Fields and Reporting
          • Reporting and Multiple Companies
        • How to...
          • Create Reports and Favorites
            • Create a Report
            • Add a User-Defined Section to a Report
            • Exclude Promotional and Overhead Projects from the Unbilled Reports
            • Use Account Groups in General Ledger Reports
          • Copy Report Options from a Favorite
          • Reset Report Options
          • Select Records to Include on a Report
          • Save Record Selections for Reports
          • Sort and Group Report Data
            • Sort and Group Data
            • Find a Group
            • Change the Sort Order
            • Select Colors and Lines for Sort Bands
          • Format Reports
            • Work with Columns
              • Select or Remove Columns
              • Modify Column Headings
              • Change Column Width on the Columns &/or Groups Tab
              • Set the Indent for the First Column
              • Set Column Alignment
            • Set Document Properties for a Report
              • Set Margins
              • Select Page Orientation
              • Set Page Size
            • Set Fonts, Background Colors, and Border Lines
              • Select a Font
              • Define Background Color for Rows on a Report
              • Set Border Line Options
            • Set Headers and Footers for a Report
              • Set up a Header and Footer for a Report
            • Set Number, Currency, Date and HTML Formatting for a Report
              • Turn HTML Formatting On or Off for Memo Fields
              • Format Currencies, Numbers, and Dates
                • Define the Default Currency Format for All Currency Columns on a Report
                • Define the Default Number Format for a Report
                • Define the Default Date and Time Format for a Report
            • Select Chart Settings
          • Save a Report
          • Search and Download a Customized Report Directly from the Reporting Form
          • Analyze and Share Reports
            • Run or Preview a Report
            • Run or Preview a Favorite Report
            • Download Reports
              • Download a Report from the Report Preview
              • Download a Report Directly from the Reporting Form
            • Print a Report from the Report Preview
            • Drill Down for Detail on a Report
            • Share a Favorite Report with Other Roles
            • Search a Previewed Report
              • Use a Simple Search on a Previewed Report
              • Use an Advanced Search to Find Report Data
                • Group Advanced Search Results
                • Filter Advanced Search Results
                • Sort Advanced Search Results
              • Download Search Results
            • Create an Activity from Report Options
          • Schedule, Email, Archive, and Download Reports
            • Schedule a Report to Run Later (Browser)
            • Schedule a Report to Be Archived (Browser)
            • Edit a Scheduled Report
            • Email a Report (Browser)
          • Add a Calculated Field to a Report
          • Delete a Calculated Field from the Select Columns Dialog Box
        • Fields and Options
          • Reporting Form
            • Display the Reporting Form
            • Contents of the Reporting Form
            • Actions for the Reporting Form
            • Favorites Tab of the Reporting Form
            • Reports Tab of the Reporting Form
            • Running Tab of the Reporting Form
            • Archived Tab of the Reporting Form (Browser)
            • Scheduled Tab of the Reporting Form
          • Individual Report Forms
            • Display Individual Reports from the Reporting Form
            • Contents of the Individual Report Form
              • Individual Report Forms
                • Columns & Groups Tab
                • Options Tab
                  • Report Options for Detail Reports
                  • Options Tab for List Reports
                  • Options Tab for Summary Reports
                    • Create Section Dialog Box
                      • Display the Create Section Dialog Box
                      • Contents of the Create Section Dialog Box
                  • Options Tab for Audit Reports
                • Layout Tab
                • Chart Tab
          • Select Groupings Dialog Box
            • Display the Select Groupings Dialog Box
            • Contents of the Select Groupings Dialog Box
          • Select Columns Dialog Box
            • Display the Select Columns Dialog Box
            • Contents of the Select Columns Dialog Box
          • Email Report Dialog Box
            • Display the Email Report Dialog Box
            • Contents of the Email Report Dialog Box
          • Download Report As Dialog Box
            • Display the Download Report As Dialog Box
            • Contents of the Download Report As Dialog Box
          • Search and Download Dialog Box
            • Display the Search and Download Dialog Box
            • Contents of the Search and Download Dialog Box
          • Print Dialog Box
            • Display the Print Dialog Box
            • Contents of the Print Dialog Box
          • Copy From Favorite Dialog Box
            • Display the Copy From Favorite Dialog Box
            • Contents of the Copy from Favorite Dialog Box
          • Format Currency Dialog Box
            • Display the Format Currency Dialog Box
            • Contents of the Format Currency Dialog Box
          • Format Date Time Dialog Box
            • Display the Format Date Time Dialog Box
            • Contents of the Format/Date Time Dialog Box
          • Format Number Dialog Box
            • Display the Format Number Dialog Box
            • Contents of the Format Number Dialog Box
          • Calculated Fields Dialog Box
            • Display the Calculated Fields Dialog Box
            • Contents of the Calculated Fields Dialog Box
          • Manage Drill Down Dialog Box
            • Display the Manage Drill Down Dialog Box
            • Contents of the Manage Drill Down Dialog Box
          • Report Preview Window
            • Report Preview Window Options
            • Report Information Dialog Box
              • Display the Report Information Dialog Box
              • Contents of the Report Information Dialog Box
          • Save Report Dialog Box
            • Display the Save Report Dialog Box
            • Contents of the Save Report Dialog Box
        • Report Descriptions
          • Accounting Reports
            • Account List
              • Header Fields of the Account List Report
              • Account List Columns & Groups Tab
              • Account List Chart Tab
              • Account List Layout Tab
              • Columns for Account List
            • Cash Flow Forecast Report
              • Cash Flow Forecast Options Tab
              • Cash Flow Forecast Layout Tab
              • Columns for Cash Flow Forecast Report
            • Cash Flow Statement Report
              • Cash Flow Statement Options Tab
              • Cash Flow Statement Layout Tab
              • Columns for Cash Flow Statement Report
            • Cash Journal
              • Cash Journal Options Tab
              • Cash Journal Layout Tab
              • Columns for the Cash Journal
            • Cash Receipts Report
              • Cash Receipts Report Columns & Groups Tab
              • Cash Receipts Report Options Tab
              • Cash Receipts Report Layout Tab
              • Columns for Cash Receipts Report
            • Chart of Accounts Audit
              • Header Fields of the Chart of Accounts Audit Report
              • Chart of Accounts Audit Options Tab
              • Chart of Accounts Audit Layout Tab
              • Columns for the Chart of Accounts Audit Report
            • Chart of Accounts Audit Detail
              • Header Fields of the Chart of Accounts Audit Detail Report
              • Chart of Accounts Audit Detail Options Tab
              • Chart of Accounts Audit Detail Layout Tab
              • Columns for the Chart of Accounts Audit Detail Report
            • Gains Losses and Revaluations Detail Report
              • Gains Losses and Revaluations Detail Columns & Groups Tab
              • Gains Losses and Revaluations Detail Options Tab
              • Gains Losses and Revaluations Detail Layout Tab
              • Columns for Gains Losses and Revaluations Detail Report
            • Intercompany Billing Report
              • Intercompany Billing Columns & Groups Tab
              • Intercompany Billing Options Tab
              • Intercompany Billing Layout Tab
              • Columns for Intercompany Billing Report
            • Labor Cross Charge Report
              • Labor Cross Charge Report Options Tab
              • Labor Cross Charge Report Layout Tab
              • Columns for Labor Cross Charge Report
            • Overhead Allocation Report
              • Overhead Allocation Options Tab
              • Overhead Allocation Layout Tab
              • Columns for the Overhead Allocation Report
            • Payment Register
              • Payment Register Report Columns & Groups Tab
              • Payment Register Report Options Tab
              • Payment Register Report Layout Tab
              • Columns for Payment Register Report
            • Sales List Report
              • Sales List Options Tab
              • Sales List Layout Tab
              • Columns for the Sales List Report
            • Tax Analysis Report
              • Tax Analysis Columns & Groups Tab
              • Tax Analysis Options Tab
              • Tax Analysis Layout Tab
              • Columns for Tax Analysis Report
          • Accounts Payable Reports
            • Cash Requirements Report (Voucher Detail)
              • Header Fields of the Cash Requirements Report
              • Cash Requirements Groups Tab
              • Cash Requirements Options Tab
              • Cash Requirements Layout Tab
              • Columns for Cash Requirements Report
            • Cash Requirements Bank Summary Report
              • Header Fields of the Cash Requirements Bank Summary Report
              • Cash Requirements Bank Summary Options Tab
              • Cash Requirements Bank Summary Layout Tab
            • Vendor Summary Report
              • Header Fields of the Vendor Summary Report
              • Vendor Summary Groups Tab
              • Vendor Summary Layout Tab
              • Columns for the Vendor Summary Report
            • Voucher Ledger Report
              • Header Fields of the Voucher Ledger Report
              • Voucher Ledger Groups Tab
              • Voucher Ledger Options Tab
              • Voucher Ledger Layout Tab
              • Columns for Voucher Ledger Report
            • Voucher Schedule Report
              • Header Fields of the Voucher Schedule Report
              • Voucher Schedule Groups Tab
              • Voucher Schedule Options Tab
              • Voucher Schedule Layout Tab
              • Columns for Voucher Schedule Report
          • Accounts Receivable Reports
            • AR Aged Report
              • Header Fields of the AR Aged Report
              • AR Aged Report Columns & Groups Tab
              • AR Aged Report Options Tab
              • AR Aged Report Chart Tab
              • AR Aged Report Layout Tab
              • Columns for AR Aged Report
            • AR Comments Report
              • Header Fields of the AR Comments Report
              • AR Comments Columns & Groups Tab
              • AR Comments Options Tab
              • AR Comments Layout Tab
              • Columns for AR Comments Report
            • AR Ledger Report
              • Header Fields of the AR Ledger Report
              • AR Ledger Columns & Groups Tab
              • AR Ledger Options Tab
              • AR Ledger Chart Tab
              • AR Ledger Layout Tab
              • Columns for AR Ledger Report
            • AR Statement Report
              • Header Fields of the AR Statement Report
              • AR Statement Columns & Groups Tab
              • AR Statement Options Tab
              • AR Statement Layout Tab
              • Columns for AR Statement Report
            • Invoice Register Report
              • Header Fields of the Invoice Register Report
              • Invoice Register Columns & Groups Tab
              • Invoice Register Options Tab
              • Invoice Register Chart Tab
              • Invoice Register Layout Tab
              • Columns for Invoice Register Report
            • Invoice Transaction Detail Report
              • Header Fields of the Invoice Transaction Detail Report
              • Invoice Transaction Detail Columns & Groups Tab
              • Invoice Transaction Detail Options Tab
              • Invoice Transaction Detail Chart Tab
              • Invoice Transaction Detail Layout Tab
              • Columns for Invoice Transaction Detail Report
            • Retainer Ledger Report
              • Header Fields of the Retainer Ledger Report
              • Retainer Ledger Groups Tab
              • Retainer Ledger Options Tab
              • Retainer Ledger Layout Tab
              • Columns for Retainer Ledger Report
          • Activity Reports
            • Activity Audit Report
              • Header Fields of the Activity Audit Report
              • Activity Audit Report Groups Tab
              • Activity Audit Report Options Tab
              • Activity Audit Report Layout Tab
              • Columns for the Activity Audit Report
            • Activity Audit Detail Report
              • Header Fields of the Activity Audit Detail Report
              • Activity Audit Detail Report Groups Tab
              • Activity Audit Detail Report Options Tab
              • Activity Audit Detail Report Layout Tab
              • Columns for the Activity Audit Detail
            • Activity List Report
              • Header Fields of the Activity List Report
              • Activity List Columns & Groups Tab
              • Activity List Report Chart Tab
              • Activity List Report Layout Tab
              • Columns for Activity List Report
            • Activity Summary Report
              • Header Fields of the Activity Summary Report
              • Activity Summary Options Tab
              • Activity Summary Layout Tab
              • Columns for the Activity Summary Report
          • Administration Reports
            • Daily Exchange Rate Audit Report
              • Daily Exchange Rate Audit Groups Tab
              • Daily Exchange Rate Audit Options Tab
              • Daily Exchange Rate Layout Tab
              • Columns for the Daily Exchange Rate Audit Report
            • Daily Exchange Rate Audit Detail Report
              • Daily Exchange Rate Audit Detail Groups Tab
              • Daily Exchange Rate Audit Detail Options Tab
              • Daily Exchange Rate Audit Detail Layout Tab
              • Columns for the Daily Exchange Rate Audit Detail Report
            • Field Security Report
              • Header Fields of the Field Security Report
              • Field Security Columns
            • Period Audit Report
              • Period Audit Groups Tab
              • Period Audit Options Tab
              • Period Audit Layout Tab
            • Period Exchange Rate Audit Report
              • Period Exchange Rate Audit Groups Tab
              • Period Exchange Rate Audit Options Tab
              • Period Exchange Rate Audit Layout Tab
              • Columns for the Period Exchange Rate Audit Report
            • Period Exchange Rate Audit Detail Report
              • Period Exchange Rate Audit Detail Groups Tab
              • Period Exchange Rate Audit Detail Options Tab
              • Period Exchange Rate Audit Detail Layout Tab
              • Columns for the Period Exchange Rate Audit Detail Report
            • Role Audit Report
              • Header Fields of the Role Audit Report
              • Role Audit Groups Tab
              • Role Audit Report Options Tab
              • Role Audit Layout Tab
              • Columns for the Role Audit Report
            • Role Audit Detail Report
              • Header Fields of the Role Audit Detail Report
              • Role Audit Detail Groups Tab
              • Role Audit Detail Options Tab
              • Role Audit Detail Layout Tab
              • Columns for the Role Audit Detail Report
            • Role Summary Report
              • Header Fields of the Role Summary Report
              • Role Summary Options Tab
              • Role Summary Layout Tab
              • Columns for the Role Summary Report
            • Screen Designer Security Audit Report
              • Header Fields of the Screen Designer Security Audit Report
              • Screen Designer Security Audit Groups Tab
              • Screen Designer Security Audit Options Tab
              • Screen Designer Security Audit Layout Tab
              • Columns for the Screen Designer Security Audit Report
            • Screen Designer Security Audit Detail Report
              • Header Fields of the Screen Designer Security Audit Detail Report
              • Screen Designer Security Audit Detail Groups Tab
              • Screen Designer Security Audit Detail Options Tab
              • Screen Designer Security Audit Detail Layout Tab
              • Columns for Screen Designer Security Audit Detail Report
            • User Accounts Report
              • Header Fields of the User Accounts Report
              • User Accounts Layout Tab
              • Columns for the User Accounts Report
            • User Audit Report
              • Header Fields of the User Audit Report
              • User Audit Groups Tab
              • User Audit Options Tab
              • User Audit Layout Tab
              • Columns for the User Audit Report
            • User Audit Detail Report
              • Header Fields of the User Audit Detail Report
              • User Audit Detail Groups Tab
              • User Audit Detail Options Tab
              • User Audit Detail Layout Tab
              • Columns for the User Audit Detail Report
          • Billing Reports
            • Billing Terms Audit Report
              • Header Fields of the Billing Terms Audit Report
              • Billing Terms Audit Groups Tab
              • Billing Terms Audit Options Tab
              • Billing Terms Audit Layout Tab
              • Columns for Billing Terms Audit Report
            • Billing Terms Audit Detail Report
              • Header Fields of the Billing Terms Audit Detail Report
              • Billing Terms Audit Detail Groups Tab
              • Billing Terms Audit Detail Options Tab
              • Billing Terms Audit Detail Layout Tab
              • Columns for Billing Terms Audit Detail Report
            • Billing Terms List
              • Header Fields of the Billing Terms List Report
              • Billing Terms List Groups Tab
              • Billing Terms List Layout Tab
              • Columns for the Billing Terms List Report
            • Fee Remaining Report
              • Header Fields of the Fee Remaining Report
              • Fee Remaining Report Groups Tab
              • Fee Remaining Report Options Tab
              • Fee Remaining Report Layout Tab
            • Invoice Approval Report
              • Header Fields of the Invoice Approvals Report
              • Invoice Approval Columns & Groups Tab
              • Invoice Approval Options Tab
              • Invoice Approval Layout Tab
              • Columns for Invoice Approval Report
            • Missing Billing Terms List
              • Header Fields of the Missing Billing Terms List Report
              • Missing Billing Terms List Groups Tab
              • Missing Billing Terms List Options Tab
              • Missing Billing Terms List Layout Tab
              • Columns for the Missing Billing Terms List Report
            • Unbilled Detail and Aging Report
              • Header Fields of the Unbilled Detail and Aging Report
              • Unbilled Detail and Aging Report Columns & Groups Tab
              • Unbilled Detail and Aging Report Options Tab
              • Unbilled Detail and Aging Report Chart Tab
              • Unbilled Detail and Aging Report Layout Tab
              • Columns for Unbilled Detail and Aging Report
            • Unbilled Summary Report
              • Header Fields of the Unbilled Summary Report
              • Unbilled Summary Report Columns & Groups Tab
              • Unbilled Summary Report Options Tab
              • Unbilled Summary Report Chart Tab
              • Unbilled Summary Report Layout Tab
              • Columns for Unbilled Summary Report
          • Boilerplate Reports
            • Boilerplate Audit
              • Header Fields of the Boilerplate Audit Report
              • Boilerplate Audit Options Tab
              • Boilerplate Audit Layout Tab
              • Columns for the Boilerplate Audit Report
            • Boilerplate Audit Detail
              • Header Fields of the Boilerplate Audit Report
              • Boilerplate Audit Detail Options Tab
              • Boilerplate Audit Detail Layout Tab
              • Columns for the Boilerplate Audit Detail Report
            • Boilerplate List
              • Header Fields of the Boilerplate List Report
              • Boilerplate List Columns & Groups Tab
              • Boilerplate List Chart Tab
              • Boilerplate List Layout Tab
              • Columns for the Boilerplate List Report
            • Boilerplate Summary
              • Header Fields of the Boilerplate Summary Report
              • Boilerplate Summary Options Tab
              • Boilerplate Summary Layout Tab
              • Columns for the Boilerplate Summary Report
          • Consolidated GL Reports
            • Consolidated Balance Sheet Report
              • Consolidated Balance Sheet Columns & Groups Tab
              • Consolidated Balance Sheet Options Tab
              • Consolidated Balance Sheet Chart Tab
              • Consolidated Balance Sheet Layout Tab
              • Columns for Consolidated Balance Sheet Report
            • Consolidated Eliminations Report
              • Consolidated Eliminations Columns & Groups Tab
              • Consolidated Eliminations Options Tab
              • Consolidated Eliminations Layout Tab
              • Columns for Consolidated Eliminations Report
            • Consolidated Income Statement Report
              • Header Fields of the Consolidated Income Statement Report
              • Consolidated Income Statement Columns & Groups Tab
              • Consolidated Income Statement Options Tab
              • Consolidated Income Statement Chart Tab
              • Consolidated Income Statement Layout Tab
              • Columns for Consolidated Income Statement Report
            • Consolidated Profit Planning Monitor Report
              • Header Fields of the Consolidated Profit Planning Monitor Report
              • Consolidated Profit Planning Monitor Columns & Groups Tab
              • Consolidated Profit Planning Monitor Options Tab
              • Consolidated Profit Planning Monitor Chart Tab
              • Consolidated Profit Planning Monitor Layout Tab
              • Columns for Consolidated Profit Planning Monitor Report
          • Contact Reports
            • Contact Audit
              • Header Fields of the Contact Audit Report
              • Contact Audit Groups Tab
              • Contact Audit Options Tab
              • Contact Audit Layout Tab
              • Columns for the Contact Audit Report
            • Contact Audit Detail
              • Header Fields of the Contact Audit Detail
              • Contact Audit Details Groups Tab
              • Contact Audit Detail Options Tab
              • Contact Audit Detail Layout Tab
              • Columns for the Contact Audit Detail Report
            • Contact List
              • Header Fields of the Contact List
              • Contact List Columns & Groups Tab
              • Contact List Charts Tab
              • Contact List Layout Tab
              • Columns for the Contact List Report
            • Contact Summary
              • Header Fields of the Contact Summary Report
              • Contact Summary Options Tab
              • Contact Summary Layout Tab
              • Columns for the Contact Summary Report
          • Data Export Reports
            • Accounts Payable Export Report
              • Header Fields of the Accounts Payable Export Report
              • Accounts Payable Export Columns Tab
              • Accounts Payable Export Layout Tab
              • Columns for Accounts Payable Export Report
            • Accounts Receivable Data Export Report
              • Header Fields of the Accounts Receivable Export Report
              • Accounts Receivable Export Columns Tab
              • Accounts Receivable Export Layout Tab
              • Columns for Accounts Receivable Export Report
            • Asset Item Data Export Report
              • Header Fields of the Asset Item Export Report
              • Asset Item Export Columns Tab
              • Asset Item Export Depreciation Period Range Tab
              • Asset Item Export Layout Tab
              • Columns for Asset Items Export Report
            • Contact Export Report
              • Header Fields of the Contact Export Report
              • Contact Export Columns Tab
              • Contact Export Layout Tab
              • Columns for Contact Export Report
            • Employee Export Report
              • Header Fields of the Employee Export Report
              • Employee Export Columns Tab
              • Employee Export Layout Tab
              • Columns for the Employee Export Report
            • Firm Export Report
              • Header Fields of the Firm Export Report
              • Firm Export Columns Tab
              • Firm Export Layout Tab
              • Columns for Firm Export Report
            • General Ledger Export Report
              • Header Fields of the General Ledger Export Report
              • General Ledger Export Columns Tab
              • General Ledger Export Period Range Tab
              • General Ledger Export Layout Tab
              • Columns for General Ledger Export Report
            • Marketing Campaign Export Report
              • Header Fields of the Marketing Campaign Export Report
              • Marketing Campaign Columns Tab
              • Marketing Campaign Layout Tab
              • Columns for Marketing Campaign Export Tab
            • Payroll Export Report
              • Header Fields of the Payroll Export Report
              • Payroll Export Columns Tab
              • Payroll Export Time Frame Tab
              • Payroll Export Layout Tab
              • Columns for Payroll Export Report
            • Project Expense Data Export Report
              • Header Fields of the Project Expense Export Report
              • Project Expense Export Columns Tab
              • Project Expense Export Layout Tab
              • Columns for Project Expense Export Report
            • Project Labor Export Report
              • Header Fields of the Project Labor Export Report
              • Project Labor Export Columns Tab
              • Project Labor Export Layout Tab
              • Columns for Project Labor Export Report
            • Project List Export Report
              • Header Fields of the Project List Export Report
              • Project List Export Columns Tab
              • Project List Export Layout Tab
              • Columns for Project List Export Report
            • Project Summary Data Export Report
              • Header Fields of the Project Summary Export Report
              • Project Summary Export Columns Tab
              • Project Summary Export Layout Tab
              • Columns for Project Summary Export Report
            • Vendor List Export Report
              • Header Fields of the Vendor List Export Report
              • Vendor List Export Columns Tab
              • Vendor List Layout Tab
              • Columns for Vendor List Export Report
          • Employee Reports
            • Accrued Time Report
              • Header Fields of the Accrued Time Report
              • Accrued Time Columns & Groups Tab
              • Accrued Time Options Tab
              • Accrued Time Chart Tab
              • Accrued Time Layout Tab
              • Columns for Accrued Time Report
            • Employee Audit Report
              • Header Fields of the Employee Audit Report
              • Employee Audit Report Groups Tab
              • Employee Audit Report Options Tab
              • Employee Audit Report Layout Tab
              • Columns for Employee Audit Report
            • Employee Audit Detail Report
              • Header Fields of the Employee Audit Detail Report
              • Employee Audit Detail Groups Tab
              • Employee Audit Detail Options Tab
              • Employee Audit Detail Layout Tab
              • Columns for Employee Audit Detail Report
            • Employee Labor Audit Report
              • Header Fields of the Employee Labor Audit Report
              • Employee Labor Audit Columns & Groups Tab
              • Employee Labor Audit Options Tab
              • Employee Labor Audit Chart Tab
              • Employee Labor Audit Layout Tab
              • Columns for Employee Labor Audit Report
            • Employee Labor Detail Report
              • Header Fields of the Employee Labor Detail Report
              • Employee Labor Detail Columns & Groups Tab
              • Employee Labor Detail Options Tab
              • Employee Labor Detail Chart Tab
              • Employee Labor Detail Layout Tab
              • Columns for Employee Labor Detail Report
            • Employee Labor Summary Report
              • Header Fields of the Employee Labor Summary Report
              • Employee Labor Summary Groups Tab
              • Employee Labor Summary Options Tab
              • Employee Labor Summary Layout Tab
              • Columns for Employee Labor Summary Report
            • Employee Ledger Report
              • Header Fields of the Employee Ledger Report
              • Employee Ledger Columns & Groups Tab
              • Employee Ledger Options Tab
              • Employee Ledger Chart Tab
              • Employee Ledger Layout Tab
              • Columns for Employee Ledger Report
            • Employee List Report
              • Header Fields of the Employee List Report
              • Employee List Columns & Groups Tab
              • Employee List Report Missing Timesheets Tab
              • Employee List Chart Tab
              • Employee List Report Layout Tab
              • Columns for Employee List Report
            • Employee Summary Report
              • Header Fields of the Employee Summary Report
              • Employee Summary Options Tab
              • Employee Summary Layout Tab
              • Columns for Employee Summary Report
            • Sales Credit Report
              • Header Fields of the Sales Credit Report
              • Sales Credit Columns & Groups Tab
              • Sales Credit Options Tab
              • Sales Credit Layout Tab
              • Columns for Sales Credit Report
            • Time Analysis Report
              • Header Fields of the Time Analysis Report
              • Time Analysis Columns & Groups Tab
              • Time Analysis Options Tab
              • Time Analysis Chart Tab
              • Time Analysis Layout Tab
              • Columns for the Time Analysis Report
            • Timesheet Audit Detail Report
              • Header Fields of the Timesheet Audit Detail Report
              • Timesheet Audit Detail Groups Tab
              • Timesheet Audit Detail Options Tab
              • Timesheet Audit Detail Layout Tab
              • Columns for Timesheet Audit Detail Report
          • Equipment Reports
            • Equipment Asset Detail Report
              • Header Fields of the Equipment Asset Detail Report
              • Equipment Asset Detail Report Groups Tab
              • Equipment Asset Detail Options Tab
              • Equipment Asset Detail Layout Tab
            • Equipment Asset Summary Report
              • Header Fields of the Equipment Asset Summary Report
              • Equipment Asset Summary Report Columns & Groups Tab
              • Equipment Asset Summary Options Tab
              • Equipment Asset Summary Chart Tab
              • Equipment Asset Summary Layout Tab
              • Columns for the Equipment Asset Summary Report
            • Equipment List Report
              • Header Fields of the Equipment List Report
              • Equipment List Columns & Groups Tab
              • Equipment List Chart Tab
              • Equipment List Layout Tab
              • Columns for the Equipment List Report
          • Executive Reports
            • Top Bottom Performers - Won Projects
              • Header Fields of the Top Performers Won - Projects Report
              • Top Bottom Performers - Won Projects Columns Tab
              • Top Bottom Performers - Won Projects Options Tab
              • Top-Bottom Performers - Won Projects Layout Tab
              • Top Bottom Performers - Won Projects Chart Tab
              • Columns for Top Bottom Performers - Won Projects Report
            • Top Bottom Performers - In Pursuit Projects
              • Header Fields of the Top Performers - In Pursuit Projects Report
              • Top Bottom Performers - In Pursuit Projects Columns Tab
              • Top Bottom Performers - In Pursuit Projects Options Tab
              • Top-Bottom Performers - In Pursuit Projects Chart Tab
              • Top-Bottom Performers - In Pursuit Projects Layout Tab
              • Columns for Top Bottom Performers - In Pursuit Project Report
            • Key Financial Metrics
              • Key Financial Metrics Columns Tab
              • Key Financial Metrics Options Tab
              • Key Financial Metrics Layout Tab
              • Columns for the Key Financial Metrics Report
          • Firm Reports
            • Firm Audit Report
              • Header Fields of the Firm Audit Report
              • Firm Audit Groups Tab
              • Firm Audit Options Tab
              • Firm Audit Layout Tab
              • Columns for Firm Audit Report
            • Firm Audit Detail Report
              • Header Fields of the Firm Audit Detail Report
              • Firm Audit Detail Groups Tab
              • Firm Audit Detail Options Tab
              • Firm Audit Detail Layout Tab
              • Columns for Firm Audit Detail Report
            • Firm Employee Assignment and Activity Status Report
              • Header Fields of the Firm Employee Assignment and Activity Status Report
              • Firm Employee Assignment and Activity Status Columns & Groups Tab
              • Firm Employee Assignment and Activity Status Options Tab
              • Firm Employee Assignment and Activity Status Charts Tab
              • Firm Employee Assignment and Activity Status Layout Tab
              • Columns for Firm Employee Assignment and Activity Status
            • Firm List Report
              • Header Fields of the Firm List Report
              • Firm List Columns & Groups Tab
              • Firms List Options Tab
              • Firm List Charts Tab
              • Firm List Layout Tab
              • Columns for Firm List Report
            • Firm Summary Report
              • Header Fields of the Firm Summary Report
              • Firm Summary Options Tab
              • Firm Summary Layout Tab
              • Columns for the Firm Summary Report
          • General Ledger Reports
            • Account Analysis Report
              • Account Analysis Columns & Groups Tab
              • Account Analysis Options Tab
              • Account Analysis Layout Tab
              • Columns for Account Analysis Report
            • Balance Sheet Report
              • Balance Sheet Columns & Groups Tab
              • Balance Sheet Options Tab
              • Balance Sheet Chart Tab
              • Balance Sheet Layout Tab
              • Columns for the Balance Sheet Report
            • Diary Report
              • Diary Columns & Groups Tab
              • Diary Layout Tab
              • Columns for Diary Report
            • Income Statement
              • Income Statement Columns & Groups Tab
              • Income Statement Options Tab
              • Income Statement Chart Tab
              • Income Statement Layout Tab
              • Columns for Income Statement Report
            • Profit Planning Monitor Report
              • Profit Planning Monitor Columns & Groups Tab
              • Profit Planning Monitor Options Tab
              • Profit Planning Monitor Chart Tab
              • Profit Planning Monitor Layout Tab
              • Columns for Profit Planning Monitor Report
            • Trial Balance Report
              • Trial Balance Columns & Groups Tab
              • Trial Balance Options Tab
              • Trial Balance Layout Tab
              • Columns for Trial Balance Report
          • Inventory Reports
            • Inventory Reorder Report
              • Inventory Reorder Columns & Groups Tab
              • Inventory Reorder Options Tab
              • Inventory Reorder Layout Tab
              • Columns for the Inventory Reorder Report
            • Inventory Reservation Pick List Report
              • Inventory Reservation Pick List Options Tab
              • Columns for the Inventory Reservation Pick List Report
            • Inventory Stock Status Report
              • Inventory Stock Status Columns & Groups Tab
              • Inventory Stock Status Options Tab
              • Inventory Stock Status Layout Tab
              • Columns for the Inventory Stock Status Report
            • Inventory Transaction History Report
              • Inventory Transaction History Columns & Groups Tab
              • Inventory Transaction History Options Tab
              • Inventory Transaction History Layout Tab
              • Columns for the Inventory Transaction History Report
          • Marketing Campaign Reports
            • Marketing Campaign Audit
              • Header Fields of the Marketing Campaign Audit Report
              • Marketing Campaign Audit Groups Tab
              • Marketing Campaign Audit Options Tab
              • Marketing Campaign Audit Chart Tab
              • Marketing Campaign Audit Layout Tab
              • Columns for the Marketing Campaign Audit Report
            • Marketing Campaign Audit Detail
              • Header Fields of the Marketing Campaign Audit Report
              • Marketing Campaign Audit Detail Groups Tab
              • Marketing Campaign Audit Detail Options Tab
              • Marketing Campaign Audit Detail Chart Tab
              • Marketing Campaign Audit Detail Layout Tab
              • Columns for the Marketing Campaign Audit Detail Report
            • Marketing Campaign List Report
              • Header Fields of the Marketing Campaign List Report
              • Marketing Campaign List Columns & Groups Tab
              • Marketing Campaign List Options Tab
              • Marketing Campaign List Chart Tab
              • Marketing Campaign List Layout Tab
              • Columns for the Marketing Campaign List Report
            • Marketing Campaign Summary
              • Header Fields of the Marketing Campaign Summary Report
              • Marketing Campaign Summary Options Tab
              • Marketing Campaign Summary Layout Tab
              • Columns for the Marketing Campaign Summary Report
          • Payroll Reports
            • Contributions by Category
              • Header Fields of the Contributions by Category Report
              • Contributions by Category Groups Tab
              • Contributions by Category Options Tab
              • Contributions by Category Layout Tab
              • Columns for the Contributions by Category Report
            • Employee Payroll List
              • Header Fields of the Employee Payroll List Report
              • Employee Payroll List Groups Tab
              • Employee Payroll List Options Tab
              • Employee Payroll List Layout Tab
              • Columns for the Employee Payroll List Report
            • Form 940 Worksheet
              • Header Fields of the Form 940 Worksheet Report
              • Form 940 Worksheet Groups Tab
              • Form 940 Worksheet Options Tab
              • Form 940 Worksheet Layout Tab
              • Columns for the Form 940 Worksheet
            • Form 941 Worksheet
              • Header Fields of the Form 941Worksheet Report
              • Form 941 Worksheet Groups Tab
              • Form 941 Worksheet Options Tab
              • Form 941 Worksheet Layout Tab
              • Columns for the Form 941 Worksheet
            • Payroll Check Register
              • Header Fields of the Payroll Check Register Report
              • Payroll Check Register Groups Tab
              • Payroll Check Register Options Tab
              • Payroll Check Register Layout Tab
              • Columns for the Payroll Check Register
            • Payroll Labor Detail
              • Header Fields of the Payroll Labor Detail Report
              • Payroll Labor Detail Columns and Groups Tab
              • Payroll Labor Detail Options Tab
              • Payroll Labor Detail Layout Tab
              • Columns for the Payroll Labor Detail Report
            • Payroll Locale List
              • Payroll Locale List Options Tab
              • Payroll Locale List Layout Tab
              • Columns for the Payroll Locale List Report
            • State Form 941 Worksheet
              • Header Fields of the State Form 941 Worksheet Report
              • State Form 941 Worksheet Groups Tab
              • State Form 941 Worksheet Options Tab
              • State Form 941 Worksheet Layout Tab
              • Columns for the State Form 941 Worksheet
            • State or Local Income Tax Worksheet
              • Header Fields of the State or Local Income Tax Worksheet Report
              • State or Local Income Tax Worksheet Groups Tab
              • State or Local Income Tax Worksheet Options Tab
              • State or Local Income Tax Worksheet Layout Tab
              • Columns for the State or Local Income Tax Worksheet
            • State Unemployment Insurance Worksheet
              • Header Fields of the State Unemployment Insurance Worksheet Report
              • State Unemployment Insurance Worksheet Groups Tab
              • State Unemployment Insurance Worksheet Options Tab
              • State Unemployment Insurance Worksheet Layout Tab
              • State Unemployment Insurance Worksheet Summary
              • Columns for the State Unemployment Insurance Worksheet
            • Withholdings By Category
              • Header Fields of the Withholdings By Category Report
              • Withholdings By Category Groups Tab
              • Withholdings by Category Options Tab
              • Withholdings by Category Layout Tab
              • Columns for the Withholdings By Category Report
          • Project Reports
            • Calculations for Percent Complete Reported Columns
            • Sorting and Grouping Data on Project Reports
            • Aged Unbilled Revenue
              • Aged Unbilled Revenue Columns & Groups Tab
              • Aged Unbilled Revenue Options Tab
              • Aged Unbilled Revenue Chart Tab
              • Aged Unbilled Revenue Layout Tab
              • Columns for the Aged Unbilled Revenue Report
            • Budget Worksheet Report
              • Header Fields of the Budget Worksheet Report
              • Budget Worksheet Groups Tab
              • Budget Worksheet Options Tab
              • Budget Worksheet Layout Tab
              • Budget Worksheet Columns
            • Consultant Ledger
              • Header Fields of the
              • Consultant Ledger Groups Tab
              • Consultant Ledger Options Tab
              • Consultant Ledger Layout Tab
              • Columns for Consultant Ledger
            • Contract Management Report
              • Header Fields of the Contract Management Report
              • Contract Management Columns & Groups Tab
              • Contract Management Options Tab
              • Contract Management Layout Tab
              • Columns for Contract Management Report
            • CRM Project Summary
              • Header Fields of the CRM Project Summary Report
              • CRM Project Summary Options Tab
              • CRM Project Summary Layout Tab
              • Columns for CRM Project Summary Report
            • Expense Detail
              • Header Fields of the Expense Detail Report
              • Expense Detail Columns & Groups Tab
              • Expense Detail Options Tab
              • Expense Detail Chart Tab
              • Expense Detail Layout Tab
              • Columns for Expense Detail Report
            • Expense Summary
              • Header Fields of the Expense Summary Report
              • Expense Summary Columns & Groups Tab
              • Expense Summary Options Tab
              • Expense Summary Chart Tab
              • Expense Summary Layout Tab
              • Columns for Expense Summary Report
            • Labor Detail Report
              • Header Fields of the Labor Detail Report
              • Labor Detail Columns & Groups Tab
              • Labor Detail Options Tab
              • Labor Detail Chart Tab
              • Labor Detail Layout Tab
              • Columns for Labor Detail Report
            • Labor Summary
              • Header Fields of the Labor Summary Report
              • Labor Summary Columns & Groups Tab
              • Labor Summary Options Tab
              • Labor Summary Chart Tab
              • Labor Summary Layout Tab
              • Columns for Labor Summary Report
            • Office Earnings
              • Header Fields of the Office Earnings Report
              • Office Earnings Columns & Groups Tab
              • Office Earnings Options Tab
              • Office Earnings Chart Tab
              • Office Earnings Layout Tab
              • Columns for Office Earnings Report
            • Project Audit
              • Header Fields of the Office Earnings Report
              • Project Audit Groups Tab
              • Project Audit Options Tab
              • Project Audit Layout Tab
              • Columns for Project Audit Report
            • Project Audit Detail
              • Header Fields of the Project Audit Detail Report
              • Project Audit Detail Groups Tab
              • Project Audit Detail Options Tab
              • Project Audit Detail Layout Tab
              • Columns for Project Audit Detail Report
            • Project Detail Report
              • Header Fields of the Project Detail Report
              • Project Detail Columns & Groups Tab
              • Project Detail Options Tab
              • Project Detail Chart Tab
              • Project Detail Layout Tab
              • Columns for Project Detail Report
            • Project Earnings Report
              • Header Fields of the Project Earnings Report
              • Project Earnings Columns & Groups Tab
              • Project Earnings Options Tab
              • Project Earnings Chart Tab
              • Project Earnings Layout Tab
              • Columns for Project Earnings Report
            • Project Forecast Report
              • Header Fields of the Project Forecast Report
              • Project Forecast Columns & Groups Tab
              • Project Forecast Options Tab
              • Project Forecast Chart Tab
              • Project Forecast Layout Tab
              • Columns for Project Forecast Report
            • Project Hit Rate
              • Header Fields of the
              • Project Hit Rate Columns & Groups Tab
              • Project Hit Rate Options Tab
              • Project Hit Rate Chart Tab
              • Project Hit Rate Layout Tab
              • Columns for Project Hit Rate Report
            • Project List Report
              • Header Fields of the
              • Project List Columns & Groups Tab
              • Project List Options Tab
              • Project List Chart Tab
              • Project List Layout Tab
              • Columns for Project List Report
            • Project Progress
              • Header Fields of the
              • Project Progress Columns & Groups Tab
              • Project Progress Options Tab
              • Project Progress Chart Tab
              • Project Progress Layout Tab
              • Columns for Project Progress Report
            • Project Summary
              • Header Fields of the
              • Project Summary Columns & Groups Tab
              • Project Summary Options Tab
              • Project Summary Chart Tab
              • Project Summary Layout Tab
              • Columns for Project Summary Report
            • Project Template Audit
              • Header Fields of the
              • Project Template Audit Groups Tab
              • Project Template Audit Options Tab
              • Project Template Audit Layout Tab
              • Columns for Project Template Audit Report
            • Project Template Audit Detail
              • Header Fields of the
              • Project Template Audit Detail Groups Tab
              • Project Template Audit Detail Options Tab
              • Project Template Audit Detail Layout Tab
              • Columns for Project Template Audit Detail Report
            • Service Estimate
              • Header Fields of the Service Estimate Report
              • Service Estimate Groups Tab
              • Service Estimate Options Tab
              • Service Estimate Layout Tab
              • Columns for Service Estimate
            • Unposted Labor
              • Header Fields of the Unposted Labor Report
              • Unposted Labor Columns & Groups Tab
              • Unposted Labor Options Tab
              • Unposted Labor Chart Tab
              • Unposted Labor Layout Tab
              • Columns for Unposted Labor
            • Vouchers by Project
              • Header Fields of the Vouchers by Projects
              • Vouchers by Project Groups Tab
              • Vouchers by Project Options Tab
              • Vouchers by Project Layout Tab
              • Columns for Vouchers by Project
          • Purchasing Reports Overview
            • Blanket Purchase Orders
              • Header Fields for the Blanket Purchase Order Report
              • Blanket Purchase Orders Columns & Groups Tab
              • Blanket Purchase Orders Options Tab
              • Blanket Purchase Orders Layout Tab
              • Columns for the Blanket Purchase Orders Report
            • Open Purchase Orders
              • Header Fields for the Open Purchase Orders Report
              • Open Purchase Orders Columns & Groups Tab
              • Open Purchase Orders Options Tab
              • Open Purchase Orders Layout Tab
              • Columns for the Open Purchase Orders Report
            • Item By Vendor
              • Header Fields for the Item By Vendor Report
              • Item By Vendor Columns & Groups Tab
              • Item By Vendor Options Tab
              • Item By Vendor Layout Tab
              • Columns for the Item By Vendor Report
            • Purchase Order Form
              • Header Fields of the Purchase Order Form Report
              • Purchase Order Form Options Tab
                • Columns for the Purchase Order Form
              • Purchase Order Form Layout Tab
              • Columns for the Purchase Order Form
            • Purchase Order Detail
              • Header Fields of the Purchase Order Detail Report
              • Purchase Order Detail Groups Tab
              • Purchase Order Detail Options Tab
              • Purchase Order Detail Layout Tab
              • Columns for the Purchase Order Detail Report
            • Purchase Order Status
              • Header Fields for the Purchase Order Status Report
              • Purchase Order Status Options Tab
              • Purchase Order Status Layout Tab
              • Columns for the Purchase Order Status Report
            • Purchase Order Cost Distribution Detail
              • Header Fields for the Purchase Order Cost Distribution Detail Report
              • Purchase Order Cost Distribution Detail Columns & Groups Tab
              • Purchase Order Cost Distribution Detail Options Tab
              • Purchase Order Cost Distribution Detail Layout Tab
              • Columns for the Purchase Order Cost Distribution Detail
            • Purchase Requisition and Price Quote
              • Header Fields for the Purchase Requisition and Price Quote Report
              • Purchase Requisition and Price Quote Groups Tab
              • Purchase Requisition and Price Quote Options Tab
              • Purchase Requisition and Price Quote Layout Tab
              • Columns for the Purchase Requisition and Price Quote Report
            • Purchase Requisition Form
              • Header Fields for the Purchase Requisition Form Report
              • Purchase Requisition Form Options Tab
              • Purchase Requisition Form Layout Tab
              • Columns for the Purchase Requisition Form
            • Purchase Requisition Status
              • Header Fields for the Purchase Requisition Status Report
              • Purchase Requisition Status Options Tab
              • Purchase Requisition Status Layout Tab
              • Columns for the Purchase Requisition Status Report
            • Request for Price Quote Form
              • Header Fields for the Request for Price Quote Form
              • Request for Price Quote Form Options Tab
              • Request for Price Quote Form Layout Tab
              • Columns for the Request for Price Quote Form
            • Request for Price Quote Status
              • Header Fields for the Request for Price Quote Status Report
              • Request for Price Quote Status Options Tab
              • Request for Price Quote Status Layout Tab
              • Columns for the Request for Price Quote Status Report
            • Request for Price Quote Status - Legacy
              • Header Fields for the Request for Price Quote Status - Legacy
              • Request for Price Quote Status - Legacy Options Tab
              • Request for Price Quote Status Layout Tab - Legacy
              • Columns for the Request for Price Quote Status - Legacy
            • Received Purchase Order Items
              • Header Fields for the Received Purchase Order Items Report
              • Received Purchase Order Items Columns & Groups Tab
              • Received Purchase Order Items Options Tab
              • Received Purchase Order Items Layout Tab
              • Columns for the Received Purchase Order Items Report
            • Vouchered Purchase Order Items
              • Header Fields for the Vouchered Purchase Order Items Report
              • Vouchered Purchase Order Items Columns & Groups Tab
              • Vouchered Purchase Order Items Options Tab
              • Vouchered Purchase Order Items Layout Tab
              • Columns for the Vouchered Purchase Order Items Report
          • Proposal Firm Reports
            • Proposal Firm List Report
              • Proposal Firm List Columns Tab
              • Proposal Firm List Layout Tab
              • Columns for Proposal Firm List Report
            • Proposal Firm Summary Report
              • Proposal Firm Summary Layout Tab
              • Columns for Proposal Firm Summary Report
          • Resource Planning Reports
            • Labor Plan Charts
              • Header Fields of the Labor Plan Charts Report
              • Labor Plan Charts Columns & Groups Tab
              • Labor Plan Charts Chart Tab
              • Labor Plan Charts Layout Tab
              • Columns for Labor Plan Charts
            • Labor Plan Summary
              • Header Fields of the Labor Plan Summary Report
              • Labor Plan Summary Columns & Groups Tab
              • Labor Plan Summary Options Tab
              • Labor Plan Summary Layout Tab
              • Columns for Labor Plan Summary
            • Labor Resource Actuals
              • Labor Resource Actuals Columns & Groups Tab
              • Labor Resource Actuals Options Tab
              • Labor Resource Actuals Chart Tab
              • Labor Resource Actuals Layout Tab
              • Columns for Labor Resource Actuals
            • Labor Resource Forecast Report
              • Labor Resource Forecast Columns and Groups Tab
              • Labor Resource Forecast Options Tab
              • Labor Resource Forecast Chart Tab
              • Labor Resource Forecast Layout Tab
              • Columns for Labor Resource Forecast
            • Labor Resource Planned and Actuals
              • Header Fields of the Labor Resources Planned and Actuals Report
              • Labor Resource Planned and Actuals Columns & Groups Tab
              • Labor Resource Planned and Actuals Options Tab
              • Labor Resource Planned and Actuals Layout Tab
              • Columns for Labor Resource Planned and Actuals
            • Labor Resource Requirements
              • Header Fields of the Labor Resource Requirements Report
              • Labor Resource Requirements Columns & Groups Tab
              • Labor Resource Requirements Options Tab
              • Labor Resource Requirements Layout Tab
              • Columns for Labor Resource Requirements
            • Project Planning Analysis Report
              • Header Fields of the Project Planning Analysis Report
              • Project Planning Analysis Columns & Groups Tab
              • Project Planning Analysis Options Tab
              • Project Planning Analysis Chart Tab
              • Project Planning Analysis Layout Tab
              • Columns for Project Planning Analysis
            • Project Planning List
              • Header Fields of the Project Planning List Report
              • Project Planning List Columns & Groups Tab
              • Project Planning List Options Tab
              • Project Planning List Layout Tab
              • Columns for Project Planning List
            • Project Planning Performance Report
              • Header Fields of the Project Planning Performance Report
              • Project Planning Performance Columns & Groups Tab
              • Project Planning Performance Options Tab
              • Project Planning Performance Layout Tab
              • Columns for Project Planning Performance
              • How Unit Planning Affects Report Output
            • Project Planning Schedule Report
              • Header Fields of the Project Planning Schedule Report
              • Project Planning Schedule Groups Tab
              • Project Planning Schedule Options Tab
              • Project Planning Schedule Layout Tab
              • Columns for Project Planning Schedule Report
            • Resource Utilization by Organization
              • Header Fields of the Resource Utilization by Organization Report
              • Resource Utilization by Organization Columns & Groups Tab
              • Resource Utilization by Organization Options Tab
              • Resource Utilization by Organization Chart Tab
              • Resource Utilization by Organization Layout Tab
              • Columns for Resource Utilization by Organization
          • Unit Reports
            • Unit Audit Report
              • Header Fields of the Unit Audit Report
              • Unit Audit Options Tab
              • Unit Audit Layout Tab
              • Columns for the Unit Audit Report
            • Unit Audit Detail Report
              • Header Fields of the Unit Audit Detail Report
              • Unit Audit Detail Options Tab
              • Unit Audit Detail Layout Tab
              • Columns for the Unit Audit Detail Report
            • Unit Detail Report
              • Header Fields of the Unit Detail Report
              • Unit Detail Columns & Groups Tab
              • Unit Detail Options Tab
              • Unit Detail Chart Tab
              • Unit Detail Layout Tab
              • Columns for the Unit Detail Report
            • Unit List Report
              • Header Fields of the Unit List Report
              • Unit List Layout Tab
              • Columns for the Unit List Report
          • User-Defined Hub Reports
            • User-Defined Hub Audit Report
              • Header Fields of the User-Defined Hub Audit Report
              • User-Defined Hub Audit Groups Tab
              • User-Defined Hub Audit Options Tab
              • User-Defined Hub Audit Layout Tab
              • Columns for User-Defined Hub Audit Report
            • User-Defined Hub Audit Detail Report
              • Header Fields of the User-Defined Hub Audit Detail Report
              • User-Defined Hub Audit Detail Groups Tab
              • User-Defined Hub Audit Detail Options Tab
              • User-Defined Audit Detail Layout Tab
              • Columns for User-Defined Hub Audit Detail Report
            • User-Defined Hub List Report
              • Header Fields of the User-Defined Hub List Report
              • User-Defined Hub List Columns & Groups Tab
              • User-Defined Hub List Options Tab
              • User-Defined Hub List Layout Tab
              • Columns for User-Defined Hub List Report
            • User-Defined Hub Summary Report
              • Header Fields of the User-Defined Hub Summary Report
              • User-Defined Hub Summary Options Tab
              • User-Defined Hub Summary Layout Tab
              • Columns for the User Defined Hub Summary Report
      • PIM Personal Zone
    • Dashboards
      • How to...
        • Working with Dashboards
          • Add a Find Field to a Dashboard
          • Add Dashparts to a Dashboard
          • Assign Access Rights for Dashboards
          • Copy an Existing Dashboard
          • Copy a Personal Dashboard of Another Employee
          • Change the Layout of Dashparts in a Dashboard
          • Change the List Order of Dashboards
          • Create Dashboards
          • Create Personal Dashboards
            • Create a Personal Dashboard: For Roles that Can Save Dashboards for All
            • For Roles that can Save Personal Dashboards Only
          • Delete a Dashboard
          • Delete a Personal Dashboard of Another Employee
          • Find a Dashboard
          • Remove Dashparts from a Dashboard
        • Working with Dashparts
          • Access Favorite Reports via the Favorite Reports System Dashpart
          • Add an Activity to My Activities Dashpart
          • Add a Calculated Field to a Table, Chart, or KPI Dashpart
          • Add a Dashpart Calculation to a Table, Chart, or KPI Dashpart
          • Change the Sort Order of the Values in Vantagepoint Intelligence Dashparts
          • Configure the Links of Dashpart Column Values
          • Copy a Dashpart
          • Create a Chart Dashpart
          • Create a Table Dashpart
          • Create a KPI Dashpart
          • Create a Favorite Report Dashpart
          • Create a Web URL Link Dashpart
          • Create a Vantagepoint Intelligence Dashpart
          • Create a Memo Dashpart
          • Delete a Dashpart from the Dashpart Library
          • Display a Secondary Chart in a Chart Dashpart
          • Display Numeric Data Values in Charts for Vantagepoint Intelligence Dashparts
          • Exclude Selected Data Marks in Charts for Vantagepoint Intelligence Dashparts
          • Export a Dashpart
          • Export Table Dashparts to a Comma-Separated Values (CSV) File
          • Filter Data in Vantagepoint Intelligence Dashparts
          • Focus on Selected Data Marks in Charts for Vantagepoint Intelligence Dashparts
          • Hide a Column in an Existing Dashpart
          • Import a Dashpart
          • Maximize a Dashpart
          • Modify an Existing Dashpart
          • Select Data Options for the Pipeline Dashpart
          • Select Projects to Include on the Upcoming Milestones Dashpart
          • Sort Column Data in a Dashpart
          • Use a Date Range Filter for Columns in Dashparts
          • View the Upcoming Generic Assignments Dashpart
      • Fields and Options
        • Dashboard Form
          • Display the Dashboard form
          • Contents of the Dashboard Form
        • Dashpart Designer Form
          • Display the Dashpart Designer Form
          • Contents of the Dashpart Designer Form
        • Configuration Related Dialog Boxes
          • Add New Dashpart Dialog Box
            • Display the Add New Dashpart Dialog Box
            • Contents of the Add Dashpart Dialog Box
          • Calculated Fields Dialog Box
            • Display the Calculated Fields Dialog Box
            • Contents of the Calculated Fields Dialog Box
          • Calculated Field Options Dialog Box
            • Display the Calculated Field Options Dialog Box
            • Contents of the Calculated Fields Options Dialog Box
          • Change Forecast Range Dialog Box
            • Display the Change Forecast Range Dialog Box
            • Contents of the Change Forecast Range Dialog Box
          • Chart Options Dialog Box
            • Display the Chart Options Dialog Box
            • Contents of the Chart Options Dialog Box
          • Create New Dashboards Dialog Box
            • Display the Create New Dashboards Dialog Box
            • Contents of the Create New Dashboards Dialog Box
          • Dashpart Calculation Dialog Box
            • Display the Dashpart Calculation Dialog Box
            • Contents of the Dashpart Calculation Dialog Box
          • Dashboard Copy Dialog Box
            • Display the Dashboard Copy Dialog Box
            • Contents of the Dashboard Copy Dialog Box
          • Date Ranges Dialog Box
            • Display the Date Ranges Dialog Box
            • Contents of the Date Ranges Dialog Box
          • Drill To Dialog Box
            • Display the Drill To Dialog Box
            • Contents of the Drill To Dialog Box
          • Edit Web Link Dashpart Dialog Box
            • Display the Edit Web Link Dashpart Dialog Box
            • Contents of the Edit Web Link Dashpart Dialog Box
          • Favorite Reports Dialog Box
            • Display the Favorite Reports Dialog Box
            • Contents of the Favorite Reports Dialog Box
          • Filters Dialog Box
            • Display the Filters Dialog Box
            • Contents of the Filters Dialog Box
          • Grouping Options Dialog Box
            • Display the Grouping Options Dialog Box
            • Contents of the Grouping Options Dialog Box
          • Import Dashparts Dialog Box
            • Display the Import Dashparts Dialog Box
            • Contents of the Import Dashparts Dialog Box
          • Import/Export Dashparts Dialog Box
            • Display the Import/Export Dashparts Dialog Box
            • Contents of the Import/Export Dashparts Dialog Box
          • KPI Options Dialog Box
            • Display the KPI Options Dialog Box
            • Contents of the KPI Options Dialog Box
          • Presentation Currency Dialog Box
            • Display the Presentation Currency Dialog Box
            • Contents of the Presentation Currency Dialog Box
          • Properties Dialog Box
            • Display the Properties Dialog Box
            • Contents of the Properties Dialog Box
          • Select Dashpart Columns Dialog Box
            • Display the Select Dashpart Columns Dialog Box
            • Contents of the Select Dashpart Columns Dialog Box
          • Select Export Filename Dialog Box
            • Display the Select Export Filename Dialog Box
            • Contents of the Select Export Filename Dialog Box
          • Select Dashparts for Export Dialog Box
            • Display the Select Dashparts for Export Dialog Box
            • Contents of the Select Dashparts for Export Dialog Box
          • Send Notifications Dialog Box
            • Display the Send Notifications Dialog Box
            • Contents of the Send Notifications Dialog Box
          • Share this Dashboard Dialog Box
            • Display the Share this Dashboard Dialog Box
            • Contents of the Share this Dashboard Dialog Box
          • Sort Options Dialog Box
            • Display the Sort Options Dialog Box
            • Contents of the Sort Options Dialog Box
          • Table Options Dialog Box
            • Display the Table Options Dialog Box
            • Contents of the Table Options Dialog Box
          • Workbooks Dialog Box
            • Display the Workbooks Dialog Box
            • Contents of the Workbooks Dialog Box
        • Drill To Related Dialog Boxes
          • AR Comments Dialog Box in Dashboards
            • Display the AR Comments Dialog Box in Dashboards
            • Contents of the AR Comments Dialog Box in Dashboards
          • Billing Summary Dialog Box from Dashboards
            • Display the Billing Summary Dialog Box from Dashboards
            • Contents of the Billing Summary Dialog Box from Dashboards
          • Cost Summary Dialog Box from Dashboards
            • Display the Cost Summary Dialog Box from Dashboards
            • Contents of the Cost Summary Dialog Box from Dashboards
          • Direct Consultants At Cost Dialog Box
            • Display the Direct Consultants At Cost Dialog Box
            • Contents of the Direct Consultants At Cost Dialog Box
          • Direct Consultants At Billing Dialog Box
            • Display the Direct Consultants At Billing Dialog Box
            • Contents of the Direct Consultants At Billing Dialog Box
          • Direct Other Expenses At Cost Dialog Box
            • Display the Direct Other Expenses At Cost Dialog Box
            • Contents of the Direct Other Expenses At Cost Dialog Box
          • Direct Other Expenses At Billing Dialog Box
            • Display the Direct Other Expenses At Billing Dialog Box
            • Contents of the Direct Other Expenses At Billing Dialog Box
          • Labor Hours Dialog Box
            • Display the Labor Hours Dialog Box
            • Contents of the Labor Hours Dialog Box
          • Labor at Cost Dialog Box
            • Display the Labor at Cost Dialog Box
            • Contents of the Labor at Cost Dialog Box
          • Labor at Billing Dialog Box
            • Display the Labor at Billing Dialog Box
            • Contents of the Labor at Billing Dialog Box
          • Reimbursable Expenses At Cost Dialog Box
            • Display the Reimbursable Expenses At Cost Dialog Box
            • Contents of the Reimbursable Expenses At Cost Dialog Box
          • Reimbursable Expenses At Billing Dialog Box
            • Display the Reimbursable Expenses At Billing Dialog Box
            • Contents of the Reimbursable Expenses At Billing Dialog Box
          • Reimbursable Consultants At Cost Dialog Box
            • Display the Reimbursable Consultants At Cost Dialog Box
            • Contents of the Reimbursable Consultants At Cost Dialog Box
          • Reimbursable Consultants At Billing Dialog Box
            • Display the Reimbursable Consultants At Billing Dialog Box
            • Contents of the Reimbursable Consultants At Billing Dialog Box
          • Unposted Labor Hours Dialog Box
            • Display the Unposted Labor Hours Dialog Box
            • Contents of the Unposted Labor Hours Dialog Box
          • Unposted Labor at Cost Dialog Box
            • Display the Unposted Labor at Cost Dialog Box
            • Contents of the Unposted Labor at Cost Dialog Box
          • Unposted Labor at Billing Dialog Box
            • Display the Unposted Labor at Billing Dialog Box
            • Contents of the Unposted Labor at Billing Dialog Box
      • Learn More About...
        • Dashparts
          • Table Dashparts
          • Chart Dashparts
          • KPI Dashparts
          • Favorite Report Dashpart
          • System Dashparts
            • Favorite Reports System Dashpart
            • My Activities System Dashpart
            • My Upcoming Assignments System Dashpart
            • Collections Forecast
            • Pipeline System Dashpart
            • Timesheet Floor Check System Dashpart
            • Upcoming Employee Availability
            • Upcoming Generic Assignments System Dashpart
            • Upcoming Milestones System Dashpart
          • Vantagepoint Intelligence Dashparts
          • Web URL Dashparts
          • Memo Dashparts
          • Predefined Dashparts
        • Dashpart Bases
          • Account Dashpart Base Columns
          • Account Detail Dashpart Base Columns
          • AP Detail Dashpart Base Columns
          • AR Detail Dashpart Base Columns
          • Employee Dashpart Base Columns
          • Firm Dashpart Base Columns
          • Project Dashpart Base Columns
            • Calculations for Weighted Percent Complete Columns
          • Project Detail Dashpart Base Columns
        • Dashpart Timeout Setting
        • Personal Dashboards
        • Predefined Dashboards
    • Hubs
      • Hubs Basics (Browser)
        • Using the Smart Summaries Tool
        • How to...
          • Work With Records
            • Select a Record to View or Edit
            • Add a New Record from a Lookup
            • Copy a Record
            • Edit Hub Records
            • See Who Is Editing or Viewing a Record
              • Editing and Viewing Records Quick Reference Card
            • Delete a Record
            • Open a Record in a New Browser Tab or Window
            • Add an Activity to a Record
              • Activities Dialog Box
                • Display the Activities Dialog Box
                • Contents of the Activities Dialog Box
            • Add a Touchpoint to a Record
            • Assign an Image to a Record
            • Add Files and Links to a Record
            • Export Data to a Comma-Separated Values (CSV) File
            • Print a Hub Report
            • Select a Print Option to Print Records for a Report
            • Use List View
              • Bulk Updates
                • Use Bulk Update to Update Multiple Records
                • Bulk Update Dialog Box
                  • Display the Bulk Update Dialog Box
                  • Contents of the Bulk Update Dialog Box
              • Explicit Save in List View (Opt-In Available)
          • Find a Field on a Hub Form
          • Enter Phone Numbers
          • Upload a File to the Files Grid
          • Add a Link to the Links Grid
        • Fields and Options
          • Detail View and List View
          • List View Grid Fields
          • Actions for Hubs (Opt-In Available)
          • Hubs Tabs
          • Hubs Grids
          • Hubs Fields
          • Hub Dialog Box
            • Display the Hub Dialog Box
            • Contents of the Hub Dialog Box
          • Export List View Dialog Box
            • Display the Export List View Dialog Box
            • Contents of the Export List View Dialog Box
          • Add Touchpoint Dialog Box
            • Display the Add Touchpoint Dialog Box
            • Contents of the Add Touchpoint Dialog Box
          • Hubs Files and Links Tab
          • Update Image Dialog Box
            • Display the Update Image Dialog Box
            • Contents of the Update Image Dialog Box
        • Learn More About...
          • Adding New Hub Records on the Fly
          • How Security is Applied in the Browser
          • Security Settings for Hubs
          • Screen Designer in Hubs (Browser)
      • Activities Hub
        • Activity Types
        • Activity Reminders
        • Activities Data in Vantagepoint
        • Reassigning Activity Roles to Attendees
        • How to...
          • Add an Activity
          • Edit an Activity
          • Schedule a Follow-up Activity
          • Add an Attendee to an Activity
          • Set an Activity Reminder
          • Managing Recurring Activities
            • Create a Series of Recurring Activities
            • Edit a Series of Recurring Activities
            • Edit an Occurrence in a Series of Recurring Activities
        • Fields and Options
          • Activities Form
            • Display the Activities Form
            • Actions for the Activities Form
            • Activities Overview Tab
            • Activities Files and Links Tab
      • Boilerplates Hub
        • How to...
          • Use Search Navigation Controls to Filter Boilerplate Records
          • Add a Boilerplate
          • Copy a Boilerplate
          • Edit a Boilerplate
          • Delete a Boilerplate
        • Fields and Options
          • Boilerplates Form
            • Display the Boilerplates Form
            • Actions Bar of the Boilerplates Form
            • Boilerplates Overview Tab
            • Boilerplates Files and Links Tab
      • Contacts Hub
        • How to...
          • Add a Contact
          • Add a Contact Address
          • Qualifying Contacts
            • Add a New Lead
            • Qualify a Contact
            • Disqualify a Contact
            • Revert a Qualified Contact to a Lead
          • Activate a Contact
          • Work with Contact Information in PIM
        • Fields and Options
          • Contacts Form
            • Display the Contacts Form
            • Contacts Actions Bar
            • Contacts Summary Pane
            • Contact Status and Qualification Indicators
            • Contacts Overview Tab
            • Contacts Activities Tab
            • Contacts Marketing Campaigns Tab
            • Contacts Associations Tab
            • Contacts Our Team Tab
            • Contacts Files and Links Tab
          • Contacts PIM Form
          • Address Dialog Box
            • Display the Address Dialog Box
            • Address Dialog Box
          • Inactive Contact Dialog Box
            • Display the Inactive Contact Dialog Box
            • Contents of the Inactive Contact Dialog Box
          • Qualify Contact Dialog Box
            • Display the Qualify Contact Dialog Box
            • Contents of the Qualify Contact Dialog Box
          • Activities Dialog Box
            • Display the Activities Dialog Box
            • Contents of the Activities Dialog Box
        • Learn More About
          • Contacts and Leads
      • Employees Hub
        • How to...
          • Add an Employee Record
          • Set Up Absence Accruals for an Employee
          • Assign Timesheet Administration Rights to an Employee
          • Assign Expense Administration Rights to an Employee
          • Add Employee Resume Text to a Proposal
          • Specify Credential Details for an Employee Search
          • Specify Skill Levels for an Employee Search
          • Work with Employee Information in PIM
        • How To... (Multiple Companies)
          • Associate an Employee with Additional Companies
          • View All Companies Associated with an Employee
        • Fields and Options
          • Employees Form
            • Display the Employees Form
            • Employees Actions Bar
            • Employees Summary Pane
            • Employees Overview Tab
            • Employees Personal and Contact Details Tab
            • Employees Employment Details Tab
            • Employees Accounting Tab
            • Employees Payroll Tab
            • Employees Time & Expense Tab
            • Employees Professional Tab
            • Employees Experience Tab
            • Employees Activities Tab
            • Employees Firms & Contacts Tab
            • Employees Assets Tab
            • Employees Files & Links Tab
          • Employees PIM Form
          • Activities Dialog Box
            • Display the Activities Dialog Box
            • Contents of the Activities Dialog Box
          • Associate Employee with New Company Dialog Box
            • Display the Associate Employee with New Company Dialog Box
            • Contents of the Associate Employee with New Company Dialog Box
        • Learn More About
          • Timesheet Hours Calculation
          • Employee Withholding Examples
          • Employee Association Examples
            • Project Examples - Employees Hub
            • Firm Example - Employees Hub
            • Contact Examples - Employees Hub
          • Associating Employees with Multiple Companies
            • Employee Multiple Company Terminology
            • Employee Fields Impacted by the Multicompany Feature
            • Example: One Employee Associated with Multiple Companies
            • Employee Searches and Multiple Companies
          • Importing Employee Data
      • Firms Hub
        • Firms
          • Client Smart Summary
            • Generate a Client Smart Summary
            • Contents of the AI-Generated Client Smart Summaries Preview
            • Learn More About...
              • Client Smart Summary KPIs and Calculations
          • How to...
            • Add a Firm
            • Add a Firm Address
            • Delete a Firm Address
            • Add a Vendor Record
            • Create a Firm Record when Qualifying a Contact
            • View the Firm Hierarchy
            • Create a Firm Hierarchy
            • Edit the Firm Hierarchy
            • Work with Firm Information in PIM
          • Fields and Options
            • Firms Form
              • Display the Firms Form
              • Firms Actions Bar
              • Firms Summary Pane
              • Firms Overview Tab
              • Firms Vendor Tab
              • Firms Activities Tab
              • Firms Associations Tab
              • Firms Contacts Tab
              • Firms Our Team Tab
              • Firms Files and Links Tab
            • Firms PIM Form
            • Firm Hierarchy Dialog Box
              • Display the Firm Hierarchy Dialog Box
              • Contents of the Firm Hierarchy Dialog Box
            • Activities Dialog Box
              • Display the Activities Dialog Box
              • Contents of the Activities Dialog Box
          • Learn More About...
            • Firm Hierarchy Overview
            • Security Settings for Firms
            • Firm Classifications
            • Vendor Types and Liability Codes
            • Firm Searches
            • European Tax Validation
            • Ajera Synchronization with CRM
        • AR Review
          • How to...
            • Select Client Records
            • View Invoice Detail
            • Preview an Invoice
            • Define Aging Columns
            • Review AR Comments
            • Add New AR Comments
            • Edit AR Comments
            • Delete AR Comments
          • Fields and Options
            • AR Review Form
              • Display the AR Review Form
              • Contents of the AR Review Form
            • AR Comments Dialog Box (AR Review)
              • Display the AR Comments Dialog Box
              • Contents of the AR Comments Dialog Box
            • Invoice Summary Dialog Box
              • Display the Invoice Summary Dialog Box
              • Contents of the Invoice Summary Dialog Box
            • Invoice Details Dialog Box
              • Display the Invoice Details Dialog Box
              • Contents of the Invoice Details Dialog Box
            • AR Options Dialog Box
              • Display the AR Options Dialog Box
              • Contents of the AR Options Dialog Box
          • Learn More About...
            • Aging for Accounts Receivable
            • Settings and Accounts Receivable
        • Voucher Review
          • How to...
            • Review and Modify Vouchers
            • Associate a Document with an Existing Voucher
          • Fields and Options
            • Voucher Review Form
              • Display the Voucher Review Form
              • Header Fields for the Voucher Review Form
              • Vouchers Tab of the Voucher Review Form
              • Tax Analysis Tab of the Voucher Review Form
              • Purchase Orders Tab of the Voucher Review Form
            • Voucher Review Dialog Box
              • Display the Voucher Review Dialog Box
              • Contents of the Voucher Review Dialog Box
            • Voucher Details Dialog Box
              • Display the Voucher Details Dialog Box
              • Contents of the Voucher Details Dialog Box
            • Payment Summary Dialog Box
              • Display the Payment Summary Dialog Box
              • Contents of the Payment Summary Dialog Box
            • Supporting Document Dialog Box for Voucher Review
              • Display the Supporting Document Dialog Box for Voucher Review
              • Contents of the Supporting Document Dialog Box for Voucher Review
          • Learn More About...
            • Payment Terms and Accounts Payable
      • Marketing Campaigns Hub
        • How To...
          • Add a Marketing Campaign
          • Attach a Document to a Marketing Campaign
          • Associate a File Link with a Marketing Campaign Record
          • Delete a Marketing Campaign
          • Monitor Marketing Campaigns Results
          • Qualify a Contact from a Marketing Campaign
          • Track Marketing Campaign Responses
          • Work with Marketing Campaign Information in PIM
        • Fields and Options
          • Marketing Campaigns Form
            • Display the Marketing Campaigns Form
            • Marketing Campaigns Actions Bar
            • Marketing Campaigns Summary Pane
            • Marketing Campaigns Overview Tab
            • Marketing Campaigns Responses Tab
            • Marketing Campaigns Activities Tab
            • Marketing Campaigns Projects Tab
            • Marketing Campaigns Files and Links Tab
          • Marketing Campaigns PIM Form
          • Activities Dialog Box
            • Display the Activities Dialog Box
            • Contents of the Activities Dialog Box
          • Disqualify Contact Dialog Box
            • Display the Disqualify the Contact Dialog Box
            • Contents of Disqualify Contact Dialog Box
      • Projects Hub
        • Project Smart Summary
          • Generate a Project Smart Summary
          • Contents of the AI-Generated Project Smart Summary Preview
          • Learn More About...
            • Project Smart Summary KPIs and Calculations
        • Dashboard
          • How to...
            • Select Dashparts to Display
          • Fields and Options
            • Dashboard Form
              • Display the Dashboard Form
              • Contents of the Project Dashboard Form
                • Actions Bar for the Dashboard Form
                • Upcoming Milestones Dashpart
                • Aged Accounts Receivable Dashpart
                • Aged Unbilled Labor Dashpart
                • Project Plan Summary Dashpart
                • Project Progress Dashpart
            • Switch Dashpart Dialog Box
              • Display the Switch Dashpart Dialog Box
              • Contents of the Switch Dashpart Dialog Box
        • Project Review
          • How To...
            • Specify the Data that You Want to Display on the Financials Tab of the Project Review Form
            • View Cost and Billing Summaries
            • Change Percent Complete and Compensation Values in Project Review
            • Drill Down on Amounts
          • Fields and Options
            • Project Review Form
              • Display the Project Review Form
              • Header Fields for the Project Review Form
              • Actions Bar for the Project Review Form
              • Financials Tab of the Project Review Form
                • Financials Grid and KPIs: Data and Display Options
                • Financials Grid and KPIs: Regular Project at Cost or Burden
                • Financials Grid and KPIs: Regular Project at Billing
                • Financials Grid and KPIs: Promotional or Overhead Project
              • Purchasing Tab of the Project Review Form
            • Cost Summary Dialog Box
              • Display the Cost Summary Dialog Box
              • Contents of the Cost Summary Dialog Box
            • Billing Summary Dialog Box
              • Display the Billing Summary Dialog Box
              • Contents of the Billing Summary Dialog Box
            • Options Dialog Box
              • Display the Options Dialog Box
              • Contents of the Options Dialog Box
            • Grid Settings Dialog Box for Project Review
              • Display the Grid Settings Dialog Box
              • Contents of the Grid Settings Dialog Box for Project Review
            • JTD Direct Labor Dialog Box
              • Display the JTD Total/Direct Labor Dialog Box
              • Contents of the JTD Total/Direct Labor Dialog Box
            • JTD Labor Hours Dialog Box
              • Display the JTD Labor Hours Dialog Box
              • Contents of the Total Hours Dialog Box
            • JTD Direct Consultants Dialog Box
              • Display the JTD Direct Consultants Dialog Box
              • Contents of the JTD Direct Consultants Dialog Box
            • JTD Direct Expenses Dialog Box
              • Display the JTD Direct Expenses Dialog Box
              • Contents of the JTD Direct Expenses Dialog Box
            • JTD Reimbursable Consultants Dialog Box
              • Display the JTD Reimbursable Consultants Dialog Box
              • Contents of the JTD Reimbursable Consultants Dialog Box
            • JTD Reimbursable Expenses Dialog Box
              • Display the JTD Reimbursable Expenses Dialog Box
              • Contents of the JTD Reimbursable Expenses Dialog Box
          • Learn More About...
            • How Key Settings Affect Project Review
        • Projects
          • How to...
            • Create a Project Manually
            • Create a Project from a Project
              • Fields That Do Not Copy
            • Create a Project from a Template
            • Create a Project When Qualifying a Contact
            • Create a Linked Promotional Project for an Existing Project
            • Link a Regular Project to an Existing Promotional Project
            • Remove the Link Between a Regular Project and a Promotional Project
            • Add Phases or Tasks from a Project or Template
            • Add a Phase or Task Manually
            • Display Data for Phases or Tasks
            • Display Record Results by Project Levels in Advanced Project Search
            • Copy a Phase or Task
            • Change a Project's Stage
            • Change a Project’s Number When the Project Is Awarded
              • Change a Project’s Number Immediately When the Project Is Awarded
              • Schedule a Project Number Change for an Awarded Project
              • Create an Awarded Project Without Entering a Pre-Award Number For It
            • Enter Information About Your Competition for a New Project
            • Add a Firm to a Project Team
            • Add an Employee or Contact to a Project Team
            • Add a Proposal for a Project
          • Fields and Options
            • Projects Form
              • Display the Projects Form
              • Header Fields for the Projects Form
              • Actions for the Projects Form
              • Summary Pane of the Projects Hub
              • Overview Tab of the Projects Form
              • Accounting Tab of the Projects Form
              • Team Tab of the Projects Form
              • Dates & Costs Tab of the Projects Form
              • Activities Tab of the Projects Form
              • Marketing Campaigns Tab of the Projects Form
              • Competition Tab of the Projects Form
              • Proposals Tab of the Projects Form
              • Files & Links Tab of the Projects Form
            • New Project Form
              • Display the New Project Form
              • Contents of the New Project Form
            • Choose Project Structure Form
              • Display the Choose Project Structure Form
              • Contents of the Choose Project Structure Form
            • Edit Project Structure Form
              • Display the Edit Project Structure Form
              • Contents of the Edit Project Structure Form
            • New Phase Form
              • Display the New Phase Form
              • Contents of the New Phase Form
            • New Task Form
              • Display the New Task Form
              • Contents of the New Task Form
            • Copy Project Form
              • Display the Copy Project Form
              • Contents of the Copy Project Form
            • Project Settings Dialog Box
              • Display the Project Settings Dialog Box
              • Contents of the Project Settings Dialog Box
            • Project Structure Dialog Box
              • Display the Project Structure Dialog Box
              • Contents of the Project Structure Dialog Box
            • New Project Search Dialog Box
              • Display the New Project Search Dialog Box
              • Contents of the New Project Search Dialog Box
            • Stage Dialog Box
              • Display the Stage Dialog Box
              • Contents of the Stage Dialog Box
            • Create Linked Promotional Project Dialog Box
              • Display the Create Linked Promotional Project Dialog Box
              • Contents of the Create Linked Promotional Project Dialog Box
            • Activities Dialog Box
              • Display the Activities Dialog Box
              • Contents of the Activities Dialog Box
            • Assign New Project Number Dialog Box
              • Display the Assign New Project Number Dialog Box
              • Contents of the Assign New Project Number Dialog Box
            • Select Organizations Dialog Box
              • Display the Select Organizations Dialog Box
              • Contents of the Select Organizations Dialog Box
          • Learn More About...
            • Advanced Project Search and Project Levels
            • Sorting Records in Projects Hub List View
            • Editing a Project's Structure
            • Promotional Projects
            • Changing a Project's Billing Client
            • Using Different Numbering Systems for Pre-Award and Awarded Projects
              • Prerequisites for Using the Pre-Award Project Numbering Feature
              • Setting Up Different Auto Numbering Systems for Pre-Award and Awarded Projects
            • What to Do if Awarded Only Part of a Project
            • Budget Validation for Timesheets
            • Ajera Synchronization with CRM
        • Estimates
          • How to...
            • Create a Service Estimate
          • Fields and Options
            • Estimates Form
              • Display the Estimates Form
              • Header Fields for the Estimates Form
              • Actions Bar for the Estimates Form
              • Summary Tab of the Estimates Form
              • Labor Tab of the Estimates Form
              • Consultants Tab of the Estimates Form
              • Expenses Tab of the Estimates Form
              • Units Tab of the Estimates Form
        • Contract Management
          • How to...
            • Enter Expected Compensation Amounts for a Project
            • Enter Contract Information for a Project
            • Allocate Sales Credit for a Contract
            • Set Up Estimated Fee Allocations for a Project
          • Fields and Options
            • Contract Management Form
              • Display the Contract Management Form
              • Header Fields for the Contract Management Form
              • Actions for the Contract Management Form
              • Compensation Tab of the Contract Management Form
              • Contract Tab of Contract Management Form
              • Estimated Fee Tab of the Contract Management Form
            • Credit Allocation Dialog Box
              • Display the Credit Allocation Dialog Box
              • Contents of the Credit Allocation Dialog Box
            • Allocation Template Dialog Box
              • Display the Allocation Template Dialog Box
              • Contents of the Allocation Template Dialog Box
            • Grid Settings Dialog Box
              • Display the Grid Settings Dialog Box
              • Contents of the Grid Settings Dialog Box
          • Learn More About...
            • Estimated Fee Allocation Methods
        • Estimated Fee
        • Revenue Forecast
          • Creating a Revenue Forecast Quick Reference
          • How To...
            • Choose the Revenue Forecast Calculation Method
            • Select Revenue Forecast as the Fee Allocation Method
            • Create a Revenue Forecast Plan
            • Check Out a Revenue Forecast Plan
            • Check In a Revenue Forecast Plan
            • Change the Stored Currency for a Revenue Forecast
            • Choose the Currency to Display for a Revenue Forecast
            • Enter ETC Revenue Values
            • Change the Revenue Forecast Dates
            • Spread Planned Billing into a Revenue Forecast
          • Fields and Options
            • Revenue Forecast Form
              • Display the Revenue Forecast Form
              • Contents of the Revenue Forecast Form
            • Currency to Store Dialog Box
              • Display the Currency to Store Dialog Box
              • Contents of the Currency to Store Dialog Box
            • Reschedule Revenue Forecast Dates Dialog Box
              • Display the Reschedule Revenue Forecast Dates Dialog Box
              • Contents of the Reschedule Revenue Forecast Dates Dialog Box
            • Spread Planned Billing Dialog Box
              • Display the Spread Planned Billing Dialog Box
              • Contents of the Spread Planned Billing Dialog Box
          • Learn More About...
            • Spreading Amounts in Revenue Forecasts
            • Revenue Forecast Data and Multiple Currencies
            • Revenue Forecast Data and Project Structure
        • Plan
          • How to...
            • Check Out a Project Plan
            • Check in a Project Plan
            • Publish a Project Plan
            • Specify Cost and Billing Rates for Plans
            • Recalculate Planned Cost and Billing Amounts
            • Plan at the Labor Code Level
              • Add Labor Codes to a Plan Work Breakdown Structure
              • Delete a Labor Code from a Plan Work Breakdown Structure
            • Add and Maintain Plan Assignments
              • Assign Resources to Projects in Project Planning
              • Assign Expense Types in Project Planning
              • Assign Consultant Types in Project Planning
              • Assign Units in Project Planning
              • Sort Resources in the Labor Planning Grid
              • Reassign Work on a Project to Another Resource in Project Planning
              • Reassign an Expense Type Assignment in a Project Plan
              • Reassign a Consultant Type Assignment in a Project Plan
              • Reassign Unit Quantities to Another Unit or Account in a Project Plan
              • Reschedule Plan Dates in the Projects Hub
              • Reschedule Assignment Dates in a Project Plan
              • Delete a Resource Assignment in Project Planning
              • Delete an Expense Type, Consultant Type, or Unit Assignment from a Project Plan
            • Enter Planned Hours and Amounts
              • Enter Summary Planned Hours in Project Planning
              • Enter Planned Hours in Calendar Period Columns in Project Planning
              • Enter Summary Planned Amounts for Expenses
              • Enter Summary Planned Amounts for Consultants
              • Enter Planned Expense Amounts in Calendar Period Columns
              • Enter Planned Consultant Amounts in Calendar Period Columns
              • Enter Contract Compensation Amounts for Units
              • Enter Planned Quantities for Units
            • Redistribute Planned Hours
              • Replace Planned Hours with Actual Hours for an Assignment Range
              • Redistribute the Planned Hours for an Assignment Range
            • Update Plan With Planned Hours When Absence Request Approved
            • Assign Planned Hours or Percentages to Work Days for Existing Labor Assignments
            • Select Columns for a Planning Grid
            • Schedule Project Work
              • View a Project on a Gantt Chart
              • Show the Critical Path
              • Change Durations on a Gantt Chart
              • Shift Dates on a Gantt Chart
              • Create Dependency Relationships
                • Drag the Arrows Between Bars on the Gantt Chart
                • Use the Dependency Details Dialog Box
                • Enter Details in the Predecessor Field
              • Add Lag or Lead Time Between Tasks
              • Add or Remove Float Time Between Dependency Relationships
              • Remove Dependency Relationships
              • Export a Gantt Chart
            • Switch Project Amounts from Billing to Cost
            • Change the Scale for the Calendar Period Columns in Project Planning Grids
            • Display Charts from Project Planning Grids
            • Enter Notes for a Plan Element in Project Planning
            • Revert a Project Plan to the Last Published Version
            • Delete the Contents of a Project Plan
          • Fields and Options
            • Plan Form
              • Display the Plan Form
              • Header Fields for the Plan Form
              • Actions for the Plan Form
              • Contract Tab of the Plan Form
              • Schedule Tab of the Plan Form
              • Labor Tab of the Plan Form
              • Expenses Tab of the Plan Form
              • Consultants Tab of the Plan Form
              • Units Tab of the Plan Form
            • Plan Settings Dialog Box
              • Display the Plan Settings Dialog Box
              • General Tab of the Plan Settings Dialog Box
              • Labor Tab of the Plan Settings Dialog Box
              • Expenses Tab of the Plan Settings Dialog Box
              • Consultants Tab of the Plan Settings Dialog Box
              • Units Tab of the Plan Settings Dialog Box
              • Labor Codes Tab of the Plan Settings Dialog Box
            • Add/Edit Labor Codes Dialog Box
              • Display the Add/Edit Labor Codes Dialog Box
              • Contents of the Add/Edit Labor Codes Dialog Box
            • Column Settings Dialog Box for the Contract, Expenses, Consultants, and Units Planning Grids
              • Display the Column Settings Dialog Box
              • Contents of the Column Settings Dialog Box for Project Planning Grids
            • Column Settings Dialog Box for the Labor Planning Grid
              • Display the Column Settings Dialog Box
              • Contents of the Column Settings Dialog Box for the Labor Planning Grid
            • Sub-Row Selection Dialog Box for the Labor Planning Grid
              • Display the Sub-Row Selection Dialog Box for the Labor Planning Grid
              • Contents of the Sub-Row Selection Dialog Box for the Labor Planning Grid
            • Sub-Row Selection Dialog Box for the Expenses Planning Grid
              • Display the Sub-Row Selection Dialog Box for the Expenses Planning Grid
              • Contents of the Sub-Row Selection Dialog Box for the Expenses Planning Grid
            • Sub-Row Selection Dialog Box for the Consultants Planning Grid
              • Display the Sub-Row Selection Dialog Box for the Consultants Planning Grid
              • Contents of the Sub-Row Selection Dialog Box for the Consultants Planning Grid
            • Sub-Row Selection Dialog Box for the Units Planning Grid
              • Display the Sub-Row Selection Dialog Box for the Units Planning Grid
              • Contents of the Sub-Row Selection Dialog Box for the Units Planning Grid
            • Check In Plans Dialog Box
              • Display the Check In Plans Dialog Box
              • Contents of the Check In Plans Dialog Box
            • Planning Charts Dialog Boxes
              • Labor Charts Dialog Box
                • Display the Labor Charts Dialog Box
                • Labor Plan Summary Chart
                • Labor Timeline Chart
              • Expenses Charts Dialog Box
                • Display the Expenses Charts Dialog Box
                • Expense Plan Summary Chart
                • Expense Progress Chart
              • Consultants Charts Dialog Box
                • Display the Consultants Charts Dialog Box
                • Consultant Plan Summary Chart
                • Consultant Progress Chart
              • Contract Charts Dialog Box
                • Display the Contract Charts Dialog Box
                • Contract Breakdown Chart
                • Contract Calculations Chart
            • Assign Resources to Project Dialog Box
              • Display the Assign Resources to Project Dialog Box
              • Contents of the Assign Resources to Project Dialog Box
            • Add Expense Type and Vendor Dialog Box
              • Display the Add Expense Type and Vendor Dialog Box
              • Contents of the Add Expense Type and Vendor Dialog Box
            • Add Consultant Type and Consultant Name Dialog Box
              • Display the Add Consultant Type and Consultant Name Dialog Box
              • Contents of the Add Consultant Type and ConsultantName Dialog Box
            • Add Units Dialog Box
              • Display the Add Units Dialog Box
              • Contents of the Add Units Dialog Box
            • Units Lookup Dialog Box
              • Display the Units Lookup Dialog Box
              • Contents of the Units Lookup Dialog Box
            • Fill Hours Per Day Dialog Box
              • Display the Fill Hours Per Day Dialog Box
              • Contents of the Fill Hours Per Day Dialog Box
            • Redistribute Hours Dialog Box
              • Display the Redistribute Hours Dialog Box
              • Contents of the Redistribute Hours Dialog Box
            • Reassign Dialog Box
              • Display the Reassign Dialog Box from the Projects Hub
              • Display the Reassign Dialog Box in Resource View
              • Display the Reassign Dialog Box in Project View
              • Contents of the Reassign Dialog Box
            • Reassign Expenses Dialog Box
              • Display the Reassign Expenses Dialog Box
              • Contents of the Reassign Expenses Dialog Box
            • Reassign Consultants Dialog Box
              • Display the Reassign Consultants Dialog Box
              • Contents of the Reassign Consultants Dialog Box
            • Reassign Units Dialog Box
              • Display the Reassign Units Dialog Box
              • Contents of the Reassign Units Dialog Box
            • Reschedule Dialog Box
              • Display the Reschedule Dialog Box from the Projects Hub
              • Display the Reschedule Dialog Box from Resource View
              • Display the Reschedule Dialog Box from Project View
              • Contents of the Reschedule Plan Dates Dialog Box
              • Contents of the Reschedule Labor Assignments Dialog Box
              • Contents of the Reschedule Expense Assignments Dialog Box
              • Contents of the Reschedule Consultant Assignments Dialog Box
              • Contents of the Reschedule Unit Assignments Dialog Box
            • Change Scale Dialog Box
              • Display the Change Scale Dialog Box
              • Contents of the Change Scale Dialog Box
            • Dependency Details Dialog Box
              • Display the Dependency Details Dialog Box
              • Contents of the Dependency Details Dialog Box
            • Circular Dependency Not Allowed Error Dialog Box
            • Confirm Dependency Options Confirmation Dialog
            • Export Gantt Chart Dialog Box
              • Display the Export Gantt Chart Dialog Box
              • Contents of the Export Gantt Chart Dialog Box
            • Allocation Template Dialog Box
              • Display the Allocation Template Dialog Box
              • Contents of the Allocation Template Dialog Box
          • Learn More About...
            • Project Plan Work Breakdown Structure
            • Default Plan Dates for New Projects
            • Checking Out and Checking In Project Plans
            • Entering Planned Labor Hours for Calendar Periods
            • Entering Summary Planned Hours
            • Entering Amounts in Unit Contract Columns
            • Working with Schedule Dependencies
              • Creating Dependency Relationships Quick Reference
              • How Dependencies Work Across Different Levels
              • Types of Dependency Relationships
              • How Lead and Lag Time Work with Dependency Relationships
              • How Float Time Works with Dependency Relationships
              • Redistributing Planned Hours when Schedule Dependencies Exist
            • What Happens When You Reassign Work from One Resource to Another
            • What Happens When You Reassign Unit Quantities
            • Calculation of Estimate-to-Complete Hours and Amounts in Resource Planning
            • Plan Data and Multiple Currencies
            • Project Charge Types and Planning Expenses and Consultants
            • Security for Project Plans
            • Warning Indicators
            • Planning Alerts
            • How Organization Changes Affect the Plan
        • Budget
          • How To...
            • Enter a Labor Budget for a Project
            • Enter a Budget for Expenses and Consultants for a Project
            • Copy Project Budget Information
          • Fields and Options
            • Budget Form
              • Display the Budget Form
              • Header Fields for the Budget Form
              • Actions Bar for the Budget Form
              • Labor Tab of the Budget Form
              • Expense + Consultants Tab of the Budget Form
            • Billing Summary Dialog Box
              • Display the Billing Summary Dialog Box
              • Contents of the Billing Summary Dialog Box
            • Cost Summary Dialog Box
              • Display the Cost Summary Dialog Box
              • Contents of the Cost Summary Dialog Box
            • Copy Budget From Dialog Box
              • Display the Copy Budget From Dialog Box
              • Contents of the Copy Budget From Dialog Box
            • Grid Settings Dialog Box
              • Display the Grid Settings Dialog Box
              • Contents of the Grid Settings Dialog Box
          • Learn More About...
            • Budgeting and Contract Type
            • Labor Budgets
            • Expense Budgets
            • Budget by Cost Rates or Billing Rates
            • Percent Complete
              • Hierarchy of Percent Complete Overrides
              • Percent Complete for Individual Labor Codes and Expense Accounts
              • Overall Labor Percent Complete or Overall Expense Percent Complete
              • Overall Percent Complete
            • Settings and Project Budgeting
        • Billing Terms
          • How to...
            • Use Billing Terms to Generate Project Reports Without Generating Invoices
            • Use Billing Terms to Generate Unbilled Reports Without Generating Invoices
            • Display Three Billing Rate Multipliers on an Invoice
            • Review Projects with Missing Billing Terms
            • Review Project Billing Terms
            • Select a Project in Billing Terms
            • Enter Project-Level Billing Terms
            • Enter Project-Level Billing Terms Only for a Project with Phases or Tasks
            • Enter Phase Billing Terms
            • Enter Task Billing Terms
            • Modify Billing Terms
            • Enter Prior Fee Billing-to-Date Amounts
            • Enable Invoice Posting by Billing Phase
            • Bill Fee-Based Contracts by Billing Phase
            • Enable the Scheduled Billing Feature
            • Bill Fee-Based Contracts Using a Billing Schedule
            • Update a Project's Total Billing Fees in Billing Terms with Compensation Amounts
            • Create Fee-Based Billing Phases from Existing WBS Items and Compensation
            • Enter Add-on Fee Billing Terms for a Project
            • Include the Billing Backup Report with an Invoice
            • Enable or Disable Pre-Invoice Processing for a Project
            • Delete Billing Terms
          • Fields and Options
            • Billing Terms Form
              • Display the Billing Terms Form
              • Header Fields of the Billing Terms Form
              • Actions Bar for the Billing Terms Form
              • Summary Pane of the Billing Terms Form
              • Rates Tab of the Billing Terms Form
              • Fees Tab of the Billing Terms Form
              • Format Tab of the Billing Terms Form
                • Billing Terms - AR and BTD Tab
              • More Calculations Tab of the Billing Terms Form
              • Sub-Level Terms Tab of the Billing Terms Form (Project Level)
              • Sub-Level Terms Tab of the Billing Terms Form (Phase Level)
              • Billing Backup Tab of the Billing Terms Form
              • Pre-Invoice Tab of the Billing Terms Form
            • Add Billing Terms Dialog Box
              • Display the Add Billing Terms Dialog Box
                • Display the Update Fees from Compensation Dialog Box
                • Contents of the Update Fees from Compensation Dialog Box
              • Contents of the Add Billing Terms Dialog Box
            • Copy Billing Terms Dialog Box
              • Display the Copy Billing Terms Dialog Box
              • Contents of the Copy Billing Terms Dialog Box
            • Create New Dialog Box for Scheduled Billing
              • Display the Create New Dialog Box for Scheduled Billing
              • Contents of the Create New Dialog Box for Scheduled Billing
            • Update Fees from Compensation Dialog Box
              • Display the Update Fees from Compensation Dialog Box
              • Contents of the Update Fees from Compensation Dialog Box
            • Billing Phases Dialog Box
              • Display the Billing Phases Dialog Box
              • Contents of the Billing Phases Dialog Box
            • Billing Phase Grouping Dialog Box
              • Display the Billing Phase Grouping Dialog Box
              • Contents of the Billing Phase Grouping Dialog Box
          • Learn More About...
            • Default Billing Terms
            • Default Project Reporting Billing Terms
            • How Vantagepoint Determines Which Billing Terms to Use
            • Methods for Calculating Billing Amounts
            • Billing Terms Changes and the Invoice Approval Process
            • Printing Billed-to-Date Amounts on Invoices
            • Printing Outstanding Accounts Receivable on Invoices
            • Rates Billing Terms
              • Labor Methods
                • Labor Multipliers
                • Rate Table Method
                • By Category Method (Labor)
                  • Rate Times Multiplier Method
                • By Labor Code Method
              • Overtime Methods
                • Learn More About...
                  • Example - Employee's Overtime Percent and Rate Table Method
                  • Example - Employee's Overtime Percent and Rate Times Multiplier Method
                  • Example - Project's Overtime Multiplier and Rate Table Method
                  • Example - Project's Overtime Multiplier and Rate Times Multiplier Method
                  • Example - Overtime Premium as a Cost
              • Expense and Consultant Methods
                • By Account Method
                • By Category Method (Expenses)
                • By Vendor Method
              • Unit Methods
            • Fee Billing Terms
              • Fee Methods
              • Billing Phases
              • Scheduled Billing
            • AR and BTD Billing Terms
            • More Calculations Billing Terms
              • Add-on Fees
              • Billing (Upset) Limit Methods
              • Billing (Upset) Limit Examples
            • Phase or Task (Sub-Level) Billing Terms
              • Phase or Task Rollup Grouping on Invoices
              • How Vantagepoint Determines Phase Terms to Use When Rolling Up Phase Detail on the Invoice
              • How Vantagepoint Determines Task Terms to Use When Rolling Up Task Detail on the Invoice
            • Billing Backup Report and Billing Terms
            • Pre-Invoices
              • Pre-Invoice Setup and Configuration
              • General Ledger Entries for a Regular Invoice with Pre-Invoices
        • Invoices
          • How to...
            • Approve an Invoice
            • Reject an Invoice
            • View a Draft Invoice That Is Awaiting Approval
            • Enter "In Process" Billing Comments for an Invoice
            • Add an Accounts Receivable Comment
            • View, Edit, Copy, or Delete an Accounts Receivable Comment
          • Fields and Options
            • Invoices Form
              • Display the Invoices Form
              • Contents of the Invoices Form
              • Aged Accounts Receivable Chart
            • Additional Documentation Dialog Box
              • Display the Additional Documentation Dialog Box
              • Contents of the Additional Documentation Dialog Box
            • Invoice Details Dialog Box
              • Display the Invoice Details Dialog Box
              • Contents of the Invoice Details Dialog Box
            • AR Comments Dialog Box (Invoices Application)
              • Display the AR Comments Dialog Box
              • Contents of the AR Comments Dialog Box
            • Billing Comments Dialog Box
              • Display the Billing Comments Dialog Box
              • Contents of the Billing Comments Dialog Box
        • Draft Invoice Approvals
          • How to...
            • Review a Draft Billing Invoice in Draft Invoice Approvals
            • Approve or Reject Invoices on the Draft Invoice Approvals Form
            • Compare the Current Draft Invoice with Previous Annotations and Comments
            • View Annotations for Draft Billing Invoices for a Final Accepted Invoice in Draft Invoice Approvals
            • Transfer Transaction Detail Between Projects for Draft Invoice Approvals
            • Email Invoices to Project Stakeholders in Draft Invoice Approvals
          • Fields and Options
            • Draft Invoice Approvals Form
              • Display the Draft Invoice Approvals Form
              • Header Fields of Draft Invoice Approvals
              • Actions for Draft Invoice Approvals
              • Draft Preview Tab of Draft Invoice Approvals
              • Annotate Toolbar on the Draft Preview Tab of Draft Invoice Approvals
              • Shapes Toolbar on the Draft Preview Tab in Draft Invoice Approvals
              • Insert Toolbar on the Draft Preview Tab in Draft Invoice Approvals
              • General Tab of Draft Invoice Approvals
              • Labor Tab of Draft Invoice Approvals
              • Expenses Tab of Draft Invoice Approvals
              • Units Tab of Draft Invoice Approvals
              • Fees Tab of Draft Invoice Approvals
              • Invoice History Tab of Draft Invoice Approvals
              • Invoice Preview Tab of Draft Invoice Approvals
            • Labor Tab Dialog Boxes
              • Billing Labor Insert Dialog Box
                • Display the Billing Labor Insert Dialog Box
                • Contents of the Billing Labor Insert Dialog Box
              • Billing Labor Release Dialog Box
                • Display the Billing Labor Release Dialog Box
                • Contents of the Billing Labor Release Dialog Box
              • Billing Labor Hold Dialog Box
                • Display the Billing Labor Hold Dialog Box
                • Contents of the Billing Labor Hold Dialog Box
              • Billing Labor Write-off Dialog Box
                • Display the Billing Labor Write-off Dialog Box
                • Contents of the Billing Labor Write-off Dialog Box
              • Billing Labor Delete Dialog Box
                • Display the Billing Labor Delete Dialog Box
                • Contents of the Billing Labor Delete Dialog Box
              • Billing Labor Modify Dialog Box
                • Display the Billing Labor Modify Dialog Box
                • Contents of the Billing Labor Modify Dialog Box
              • Billing Labor Transfer Dialog Box
                • Display the Billing Labor Transfer Dialog Box
                • Contents of the Labor Transfer Dialog Box
            • Expense Tab Dialog Boxes
              • Billing Expense Insert Dialog Box
                • Display the Billing Expense Insert Dialog Box
                • Contents of the Billing Expense Insert Dialog Box
              • Billing Expense Release Dialog Box
                • Display the Billing Expense Release Dialog Box
                • Contents of the Billing Expense Release Dialog Box
              • Billing Expense Hold Dialog Box
                • Display the Billing Expense Hold Dialog Box
                • Contents of the Billing Expense Hold Dialog Box
              • Billing Expense Write-off Dialog Box
                • Display the Billing Expense Write-off Dialog Box
                • Contents of the Billing Expense Write-off Dialog Box
              • Billing Expense Delete Dialog Box
                • Display the Billing Expense Delete Dialog Box
                • Contents of the Billing Expense Delete Dialog Box
              • Billing Expense Modify Dialog Box
                • Display the Billing Expense Modify Dialog Box
                • Contents of the Billing Expense Modify Dialog Box
              • Billing Expense Transfer Dialog Box
                • Display the Billing Expense Transfer Dialog Box
                • Contents of the Billing Expense Transfer Dialog Box
            • Units Tab Dialog Boxes
              • Billing Unit Insert Dialog Box
                • Display the Billing Unit Insert Dialog Box
                • Contents of the Billing Unit Insert Dialog Box
              • Billing Unit Release Dialog Box
                • Display the Billing Unit Release Dialog Box
                • Contents of the Billing Unit Release Dialog Box
              • Billing Unit Hold Dialog Box
                • Display the Billing Unit Hold Dialog Box
                • Contents of the Billing Unit Hold Dialog Box
              • Billing Unit Write-off Dialog Box
                • Display the Billing Unit Write-off Dialog Box
                • Contents of the Billing Unit Write-off Dialog Box
              • Billing Unit Delete Dialog Box
                • Display the Billing Unit Delete Dialog Box
                • Contents of the Billing Unit Delete Dialog Box
              • Billing Unit Modify Dialog Box
                • Display the Billing Unit Modify Dialog Box
                • Contents of the Billing Unit Modify Dialog Box
              • Billing Unit Transfer Dialog Box
                • Display the Billing Unit Transfer Dialog Box
                • Contents of the Billing Unit Transfer Dialog Box
            • Supporting Document Dialog Box in Draft Invoice Approvals
              • Display the Supporting Document Dialog Box in Draft Invoice Approvals
              • Contents of the Supporting Document Dialog Box in Draft Invoice Approvals
            • Draft Invoice Comments Dialog Box
              • Display the Draft Invoice Comments Dialog Box
              • Contents of the Draft Invoice Comments Dialog Box
            • Revision Dialog Box
              • Display the Revision Dialog Box
              • Contents of the Revision Dialog Box
        • Projects PIM Form
      • User-Defined Hubs
      • Equipment Hub
        • How to...
          • Create an Asset Item from an AP Voucher Line Item
          • Associate an AP Voucher Line Item with an Existing Asset Item
          • Create an Asset Item or Equipment Item from a Purchase Order
          • Create an Asset Item or Equipment Item from a Change Order
          • Create an Asset Item or Equipment Item from a Release Order
          • Enter Depreciation Information for Asset Items Generated Automatically from Other Applications
          • Modify an Equipment Item Created from a Change Order Item
          • Add an Asset Item Directly in the Equipment Hub
          • Add an Equipment Item Directly in the Equipment Hub
          • Enter a Purchasing Item on the Fly in the Equipment Hub
          • Copy an Asset Item or Equipment Item to Create a New Item
          • Identify Active or Inactive Asset Items
          • Assign an Employee to an Asset Item
          • Recover an Asset Item from an Employee
          • Associate an Improvement with an Asset Item
          • Associate a Unit with an Asset Item
          • Delete the Association of a Unit with an Asset Item
          • Delete an Asset Item or Equipment Item
          • Process an Asset Impairment
          • Print an Asset or Equipment Item Report from the Equipment Hub
          • Print Equipment Hub Data from List View
          • Attach a Document to an Equipment Record
          • Associate a File Link with an Equipment Record
        • Fields and Options
          • Equipment Form
            • Display the Equipment Form
            • Toolbar of Equipment Form
            • General Tab of the Equipment Form
            • Purchase Order Tab of the Equipment Form
            • Status Tab of the Equipment Form
            • Links Tab of the Equipment Form
            • Assignments Tab of the Equipment Form
            • GL Cost Tab of the Equipment Form
            • GL Book Tab of the Equipment Form
            • Additional Books Tab of the Equipment Form
            • Files Tab of Equipment Hub
          • Select URL Dialog Box
            • Display the Select URL Dialog Box
            • Contents of the Select URL Dialog Box
          • Equipment Reporting Dialog Box
            • Display the Equipment Reporting Dialog Box
            • Actions for Individual Report Forms
            • Reports Tab of the Reporting Form
            • Archived Tab of the Reporting Form (Browser)
            • Running Tab of the Reporting Form
        • Learn More About...
          • Equipment Hub and Asset Management and/or Purchasing
          • Entering and Depreciating Asset Items
          • Asset Management Terminology
          • Purchasing Items Used to Create Asset Items and Equipment Items
          • Creating Asset and Equipment Items from Purchase, Change, and Release Orders
          • Creating Asset Items from AP Vouchers
          • Associating an AP Voucher Line Item with an Existing Asset Item
          • Creating Asset Items and Equipment Items Directly in the Equipment Hub
          • GL Book and Additional Books for Asset Depreciation
          • Identifying Asset Items with an Active or Inactive Status
          • Associating Units with Asset Items
          • Assigning Employees to an Asset Item
          • Recovering an Asset Item from an Employee
          • Section 179 Deductions for Asset Items
          • Asset Impairments
          • Asset Management and Multiple Companies
          • Asset Management and Multiple Currencies
          • Entering Purchasing Items on the Fly in the Equipment Hub
      • PIM Information Zone
    • Resource Management
      • Resource View
        • How to...
          • Search for Resources
          • Specify Skill Levels for a Resource Search
          • Specify Credential Details for a Resource Search
          • Build a Team
          • Edit or Delete a Saved Resource Search
          • Edit a Saved Resource Search and Save it as a New Search
          • Pin Resources to Save Them While You Do More Searches
          • Filter the Resource Search Results
          • Select Columns for a Planning Grid
          • Hide or Show Summary Columns
          • Display Project Numbers in the View Grids
          • Change the Number, Length, or Starting Period of the Calendar Period Grid Columns
          • Change the Capacity Values Displayed in the Grid
            • View Employee Information
          • Assign Work on a Project to One Resource
          • Assign Work on a Project to a Group of Resources
          • Enter Summary Planned Hours in Resource View
          • Enter Planned Hours for Calendar Periods in Resource View
          • Sort Resources and Projects in the Resource View Grid
          • Group Resources in Resource View
          • Reschedule Assignments or Plans in Resource Management
          • Reassign Work on a Project to Another Resource in Resource View
          • Delete a Resource Assignment in Resource View
          • Check in a Project Plan
        • Fields and Options
          • Resource View Form
            • Display the Resource View Form
            • Contents of the Resource View Form
            • Contents of the Find Resources Pane
          • Change Forecast Range Dialog Box
            • Display the Change Forecast Range Dialog Box in Resource View
            • Contents of the Change Forecast Range Dialog Box in Resource View
          • Grid Settings Dialog Box for Resource View
            • Display the Grid Settings Dialog Box for Resource View
            • Contents of the Grid Settings Dialog Box for Resource View
          • Hide if ETC Is Zero Dialog Box
            • Display the Hide if ETC Is Zero Dialog Box
            • Contents of the Hide if ETC Is Zero Dialog Box
          • Filter Projects Dialog Box
            • Display the Filter Projects Dialog Box
            • Contents of the Filter Projects Dialog Box
          • Pinned Dialog Box
            • Display the Pinned Dialog Box
            • Contents of the Pinned Dialog Box
          • Set Skill Levels Dialog Box
            • Display the Set Skill Levels Dialog Box
            • Contents of the Set Skill Levels Dialog Box
          • Set Credentials Details Dialog Box
            • Display the Set Credentials Details Dialog Box
            • Contents of the Set Credentials Details Dialog Box
          • Select Organizations Dialog Box
            • Display the Select Organizations Dialog Box
            • Contents of the Select Organizations Dialog Box
          • Save Options Dialog Box for Resource View
            • Display the Save Options Dialog Box
            • Contents of the Save Options Dialog Box
          • Save Selected Dialog Box
            • Display the Save Selected Dialog Box
            • Contents of the Save Selected Dialog Box
          • Add Assignments Dialog Box
            • Display the Add Assignments Dialog Box
            • Contents of the Add Assignments Dialog Box
          • Add Assignments to Selected Resources Dialog Box
            • Display the Add Assignments to Selected Resources Dialog Box
            • Contents of the Add Assignments to Selected Resources Dialog Box
          • Reschedule Dialog Box
            • Display the Reschedule Dialog Box from Resource View
            • Display the Reschedule Dialog Box from Project View
            • Display the Reschedule Dialog Box from the Projects Hub
            • Contents of the Reschedule Plan Dates Dialog Box
          • Check In Plans Dialog Box
            • Display the Check In Plans Dialog Box
            • Contents of the Check In Plans Dialog Box
          • Reassign Dialog Box
            • Display the Reassign Dialog Box in Resource View
            • Display the Reassign Dialog Box in Project View
            • Contents of the Reassign Dialog Box
          • Edit Search Name Dialog Box
            • Display the Edit Search Name Dialog Box
            • Contents of the Edit Search Name Dialog Box
        • Learn More About...
          • Searching for Resources in Resource View
          • Entering Planned Labor Hours for Calendar Periods
          • Entering Summary Planned Hours
          • What Happens When You Reassign Work from One Resource to Another
          • Checking Out and Checking In Project Plans
      • Project View
        • How to...
          • Select Columns for a Planning Grid
          • Hide or Show Summary Columns
          • Display Project Numbers in the View Grids
          • Assign Resources to a Project in Project View
          • Sort Resources in the Project View Grid
          • Change the Scale for the Calendar Period Columns in Project Planning Grids
          • Change the Displayed Date Range for the Calendar Period Coliumns in Project View
          • View Employee Information
          • Enter Planned Hours for Calendar Periods in Project View
          • Enter Summary Planned Hours in Project View
          • Enter Notes for a Plan Element in Project View
          • Delete a Resource Assignment in Project View
          • Reschedule Assignments or Plans in Resource Management
          • Reassign Work on a Project to Another Resource in Project View
          • Check in a Project Plan
        • Fields and Options
          • Project View Form
            • Display the Project View Form
            • Contents of the Project View Form
          • Grid Settings Dialog Box for Project View
            • Display the Column Settings Dialog Box
            • Contents of the Grid Settings Dialog Box for Project View
          • Assign Resources to Project Dialog Box
            • Display the Assign Resources to Project Dialog Box
            • Contents of the Assign Resources to Project Dialog Box
          • Change Scale Dialog Box
            • Display the Change Scale Dialog Box
            • Contents of the Change Scale Dialog Box
          • Reschedule Dialog Box
            • Display the Reschedule Dialog Box from Resource View
            • Display the Reschedule Dialog Box from Project View
            • Display the Reschedule Dialog Box from the Projects Hub
            • Contents of the Reschedule Plan Dates Dialog Box
          • Reassign Dialog Box
            • Display the Reassign Dialog Box in Resource View
            • Display the Reassign Dialog Box in Project View
            • Contents of the Reassign Dialog Box
          • Check In Plans Dialog Box
            • Display the Check In Plans Dialog Box
            • Contents of the Check In Plans Dialog Box
        • Learn More About...
          • Entering Planned Labor Hours for Calendar Periods
          • Entering Summary Planned Hours
          • Calculation of Estimate-to-Complete Hours and Amounts in Resource Planning
          • What Happens When You Reassign Work from One Resource to Another
          • Checking Out and Checking In Project Plans
      • Resource Management Reporting
        • How to...
          • Select a Standard Report in Resource Management Reporting
          • Select a Saved Report in Resource Management Reporting
          • Select Records for a Resource Management Report
          • Select Columns for a Report
          • Change the Forecast Range for a Resource Management Report
          • Save a Report in Resource Management Reporting
          • Download a Resource Management Report in a Comma-Separated Values (.csv) File
          • Rename a Saved Report
        • Fields and Options
          • Reporting Form for Resource Management
            • Display the Reporting Form for Resource Management
            • Actions Bar in Resource Management
            • Contents of the Reporting Form for Resource Management
            • Project Report Columns for Resource Management Reports
            • Resources Report Columns for Resource Management Reports
          • Grid Settings Dialog Box for Resource Management Reporting
            • Display the Grid Settings Dialog Box for Resource Management Reporting
            • Contents of the Grid Settings Dialog Box for Resource Management Reporting
          • Custom Search Dialog Box for Resources
            • Display the Custom Search Dialog Box for Resources
            • Contents of the Custom Search Dialog Box for Resources
          • Change Forecast Range Dialog Box in Resource Management Reporting
            • Display the Change Forecast Range Dialog Box in Resource Management Reporting
            • Contents of the Change Forecast Range Dialog Box in Resource Management Reporting
          • Save Report Dialog Box
            • Display the Save Report Dialog Box
            • Contents of the Save Report Dialog Box
    • Proposals
      • Proposals Concepts
        • Using Edit Record Layout Mode
        • Data Entry Standards for Proposals
        • Proposals and FileStream
      • Proposal Quick Reference Topics
        • Creating a New Proposal Quick Reference
        • Creating a Proposal from the Projects Hub Quick Reference
        • Adding Resume Information to a Proposal Quick Reference
        • Creating a New Proposal Template Quick Reference
        • Creating an Element Group Quick Reference
        • Adding an Estimate to a Proposal Quick Reference
      • Custom Proposals
        • Proposal Builder Basics
          • Working with Proposal Elements
            • Insert an Element into a Proposal
              • Text
                • Insert Proposal Text
                • Format Proposal Text
              • Images
                • Insert an Image into a Proposal
                • Insert an Image into a Hub Record
                • Change the Image that Displays in the Proposal
              • Lines
                • Insert a Line
              • Section Breaks
                • Insert a Section Break
                • Define Section Properties
              • Proposal Pages
                • Add a Page to a Proposal
                • Define Page Properties
              • Insert a Header or Footer
              • Add an Estimate to a Proposal
              • Add an Element Group to a Proposal or Template
            • Resize an Element
            • Move an Element to the Clipboard
            • Move an Element to the Front or Back
            • Linking and Unlinking Text Elements
            • Define Element Properties
            • Define Document Properties
            • Define Image Properties
            • Define Header/Footer Properties
            • Delete an Element from a Proposal
          • Sections & Pages Options
            • Add Page Numbers to a Proposal
            • Navigate through Sections and Pages
            • Define Page Properties
            • Change the Page Order in a Proposal
        • How to...
          • Select a Proposal to View or Edit
          • Create a Proposal
            • Create a Proposal
            • Create a Proposal from a Template
            • Include Employee Resume Text in a Proposal
            • Create a Proposal from a Project Record
            • Preview a Proposal Template
            • Save a Proposal
          • Manage Proposals and Properties
            • Define Proposal Properties
            • Edit a Saved Proposal
            • Copy a Proposal
            • Export a Proposal
            • Delete a Proposal
          • Working with Hub Records in Proposals
            • Hub Field Placeholders
            • Edit Record Layout Options
              • Save Record Layout as Draft
              • Edit a Hub Record on a Proposal
              • Add or Remove Records on an Existing Proposal
              • Show Record Header on Proposal
              • Cancel and Revert Changes
            • Insert Hub Records into a Proposal
            • Insert Fields Into a Proposal
            • Insert an Image into a Hub Record
          • Work with Images in Proposals
            • Insert an Image into a Proposal
            • Insert an Image into a Hub Record
            • Crop an Image in a Proposal
            • Define Image Properties
            • Change the Image that Displays in the Proposal
          • Work with Proposal Estimates
            • Add an Estimate to a Proposal
            • Advanced Method to Add an Estimate to a Proposal
            • Edit an Estimate Table
            • Format Estimate Table
              • Set Table Properties
              • Set Row Properties
              • Set Cell Properties
              • Resize a Table
              • Change Columns in Estimate Table
              • Use Custom Labels for Estimate Table Columns
              • Use Text Editor to Format an Estimate Table
            • Change Columns in Estimate Table
            • Use Custom Labels for Estimate Table Columns
          • Merge and Finalize Records
        • Fields and Options
          • Proposals Actions Bar
          • Proposal Builder Toolbar
          • Custom Proposals Form
            • Display the Custom Proposal Form
            • Contents of the Custom Proposals Form
          • New Proposal Dialog Box
            • Display the New Proposal Dialog Box
            • Contents of the New Proposal Dialog Box
          • Proposal Template Preview Dialog Box
            • Display the Proposal Template Preview Dialog Box
            • Contents of the Proposal Template Preview Dialog Box
          • Proposal Properties Dialog Box
            • Display the Proposals Properties Dialog Box
            • Contents of the Proposals Properties Dialog Box
          • Dialog Boxes for Working with Estimate Tables
            • Add/Edit Estimate Table Dialog Box
              • Display the Add/Edit Estimate Table Dialog Box
              • Contents of the Add/Edit Estimate Table Dialog Box
            • Table Properties Dialog Box
              • Display the Table Properties Dialog Box
              • Contents of the Table Properties Dialog Box
          • Settings Pane
            • Edit Record Layout Pane
              • Display the Edit Record Layout Pane
              • Contents of the Edit Record Layout Pane
            • Edit Text Properties Pane
              • Display the Edit Text Properties Pane
              • Contents of the Edit Properties Pane
            • Page Properties Pane
              • Display the Page Properties Pane
              • Contents of the Page Properties Pane
            • Document Properties Pane
              • Display the Document Properties Pane
              • Contents of the Document Properties Pane
            • Table Properties Pane
              • Display the Table Properties Pane
              • Contents of the Table Properties Pane
            • Cell Properties Pane
              • Display the Cell Properties Pane
              • Contents of the Cell Properties Pane
            • Edit Image Properties Pane
              • Display the Edit Image Properties Pane
              • Contents of the Edit Image Properties Pane
            • Edit Section Break Properties
              • Display the Edit Section Break Properties Pane
              • Contents of the Edit Section Break Properties Pane
            • Edit Line Properties Pane
              • Display the Edit Line Properties Pane
              • Contents of the Edit Line Properties Pane
            • Sections & Pages Pane
              • Display the Settings & Pages Pane
              • Contents of the Settings & Pages Pane
          • Copy Proposal Dialog Box
            • Display the Copy Proposal Dialog Box
            • Contents of the Copy Proposal Dialog Box
          • Export to PDF Dialog Box
            • Display the Export to PDF Dialog Box
            • Contents of the Export to PDF Dialog Box
          • Add Section Dialog Box
            • Display the Add Section Dialog Box
            • Contents of the Add Section Dialog Box
          • Dialog Boxes for Editing Headers and Footers
            • Field Settings Dialog Box
              • Display the Field Settings Dialog Box
              • Contents of the Field Settings Dialog Box
            • Text Settings Dialog Box
              • Display the Text Settings Dialog Box
              • Contents of the Text Settings Dialog Box
            • Image Settings Dialog Box
              • Display the Image Settings Dialog Box
              • Contents of Image Settings Dialog Box
          • Dialog Boxes for Editing Text
            • Edit Text Dialog Box
              • Display the Edit Text Dialog Box
              • Contents of the Edit Text Dialog Box
            • Google Fonts Dialog Box
              • Display the Google Fonts Dialog Box
              • Contents of the Google Fonts Dialog Box
            • Insert Fields from Hub Dialog Box
              • Display the Insert Fields from Hub Dialog Box
              • Contents of the Insert Fields From Hub Dialog Box
            • Format Date/Time Dialog Box
              • Display the Format Date/Time Dialog Box
              • Contents of the Format Date/Time Dialog Box
            • Format Currency Dialog Box
              • Display the Format Currency Dialog Box
              • Contents of the Format Currency Dialog Box
            • Format Number Dialog Box
              • Display the Format Number Dialog Box
              • Contents of the Format Number Dialog Box
          • Dialog Boxes for Working With Records
            • Add Hub Record Dialog Box
              • Display the Add Hub Record Dialog Box
              • Contents of the Add Hub Record Dialog Box
            • Manage Records
              • Display the Manage Records Dialog Box
              • Contents of the Manage Records Dialog Box
            • Choose Image Dialog Box
              • Display the Choose Image Dialog Box
              • Contents of the Choose Image Dialog Box
            • Change Record Dialog Box
              • Display the Change Record Dialog Box
              • Contents of the Change Record Dialog Box
            • Edit Description Dialog Box
              • Display the Edit Description Dialog Box
              • Contents of Edit Description Dialog Box
              • Save Proposal as Template Dialog Box
                • Display the Save Proposal as Template Dialog Box
                • Contents of the Save Proposal as Template Dialog Box
            • Edit Resume Text Dialog Box
              • Display the Edit Resume Text Dialog Box
              • Contents of the Edit Resume Text Dialog Box
          • Rename the Proposal Dialog Box
            • Display the Rename Proposal Dialog Box
            • Contents of the Rename Proposal Dialog Box
        • Learn More About
          • Proposal Estimate Settings
          • How Roles in Projects Appear on Employee Résumés
      • Proposal Templates
        • Proposal Templates and Element Groups
          • How to...
            • Work with Proposal Templates
              • Create Proposal Templates
                • Create a Proposal Template
                • Save a Proposal as a Template
              • Copy a Proposal Template
              • Edit a Proposal Template
              • Rename a Template
              • Delete a Proposal Template
              • Create a Proposal from a Template
            • Work with Element Groups
              • Create Element Groups
                • Create an Element Group from a Template or Custom Proposal
                • Copy an Element Group
              • Add an Element Group to a Proposal or Template
              • Edit an Element Group
              • Rename an Element Group
              • Delete an Element Group
          • Fields and Options
            • Templates Form
              • Display the Templates Form
              • Actions for the Templates Form
              • Contents of the Templates Form
            • Add Proposal Template Dialog Box
              • Display the Add Proposal Template Dialog Box
              • Contents of the Add Proposal Template Dialog Box
            • Copy Proposal Template Dialog Box
              • Display the Copy Proposal Template Dialog Box
              • Contents of the Copy Proposal Template Dialog Box
            • Save Proposal as Template Dialog Box
              • Display the Save Proposal as Template Dialog Box
              • Contents of the Save Proposal as Template Dialog Box
            • Rename Template Dialog Box
              • Display the Rename Template Dialog Box
              • Contents of the Rename Template Dialog Box
            • Element Groups Dialog Box
              • Display the Element Groups Dialog Box
              • Contents of the Element Groups Dialog Box
            • Add Element Group Dialog Box
              • Display the Add Element Group Dialog Box
              • Contents of the Add Element Group Dialog Box
            • Copy Element Group Dialog Box
              • Display the Copy Element Group Dialog Box
              • Contents of the Copy Element Group Dialog Box
            • Rename Element Group Dialog Box
              • Display the Rename Element Group Dialog Box
              • Contents of the Rename Element Group Dialog Box
            • Export to PDF Dialog Box
              • Display the Export to PDF Dialog Box
              • Contents of the Export to PDF Dialog Box
      • SF330 Proposals
        • SF330 Before you Create an SF330 Proposal
        • SF330 How to...
          • SF330 Create an SF330 Proposal
          • SF330 Create from Project
          • SF330 Connect a Proposal to a Project
          • SF330 Copy an Existing SF330 Proposal
          • SF330 Merge an SF330 Proposal
          • SF330 Merge Signature Images (Section H and Part III)
          • SF330 Add Graphics to an SF330 Proposal
          • SF330 Populate a Block from a Boilerplate
          • SF330 Add Your Firm's Logo
          • SF330 Change Fonts on a Template
        • SF330 Fields and Options
          • SF330 Preferences Form
            • SF330 Display the SF330 Preferences Form
            • SF330 Contents of the SF330 Preferences Form
          • SF330 Proposals Form
            • SF330 Display the SF330 Form
            • SF330 Toolbar for SF330 Form
            • SF330 Page 1 Tab
              • SF330 Section C Menu
            • SF330 Section E Tab
              • SF330 Section E Menu
            • SF330 Section F Tab
              • SF330 Section F Menu
            • SF330 Section G Tab
            • SF330 Section H Tab
            • SF330 Part II Tab
              • SF330 Part II Tab Menu
          • Proposal Log Dialog Box
            • Display the Proposal Log Dialog Box
            • Contents of the Proposal Log Dialog Box
          • SF330 Default Template Selection
        • Learn More About
          • SF330 Code Types
            • SF330 List of Profile Codes
            • SF330 List of Disciplines (Function Codes)
          • SF330 Merge Codes
            • SF330 BLOB Codes
            • External Projects Begin Code for Section E Block 19
            • External Projects Merge Codes for Section E Block 19
            • External Projects Begin Code for User-Defined Fields in Section E Block 19
            • External Employees Begin Code for User-Defined Fields in Section E
            • External Projects Begin Code for User-Defined Fields in Section F
            • External Projects Begin Code for User-Defined Fields in Section G Block 29
          • Variables for SF330 Graphics Placeholders
    • Billing
      • Basics
        • Checklist: Processing Billing Invoices
        • Relationship to Other Vantagepoint Applications
        • Security Settings for Billing
        • Checklist: Setting Up Billing
        • Company-wide Billing Settings
        • Where Default Billing Terms are Used
      • Billing Groups
        • How to...
          • Add a Billing Group
          • Add a Sub-Project to a Billing Group
          • Modify a Billing Group
          • Delete a Sub-Project from a Billing Group
          • Delete a Billing Group
        • Fields and Options
          • Billing Groups Form
            • Display the Billing Groups Form
            • Contents of the Billing Groups Form
        • Learn More About...
          • Record-level Security for Billing Groups
      • Retainers
        • How to...
          • Enable and Configure the Retainer Feature
          • Enter a Client's Retainer Payment in Cash Receipts Transaction Entry
          • Apply a Client's Retainer Toward an Invoice
      • Pre-Invoices
        • How to...
          • Enable or Disable Pre-Invoice Processing for a Project
          • Create an Invoice Template for Pre-Invoices and Pre-Invoice Cancellations
          • Create a Pre-Invoice
          • Cancel a Pre-Invoice
        • Learn More About...
          • Pre-Invoice Setup and Configuration
          • Pre-Invoices Workflow
          • Creating Pre-Invoices
          • Canceling Pre-Invoices
          • Taxes and Pre-Invoices
          • Regular Invoices for Projects with Pre-Invoices
          • Paid Pre-Invoices Applied to a Regular Invoice
          • When the Paid Pre-Invoice Amount Exceeds the Amount of a Regular Invoice
          • General Ledger Entries for a Regular Invoice with Pre-Invoices
          • Voided Regular Invoices and Pre-Invoices
      • Processing Invoices Individually or by Batch
        • Billing Session Options
          • Billing Session Options Dialog Box
            • Display the Billing Session Options Dialog Box
            • Contents of the Billing Session Options Dialog Box
        • Invoice File for a Billing Session
          • Invoice File Selection Dialog Box
            • Display the Invoice File Selection Dialog Box
            • Contents of the Invoice File Selection Dialog Box
        • Processing Invoices One at a Time (Interactive Billing)
          • Checklist for Processing Invoices in Interactive Billing
          • Determining the Transactions to Include on an Invoice
            • Specifying Transactions to Bill on the Next Invoice
              • Specify a Transaction to Bill on the Next Invoice
              • View Billing Information at Lower WBS Levels
            • Modifying Billing Transactions
              • Modify a Billing Transaction
            • Placing Transactions on Hold
              • Place a Transaction on Hold
              • Release a Held Transaction
            • Writing Off Transactions
              • Write Off a Transaction in its Entirety
              • Write Off a Portion of a Transaction
            • Deleting Billing Transactions
              • Delete a Transaction from the Set of Billable Transactions
              • Delete a Portion of a Transaction from the Set of Billable Transactions
            • Transferring Billing Transactions
              • Billing Labor Transfers
              • Billing Expense Transfers
              • Billing Unit Transfers
              • How to...
                • Transfer Transaction Detail Between Projects
                • Transfer Transaction Detail Within a Project
                • Transfer Amounts but Not Units for Expenses in Interactive Billing
            • Inserting Billing Transactions
              • Insert a Transaction
            • Bill Units on an Invoice
            • Bill Consultant Expense as Labor
            • Bill Mileage as a Unit at a Different Rate Than the Cost Rate
            • Bill Mileage as an Expense at a Different Rate Than the Cost Rate
          • Determining the Fees to Include on an Invoice
            • Update Fees for an Invoice in Interactive Billing
          • Working with Supporting Documents
            • Order of the Supporting Documents for Billing Invoices
            • View the Contents of a Supporting Document
            • Override the Print with Invoice Setting for a Supporting Document
            • Upload Supporting Documents in Interactive Billing
            • Delete Supporting Documents in Interactive Billing
          • Assigning the Next Invoice Number
            • Assign the Next Invoice Number
          • Editing Invoices in a Third-Party Application
            • How to...
              • Download an Invoice to Edit in a Third-Party Application
              • Upload an Edited Invoice to Vantagepoint
              • Cancel a Billing Invoice Edited in a Third-Party Application
            • Fields and Options
              • Edit Invoice Dialog Box
                • Display the Edit Invoice Dialog Box
                • Contents of the Edit Invoice Dialog Box
              • Upload Edited Invoice Dialog Box
                • Display the Upload Edited Invoice Dialog Box
                • Contents of the Upload Edited Invoice Dialog Box
          • Previewing and Printing Billing Invoices Before You Accept Them
            • Preview and Print a Draft Invoice Before You Accept It
          • Accepting Final Invoices
            • How to...
              • Review Billing Terms for the Current Billing Session
              • Review Retainage for the Current Billing Session
              • Accept the Final Invoice in Interactive Billing
          • Posting Final Billing Invoices in Interactive Billing
            • Post Final Billing Invoices in Interactive Billing
            • Post Final Billing Invoices in the Transaction Center
          • Printing Final Invoices
            • How to...
              • Print an Invoice
              • Reprint a Final Invoice
          • Emailing Invoices from Interactive Billing
            • Email Invoices to Project Stakeholders (Interactive Billing)
          • Viewing and Reprinting Accepted Billing Invoices, Credit Memos, and Pre-Invoices
            • View and Reprint Final Billing Invoices, Credit Memos, and Pre-Invoices
          • Fields and Options
            • Interactive Billing Form
              • Display the Interactive Billing Form
              • Header Fields for the Interactive Billing Form
              • Actions for the Interactive Billing Form
              • General Tab of the Interactive Billing Form
              • Labor Tab of the Interactive Billing Form
              • Expense Tab of the Interactive Billing Form
              • Units Tab of the Interactive Billing Form
              • Fees Tab of the Interactive Billing Form
              • Invoice History Tab of the Interactive Billing Form
              • Draft Preview Tab of the Interactive Billing Form
              • Annotate Toolbar on the Draft Preview Tab in Interactive Billing
              • Shapes Toolbar on the Draft Preview Tab in Interactive Billing
              • Insert Toolbar on the Draft Preview Tab in Interactive Billing
            • Labor Tab Dialog Boxes
              • Billing Labor Delete Dialog Box
                • Display the Billing Labor Delete Dialog Box
                • Contents of the Billing Labor Delete Dialog Box
              • Billing Labor Hold Dialog Box
                • Display the Billing Labor Hold Dialog Box
                • Contents of the Billing Labor Hold Dialog Box
              • Billing Labor Insert Dialog Box
                • Display the Billing Labor Insert Dialog Box
                • Contents of the Billing Labor Insert Dialog Box
              • Billing Labor Modify Dialog Box
                • Display the Billing Labor Modify Dialog Box
                • Contents of the Billing Labor Modify Dialog Box
              • Billing Labor Release Dialog Box
                • Display the Billing Labor Release Dialog Box
                • Contents of the Billing Labor Release Dialog Box
              • Billing Labor Summary Dialog Box
                • Display the Billing Labor Summary Dialog Box
                • Contents of the Billing Labor Summary Dialog Box
              • Billing Labor Transfer Dialog Box
                • Display the Billing Labor Transfer Dialog Box
                • Contents of the Billing Labor Transfer Dialog Box
              • Billing Labor View Dialog Box
                • Display the Billing Labor View Dialog Box
                • Contents of the Billing Labor View Dialog Box
              • Billing Labor Write-off Dialog Box
                • Display the Billing Labor Write-off Dialog Box
                • Contents of the Billing Labor Write-off Dialog Box
            • Expense Tab Dialog Boxes
              • Billing Expense Delete Dialog Box
                • Display the Billing Expense Delete Dialog Box
                • Contents of the Billing Expense Delete Dialog Box
              • Billing Expense Hold Dialog Box
                • Display the Billing Expense Hold Dialog Box
                • Contents of the Billing Expense Hold Dialog Box
              • Billing Expense Insert Dialog Box
                • Display the Billing Expense Insert Dialog Box
                • Contents of the Billing Expense Insert Dialog Box
              • Billing Expense Modify Dialog Box
                • Display the Billing Expense Modify Dialog Box
                • Contents of the Billing Expense Modify Dialog Box
              • Billing Expense Release Dialog Box
                • Display the Billing Expense Release Dialog Box
                • Contents of the Billing Expense Release Dialog Box
              • Billing Expense Summary Dialog Box
                • Display the Billing Expense Summary Dialog Box
                • Contents of the Billing Expense Summary Dialog Box
              • Billing Expense Transfer Dialog Box
                • Display the Billing Expense Transfer Dialog Box
                • Contents of the Billing Expense Transfer Dialog Box
              • Billing Expense View Dialog Box
                • Display the Billing Expense View Dialog Box
                • Contents of the Billing Expense View Dialog Box
              • Billing Expense Write-off Dialog Box
                • Display the Billing Expense Write-off Dialog Box
                • Contents of the Billing Expense Write-off Dialog Box
            • Units Tab Dialog Boxes
              • Billing Unit Delete Dialog Box
                • Display the Billing Unit Delete Dialog Box
                • Contents of the Billing Unit Delete Dialog Box
              • Billing Unit Hold Dialog Box
                • Display the Billing Unit Hold Dialog Box
                • Contents of the Billing Unit Hold Dialog Box
              • Billing Unit Insert Dialog Box
                • Display the Billing Unit Insert Dialog Box
                • Contents of the Billing Unit Insert Dialog Box
              • Billing Units Modify Dialog Box
                • Display the Billing Units Modify Dialog Box
                • Contents of the Billing Units Modify Dialog Box
              • Billing Unit Release Dialog Box
                • Display the Billing Unit Release Dialog Box
                • Contents of the Billing Unit Release Dialog Box
              • Billing Unit Summary Dialog Box
                • Display the Billing Unit Summary Dialog Box
                • Contents of the Billing Unit Summary Dialog Box
              • Billing Unit Transfer Dialog Box
                • Display the Billing Unit Transfer Dialog Box
                • Contents of the Billing Unit Transfer Dialog Box
              • Billing Unit View Dialog Box
                • Display the Billing Unit View Dialog Box
                • Contents of the Billing Unit View Dialog Box
              • Billing Unit Write-off Dialog Box
                • Display the Billing Unit Write-off Dialog Box
                • Contents of the Billing Unit Write-off Dialog Box
            • Additional Documentation Dialog Box
              • Display the Additional Documentation Dialog Box
              • Contents of the Additional Documentation Dialog Box
            • Assign Invoice Number Dialog Box
              • Display the Assign Invoice Number Dialog Box
              • Contents of the Assign Invoice Number Dialog Box
            • Bill Retainage Dialog Box
              • Display the Bill Retainage Dialog Box
              • Contents of the Bill Retainage Dialog Box
            • Billing Group Dialog Box
              • Display the Billing Group Dialog Box
              • Contents of the Billing Group Dialog Box
            • Billing Terms Fees Tab Dialog Box
              • Display the Billing Terms Fees Tab Dialog Box
              • Contents of the Billing Terms Fees Tab Dialog Box
            • Currency Override Dialog Box
              • Display the Currency Override Dialog Box
              • Contents of the Currency Override Dialog Box
            • Draft Invoice Comments Dialog Box
              • Display the Draft Invoice Comments Dialog Box
              • Contents of the Draft Invoice Comments Dialog Box
            • Email Invoice Dialog Box
              • Display the Email Invoice Dialog Box
              • Contents of the Email Invoice Dialog Box
            • Employee Realization Allocation Dialog Box in Interactive Billing
              • Display the Employee Realization Allocation Dialog Box
              • Contents of the Employee Realization Allocation Dialog Box
            • Invoice Accept Dialog Box
              • Display the Invoice Accept Dialog Box
              • Contents of the Invoice Accept Dialog Box
            • Supporting Document Dialog Box in Interactive Billing
              • Display the Supporting Document Dialog Box in Interactive Billing
              • Contents of the Supporting Document Dialog Box in Interactive Billing
        • Processing a Batch of Invoices
          • Checklist: Processing Invoices in Batch Billing
          • How to
            • Preparing Batch Billing to Process Invoices
              • Select Projects to Invoice or Approve in Batch Billing
              • Set the Invoice Sorting Order
              • Update Fees for Invoices in Batch Billing
              • Save a Set of Batch Billing Options
              • Restore Default Batch Billing Options
            • Processing Batch Invoices
              • Create Draft Invoices in Batch Billing
              • Process Final Invoices From Batch Billing
              • Generate a Single Report that Includes all Invoices in Draft Runs
              • Schedule Batch Billing Runs
              • Stop a Submitted Batch Billing Run
            • Printing Invoices or Invoice Reports
              • Generate Invoices but Print Them at a Later Time in Batch Billing
              • Generate a Single Report that Includes all Invoices in Draft Runs
            • Email Invoices to Project Stakeholders in Batch Billing
            • View, Print, or Download Batch Billing Invoice Archive Files in Batch Billing
            • Review Failed Projects in Batch Billing
            • Rerun Failed Projects in Batch Billing to Create Invoices
          • Fields and Options
            • Batch Billing Form
              • Display the Batch Billing Form
              • Actions for the Batch Billing Form
              • Invoice Creation Tab of the Batch Billing Form
              • Invoice Archive Tab of the Batch Billing Form
            • Billing Comments Dialog Box
              • Display the Billing Comments Dialog Box
              • Contents of the Billing Comments Dialog Box
            • Email Invoice Dialog Box
              • Display the Email Invoice Dialog Box
              • Contents of the Email Invoice Dialog Box
            • Preview File Type Dialog Box
              • Display the Preview File Type Dialog Box
              • Contents of the Preview File Type Dialog Box
            • Save Options Dialog Box
            • Schedule Dialog Box
            • Unsubmit Invoice Dialog Box
              • Display the Unsubmit Invoice Dialog Box
              • Contents of the Unsubmit Invoice Dialog Box
            • Failed Projects Dialog Box
              • Display the Failed Projects Dialog Box
              • Contents of the Failed Projects Dialog Box
          • Learn More About...
            • Settings and Terms that Affect Batch Billing
            • Accepting Final Invoices in Batch Billing
            • Including the Batch Invoice List
            • Batch Billing Invoice Archive Files
            • Batch Billing and the Process Server
            • Rerunning Failed Projects in Batch Billing
        • Learn More About...
          • Accepting Final Invoices
          • Invoice Templates for Generating Billing Invoices
          • Invoice Numbers for Billing Invoices and Credit Memos
          • Displaying Leading Zeros in Invoice Numbers
          • Client Address on Billing Invoices
          • Billing Backup Report and Billing Terms
          • Billing Backup Report and Invoice Review Process
          • Posting Billings to Below the Line Accounts
          • Reviewing Time Billed on Prior Invoices
          • Overpayment Examples
      • Retainage
        • Checklist: Setting Up Retainage
        • Taxes on Retainage
        • Effects of Enabling Retainage
        • Setting up Retainage Accounts
        • How Retainage is Calculated on Invoices
        • Displaying Retainage on Reports
        • Examples of How Retainage is Calculated Over the Life of a Project
        • Examples of Mapped Retainage Accounts
        • How to...
          • Enable the Retainage Feature
          • Set Up One or More Retainage Accounts
          • Map Your Retainage Accounts
          • Release and Bill Retainage
          • Release a Portion of Retainage for Billing
      • Approving Billing Invoices
        • Where to Complete Billing Invoice Approval Steps
        • Invoice Approvals in Interactive Billing
          • How to...
            • View Invoice Approval Status and Comments in Interactive Billing
            • Submit an Invoice for Approval from Interactive Billing
            • Unsubmit an Invoice for Approval from Interactive Billing
            • Resubmit an Invoice for Approval from Interactive Billing
            • Change the Bill Through Date and Bill Through Period for Submitted or Approved Invoices
            • Change the Period Start and End Dates for Submitted or Approved Invoices
            • Approve an Invoice in Interactive Billing
            • View Annotations for a Draft Billing Invoice for a Final Accepted Invoice in Interactive Billing
            • View Comments for a Draft Billing Invoice for a Final Accepted Invoice in Reporting
        • Invoice Approvals in Batch Billing
          • How to...
            • Print Draft Invoices in Batch Billing Before You Submit Them for Approval
            • Submit Draft Invoices for Approval in Batch Billing
            • Resubmit Invoices for Approval in Batch Billing
            • Unsubmit Invoices
            • Final Accept Approved Invoices in Batch Billing
        • Invoice Approvals in the Invoice Approvals Application
          • Approve or Reject Billing Invoices in Invoice Approvals
          • Fields and Options
            • Invoice Approvals Form
              • Display the Invoice Approvals Form
              • Contents of the Invoice Approvals Form
            • Comment Dialog Box
              • Display the Comment Dialog Box
              • Contents of the Comment Dialog Box
        • Learn More About...
          • Security Roles and Billing Invoice Approvals
          • Billing Terms Changes and the Invoice Approval Process
          • Entering Comments for Draft Billing Invoices
          • Editing a Billing Invoice in the Approval Process
          • Where to Perform Approval Steps for Billing Invoices
      • Credit Memos
        • How to...
          • Create a Credit Memo
          • Void a Credit Memo
          • View, Print, or Download a Voided Credit Memo
          • Delete a Credit Memo
        • Invoice Credit Dialog Box
          • Display the Invoice Credit Dialog Box
          • Contents of the Invoice Credit Dialog Box
        • Learn More About...
          • Credit Memo Contents
          • Voiding Credit Memos
      • Voiding Invoices
        • How to...
          • Void an Invoice and Update the General Ledger
          • Void an Invoice but Do Not Update the General Ledger
          • View, Print, or Download a Voided Invoice
      • Deleting Invoices
        • Delete a Final Billing Invoice
      • Writing Off Bad Debt on Outstanding Invoices
        • How to...
          • Write Off Bad Debt Using a Negative Invoice
          • Write Off Bad Debt Using Cash Receipts and a Bad Debt Direct Expense Account
          • Write Off Bad Debt Using Cash Receipts and an Indirect Expense Account
          • Write Off Bad Debt by Making an Allowance for a Bad Debt Account
      • Updating Billed-to-Date Amounts
        • How to...
          • Update Prior Fee Billings in Billing Terms
          • Update Billed-to-Date Amounts in Billing Terms and the Office Earnings Report
          • Update Billed-to-Date Amounts in Billing Terms Only
          • Change the Previous Fee Billed on an Invoice
      • Allocating Employee Realization
        • Employee Realization in Interactive Billing and Batch Billing
        • How to...
          • Allocate Employee Realization by Period Frequency
          • Allocate Employee Realization by Invoice Frequency
        • Fields and Options
          • Employee Realization Form
            • Display the Employee Realization Form
            • Contents of the Employee Realization Form
          • Employee Realization Allocation Dialog Box
            • Display the Employee Realization Allocation Dialog Box
            • Contents of the Employee Realization Allocation Dialog Box
      • Billing Reports
        • How to...
          • Print a Billing List
          • Download a Billing List
          • Email a Billing List
        • Learn More About...
          • Types of Billing Lists
    • Transaction Center
      • Transaction Entry
        • Process Overview for Transaction Entry
        • How to...
          • Add a New Transaction or Transaction File
          • Select a Transaction to View or Edit
          • Modify a Transaction
          • Group Transactions
          • Make a Transaction or a Transaction File Recurring
          • Make a Transaction or Transaction File Non-Recurring
          • Set or Modify Control Totals
          • Delete a Transaction or Transaction File
          • Override the Exchange Rate for a Full Transaction
          • Override the Exchange Rate for a Single Line Item
          • Print Transaction Records
            • Set Options for Printing a Transaction Report
            • Print a Transaction List Report
          • Review and Post Transaction Files
            • Post a Transaction File
            • Print a Posting Log in Transaction Entry
            • Post or Modify a Recurring Transaction in a Future Period
            • Post Expense Reports in Time and Expense Posting
            • Post Timesheets in Time and Expense Posting
          • Work with Supporting Documents and Transactions
            • Attach a Document to a Transaction Line
            • Upload a Document on the Supporting Document Dialog Box
            • Delete a Supporting Document from a Transaction
            • Delete a Document from all Transaction Lines
            • Associate a Document with All Existing Transactions Lines
            • Automatically Associate a Document with New Transaction Lines
            • Remove a Document’s Association from a Transaction
            • Remove a Document’s Automatic Association with New Transaction Lines
            • View Supporting Documents
        • Fields and Options
          • All Transactions Form
            • Display the All Transactions Form
            • Header Fields on the All Transactions Form
            • Contents of the All Transactions Form
              • Information in Post Comment Field
          • Transaction Entry Form
            • Display the Transaction Entry Main Form
            • Actions Bar for the Transaction Entry Form
            • Transaction Entry Grid Options
            • Contents of the Transaction Entry Main Form
          • Layout Dialog Box
            • Display the Layout Dialog Box
            • Contents of the Layout Dialog Box
          • New File Dialog Box
            • Display the New File Dialog Box
            • Contents of the New File Dialog Box
          • Control Totals Dialog Box
            • Display the Control Totals Dialog Box
            • Contents of the Control Totals Dialog Box
          • Currency Override Dialog Box
            • Display the Currency Override Dialog Box
            • Contents of the Currency Override Dialog Box
          • Custom Frequency Dialog Box
            • Display the Custom Frequency Dialog Box
            • Contents of the Custom Frequency Dialog Box
          • Supporting Documents Dialog Box in Transaction Center
            • Display the Supporting Documents Dialog Box
            • Contents of the Supporting Document Dialog Box in Transaction Center
          • Tax Codes Dialog Box - Journal Entries
            • Display the Tax Codes Dialog Box - Journal Entries
            • Contents of the Tax Codes Dialog Box for Journal Entries
          • Project/Phase/Task Lookup
            • Display the Project/Phase/Task Lookup
            • Contents of the Project/Phase/Task Lookup
        • AP Disbursements
          • Fields and Options
            • AP Disbursements Form
              • Display the AP Disbursements Form
              • Actions Bar of the AP Disbursements Form
              • Contents of the AP Disbursements Form
          • Learn More About...
            • AP Disbursements Paid by Credit Card
        • AP Vouchers
          • How to work with AP Vouchers
            • Correcting an Existing Voucher
            • Create an Asset Item from an AP Voucher Line Item
            • Associate an AP Voucher Line Item with an Existing Asset Item
          • Fields and Options
            • AP Vouchers Form
              • Display the AP Vouchers Form
              • Actions Bar of the AP Vouchers Form
              • Contents of the AP Vouchers Form
            • Voucher Lookup Dialog Box
              • Display the Voucher Lookup Dialog Box
              • Contents of the Voucher Lookup Dialog Box
            • Copy/Reverse Voucher Lines Dialog Box
              • Display the Copy/Reverse Lines Dialog Box
              • Contents of the Copy/Reverse Lines Dialog Box
          • Learn More About...
            • Creating Asset Items from AP Vouchers
            • Associating an AP Voucher Line Item with an Existing Asset Item
            • Undoing an AP Voucher Posting that Has Asset Items
        • Cash Disbursements
          • Fields and Options
            • Cash Disbursements Form
              • Display the Cash Disbursements Form
              • Actions Bar of the Cash Disbursements Form
              • Contents of the Cash Disbursements Form
        • Cash Receipts
          • Apply a Cash Receipt to a Pre-Invoice
          • Fields and Options
            • Cash Receipts Form
              • Display the Cash Receipts Form
              • Actions Bar of the Cash Receipts Form
              • Contents of the Cash Receipts Form
            • Invoice Lookup Dialog Box (Transaction Center)
              • Display the Invoice Lookup Dialog Box
                • Display the Invoice Lookup Dialog Box (Transaction Center)
                • Display the Invoice Lookup Dialog Box (Bank Reconciliation)
              • Contents of the Invoices Lookup Dialog Box
            • Pre–Invoice Lookup Dialog Box
              • Display the Pre–Invoice Lookup Dialog Box
              • Contents of the Pre-Invoices Lookup Dialog Box
          • Learn More About...
            • Cash Receipts for Pre-Invoices
        • Employee Expenses
          • Employee Expenses Report
          • Fields and Options
            • Employee Expenses Form
              • Display the Employee Expenses Form
              • Actions Bar of the Employee Expenses Form
              • Contents of the Employee Expenses Form
          • Learn More About...
            • Line Item Approvals for Expense Reports and Timesheets
        • Employee Repayments
          • Fields and Options
            • Employee Repayments Form
              • Display the Employee Repayments Form
              • Actions Bar of the Employee Repayments Form
              • Contents of the Employee Repayments Form
        • Invoices
          • Fields and Options
            • Invoices Form
              • Display the Invoices Form
              • Actions for the Invoices Form
              • Contents of the Invoices Form
        • Journal Entries
          • Fields and Options
            • Journal Entries Form
              • Display the Journal Entries Form
              • Actions for the Journal Entries Form
              • Contents of the Journal Entries Form
            • Recurring Journal Entry Dialog Box
              • Display the Recurring Journal Entry Dialog Box
              • Contents of the Recurring Journal Entry Dialog Box
        • Labor Adjustments
          • Fields and Options
            • Labor Adjustments Form
              • Display the Labor Adjustments Form
              • Actions Bar of the Labor Adjustments Form
              • Contents of the Labor Adjustments Form
          • Learn More About...
            • Labor Adjustments and Employee Realization
        • Miscellaneous Expenses
          • Fields and Options
            • Miscellaneous Expenses Form
              • Display the Miscellaneous Expenses Form
              • Actions Bar of the Miscellaneous Expenses Form
              • Contents of the Miscellaneous Expenses Form
        • Prints and Reproductions
          • Fields and Options
            • Prints and Reproductions Form
              • Display the Prints and Reproductions Form
              • Actions Bar of the Prints and Reproductions Form
              • Contents of the Prints and Reproductions Form
        • Timesheets
          • Fields and Options
            • Timesheets Form (Transaction Entry)
              • Display the Timesheets Form (Transaction Entry)
              • Actions Bar of the Timesheets Form (Transaction Entry)
              • Contents of the Timesheets Form (Transaction Entry)
          • Learn More About...
            • Line Item Approvals for Expense Reports and Timesheets
        • Units
          • How to Work with Unit Transactions
            • Add a New Unit File
          • Fields and Options
            • Units Form
              • Display the Units Form
              • Actions Bar of the Units Form
              • Contents of the Units Form
            • Supporting Document Dialog Box for Units
              • Display the Supporting Document Dialog Box for Units
              • Contents of the Supporting Document Dialog Box for Units
        • Units by Project
          • How to Work with Unit by Project Transactions
            • Add a New Units by Project File
            • Modify a Transaction File
            • Override the Exchange Rate for a Full Transaction
            • Override the Exchange Rate for a Single Line Item
            • Delete a Transaction or Transaction File
          • How to Work with Supporting Documents and Units by Project Transactions
            • Upload a Document on the Supporting Document Dialog Box
            • View Supporting Documents
            • Attach a Document to a Units by Project Transaction Line
            • Automatically Associate a Document with New Transaction Lines
            • Associate a Document with All Existing Transactions Lines
            • Remove a Document’s Association from a Transaction
            • Remove a Document’s Association from all Units by Project Transaction Lines
            • Remove a Document’s Automatic Association with New Transaction Lines
            • Delete a Document from all Transaction Lines
          • Fields and Options
            • Units by Project Form
              • Display the Units by Projects Form
              • Actions Bar of the Units by Projects Form
              • Contents of the Units by Project Form
            • Supporting Document Dialog Box for Units
              • Display the Supporting Document Dialog Box for Units
              • Contents of the Supporting Document Dialog Box for Units
            • New File Dialog Box
              • Display the New File Dialog Box
              • Contents of the New File Dialog Box
            • Control Totals Dialog Box
              • Display the Control Totals Dialog Box
              • Contents of the Control Totals Dialog Box
            • Currency Override Dialog Box
              • Display the Currency Override Dialog Box
              • Contents of the Currency Override Dialog Box
      • AP Invoice Approvals
        • How to...
          • Create an AP Invoice
          • Upload Files for an AP Invoice
          • Capture AP Invoice Approval Details Using Intelligent Character Recognition
          • Troubleshoot ICR Issues
          • Modify an AP Invoice
          • Associate Projects with an AP Invoice
          • Import Project Information into an AP Invoice
          • Preview an AP Invoice
          • Create a Note for an AP Invoice
          • View AP Invoice Notes
          • Delete an AP Invoice Note
          • Approve an AP Invoice
          • Create an AP Voucher When You Final Approve an AP Invoice
          • Reject an AP Invoice
          • Suspend an AP Invoice
          • Resume an AP Invoice
          • Check the Approval Progress of an AP Invoice
          • Delete an AP Invoice
        • Fields and Options
          • AP Invoice Approvals Form
            • Display the AP Invoice Approvals Form
            • Actions for the AP Invoice Approvals Form
            • Header Fields for the AP Invoice Approvals Form
            • Contents of the AP Invoice Approvals Form
          • Notes Dialog Box
            • Display the Notes Dialog Box
            • Contents of the Notes Dialog Box
          • Select Purchase Orders Dialog Box
            • Display the Select Purchase Orders Dialog Box
            • Contents of the Select Purchase Orders Dialog Box
          • Create Voucher From Purchase Order Options Dialog Box (Browser)
            • Display the Create Voucher From Purchase Order Options Dialog Box
            • Contents of the Create Voucher From Purchase Order Options Dialog Box
          • Transaction Center Voucher Options (Browser)
            • Display the Transaction Center Voucher Options Dialog Box
            • Contents of the Transaction Center Voucher Options Dialog Box (Browser)
          • Create Voucher From Purchase Order Options Dialog Box
            • Display the Create Voucher From Purchase Order Options Dialog Box
            • Contents of the Create Voucher From Purchase Order Options Dialog Box
          • Transaction Center Voucher Options Dialog Box
            • Display the Transaction Center Voucher Options Dialog Box
            • Contents of the Transaction Center Voucher Options Dialog Box
          • Match Validation Dialog Box
            • Display the Match Validation Dialog Box
            • Contents of the Match Validation Dialog Box
      • Time and Expense Posting
        • How to...
          • Print a Time or Expense Report Transaction
          • Post Timesheets in Time and Expense Posting
          • Post Expense Reports in Time and Expense Posting
          • Reverse Timesheets in Time and Expense Posting
        • Fields and Options
          • Time and Expense Posting Form
            • Display the Time and Expense Posting Form
            • Timesheet Tab of the Time and Expense Posting Form
            • Expense Reports Tab of the Time and Expense Posting Form
            • Timesheet Corrections Tab of the Time and Expense Posting Form
      • Posting Review
        • How to...
          • Print a Posting Log in Posting Review
          • Set Reporting Options for a Posting Log
        • Posting Review Report
        • Fields and Options
          • Posting Review Form
            • Display the Posting Review Form
            • Actions for the Posting Review Form
            • Contents of the Posting Review Form
        • Learn More About...
          • Posting Logs Created Outside the Transaction Center
          • Credit Card Information on Transaction Posting Log Reports
      • GL Account Review
        • How to...
          • View Posted Transactions in GL Account Review
          • Make or Change an Entry in a User-Defined Field for a Posted Transaction
        • Fields and Options
          • GL Account Review Form
            • Display the GL Account Review Form
            • Contents of the GL Account Review Form
          • Supporting Document Dialog Box in GL Account Review
            • Display the Supporting Document Dialog Box in GL Account Review
            • Contents of the Supporting Document Dialog Box in GL Account Review
      • Creating Vouchers from Purchase Orders (Opt-In Available)
        • How to...
          • Create a Voucher from a Purchase Order (Browser)
          • Edit Net Amount and Net Quantity
          • Ensure That Vouchered Amount Matches Invoice Amount
          • Prorate Shipping Charges and Extra Amounts
        • Fields and Options
          • AP Vouchers Form (Created from Purchase Orders) (Opt-In Available)
            • Display the AP Vouchers Form (Created From Purchase Orders)
            • Actions Bar of the AP Vouchers Form (Created From Purchase Orders)
            • Contents of the AP Vouchers Form (Created From Purchase Orders)
          • Voucher Review Dialog Box
            • Display the Voucher Review Dialog Box
            • Contents of the Voucher Review Dialog Box
          • Select Purchase Orders Dialog Box
            • Display the Select Purchase Orders Dialog Box
            • Contents of the Select Purchase Orders Dialog Box
          • Prorate Dialog Box
            • Display the Prorate Dialog Box
            • Contents of the Prorate Dialog Box
          • Purchase Order Line Detail Dialog Box
            • Display the Purchase Order Line Detail Dialog Box
            • Contents of the Purchase Order Line Detail Dialog Box
          • Purchase Order Quantity and Amounts Dialog Box
            • Display the Purchase Order Quantity and Amounts Dialog Box
            • Contents of the Purchase Order Quantity and Amounts Dialog Box
      • Creating Vouchers from Purchase Orders (Desktop)
        • How to...
          • Create a Voucher from a Purchase Order
        • Fields and Options
          • Create Voucher from Purchase Orders Form
            • Display the Create Voucher from Purchase Orders Form
            • Toolbar of the Create Voucher from Purchase Orders Form
            • General Tab of the Create Voucher from Purchase Orders Form
            • Vendor Review Tab of the Create Voucher from Purchase Orders Form
          • Select Posting Run for Vouchered PO Dialog Box
            • Display the Select Posting Run Dialog Box
            • Contents of the Select Posting Run Dialog Box
          • Voucher Review Dialog Box
            • Display the Voucher Review Dialog Box
            • Contents of the Voucher Review Dialog Box
          • Currency Override Dialog Box
            • Display the Currency Override Dialog Box
            • Contents of the Currency Override Dialog Box
          • Cost Distributions Dialog Box
            • Display the Cost Distributions Dialog Box
            • Contents of the Cost Distributions Dialog Box
        • Learn More About...
          • Matching Methods for AP Vouchers Created from Purchase Orders
          • Creating Vouchers from POs and Multiple Runs
      • Learn More About...
        • Checklist: Entering and Posting Transactions
        • Correcting Posted Transactions
        • Transaction Types and Automatic Postings
        • Reverse Charge Taxes and the Transaction List Report
        • Setting Up Recurring Transactions
        • Approval Process for the Transaction Center
        • Transactions and Employees Associated with Multiple Companies
        • Validating Captured Details in AP Invoices
    • Cash Management
      • Vendor Payments
        • Checklist: Before You Process Vendor Payments
        • How to: Common Steps for Processing Vendor Payments
          • Review Cash Requirements for a Vendor Payment Run
          • Open an Existing Vendor Payment Run
          • Review a Schedule of Unpaid Vouchers
          • View, Print, or Email a Vendor Payments Posting Log
          • Delete a Vendor Payment Run
        • Fields and Options
          • Vendor Payments Form
            • Display the Vendor Payments Form
            • Header Fields for the Vendor Payments Form
            • Actions Bar of the Vendor Payments Form
            • New Payment Run Page of the Vendor Payments Form
            • Select Vouchers Page of the Vendor Payments Form
            • Printing and Numbering Page of the Vendor Payments Form
            • Electronic Files Page of the Vendor Payments Form
          • Assign EFT Numbers Dialog Box
            • Display the Assign EFT Numbers Dialog Box
            • Contents of the Assign EFT Numbers Dialog Box
          • Assign Payment Numbers Dialog Box
            • Display the Assign Payment Numbers Dialog Box
            • Contents of the Assign Payment Numbers Dialog Box
          • Bank Cash Requirements Dialog Box in Vendor Payments
            • Display the Bank Cash Requirements Dialog Box
            • Contents of the Bank Cash Requirements Dialog Box
          • Cash Requirements Dialog Box in Vendor Payments
          • Email Remittance Dialog Box for Vendor Payments
            • Display the Email Remittance Dialog Box in Vendor Payments
            • Contents of the Email Remittance Dialog Box in Vendor Payments
          • Direct Debit Settings Dialog Box
            • Display the Direct Debit Settings Dialog Box
            • Contents of the Direct Debit Settings Dialog Box
          • Download Electronic Funds Transfer Files Dialog Box in Vendor Payments
            • Display the Download Electronic Funds Transfer Files Dialog Box in Vendor Payments
            • Contents of the Download Electronic Funds Transfer Files Dialog Box in Vendor Payments
          • Download Payments to Text File Dialog Box
            • Display the Download Payments to Text File Dialog Box
            • Contents of the Download Payments to Text File Dialog Box
          • Partial Payments Dialog Box
            • Display the Partial Payments Dialog Box
            • Contents of the Partial Payments Dialog Box
          • Payment Margin Dialog Box
            • Display the Payment Margin Dialog Box
            • Contents of the Payment Margin Dialog Box
          • Payment Run Settings Dialog Box in Vendor Payments
            • Display the Payment Run Settings Dialog Box in Vendor Payments
            • Contents of the Payment Run Settings Dialog Box in Vendor Payments
          • Select Vouchers to Pay Dialog Box
            • Display the Select Vouchers to Pay Dialog Box
            • Contents of the Select Vouchers to Pay Dialog Box
          • Wire Settings Dialog Box
            • Display the Wire Settings Dialog Box
            • Contents of the Wire Settings Dialog Box
        • ACH (NACHA) Electronic Vendor Payments
          • Checklist: Processing ACH (NACHA) EFT Vendor Payments
          • How to Pay Vendors with ACH (NACHA) EFTs
            • Perform an Initial Direct Deposit Test for Vendor Payments
            • Create an ACH EFT Vendor Payment Run
            • Select Vouchers Manually for an ACH EFT Vendor Payment Run
            • Review the Vouchers Automatically Selected to Pay by ACH EFTs
            • Process an ACH EFT Vendor Payment Run
            • Post an ACH EFT Payment Run
            • Download the File to Send to Your Bank for ACH EFT Vendor Payments
        • Printed Check Vendor Payments
          • Checklist: Processing Printed Check Vendor Payments
          • How to Pay Vendors with Printed Checks
            • Create a Vendor Payment Run for Printed Checks
            • Select Vouchers Manually for a Printed Check Vendor Payment Run
            • Review the Vouchers Automatically Selected to Pay by Printed Checks
            • Process a Printed Check Vendor Payment Run
            • Post a Printed Check Vendor Payment Run
        • Direct Debit Vendor Payments
          • Checklist: Processing Direct Debit Vendor Payments
          • How to Record Direct Debit Payments with Vendor Payment Runs
            • Create a Vendor Payment Run to Record Direct Debit Payments
            • Select Vouchers Manually for a Direct Debit Vendor Payment Run
            • Review the Vouchers Automatically Selected to Pay by Direct Debit
            • Process a Direct Debit Vendor Payment Run
            • Post a Direct Debit Vendor Payment Run
        • Wire Vendor Payments
          • Checklist: Processing Wire Vendor Payments
          • How to Record Wire Payments with Vendor Payment Runs
            • Create a Wire Vendor Payment Run
            • Select Vouchers Manually for a Wire Vendor Payment Run
            • Review the Vouchers Automatically Selected to Pay by Wire
            • Process a Wire Vendor Payment Run
            • Post a Wires Vendor Payment Run
        • SEPA Electronic Vendor Payments
          • Checklist: Processing SEPA EFT Vendor Payments
          • How to Pay Vendors with SEPA EFTs
            • Perform an Initial Direct Deposit Test for Vendor Payments
            • Create a SEPA EFT Vendor Payment Run
            • Select Vouchers Manually for a SEPA EFT Vendor Payment Run
            • Review the Vouchers Automatically Selected to Pay by SEPA EFTs
            • Process a SEPA EFT Vendor Payment Run
            • Post a SEPA EFT Vendor Payment Run
        • ClieOp Electronic Vendor Payments
          • Checklist: Processing ClieOp EFT Vendor Payments
          • How to Pay Vendors with ClieOp EFTs
            • Perform an Initial Direct Deposit Test for Vendor Payments
            • Create a ClieOp EFT Vendor Payment Run
            • Select Vouchers Manually for a ClieOp EFT Payment Run
            • Review the Vouchers Automatically Selected to Pay by ClieOp EFTs
            • Process a ClieOp EFT Vendor Payment Run
            • Post a ClieOp EFT Vendor Payment Run
        • Corpay Vendor Payments
          • Checklist: Processing Corpay Vendor Payments
          • How to Process Vendor Payments for Corpay to Pay
            • Create a Corpay Vendor Payment Run
            • Select Vouchers Manually for a Corpay Payment Run
            • Review the Vouchers Automatically Selected for Corpay to Pay
            • Process a Corpay Vendor Payment Run
            • Post a Corpay Vendor Payment Run
          • Learn More About...
            • Vendor Payments Excluded by Corpay
            • Recurring Payments in a Corpay Vendor Payment Run
            • Partial Payments in a Corpay Vendor Payment Run
            • Reconciling Corpay Vendor Payments to Vantagepoint
            • Paying Corpay for an Accepted Vendor Payment Run
            • Bank Reconciliation When You Use Corpay to Pay Vendor
        • Initial Setup for Different Types of Vendor Payments
          • Initial Setup Before You Can Make ACH (NACHA) EFT Vendor Payments
          • Initial Setup Before You Can Make Vendor Payments Using Printed Checks
          • Initial Setup Before You Can Make Vendor Payments for Direct Debits
          • Initial Setup Before You Can Make Vendor Payments for Wires
          • Initial Setup Before You Can Make Vendor Payments for SEPA EFTs
          • Initial Setup Before You Can Make Vendor Payments for ClieOp EFTs
          • Initial Setup Before You Can Have Corpay Pay Your Vendors
        • Learn More About...
          • Effects of Posting Vendor Payments
          • Banks Used to Fund Vendor Payments
          • AP Voucher Payment Terms
          • Sort Order for Payments in a Vendor Payment Run
          • Assigning Numbers to Vendor Payments
          • Remittance Advices for Vendor Payments
          • Partial Payments on an AP Voucher
          • Paying Vendors with Electronic Funds Transfers (EFTs)
          • Processing Only Checks or Only EFTs in a Vendor Payment Run
          • Paying EFT Vendors by Check
          • Processing Vendor Payments in a Prior Period
          • Multiple Vendor Payment Runs in Progress
      • Employee Payments
        • How to...
          • Create an Employee Payment Run
          • Open an Existing Employee Payment Run
          • Process an Employee Payment Run
          • Display Cash Requirements
          • Review Employee Ledger Reports
          • Prepare and Post an Employee Payment Run
          • Process ACH Payments
          • Email Remittance for Employee Payment
          • Export Employee Expense Payments to a Text (.txt) File
          • Export Employee Expense Payments to a SEPA .Xml File
          • Delete an Employee Expense Payment Run
        • Fields and Options (Payment Processing)
          • Employee Payments Form
            • Display the Employee Payments Form
            • Header Fields for the Employee Payments Form
            • Actions Bar of the Employee Payments Form
            • New Payment Run Page of the Employee Payments Form
            • Select Expenses Page of the Employee Payments Form
            • Printing and Numbering Page of the Employee Payments Form
            • Electronic Files Page of the Employee Payments Form
          • Payment Run Settings Dialog Box in Employee Payments
            • Display the Payment Run Settings Dialog Box in Employee Payments
            • Contents of the Payment Run Settings Dialog Box in Employee Payments
          • Bank Cash Requirements Dialog Box in Employee Payments
            • Display the Bank Cash Requirements Dialog Box
            • Contents of the Bank Cash Requirements Dialog Box
          • Select Expenses to Pay Dialog Box
            • Display the Select Expenses to Pay Dialog Box
            • Contents of the Select Expenses to Pay Dialog Box
          • Payment Margin Dialog Box in Employee Payments
            • Display the Payment Margin Dialog Box in Employee Payments
            • Contents of the Payment Margin Dialog Box in Employee Payments
          • Expense Report Detail Dialog Box
            • Display the Expense Report Detail Dialog Box
            • Contents of the Expense Report Detail Dialog Box
          • Assign EFT Numbers Dialog Box
            • Display the Assign EFT Numbers Dialog Box
            • Contents of the Assign EFT Numbers Dialog Box
          • Email Remittance Dialog Box for Employee Payment Processing
            • Display the Email Remittance Dialog Box for Employee Payment Processing
            • Contents of the Email Remittance Dialog Box
          • Download Electronic Funds Transfer Files Dialog Box
            • Display the Download Electronic Funds Transfer Dialog Box
            • Contents of the Download Electronic Funds Transfer Dialog Box
      • Payment Review
        • How to...
          • Review Payments in Payment Review
          • Email Electronic Payment Remittances from Payment Review
          • Void a Check or Electronic Funds Transfer Payment
        • Fields and Options
          • Payment Review Form
            • Display the Payment Review Form
            • Search Criteria Panel of the Payment Review Form
            • Payments Grid of the Payment Review Form
          • Email Remittance Dialog Box for Payment Review
            • Display the Email Remittance Dialog Box
            • Contents of the Email Remittance Dialog Box
          • Void Payment Dialog Box
            • Display the Void Payment Dialog Box
            • Contents of the Void Payment Dialog Box
          • Payment Details Dialog Box
            • Display the Payment Details Dialog Box
            • Contents of the Payment Details Dialog Box
      • Bank Reconciliation
        • How to...
          • Reconcile a Bank Statement That Does Not Contain Imported Transactions
          • Reconcile a Bank Statement That Contains Imported Transactions
          • Import Bank Transactions
            • Import Bank Transactions from a Bank Statement
            • Import Bank Transactions Thru Bank Feed
          • Resolve Errors for Some Imported Records in a Bank Statement
          • Undo the Import of Bank Transactions
          • Match Imported Bank Transactions With Posted Records
            • Set Matching Rules for Imported Records
            • Match Imported Records From a Bank Feed
            • Manually Match Imported Bank Transactions
          • Work with Cash Receipts
            • Create Cash Receipts from Imported Bank Transactions
            • Create a Special Cash Receipt Entry from Imported Bank Transactions
            • Post Cash Receipts Created in Bank Reconciliation
          • Create Bank Statement Entries for Bank Interests and Fees
          • Generate the Bank Reconciliation Report
          • Close a Bank Statement
        • Fields and Options
          • Bank Reconciliation Form
            • Display the Bank Reconciliation Form
            • Header Fields for the Bank Reconciliation Form
            • Summary Tab of the Bank Reconciliation Form
            • Receipts Tab of the Bank Reconciliation Form
            • Payments Tab of the Bank Reconciliation Form
            • Miscellaneous Tab of the Bank Reconciliation Form
            • Import Tab of the Bank Reconciliation Form
          • Create Bank Transaction Entries Dialog Box
            • Display the Create Bank Transaction Entries Dialog Box
            • Contents of the Create Bank Transaction Entries Dialog Box
          • Modify Number and Date Dialog Box
            • Display the Modify Number and Date Dialog Box
            • Contents of the Modify Number and Date Dialog Box
          • Payment Details Dialog Box
            • Display the Payment Details Dialog Box
            • Contents of the Payment Details Dialog Box
          • Direct Deposit Payment Detail Dialog Box
            • Display the Direct Deposit Payment Detail Dialog Box
            • Contents of the Direct Deposit Payment Detail Dialog Box for Summarized Electronic Payments
          • Post Cleared Items Dialog Box
            • Display the Post Cleared Items Dialog Box
            • Contents of the Post Cleared Items Dialog Box
          • Import Statement Dialog Box
            • Display the Import Statement Dialog Box
            • Contents of the Import Statement Dialog Box
          • Match Transactions Dialog Box
            • Display the Match Transactions Dialog Box
            • Contents of the Match Transactions Dialog Box (Import)
            • Contents of the Match Transaction Dialog Box (Receipts and Payments)
          • Import History Dialog Box (Bank Reconciliation)
            • Display the Import History Dialog Box (Bank Reconciliation)
            • Contents of the Import History Dialog Box (Bank Reconciliation)
          • Invoice Lookup Dialog Box (Bank Reconciliation)
            • Display the Invoice Lookup Dialog Box (Bank Reconciliation)
            • Contents of the Invoice Lookup Dialog Box (Bank Reconciliation)
          • Create Cash Receipt Entries Dialog Box
            • Display the Create Cash Receipt Entries Dialog Box
            • Contents of the Create Cash Receipt Entries Dialog Box
          • Cash Receipts Dialog Box (Bank Reconciliation)
            • Display the Cash Receipts Dialog Box
            • Header Fields on the Cash Receipts Dialog Box
            • Contents of the Cash Receipts Dialog Box
        • Learn More About...
          • Reconciling Bank Statements With or Without Importing Transactions
      • Credit Card Reconciliation
        • How to...
          • Create a Credit Card Statement
          • Import Credit Card Charges
          • Undo the Import of Credit Card Charges
          • Reconcile Credit Card Statements that Contain Imported Charges
          • Manually Tie Posted Charges to Imported Credit Card Charges
          • Reconcile Credit Card Statements that Do Not Contain Imported Charges
          • Attach a Document to a Credit Card Charge
          • Create a Cash-Basis Journal Entry After You Reconcile a Credit Card Statement
        • Fields and Options
          • Credit Card Reconciliation Form
            • Display the Credit Card Reconciliation Form
            • Header Fields for the Credit Card Reconciliation Form
            • Summary Tab of the Credit Card Reconciliation Form
            • Charges Tab of the Credit Card Statement Reconciliation Form
          • Cash Journal Entry Dialog Box
            • Display the Cash Journal Entry Dialog Box
            • Contents of the Cash Journal Entry Dialog Box
          • Credit Card Statement Modify Date Dialog Box
            • Display the Credit Card Statement Modify Date Dialog Box
            • Contents of the Credit Card Statement Modify Date Dialog Box
          • Import Statement Dialog Box
            • Display the Import Statement Dialog Box
            • Contents of the Import Statement Dialog Box
          • Import History Dialog Box
            • Display the Import History Dialog Box
            • Contents of the Import History Dialog Box
          • Import Error Report
            • Display the Import Error Report
            • Contents of the Import Error Report
          • Details Dialog Box in Credit Card Reconciliation
            • Display the Details Dialog Box in Credit Card Reconciliation
            • Contents of the Details Dialog Box in Credit Card Reconciliation and Credit Card Review
          • Supporting Document Dialog Box in Credit Card Reconciliation
            • Display the Supporting Document Dialog Box in Credit Card Reconciliation
            • Contents of the Supporting Documents Dialog Box in Credit Card Reconciliation and CC Review
        • Learn More About...
          • Reconciling Credit Card Statements With or Without Importing Charges
          • Import Credit Card Charges Process
          • Example of a Text File for Importing Credit Card Charges
          • Cash-basis Journal Entry for Credit Card Statements
          • Preventing Credit Card Charges from Being Entered in AP Disbursements and Expense Reports
          • Importing Charges to the Wrong Credit Card Statement
          • Undoing a Posting When You Use the Credit Card Feature
      • Credit Card Review
        • How to...
          • Review Credit Card Transactions
        • Fields and Options
          • Credit Card Review Form
            • Display the Credit Card Review Form
            • Contents of the Credit Card Review Form
          • Details Dialog Box in Credit Card Review
            • Display the Details Dialog Box in Credit Card Review
            • Contents of the Details Dialog Box in Credit Card Reconciliation and Credit Card Review
          • Supporting Document Dialog Box in Credit Card Review
            • Display the Supporting Document Dialog Box in Credit Card Review
            • Contents of the Supporting Documents Dialog Box in Credit Card Reconciliation and CC Review
      • Employee Direct Deposit
        • How to... (Direct Deposits)
          • Process Direct Deposits
        • Fields and Options (Direct Deposits)
          • Employee Payments Form
            • Display the Employee Payments Form
            • General Tab of the Employee Payments Form
            • Employee Review Tab of the Employee Payments Form
          • Employee Expense Check Margins Dialog Box
            • Display the Employee Expense Check Margins Dialog Box
            • Contents of the Employee Expense Check Margins Dialog Box
        • Learn More About...
          • Payment Processing for Employee Advances and Expenses
          • What Happens When You Post Employee Expense Payments
          • Sort Options for Checks Generated in the Employee Expense Processing Session
          • Assigning Check Numbers
          • Ledger Report - Unpaid Expense Report
          • Direct Deposit Report
      • Learn More About...
        • Credit Cards Feature
        • Basics
          • Accounts Payable and Settings
          • Accounts Payable and Multiple Companies
          • Accounts Payable and Multiple Currencies
        • Firm and Vendor (AP) Reports
    • Accounting
      • Adjust Salaried Job Cost
        • How to...
          • Set Up Employee Information for Adjust Salaried Job Cost
          • Run the Adjust Salaried Job Cost Routine
        • Fields and Options
          • Adjust Salaried Job Costing Form
            • Display the Adjust Salaried Job Cost Form
            • Contents of the Adjust Salaried Job Costing Form
          • Review Adjustments Dialog Box
            • Display the Review Adjustments Dialog Box
            • Contents of the Review Adjustments Dialog Box
        • Learn More About...
          • Benefits and Considerations of Using Adjust Salaried Job Cost
          • Checklist: Setting Up and Running the Adjust Salaried Job Cost Process
          • Settings for Salaried Employees
          • Settings for Hourly Employees
          • Troubleshooting Adjust Salaried Job Cost Issues
          • Adjust Salaried Job Cost Example
      • Overhead Allocation
        • How To...
          • Run Overhead Allocation
        • Fields and Options
          • Overhead Allocation Form
            • Display the Overhead Allocation Form
            • Contents of the Overhead Allocation Form
        • Learn More About...
          • Guidelines for Overhead Allocation
          • Troubleshooting Overhead Allocation
      • Revenue Generation
        • Revenue Generation Setup Checklist
        • Checklist: Processing Revenue Generation
        • Revenue Categories
          • Revenue Generation Calculations When You Use Revenue Categories
          • How To...
            • Enable and Set Up Revenue Categories
            • Change Revenue Generation to Track One Unbilled Account
            • Change Revenue Generation to Track Multiple Unbilled Accounts
        • Overall Revenue Upset Limits
          • Set Up an Overall Revenue Upset Limit for a Project
          • Learn More About...
            • Example of an Overall Revenue Upset Limit
            • Overall Revenue Upset Limits When You Use Revenue Categories
        • Overall Revenue Calculation for a Project
          • Set Up an Overall Revenue Calculation for a Project
        • Running Revenue Generation
          • How To...
            • Select Projects for Revenue Generation
            • Select Projects and Update Their Percent Complete Amounts
            • Prove Out Revenue Method W
          • RevGen File
        • Revenue Generation Reporting
          • How To...
            • Export the Revenue Method List
            • Export or Preview the Revenue Generation Posting Log
            • Export or Preview the Revenue Generation Transaction List
        • Fields and Options
          • Revenue Generation Form
            • Display the Revenue Generation Form
            • Contents of the Revenue Generation Form
          • Billing Summary - Update Percent Complete Dialog Box
            • Display the Billing Summary - Update Percent Complete Dialog Box
            • Contents of the Billing Summary - Update Percent Complete Dialog Box
          • Cost Summary - Update Percent Complete Dialog Box
            • Display the Cost Summary - Update Percent Complete Dialog Box
            • Contents of the Cost Summary - Update Percent Complete Dialog Box
        • Learn More About...
          • Revenue Generation Calculations
          • Frequently Asked Questions About Revenue Generation
            • Where Can I Find the Revenue Recognized by a Revenue Method
            • How Do I Limit Revenue on Reimbursable Expenses
            • How Do I Record Miscellaneous Revenue
            • How Do I Move a Project's JTD Unbilled Balances When Changing Its Organization
            • What Happens if a Projects Fee is Left Blank
            • What Happens if I Run Revenue Generation in a Prior Period
            • How Do I Resolve Balances in the Unbilled Services Asset Account
          • Percent Completes and Multiple Currencies
          • Contract Type and the Revenue Generation Calculation
            • Time and Materials Contracts Without Upset Limits
            • Time and Materials Contracts with Upset Limits
            • Percent Complete Contracts
            • Lump Sum or Fixed Fee Contracts
            • Cost Plus Fixed Fee Contracts
      • Absence Accruals
        • Absence Hours Accruals Processing
          • How To...
            • Accrue Absence Hours Based on a Predefined Schedule
            • Accrue Absence Hours When Payroll Runs
          • Fields and Options
            • Absence Hours Accruals Processing Form
              • Display the Absence Hours Accruals Processing Form
              • Contents of the Absence Hours Accruals Processing Form
        • Absence Adjustments
          • How To...
            • Adjust Accrued Absence Hours
          • Fields and Options
            • Hours Adjustments Form
              • Display the Hours Adjustments Form
              • Contents of the Absence Hours Adjustments Form
      • Consultant Accruals
        • How to...
          • Produce Journal Entries from Consultant Accruals
          • Schedule Consultant Accruals to Run at Another Time
        • Fields and Options
          • Consultant Accruals Form
            • Display the Consultant Accruals Form
            • Contents of the Consultant Accruals Form
          • Billing Summary - Update Percent Complete Dialog Box
            • Display the Billing Summary - Update Percent Complete Dialog Box
            • Contents of the Billing Summary - Update Percent Complete Dialog Box
          • Cost Summary - Update Percent Complete Dialog Box
            • Display the Cost Summary - Update Percent Complete Dialog Box
            • Contents of the Cost Summary - Update Percent Complete Dialog Box
      • Intercompany Billing
        • How To... (With Detailed Subledgers)
          • Set Up Invoice Terms Between Two Companies
          • Select Intercompany Invoice Options
          • Run Intercompany Billing Draft Run with Detailed Subledgers
          • Review or Print Draft Intercompany Invoices
          • Run Intercompany Billing Final Run with Detailed Subledgers
          • Review or Print Final Intercompany Invoices
        • How to... (Without Detailed Subledgers)
          • Run Intercompany Billing Draft Run Without Detailed Subledgers
          • Run Intercompany Billing Final Run without Detailed Subledgers
        • How to... (With or Without Detailed Subledgers)
          • Reset Incomplete Files
          • Restore Default Options
        • Fields and Options
          • Intercompany Billing Form
            • Display the Intercompany Billing Form
            • Header Fields for the Intercompany Billing Form
            • Actions Bar for the Intercompany Billing Form
            • General Tab of the Intercompany Billing Form
            • Posting Information Tab of the Intercompany Billing Form
            • Invoices on File Tab of the Intercompany Billing Form
          • Invoice Options Dialog Box of Intercompany Billing
            • Display the Invoice Options Dialog Box of Intercompany Billing
            • Contents of the Invoice Options Dialog Box of Intercompany Billing
        • Learn More About...
          • Checklist: Setting Up Intercompany Billing
          • Checklist: Setting Up Detailed Subledgers
          • Intercompany Billing Transactions
          • Intercompany Billing Vendors
          • Transaction Approvals and Intercompany Billing
          • Multipliers and Intercompany Invoices
          • Analyzing the Intercompany Billing Report
      • Labor Cross Charge
        • Run the Labor Cross Charge Process
        • Labor Cross Charge Form
          • Display the Labor Cross Charge Form
          • Contents of the Labor Cross Charge Form
        • Labor Cross Charge File
      • Gains and Losses
        • Checklist: Setting Up Gains and Losses
        • How to...
          • Run the Gains/Losses and Revaluations Process
          • Schedule the Gains/Losses and Revaluations Process
        • Fields and Options
          • Gains/Losses and Revaluations Form
            • Display the Gains Losses and Revaluations
            • Contents of the Gains Losses and Revaluations Form
        • Learn More About...
          • Gains and Losses and Organizations
          • Gains and Losses and Posting Accounts
          • Gains and Losses and Cash-basis Accounting
          • Gains and Losses from Accounts Payable Transactions
          • Gains and Losses from Accounts Receivable Transactions
          • Gains and Losses from Revaluation of Foreign-Denominated GL Accounts
          • Examples
            • Example - Gains and Losses for an Accounts Payable Voucher
            • Example - Gains and Losses for an Accounts Receivable Invoice
            • Example - Gains and Losses from the Revaluation of a Foreign-Denominated Account
      • Tax File Generation (Desktop)
        • How to...
          • Generate a Belgian Tax Return File
          • Generate a German ELSTER VAT Tax Return File
          • Generating a UK VAT Return File and Submitting VAT Data to HMRC
            • Generate a UK VAT Return File for a Single Company
            • Generate UK VAT Return Files for a Group of Companies
            • Interface with HMRC to Retrieve and Submit UK VAT Data
            • Obtain HMRC Authorization
        • Fields and Options
          • Tax File Generation Form
            • Display the Tax File Generation Form
            • Toolbar of the Tax File Generation Form
            • General Tab of the Tax File Generation Form
              • Belgium Intra EU Community XML Options
              • Belgium Client Listing XML Options
              • Belgium VAT Declaration XML Options
              • German ELSTER File Options
              • UK VAT Return Options
            • HMRC Interface Tab of the Tax File Generation Form
        • Learn More About...
          • VAT Declaration XML Backup Report
          • Intra EU Community XML and Belgium Client Listing XML Backup Report
          • UK VAT Detail Report
      • FEC File Generation (Desktop)
        • How to...
          • Generate an FEC File
        • Fields and Options
          • FEC File Generation Form
            • Display the FEC File Generation Form
            • Toolbar of the FEC File Generation Form
            • Contents of the FEC File Generation Form
      • Form 1099 Processing
        • How to...
          • Enter State IDs
          • Generate the Work File
          • Edit the Work File
          • Verify 1099 Payments
          • Print 1099s
          • Transfer 1099 Information to Electronic Filing
          • Transfer T5018 Information to Electronic Filing
        • Fields and Options
          • Form 1099 Processing Form
            • Display the Form 1099 Processing Form
            • Actions Bar for the Form 1099 Processing Form
            • Contents of the Form 1099 Processing Form
          • Form 1099 Print Options Dialog Box
            • Display the Form 1099 Print Options Dialog Box
            • Contents of the Form 1099 Print Options Dialog Box
          • Form 1099 Electronic Filing Dialog Box
            • Display the Form 1099 Electronic Filing Dialog Box
            • Contents of the Form 1099 Electronic Filing Dialog Box
          • Form T5018 Electronic Filing Reporting
            • Display the Form T5018 Electronic Filing Reporting
            • Contents of the Form T5018 Electronic Filing Reporting Dialog Box
          • Form 1099 Verification Dialog Box
            • Display the Form 1099 Verification Dialog Box
            • Contents of the Form 1099 Verification Dialog Box
          • 1099 Form Contents
            • Form 1099-MISC
            • Form 1099-NEC
        • Learn More About...
          • Required Vendor Information
          • Checklist: Producing 1099s
          • Form 1099 Verification Report
      • Approvals Review (Desktop)
        • How to...
          • Select Columns for Approvals Review
        • Fields and Options
          • Approvals Review Form
            • Display the Approvals Review Form
            • Toolbar of the Approvals Review Form
            • Contents of the Approvals Review Form
      • Project Review (Desktop)
        • How To...
          • Select the Budget Source
          • Pin the Work Breakdown Structure Tree
          • Select the Actuals Rate
          • Drill Down on Amounts
          • Drill Down on Names
          • View Supporting Documents in Project Review
        • Fields and Options
          • Project Review Form
            • Display the Project Review Form
            • Toolbar of the Project Review Form
            • Billing Tab of the Project Review Form
              • How To...
            • Cost Tab of the Project Review Form
            • Inventory Tab of the Project Review Form
            • Purchasing Tab of the Project Review Form
            • Equipment Tab of the Project Review Form
          • Options Dialog Box
            • Display the Options Dialog Box
            • General Tab of the Options Dialog Box
            • Purchase Orders Tab of the Options Dialog Box
          • Supporting Document Dialog Box in Project Review
            • Display the Supporting Document Dialog Box in Project Review
            • Contents of the Supporting Document Dialog Box in Project Review
          • Direct Consultant Dialog Box
            • Display the Direct Consultant Dialog Box
            • Contents of the Direct Consultant Dialog Box
          • Labor Dialog Box
            • Display the Labor Dialog Box
            • Contents of the Labor Dialog Box
          • Other Direct Expense Dialog Box
            • Display the Other Direct Expense Dialog Box
            • Contents of the Other Direct Expense Dialog Box
          • Other Reimbursable Dialog Box
            • Display the Other Reimbursable Dialog Box
            • Contents of the Other Reimbursable Dialog Box
          • Reimbursable Consultant Dialog Box
            • Display the Reimbursable Consultant Dialog Box
            • Contents of the Reimbursable Consultant Dialog Box
          • Total Hours Dialog Box
            • Display the Total Hours Dialog Box
            • Contents of the Total Hours Dialog Box
          • Update Overall Percent Completes Dialog Box
            • Display the Update Overall Percent Completes Dialog Box
            • Contents of the Update Overall Percent Completes Dialog Box
        • Learn More About...
          • Settings and Project Review
          • Aging for Accounts Receivable
          • Dialog Boxes That Display When You Drill Down
    • General Ledger
      • General Ledger Budgeting
        • How to...
          • Open a General Ledger Budget
          • Create a General Ledger Budget
          • Copy an Existing General Ledger Budget
          • Update an Existing General Ledger Budget
          • Add an Account to the General Ledger Budget
          • Import Accounts into a General Ledger Budget
          • Copy Amounts to the Current Budget
          • Adjust Budget Amounts by a Fixed Amount
          • Adjust Budget Amounts by a Percentage
          • Enter a Reference Budget Amount
          • Distribute an Annual Amount Evenly Across Periods
          • Consolidate Multiple Budgets
          • Compound the Annual Budget
          • Restore Account Names to Match the Chart of Accounts
          • Delete an Account from a Budget
          • Delete a General Ledger Budget
          • Submit a Budget for Approval
          • Approve or Reject a Budget
          • Reopen an Approved Budget
          • Reassign a Budget
          • Print the General Ledger Budget Report
        • Fields and Options
          • General Ledger Budget Form
            • Display the General Ledger Budget Form
            • Header Fields for the General Ledger Budget Form
            • Actions for the General Ledger Budget Form
            • Budget Tab of the General Ledger Budget Form
            • Summarized Tab of the General Ledger Budget Form
          • Adjusting the Annual Budget Dialog Box
            • Display the Adjusting the Annual Budget Dialog Box
            • Contents of the Adjusting the Annual Budget Dialog Box
          • Compounding Annual Budget Dialog Box
            • Display the Compounding Annual Budget Dialog Box
            • Contents of the Compounding Annual Budget Dialog Box
          • Copy Amounts Dialog Box
            • Display the Copy Amounts Dialog Box
            • Contents of the Copy Amounts Dialog Box
          • Setup Accounts Dialog Box
            • Display the Setup Accounts Dialog Box
            • Contents of the Setup Accounts Dialog Box
          • Change Assignment on Current Step Dialog Box
            • Display the Change Assignment on Current Step Dialog Box in General Ledger Budgets
            • Contents of the Change Assignment on Current Step Dialog Box
          • Approve Dialog Box for General Ledger Budgets
            • Display the Approve Dialog Box for General Ledger Budgets
            • Contents of the Approve Dialog Box for General Ledger Budgets
          • Reject Dialog Box for General Ledger Budgets
            • Display the Reject Dialog Box for General Ledger Budgets
            • Contents of the Reject Dialog Box for General Ledger Budgets
          • Reopen Dialog Box for General Ledger Budgets
            • Display the Reopen Dialog Box for General Ledger Budgets
            • Contents of the Reopen Dialog Box for General Ledger Budgets
        • Learn More About...
          • Checklist: Setting Up General Ledger Budgeting
          • General Ledger Budgeting and the Profit Planning Monitor
          • Accounts that You Can Budget
      • General Ledger Groups
        • How to...
          • Open a General Ledger Group
          • Create a General Ledger Group
          • Copy an Existing General Ledger Group
          • Delete a General Ledger Group
          • Add a Budget to a General Ledger Group
          • Remove a Budget from a General Ledger Group
          • View Account Details for a General Ledger Budget Group
          • Distribute an Annual Amount Evenly Across Periods
        • Fields and Options
          • General Ledger Groups Form
            • Display the General Ledger Groups Form
            • Header Fields for the General Ledger Groups Form
            • Actions Bar for the General Ledger Groups Form
            • Budget Tab of the General Ledger Groups Form
            • Summarized Tab of the General Ledger Groups Form
        • Learn More About...
          • Example: Using General Ledger Budgeting Groups
      • Consolidated General Ledger Budgeting
        • How to...
          • Create a Consolidated GL Budget
          • Open a Budget in Consolidated GL Budgeting
          • Copy a Consolidated GL Budget
          • Adjust Consolidated GL Budget Amounts by a Fixed Amount
          • Adjust Consolidated GL Budget Amounts by a Percentage
          • Import Accounts for a Consolidated G/L Budget
          • Evenly Distribute an Annual Amount
          • Restore Account Names to Match the Chart of Accounts
        • Fields and Options
          • Consolidated GL Budgeting Form
            • Display the Consolidated GL Budgeting Form
            • Header Fields for the Consolidated GL Budgeting Form
            • Actions Bar for the Consolidated G/L Budgeting Form
            • Budget Tab of the Consolidated GL Budgeting Form
            • Summarized Tab of the Consolidated GL Budgeting Form
          • Compounding the Annual Budget Dialog Box
            • Display the Compounding the Annual Budget Dialog Box
            • Contents of the Compounding the Annual Budget Dialog Box
          • Adjusting the Annual Budget Dialog Box
            • Display the Adjusting the Annual Budget Dialog Box
            • Contents of the Adjusting the Annual Budget Dialog Box
          • Setup Accounts Dialog Box
            • Display the Setup Accounts Dialog Box
            • Contents of the Setup Accounts Dialog Box
      • Consolidations
        • How to...
          • Run the Consolidation Process
          • Schedule the Consolidation Process
        • Fields and Options
          • Consolidations Form
            • Display the Consolidations Form
            • Contents of the Consolidations Form
        • Learn More About...
          • Checklist: Setting Up Consolidations
          • Consolidation Groups
          • Consolidations and Eliminations
    • Payroll
      • When to Install Payroll
      • Setting Up Payroll
        • Employee Withholding
          • How To...
            • Establish the Default Project Payroll Tax Locale Information
            • Implement the Follow Project Locale Method for Withholdings
            • Implement the Percent of Wages Method for Withholdings
            • Suppress an Employee Withholding in all Payroll Runs
          • Learn More About...
            • Suppressing Withholdings in Payroll
            • Payroll Tax Locale and Withholdings
            • Follow Project Locale Option
            • Percent of Wages Option
            • Sample Setup for Follow Project Locale Option
            • Sample Setup for Percent of Wages Option
        • Employee Side of Employer Payroll Contribution Setup
          • Suppress Employer Contributions in all Payroll Runs
        • Employee Pay Rate Methods
          • How Vantagepoint Determines an Employee's Pay Rate
        • Payroll Direct Deposit Setup
          • Checklist: Setting Up Payroll Direct Deposit/Electronic Funds Transfer
          • How To...
            • Configure Vantagepoint to Deposit an Entire Paycheck to a Single Account
            • Configure Vantagepoint to Deposit an Entire Paycheck to Multiple Accounts
            • Configure Vantagepoint to Deposit a Portion of a Paycheck to a Single Account
            • Configure Vantagepoint to Deposit a Portion of a Paycheck to Multiple Accounts
            • Perform the Initial Test Direct Deposit
        • Cost/Pay Labor Rate Tables and Payroll
          • Checklist: Setting Up Pay Rate Tables
          • How To...
            • General Steps to Use Labor Categories for Pay Rates
            • Establish the Default Pay Rate for an Employee
            • Establish a Schedule of Multiple Pay Rates
            • Add a New Cost/Pay Labor Rate Table
            • Copy an Existing Cost/Pay Labor Rate Table
            • Delete a Cost/Pay Labor Rate Table
          • Learn More About...
            • Cost/Pay Rate Table Type
            • Pay Rate Table Example
      • Payroll Payments
        • Checklist: Processing and Posting Payroll
        • Procedures for Processing Payroll
          • Run a Regular Payroll
          • Run a Bonus Payroll
          • Run a Payroll Adjustment
          • Open an Existing Payroll Payment Run
          • Set Up the Payroll Payment Run
            • Process Regular Payroll Using Date Ranges
            • Establish Selection Criteria for an Automatic Regular Payroll Run
            • Specify a Different Pay Period for Regular and Overtime Hours
          • Select Employees and Modify Employee Pay Information for Payroll Payment Processing
            • Select Employees for Manual Select Processing
            • Review Employee Information Before Processing Payroll
            • View Detail for an Employee
            • Modify Pay Hours for Hourly Employees
            • Modify Pay Hours for Salaried Employees
            • Specify Other Pay Amounts for the Current Pay Period
            • Override Calculated Payroll Withholding Amounts
            • Override Calculated Payroll Contribution Amounts
            • Process Payroll for Employees Without Timesheets
            • Review the Draft Payroll Journal
          • Print Checks and Assign Payment Numbers
            • Modify Check Margins
            • Print Payroll Checks
            • Assign Check Numbers to a Group of Sequential Checks
            • Assign a Check Number to a Single Check
            • Print an Internal Copy of all Checks in a Payroll Run
            • Export Paychecks to a Text File
          • Post Payroll
          • Process Payroll Direct Deposit/Electronic Funds Transfer
          • Cancel a Payroll Run
        • Fields and Options
          • Payroll Payments Form
            • Display the Payroll Payments Form
            • Header Fields of the Payroll Payments Form
            • New Payment Run Page of the Payroll Payments Form
              • Display the New Payment Run Page of the Payroll Payments Form
              • Contents of the New Payment Run Page of the Payroll Payments Form
            • Employee Payment Selection Page of the Payroll Payments Form
              • Display the Employee Payment Selection Page of the Payroll Payments Form
              • Contents of the Employee Payment Selection Page of the Payroll Payments Form
            • Payment Printing and Numbering Page of the Payroll Payments Form
              • Display the Payment Printing and Numbering Page of the Payroll Payments Form
              • Contents of the Payment Printing and Numbering Page of the Payroll Payments Form
            • Electronic Funds Transfer Page of the Payroll Payments Form
              • Display the Electronic Funds Transfer Page of the Payroll Payments Form
              • Contents of the Electronic Funds Transfer Page of the Payroll Payments Form
          • Payment Run Settings Dialog Box
            • Display the Payment Run Settings Dialog Box
            • Contents of the Payment Run Settings Dialog Box
          • Employee Review Dialog Box
            • Display the Employee Review Dialog Box
            • Contents of the Employee Review Dialog Box
          • Hours and Pay Details Dialog Box
            • Display the Hours and Pay Details Dialog Box
            • Contents of the Hours and Pay Details Dialog Box
          • Direct Deposit Detail Dialog Box
            • Display the Direct Deposit Detail Dialog Box
            • Contents of the Direct Deposit Detail Dialog Box
          • Benefit Hours Details Dialog Box
            • Display the Benefit Hours Details Dialog Box
            • Contents of the Benefit Hours Details Dialog Box
          • Contribution Summary Dialog Box
            • Display the Contribution Summary Dialog Box
            • Contents of the Contribution Summary Dialog Box
          • Withholding Summary Dialog Box
            • Display the Withholding Summary Dialog Box
            • Contents of the Withholding Summary Dialog Box
          • Bank Cash Requirements Dialog Box in Payroll Payments
            • Display the Bank Cash Requirements Dialog Box
            • Contents of the Bank Cash Requirements Dialog Box
          • Payment Margin Dialog Box
            • Display the Payment Margin Dialog Box
            • Contents of the Payment Margin Dialog Box
          • Payroll Assign Payment Numbers Dialog Box
            • Display the Payroll Assign Payment Numbers Dialog Box
            • Contents of the Payroll Assign Payment Numbers Dialog Box
          • Email Remittance Dialog Box for Payroll Payment Processing
            • Display the Email Remittance Dialog Box for Payroll Payment Processing
            • Contents of the Email Remittance Dialog Box
          • Create Voucher for FICA Dialog Box
            • Display the Create Voucher for FICA Dialog Box
            • Contents of the Create Voucher for FICA Dialog Box
          • Download Electronic Funds Transfer Files Dialog Box
            • Display the Download Electronic Funds Transfer Files Dialog Box
            • Contents of the Download Electronic Funds Transfer Files Dialog Box
        • Learn More About...
          • Payroll Run Types
          • Adjustments Payroll Run Type
          • Bonus Payroll Run Type
          • Process Type: Automatic or Manual Select
          • Guidelines for Modifying Pay Hours
          • Multiple Payroll Runs in the Same Period
          • Processing Payments in the Payroll Payment Run
          • Where to Specify Payment Sort
          • Check Stock and Check Templates
          • Assign Check Numbers
          • Processing Payroll Direct Deposit/Electronic Funds Transfer
          • Posting to Record Other Payroll-Related Disbursements
          • Payroll-Related Accounts
          • Posting Payroll and Printing Checks
          • Voiding a Payroll Payment
          • Undoing a Posted Payroll Run
      • Export to Pay Interface
        • Export to ADP
          • Checklist: Setting Up Export of Timesheets to ADP
          • How To...
            • Enable the Export to ADP Feature
            • Configure Export to ADP by Employee
            • Configure Export to ADP by Organization
            • Export Timesheets to ADP
          • Export to ADP Form
            • Display the Export to ADP Form
            • Actions Bar of the Export to ADP Form
            • Timesheets Tab of the Export to ADP Form
            • Hours Tab of the Export to ADP Form
            • Earnings Tab of the Export to ADP Form
            • Memo Tab of the Export to ADP Form
          • ADP Export Report
        • Export to Paychex
          • Checklist: Setting Up Export of Timesheets to Paychex
          • How To...
            • Enable the Export to Paychex Feature
            • Configure Export to Paychex by Employee
            • Configure Export to Paychex by Organization
            • Export Timesheets to Paychex
          • Export to Paychex Form
            • Display the Export to Paychex Form
            • Actions Bar of the Export to Paychex Form
            • Timesheets Tab of the Export to Paychex Form
            • Hours Tab of the Export to Paychex Form
            • Earnings Tab of the Export to Paychex Form
            • Deductions Tab of the Export to Paychex Form
          • Paychex Export Report
        • Export to Ceridian Powerpay
          • Checklist: Setting Up Export of Timesheets to Ceridian
          • How To...
            • Enable the Export to Ceridian Powerpay Feature
            • Configure Export to Ceridian Powerpay by Employee
            • Configure Export to Ceridian Powerpay by Organization
            • Export Timesheets to Ceridian Powerpay
          • Export to Ceridian Powerpay Form
            • Display the Export to Ceridian Powerpay Form
            • Actions Bar of the Export to Ceridian Powerpay Form
            • Timesheets Tab of the Export to Ceridian Powerpay Form
            • Hours Tab of the Export to Ceridian Powerpay Form
            • Earnings Tab of the Export to Ceridian Powerpay Form
            • Deductions Tab of the Export to Ceridian Powerpay Form
          • Ceridian Export Report
      • Form W-2 Processing (Opt-In Available)
        • Checklist: Generating W-2 Forms
        • How To...
          • Enter Employer W-2 Form Information
          • Enter State Tax IDs
          • Generate a W-2 Work File
          • Edit the W-2 Work File
          • Generate a W-2 Electronic Reporting File
          • Set W-2 Form Printing Options
          • Print W-2 Forms
          • Print W-3 Worksheet
        • Fields and Options
          • Form W-2 Processing Form
            • Display the Form W-2 Processing Form
            • Contents of the Form W-2 Processing Form
          • Form W-2 Editor Form
            • Display the Form W-2 Editor Form
            • Contents of the Form W-2 Editor Form
          • State ID Dialog Box
            • Display the State ID List Dialog Box
            • Contents of the State ID List Dialog Box
          • Form W-2 Electronic Filing Reporting Dialog Box
            • Display the Form W-2 Electronic Filing Reporting Dialog Box
            • Contents of the Form W-2 Electronic Filing Reporting Dialog Box
          • Form W-2 Print Options Dialog Box
            • Display the Form W-2 Print Options Dialog Box
            • Contents of the Form W-2 Print Options Dialog Box
        • Learn More About...
          • W-2 Form Content
          • W-2 Form Electronic File Contact Information
          • W-3 Worksheet
      • Form W-2 Processing (Desktop)
        • Checklist: Generating W-2 Forms
        • How To...
          • Enter Employee W-2 Form Information
          • Enter State Tax IDs
          • Generate a W-2 Work File
          • Edit the W-2 Work File
          • Generate a W-2 Electronic Reporting File
          • Set W-2 Form Printing Options
          • Preview and Print W-2 Forms
          • Preview and Print the W-3 Worksheet
        • Fields and Options
          • Form W-2 Processing Form
            • Display the Form W-2 Processing Form
            • Contents of the Form W-2 Processing Form
          • Form W-2 Editor Form
            • Display the Form W-2 Editor Form
            • Contents of the Form W-2 Editor Form
          • State ID List Dialog Box
            • Display the State ID List Dialog Box
            • Contents of the State ID List Dialog Box
          • Form W-2 Electronic Filing Reporting Dialog Box
            • Display the Form W-2 Electronic Filing Reporting Dialog Box
            • Contents of the Form W-2 Electronic Filing Reporting Dialog Box
          • Form W-2 Advanced Printing Options Dialog Box
            • Display the Form W-2 Advanced Printing Options Dialog Box
            • Contents of the Form W-2 Advanced Printing Options Dialog Box
        • Learn More About...
          • W-2 Form Contents
          • W-2 Form Electronic File Contact Information
          • W-3 Worksheet
      • Payroll Quarterly Processing (Desktop)
        • Checklist: Generating a Quarterly Electronic File
        • How To...
          • Generate a Quarterly Processing Work File
          • Edit the Quarterly Processing Work File
          • Preview or Print the Electronic Filing Processing Worksheet
          • Create an Electronic Quarterly Reporting File
        • Fields and Options
          • Quarterly Processing Form
            • Display the Quarterly Processing Form
            • Toolbar of the Quarterly Processing Form
            • General Tab of Quarterly Processing
            • Miscellaneous Tab of the Quarterly Processing Form
          • Quarterly Processing Editor Form
            • Display the Quarterly Processing Editor Form
            • Contents of the Quarterly Processing Editor Form
        • Learn More About...
          • Quarterly Electronic File Contact Information
      • Payroll Reports
        • Run Payroll Reports in Prior Periods
        • Payroll Journal
          • Display the Payroll Journal
          • Contents of the Payroll Journal
        • Payroll Processing Posting Log
      • Tax Calculations and Methods
        • Learn More About...
          • Tax Calculation Method 1 Wage Bracket
          • Tax Calculation Method 2 Percentage of Taxable Pay
          • Tax Calculation Method 3 Percentage of Federal Income Tax
      • Tax Facts
        • Federal Income Tax
        • FICA (HI) Medicare Tax
        • FICA (OASDI) Social Security Tax
        • State and Local Tax Fact Sheets
          • Alabama Tax
          • Arizona Tax
          • Arkansas Tax
          • California Tax
          • Colorado Tax
          • Connecticut Tax
          • Delaware Tax
          • City of Detroit Resident and Non-Resident Tax
          • District of Columbia Tax
          • Georgia Tax
          • Hawaii Tax
          • Idaho Tax
          • Illinois Tax
          • Indiana Tax
          • Iowa Tax
          • Kansas Tax
          • Kentucky Tax
          • Louisiana Tax
          • Maine Tax
          • Maryland Tax
          • Massachusetts Tax
          • Michigan Tax
          • Minnesota Tax
          • Mississippi Tax
          • Missouri Tax
          • Montana Tax
          • Nebraska Tax
          • New Jersey Tax
          • New Mexico Tax
          • New York Tax
          • City of New York Non-Resident Tax
          • City of New York Resident Tax
          • North Carolina Tax
          • North Dakota Tax
          • Ohio Tax
          • Oklahoma Tax
          • Oregon Tax
          • Pennsylvania Tax
          • Puerto Rico Tax
          • Rhode Island Tax
          • South Carolina Tax
          • Utah Tax
          • Vermont Tax
          • Virginia Tax
          • West Virginia Tax
          • Wisconsin Tax
      • Visibility Software's Cyber Recruiter and Vantagepoint
    • Purchasing
      • Basics
        • Requisitions and Requests for Price Quotes
        • Supporting Documents in Purchasing
          • Upload and Associate a Supporting Document with a Purchasing Item
          • View a Supporting Document Associated with a Purchasing Item
        • Purchasing and Inventory and Alerts
        • Equipment Hub and Asset Management and/or Purchasing
        • Purchasing and Inventory and Web Services
        • Approval Process for Purchasing Applications
          • Approving a Purchasing Record
          • Viewing the Progress of Purchasing Records Being Approved
          • When You Do Not Use an Approval Workflow for a Purchasing Application
          • Procedures
            • Reassign an Approval Step
      • Common Dialog Boxes for Purchasing and Inventory
        • New Item Dialog Box
          • Display the New Item Dialog Box
          • General Tab of the New Item Dialog Box
          • Vendors Tab of the New Item Dialog Box
        • Add New FOB Dialog Box
          • Display the Add New FOB Dialog Box
          • Contents of the Add New FOB Dialog Box
        • Add New Ship Via Dialog Box
          • Display the Add New Ship Via Dialog Box
          • Contents of the Add New Ship Via Dialog Box
        • Supporting Document Dialog Box in Purchasing
          • Display the Supporting Document Dialog Box in Purchasing
          • Contents of the Supporting Document Dialog Box in Purchasing
        • Items Form or Dialog Box
          • Display the Items Form or Dialog Box
          • Header Fields of the Items Form or Dialog Box
          • Actions Bar for the Items Form or Dialog Box
          • Summary Pane of the Items Form or Dialog Box
          • General Tab of the Items Form or Dialog Box
          • Vendors Tab of the Items Form or Dialog Box
          • Inventory Tab of the Items Form or Dialog Box
      • Purchase Requisitions
        • How to...
          • Create a Purchase Requisition
          • Create a Copy of an Existing Purchase Requisition Record
          • Add Vendors to a Purchase Requisition Line Item
          • Add Default Vendors
          • Include Vendor Responses with a Purchase Requisition
          • View Line Items Associated with a Vendor
          • Print a Purchase Requisition
          • Print a Purchase Requisition Status Report
          • Print a Request for Price Quote from a Purchase Requisition
          • Close a Purchase Requisition
          • Delete a Purchase Requisition
        • Fields and Options
          • Purchase Requisitions Form
            • Display the Purchase Requisitions Form
            • Header Fields of the Purchase Requisitions Form
            • Actions for the Purchase Requisitions Form
            • General Tab of the Purchase Requisitions Form
            • Shipping Tab of the Purchase Requisitions Form
            • Comments Tab of the Purchase Requisitions Form
            • Default Distribution Tab of the Purchase Requisitions Form
            • Default Vendors Tab of the Purchase Requisitions Form
          • Purchase Requisition Line Detail Dialog Box
            • Display the Purchase Requisition Line Detail Dialog Box
            • Contents of the Purchase Requisitions Line Detail Dialog Box
          • Price Quote Response Dialog Box (Purchase Requisitions)
            • Display the Price Quote Response Dialog Box
            • Contents of the Price Quote Response Dialog Box (Purchase Requisition)
          • Approve Dialog Box of Purchase Requisitions
            • Display the Approve Dialog Box of Purchase Requisitions
            • Contents of the Approve Dialog Box of Purchase Requisitions
          • Reject Dialog Box of Purchase Requisitions
            • Display the Reject Dialog Box of Purchase Requisitions
            • Contents of the Reject Dialog Box
          • Change Assignment On Current Step Dialog Box
            • Display the Change Assignment On Current Step Dialog Box
            • Contents of the Change Assignment On Current Step Dialog Box
          • Add New UOM Dialog Box of Purchase Requisitions
            • Display the Add New UOM Dialog Box of Purchase Requisitions
            • Contents of the Add New UOM Dialog Box of Purchase Requisitions
      • Purchase Orders
        • How to...
          • Create a Standard Purchase Order
          • Create a Service Purchase Order
          • Create a Blanket Purchase Order
          • Create a Purchase Order from a Requisition
          • Create a Purchase Order from a Request for Price Quote
          • Create a New Vendor Record from a Purchase Order
          • Change a Line Item Quantity
          • Create a Release for a Blanket Purchase Order
          • Final Print a Purchase Order
          • Reprint a Group of Purchase Orders
          • Create a Change Order
          • Create an Asset Item or Equipment Item from a Change Order
          • Create an Asset Item or Equipment Item from a Purchase Order
          • Create an Asset Item or Equipment Item from a Release Order
          • Cancel a Purchase Order
          • Close a Purchase Order
        • Fields and Options
          • Purchase Orders Form
            • Display the Purchase Orders Form
            • Header Fields of the Purchase Orders Form
            • Actions for the Purchase Orders Form
            • General Tab of the Purchase Orders Form
            • Agreement Tab of the Purchase Orders Form
            • Shipping Tab of the Purchase Orders Form
            • Comments Tab of the Purchase Orders Form
            • Line Items Tab of the Purchase Orders Form
            • Billing Tab of the Purchase Orders Form
            • Clauses Tab of the Purchase Orders Form
            • Default Distribution Tab of the Purchase Orders Form
          • Purchase Order Line Detail Dialog Box
            • Display the Purchase Order Line Detail Dialog Box
            • Contents of the Purchase Order Line Detail Dialog Box
          • Create P.O. From Requisitions Dialog Box
            • Display the Create P.O. from Requisitions Dialog Box
            • Contents of the Create P.O. from Requisitions Dialog Box
          • Purchase Requisition Dialog Box
            • Display the Purchase Requisition Dialog Box
            • Contents of the Purchase Requisition Dialog Box
          • Create P.O. From RFQ Dialog Box
            • Display the Create P.O. from RFQ Dialog Box
            • Contents of the Create P.O. from RFQ Dialog Box
          • Request for Price Quote Dialog Box
            • Display the Request for Price Quote Dialog Box
            • Contents of the Request for Price Quote Dialog Box
          • Create P.O. From Legacy Price Quote
            • Display the Create P.O. from Legacy Price Quote Dialog Box
            • Contents of the Create P.O. from Legacy Price Quote Dialog Box
          • Legacy Price Quote Dialog Box
            • Display the Legacy Price Quote Dialog Box
            • Contents of the Legacy Price Quote Dialog Box
          • Change Order Dialog Box
            • Display the Change Order Dialog Box
            • Contents of the Change Order Dialog Box
          • Cancel Order Dialog Box
            • Display the Cancel Order Dialog Box
            • Contents of the Cancel Order Dialog Box
          • Approve Dialog Box of Purchase Orders
            • Display the Approve Dialog Box of Purchase Orders
            • Contents of the Approve Dialog Box of Purchase Orders
          • Reject Dialog Box of Purchase Orders
            • Display the Reject Dialog Box of Purchase Orders
            • Contents of the Reject Dialog Box of Purchase Orders
          • Change Assignment Dialog Box
            • Display the Change Assignment Dialog Box
            • Contents of the Change Assignment Dialog Box
          • Add New UOM Dialog Box
            • Display the Add New UOM Dialog Box
            • Contents of the Add New UOM Dialog Box
        • Learn More About...
          • Purchase Order Types
          • Purchase Order Statuses
          • Purchasing Templates
          • Committed Expenses
          • Committed Expenses and Multiple Currencies
          • Cost Distribution
          • Deleting Versus Canceling a Purchase Order
          • Creating Asset and Equipment Items from Purchase, Change, and Release Orders
          • Creating Vouchers from Purchase Orders
          • Vendor Responses on Purchase Orders
      • Items
        • Items Form or Dialog Box
          • Display the Items Form or Dialog Box
          • Header Fields of the Items Form or Dialog Box
          • Actions Bar for the Items Form or Dialog Box
          • General Tab of the Items Form
          • Vendors Tab of the Items Form or Dialog Box
          • Inventory Tab of the Items Form or Dialog Box
        • Items Detail Report
          • Display the Items Detail Report
      • Item Review
        • Fields and Options
          • Item Review Form - Browser Application
            • Display the Item Review Form
            • Header Fields of the Item Review Form
            • Contents of the Item Review Form
          • Item Review Form - Desktop Application
            • Display the Item Review Form
            • Inventory Tab of Item Review
            • Purchasing Tab of Item Review
          • Purchase Requisitions on File Dialog Box
            • Display the Purchase Requisitions on File Dialog Box
            • Contents of the Purchase Requisitions on File Dialog Box
          • Purchase Orders on File Dialog Box
            • Display the Purchase Orders on File Dialog Box
            • Contents of the Purchase Orders on File Dialog Box
          • Items Reserved on File Grid Dialog Box
            • Display the Items Reserved on File Grid Dialog Box
            • Contents of the Items Reserved on File Grid Dialog Box
          • Items Requested on File Grid Dialog Box
            • Display the Items Requested on File Grid Dialog Box
            • Contents of the Items Requested on File Grid Dialog Box
      • Receiving
        • How to...
          • Add a New Receipt
          • Receive Line Items
        • Fields and Options
          • Receiving Form
            • Display the Receiving Form
            • Header Fields of the Receiving Form
            • Actions Bar for the Receiving Form
            • Contents of the Receiving Form
          • Summary Dialog Box
            • Display the Summary Dialog Box
            • Contents of the Summary Dialog Box
        • Purchase Order Receivings Report
          • Display the Purchase Order Receivings Report
      • Request for Price Quote
        • How to...
          • Include Vendor Responses with a Request for Price Quote
        • Fields and Options
          • Request for Price Quote Form
            • Display the Request for Price Quote Form
            • Toolbar of the Request for Price Quote Form
            • General Tab of the Request for Price Quote Form
            • Shipping Tab of the Request for Price Quote Form
            • Comments Tab of the Request for Price Quote Form
            • Cost Distribution Tab of the Request for Price Quote Form
            • Progress Tab of the Request for Price Quote Form
          • Request for Price Quote Line Detail Dialog Box
            • Display the Request for Price Quote Line Detail Dialog Box
            • Buttons on the Request for Price Quote Line Detail Dialog Box
            • General Tab of the Request for Price Quote Line Detail Dialog Box
            • Shipping Tab of the Request for Price Quote Line Detail Dialog Box
            • Comments Tab of the Request for Price Quote Line Detail Dialog Box
            • Cost Distribution Tab of the Request for Price Quote Line Detail Dialog Box
          • Price Quote Response Dialog Box (RFPQ)
            • Display the Price Quote Response Dialog Box
            • Contents of the Price Quote Response Dialog Box
          • Approval History Dialog Box of Request for Price Quote
            • Display the Approval History Dialog Box of Request for Price Quote
            • Contents of the Approval History Dialog Box
          • Approve Dialog Box of Request for Price Quote
            • Display the Approve Dialog Box of Request for Price Quote
            • Contents of the Approve Dialog Box
          • Reject Dialog Box of Request for Price Quote
            • Display the Reject Dialog Box of Request for Price Quote
            • Contents of the Reject Dialog Box
          • Change Assignment Dialog Box
            • Display the Change Assignment Dialog Box
            • Contents of the Change Assignment Dialog Box
          • Select Columns Dialog Box
            • Display the Select Columns Dialog Box
            • Contents of Select Columns Dialog Box
      • Purchase Template Editor (Opt-In Available)
        • How to...
          • Create a Purchasing Template
          • Upload Custom Images in Purchase Template Editor
          • Use Custom Images on Purchasing Templates
        • Fields and Options
          • Purchase Template Editor Form
            • Display the Purchase Template Editor Form
            • Toolbar of Purchase Template Editor
            • General Tab of Purchase Template Editor
            • Images Tab of Purchase Template Editor
            • Order Detail Tab of Purchase Template Editor
            • Signature Tab of Purchase Template Editor
            • Misc Tab of Purchase Template Editor
    • Asset Management
      • Basics
        • Asset Management Terminology
        • Asset Management Alerts
        • Asset Impairments
        • Asset Management and Multiple Currencies
      • Depreciation Processing
        • How to...
          • Run Depreciation Processing for Your GL Book
          • Run Depreciation Processing for Additional Books
          • Schedule Depreciation Processing to Run at a Later Time
          • Process an Asset Impairment
        • Fields and Options
          • Depreciation Processing Form
            • Display the Depreciation Processing Form
            • Toolbar of the Depreciation Processing Form
            • Contents of the Depreciation Processing Form
        • Learn More About...
          • Asset Depreciation Methods
          • GL Book and Additional Books for Asset Depreciation
          • How Depreciation or Amortization Is Calculated When You Run Depreciation Processing
          • Journal Entries Created During Depreciation Processing
          • Amortizing Capital Leases
          • Amortization Example for Leased Assets
          • Amortizing Prepaid Items
          • Amortization Example for Prepaid Items
          • Changing How Depreciation Is Calculated After You Have Processed Depreciation
          • Rerunning Depreciation Processing
          • Processing Depreciation in a Prior Period
          • Undoing the Posting of a Depreciation Processing Run
      • Transfer/Split Processing
        • How to...
          • Transfer an Asset Item
          • Split an Asset Item
          • View or Print a Posting Log for Transferred or Split Asset Items
        • Fields and Options
          • Transfer/Split Processing Form
            • Display the Transfer/Split Processing Form
            • Toolbar of the Transfer/Split Processing Form
            • Contents of the Transfer/Split Processing Form
          • Asset Review Form or Dialog Box
            • Display the Asset Review Form or Dialog Box
            • Toolbar of the Asset Review Form or Dialog Box
            • Settings Tab of the Asset Review Form or Dialog Box
            • Summary Tab of the Asset Review Form or Dialog Box
            • History Tab of the Asset Review Form or Dialog Box
            • Unit Tab of the Asset Review Form or Dialog Box
        • Learn More About...
          • Transferring Asset Items
            • What Happens When You Transfer an Asset Item
            • Journal Entry Posting Logs for Asset Item Transfers
            • Example of Transferring an Asset Item
            • Undoing an Asset Item Transfer
          • Splitting Asset Items
            • What Happens When You Split an Asset Item
            • Journal Entry Posting Logs for Asset Item Splits
            • Example of Splitting an Asset Item
            • Undoing an Asset Item Split
      • Disposal Processing
        • How to...
          • Dispose of an Asset Item That You Sold
          • Dispose of an Asset Item That You Scrapped
          • View or Print a Posting Log for an Asset Item That Has Been Disposed
          • Undo the Disposal of an Asset Item
        • Fields and Options
          • Disposal Processing Form
            • Display the Disposal Processing Form
            • Toolbar of the Disposal Processing Form
            • Contents of the Disposal Processing Form
          • Currency Override Dialog Box
            • Display the Currency Override Dialog Box in Disposal Processing
            • Contents of the Currency Override Dialog Box
          • Asset Review Form or Dialog Box
            • Display the Asset Review Form or Dialog Box
            • Toolbar of the Asset Review Form or Dialog Box
            • Settings Tab of the Asset Review Form or Dialog Box
            • Summary Tab of the Asset Review Form or Dialog Box
            • History Tab of the Asset Review Form or Dialog Box
            • Unit Tab of the Asset Review Form or Dialog Box
        • Learn More About...
          • Cash Receipt Entries for Asset Items That Are Sold
          • Journal Entries for Asset Items That Are Scrapped
          • Undoing the Disposal of an Asset Item
      • Asset Review
        • Fields and Options
          • Asset Review Form or Dialog Box
            • Display the Asset Review Form or Dialog Box
            • Toolbar of the Asset Review Form or Dialog Box
            • Settings Tab of the Asset Review Form or Dialog Box
            • Summary Tab of the Asset Review Form or Dialog Box
            • History Tab of the Asset Review Form or Dialog Box
            • Unit Tab of the Asset Review Form or Dialog Box
      • Section 179 Review
        • How to...
          • Review a Section 179 Deduction Limit
        • Fields and Options
          • Section 179 Review Form
            • Display the Section 179 Review Form
            • Toolbar of the Section 179 Review Form
            • Contents of the Section 179 Review Form
    • Inventory
      • Purchasing and Inventory and Web Services
      • Purchasing and Inventory and Alerts
      • Common Dialog Boxes for Purchasing and Inventory
        • New Item Dialog Box
          • Display the New Item Dialog Box
          • General Tab of the New Item Dialog Box
          • Vendors Tab of the New Item Dialog Box
        • Add FOB Code Dialog Box
          • Display the Add FOB Code Dialog Box
          • Contents of the Add FOB Code Dialog Box
        • Add Ship-Via Code Dialog Box
          • Display the Add Ship-Via Code Dialog Box
          • Contents of the Add Ship-Via Code Dialog Box
      • Item Requests
        • Approval Process for Inventory Item Requests
          • Approving an Inventory Item Request
          • Viewing the Progress of Inventory Item Requests Being Approved
          • Alerts for Approval Workflows
          • How To...
            • Reassign an Approval Step
            • Assign Another Person to Perform Approvals in Your Absence
        • Fields and Options
          • Item Requests Form
            • Display the Item Requests Form
            • Toolbar of Item Requests
            • General Tab of Item Requests
            • Progress Tab of Item Requests
          • Approval History Dialog Box of Item Requests
            • Display the Approval History Dialog Box of Item Requests
            • Contents of the Approval History Dialog Box
          • Approve Dialog Box of Item Requests
            • Display the Approve Dialog Box of Item Requests
            • Contents of the Approve Dialog Box
          • Reject Dialog Box of Item Requests
            • Display the Reject Dialog Box of Item Requests
            • Contents of the Reject Dialog Box
          • Item Requests Line Detail Dialog Box
            • Display the Item Requests Line Detail Dialog Box
            • General Tab of Item Requests Line Detail Dialog Box
            • Shipping Tab of Item Requests Line Detail Dialog Box
            • Notes Tab of Item Requests Line Detail Dialog Box
            • Vendors Tab of Item Requests Line Detail Dialog Box
            • Inventory Tab of Item Requests Line Detail Dialog Box
          • Change Assignment Dialog Box
            • Display the Change Assignment Dialog Box
            • Contents of the Change Assignment Dialog Box
      • Inventory Transactions
        • Fields and Options
          • Inventory Issues Form
            • Display the Inventory Issues Form
            • Contents of the Inventory Issues Form
          • Quantity Adjustments Form
            • Display the Quantity Adjustments Form
            • Contents of the Quantity Adjustments Form
          • Location Moves Form
            • Display the Location Moves Form
            • Contents of the Location Moves Form
          • Cost Adjustments Form
            • Display the Cost Adjustments Form
            • Contents of the Cost Adjustments Form
      • Inventory Reports
    • Utilities
      • Utilities (Browser)
        • Periods
          • Period Setup Utility
            • How to...
              • Set Up Periods
              • Open a New Period
            • Fields and Options
              • Period Setup Form
                • Display the Period Setup Form
                • Contents of the Period Setup Form
              • Open New Period Dialog Box
                • Display the Open New Period Dialog Box
                • Contents of the Open New Period Dialog Box
          • Absence Year Utility
            • How to...
              • Open a New Absence Accrual Year
            • Fields and Options
              • Open New Absence Accrual Year Form
                • Display the Open New Absence Accrual Year Form
                • Contents of the Open New Absence Accrual Year Form
              • Open New Absence Accrual Year Dialog Box
                • Display the Open a New Absence Accrual Year Dialog Box
                • Contents of the Open New Absence Accrual Year Dialog Box
          • W-2 Quarter
            • How to...
              • Open a New W-2 Quarter
            • Fields and Options
              • Open New W-2 Quarter Form
                • Display the Open New W-2 Quarter Form
                • Contents of the Open New W-2 Quarter Form
          • 1099 Initialization Utility
            • Initialize 1099 Data
            • Fields and Options
              • 1099 Initialization Form
                • Display the 1099 Initialization Form
                • Contents of the 1099 Initialization Form
        • Transactions
          • Posted Transaction Utility
            • How to...
              • Access Posted Transaction Files
            • Fields and Options
              • Posted Transaction Form
                • Display the Posted Transaction Form
                • Contents of the Posted Transaction Form
          • Undo Posting Utility
            • How to...
              • Undo a Completed Posting
            • Fields and Options
              • Undo Posting Form
                • Display the Undo Posting Form
                • Contents of the Undo Posting Form
            • Learn More About...
              • Undoing Postings and Intercompany Billing
              • Undoing an AP Voucher Posting that Has Asset Items
          • Locked Transactions Utility
            • How to...
              • Unlock Locked Transaction Files
            • Fields and Options
              • Locked Transactions Form
                • Display the Locked Transactions Form
                • Contents of the Locked Transactions Form
          • Incomplete Postings Utility
            • How to...
              • Access Incomplete Postings
            • Fields and Options
              • Incomplete Postings Form
                • Display the Incomplete Postings Form
                • Contents of the Incomplete Postings Form
        • Analysis
          • GL Reconciliation Utility
            • How to...
              • Print the File Reconciliation Report
              • Print the Tolerance Report
            • File Reconciliation Report
              • Contents of the File Reconciliation Report
              • Accounts Receivable File Reconciliation Errors
            • Tolerance Report
              • Contents of the Tolerance Report
            • GL Reconciliation Form
              • Display the GL Reconciliation Form
              • Contents of the GL Reconciliation Form
          • Translation Analysis Utility
            • Print the Translation Analysis Report
          • User Activity Utility (Opt-In Available)
            • How to...(Opt-In Available)
              • View User Activity (Opt-In Available)
              • Send an Email Message to Logged-In Users (Opt-In Available)
              • Disable and Re-enable User Logins (Opt-In Available)
              • Delete Individual User Activity Items (Opt-In Available)
              • Purge User Activity Within a Date Range (Opt-In Available)
            • Fields and Options (Opt-In Available)
              • User Activity Form (Opt-In Available)
                • Display the User Activity Form (Opt-In Available)
                • Actions for the User Activity Form (Opt-In Available)
                • Contents of the User Activity Form (Opt-In Available)
              • Purge User Activity Dialog Box (Opt-In Available)
                • Display the Purge User Activity Dialog Box (Opt-In Available)
                • Contents of the Purge User Activity Dialog Box (Opt-In Available)
        • Vantagepoint Integrations
          • Ajera Integration Utility
            • Set Up Integration with Ajera
            • Ajera Form
              • Display the Ajera Form
              • Contents of the Ajera Form
          • API Authorization Integration Utility
            • Set Up Access to the Application Programming Interface (API)
            • API Authorization Form
              • Display the API Authorization Form
              • Contents of the API Authorization Form
          • Integrations Manager Utility
            • How to...
              • Create an Integration
              • View the Status of Import and Export Tasks in the Integrations Manager Utility
              • Import Data into Vantagepoint using the Integrations Manager Utility
              • Export Vantagepoint Data to a File Using the Integrations Manager Utility
              • Delete an Integration
            • Fields and Options
              • Integrations Manager Form
                • Display the Integrations Manager Form
                • Contents of the Integrations Manager Form
              • Integrations Task List Form
                • Display the Integrations Task List Form
                • Actions Bar of the Integrations Task List Form
                • Contents of the Integrations Task List Form
              • Task Dialog Box
                • Display the Task Dialog Box
                • Contents of the Task Dialog Box
              • Parameters Dialog Box
                • Display the Parameters Dialog Box
                • Contents of the Parameters Dialog Box
          • Connect Integration Utility
            • Connect Integration Utility for Gmail
              • Checklist: Basic Steps to Provision Connect for Gmail
              • Connect Administration Basics for Gmail
                • Connect for Gmail Prerequisites and Required Settings
                • Work With Connect Administration Tabs and Grids
                  • Connect Administration Tools and Options
                  • Hide or Display Columns in a Connect Administration Grid
                  • Filter the Connect Administration Grid Results
              • Quick Reference Topics for Gmail
                • Context Pane Quick Reference for Gmail
                • Sync Calendar and Contact Information Quick Reference for Gmail
              • How to...
                • Set Up Connect Integration for Gmail
                  • Exposed IP Addresses
                • Download and Save the Custom Connect for Gmail Logo
                • Create a Custom Google App in the Google Cloud Platform
                • Configure Connect in Vantagepoint for Your Google Workspace Account
                  • Set Up and Work With Users and Groups in Gmail Integration
                    • Set Up Users for Connect for Gmail Integration
                    • Set Up Connect Groups
                      • Assign Users to a Group for Gmail Integration
                      • Remove Users from a Group for Gmail Integration
                      • Enable or Disable Synchronization for a Group in Gmail Integration
                      • Remove a Group from Connect for Gmail Integration
                • Install the Custom Google App in Each User's Gmail Account
                • Using Connect with Multiple Web Servers
                • View Synchronization Status for Connect for Gmail Integration
                • Force Synchronization in the Connect Integration Utility
                • Delete Your Connect for Gmail Configuration
                • Restore a Connect Database: Two Scenarios
                • Troubleshoot Synchronization and Connect Add-in Issues for Gmail Integration
              • Connect Administration Form for Gmail Integration
                • Display the Connect Administration Form for Gmail Integration
                • Personal Settings
                  • My Connectivity Tab of the Connect Administration Form for Gmail Integration
                  • Sync Tab of Connect Administration Form for Gmail Integration
                • Platform Settings
                  • Sync Issues Tab of Connect Administration for Gmail Integration
                • Administration
                  • Dashboard Tab of the Connect Administration Form for Gmail Integration
                  • Provisioning Tab of the Connect Administration Form for Gmail Integration
                  • Groups Tab of the Connect Administration Form for Gmail Integration
                    • Details Subtab for Profiles for Connect for Gmail
                    • Users Tab for Groups for Connect for Gmail
                    • Sync Issues Subtab
                    • Statistics Tab for Groups for Connect for Gmail
                    • Activity Subtab for Groups for Connect for Gmail
                    • Connectivity Subtab for Groups for Connect for Gmail
                  • Users Tab of the Connect Administration Form for Gmail Integration
                    • Details Subtab for Users in Connect for Gmail Configuration
                    • Connectivity Subtab for Users in Connect for Gmail
                    • Statistics Subtab for Users in Connect for Gmail
                    • Activity Subtab for Users in Connect for Gmail
                    • Sync Issues Subtab for Users in Connect for Gmail
            • Connect Integration Utility for Outlook
              • Checklist: Basic Steps to Provision Vantagepoint Connect for Outlook
              • Connect Administration Basics for Outlook
                • Connect for Outlook Prerequisites and Required Settings
                • Work With Connect Administration Tabs and Grids
                  • Connect Administration Tools and Options
                  • Hide or Display Columns in a Connect Administration Grid
                  • Filter the Connect Administration Grid Results
              • Connect Users and Installation Scenarios for Outlook
              • Quick Reference Topics
                • Context Pane Quick Reference
                • Send Availability from Outlook Quick Reference
                • Send Meeting Timeslots from Outlook Quick Reference
                • Sync Calendar and Contact Information Quick Reference
              • How to...
                • Set Up Connect Integration for Outlook
                  • Exposed IP Addresses
                • Set Up and Work With Users and Groups for Connect for Outlook
                  • Set Up Individual Connect Users for Outlook Integration
                    • Manage Individual Connect Users
                      • Edit a Provisioned Connect User
                      • Enable or Disable Synchronization for a User
                      • Delete a User
                  • Set Up Connect Groups
                    • Types of User Groups for Connect for Outlook Integration
                    • Assign Users to a Group for Outlook Integration
                    • Remove Users from a Group for Outlook Integration
                • Install the Vantagepoint Connect Add-in for Outlook
                • Using Connect with Multiple Web Servers
                • View Synchronization Status for Connect Integration for Outlook
                • Force Synchronization in the Connect Integration Utility
                • Troubleshoot Synchronization and Connect Add-in Issues for Outlook Integration
                • Delete Connect for Outlook Configuration
                • Restore a Connect Database: Two Scenarios
              • Connect Administration Form for Outlook Integration
                • Display the Connect Administration Form for Outlook Integration
                • Personal Settings
                  • My Connectivity Tab of Connect Administration for Outlook Integration
                  • Sync Tab of Connect Administration Form for Outlook Integration
                • Platform Settings
                  • Sync Issues Tab of Connect Administration for Outlook Integration
                • Administration
                  • Dashboard Tab of the Connect Administration Form for Outlook Integration
                  • Provisioning Tab of the Connect Administration Form for Outlook Integration
                  • Groups Tab of the Connect Administration Form for Outlook Integration
                    • Details Subtab of Groups
                    • Users Subtab of Groups
                    • Statistics Subtab of Groups
                    • Sync Issues Subtab for Groups in Connect for Outlook
                    • Activity Subtab of Groups
                    • Connectivity Subtab of Groups
                  • Users Tab of the Connect Administration Form for Outlook Integration
                    • Details Subtab for Users in Connect for Outlook
                    • Connectivity Subtab of Users
                    • Statistics Subtab
                    • Activity Subtab of Users
                    • Sync Issues Subtab for Users in Connect for Outlook
              • Learn More About
                • Required Fields for Vantagepoint Connect
          • Corpay Integration Utility
            • Checklist: Vantagepoint and Corpay Integration Setup
            • How to...
              • Vantagepoint Setup Before the Corpay Onboarding Process
                • Extract and Send Vendor Information to Corpay
                • Set Up a Corpay Suspense Account
                • Set Up a Bank for Processing Corpay Vendor Payments
                • Define the Contents of the Corpay Vendor Payment File
                • Set Up Auto Numbering for the Corpay Payment Bank
              • Enter Corpay Identifiers in Vantagepoint
              • Change a Vendor's Payment Address After the Initial Corpay Integration Setup
              • Add New Vendors After the Initial Corpay Integration Setup
            • Fields and Options
              • Corpay Form
                • Display the Corpay Form
                • Actions Bar of the Corpay Form
                • Contents of the Corpay Form
              • Select Bank Dialog Box
                • Display the Select Bank Dialog Box
                • Contents of the Select Bank Dialog Box
            • Learn More About...
              • Corpay Onboarding Process
              • Contents of the Vendor Extract .csv File for Corpay
              • Contacting Corpay Technical Support
          • Maconomy
            • Set Up Integration with Maconomy
            • Maconomy Form
              • Display the Maconomy Form
              • Contents of the Maconomy Form
          • Project Information Management (PIM) Integration Utility
            • How To...
              • Set Up the PIM Integration
              • Select Companies to Sync
              • Validate Hub Record Information
              • Initialize the Sync of Hub Records to PIM
              • Set Up a Security Role for PIM Integration Users
            • Fields and Options
              • Project Information Management Form
                • Display the Project Information Management Form
                • Setup Tab of the Project Information Management Form
                • Initialization Tab of the Project Information Management Form
            • Learn More About...
              • After You Implement PIM Integration
              • Information Synchronized from Vantagepoint to PIM
          • QuickBooks Integration Utility
            • How to...
              • Copy QuickBooks Online Records to Vantagepoint for the First Time
              • Set the Frequency for Automatic Updating Between Vantagepoint and QuickBooks Online
              • Select Advanced Options for QuickBooks Integration
              • Map General Ledger Accounts Between Vantagepoint and QuickBooks Online for the First Time
              • Map New General Ledger Accounts Between Vantagepoint and QuickBooks Online
              • Map Tax Codes Between Vantagepoint and QuickBooks Online for the First Time
              • Map New Tax Codes Between Vantagepoint and QuickBooks Online
              • Map a Vendor Record to an Employee Record
              • Manually Run the Process to Update Data Between Vantagepoint and QuickBooks Online
            • Fields and Options
              • QuickBooks Form
                • Display the QuickBooks Form
                • Integration Setup Tab of the QuickBooks Form
                • Accounts Mapping Tab of the QuickBooks Form
                • Tax Code Mapping Tab of the QuickBooks Form
                • Employee Mapping Tab of the QuickBooks Form
                • Error Logs Tab of the QuickBooks Form
            • Learn More About...
              • Records that Are Copied from QuickBooks Online to Vantagepoint When You Run the Initialization
              • Records and Transactions Synced Between Vantagepoint and QuickBooks Online
              • Failed Transactions Due to Missing Account or Tax Code Mapping
          • Salesforce Integration Utility
            • Before You Begin
            • Checklist: Setting Up Salesforce Integration
              • Enable Salesforce to Communicate with Vantagepoint
              • Configure Vantagepoint to Connect to Salesforce
              • Set Up Salesforce Data Options
              • Run the Initial Data Import
              • Confirm Data After Initial Import
            • How to...
              • Connect Your Salesforce Instance
              • Add Mapped Fields to the Salesforce Data Mapping Grid
              • Delete a Mapped Field
              • Troubleshoot Salesforce Errors
                • View a Salesforce Integration Error Log
                • View Salesforce Error Notifications
                • Check Errors in the Process Queue
                • Salesforce Import Errors and Solutions
            • Salesforce Form
              • Display the Salesforce Form
              • Contents of the Salesforce Form
            • Learn More About...
              • Salesforce Integration
              • Salesforce Integration Data Mapping
          • Talent Management Integration Utility
            • How to...
              • Set Up the Talent Management Integration Utility
              • Run Talent Management Integration
            • Fields and Options
              • Talent Management Form
                • Display the Talent Management Form
                • Contents of the Talent Management Form
          • VAT Registration Integration Utility
            • Use European Tax Validation with a Firm Record
            • VAT Registration Form
              • Display the VAT Registration Form
              • Contents of the VAT Registration Form
        • Imports & Exports
          • Data Import Utility
            • How to ...
              • Prepare the Import File
              • Import Records Into User-Defined Hubs
            • Fields and Options
              • Data Import Form
                • Display the Data Import Form
                • Contents of the Data Import Form
              • Import Settings Dialog Box
                • Display the Import Settings Dialog Box
                • Contents of the Import Settings Dialog Box
              • Save Options Dialog Box
                • Display the Save Options Dialog Box
                • Contents of the Save Options Dialog Box
          • Imports Utility
            • Available Imports
            • Import Records from Comma-Separated Values (.csv) Files
              • Prepare the Comma-Separated Values (.csv) File
              • Run the Import Process
            • Imports Form
              • Display the Imports Form
              • Contents of the Imports Form
            • Learn More About...
              • Importing Data from Comma-Separated Values (.csv) Files
              • Import Data Validation
              • Individual Imports
                • Contacts Import Fields
                • Contacts Import Notes
                • Employees Import Fields
                • Employees Import Notes
                • Employee Skills Import Fields
                • Employee Skills Import Notes
                • Employee Education Import Fields
                • Employee Education Import Notes
                • Employee Credentials Import Fields
                • Employee Credentials Import Notes
                • Employee Citizenship Import Fields
                • Employee Citizenship Import Notes
                • Generic Resources Import Fields
                • Generic Resources Import Notes
                • Lists Import Fields
                • Lists Import Notes
                • Firms Import Fields
                • Firms Import Notes
              • Import Security
          • Planning Data Export Utility
            • How to...
              • Export Planning Data to a Comma-Separated Values (.csv) File
            • Fields and Options
              • Planning Data Export Form
                • Display the Planning Data Export Form
                • Contents of the Planning Data Export Form
              • Export Planning Data Dialog Box
                • Display the Export Planning Data Dialog Box
                • Contents of the Export Planning Data Dialog Box
              • Export Dialog Boxes for Labor Assignments, Expenses and Consultants, and Unit Assignments
                • Display the Export Dialog Box
                • Contents of the Export Dialog Box
            • Learn More About...
              • Exporting Planning Data to Comma-Separated Values (.csv) Files
          • Exports Utility
            • How to...
              • Set Up Email or FTP Targets for Data Export Definitions
              • Create a Data Export Definition
              • Copy an Existing Data Export Definition to Create a New One
              • Preview the Contents of a Data Export File Before You Generate It
              • Export Vantagepoint Data to a File Using the Exports Utility
              • View a List of the Past Run Dates for a Data Export Definition
              • Share a Data Export Definition with Other Users
              • Delete a Data Export Definition
            • Fields and Options
              • Data Export Definitions Form
                • Display the Data Export Definitions Form
                • Definitions Tab of the Data Export Definitions Form
                • History Tab of the Data Export Definitions Form
                • Target Tab of the Data Export Definitions Form
              • Definition Setup Form
                • Display the Definition Setup Form
                • Actions for the Definition Setup Form
                • Contents of the Definition Setup Form
              • Calculated Fields Dialog Box
                • Display the Calculated Fields Dialog Box
                • Contents of the Calculated Fields Dialog Box
              • Calculated Field Options Dialog Box
                • Display the Calculated Field Options Dialog Box
                • Contents of the Calculated Field Options Dialog Box
              • Data Mapping Values Dialog Box
                • Display the Data Mapping Values Dialog Box
                • Contents of the Data Mapping Values Dialog Box
              • Export Dialog Box
                • Display the Export Dialog Box
                • Contents of the Export Dialog Box
              • Filter Dialog Box
                • Display the Filter Dialog Box
                • Contents of the Filter Dialog Box
              • History Dialog Box
                • Display the History Dialog Box
                • Contents of the History Dialog Box
              • New Target Dialog Box
                • Display the New Target Dialog Box
                • Contents of the New Target Dialog Box
              • Parameters Dialog Box
                • Display the Parameters Dialog Box
                • Contents of the Parameters Dialog Box
              • Preview Dialog Box
                • Display the Preview Dialog Box
                • Contents of the Preview Dialog Box
              • Properties Dialog Box
                • Display the Properties Dialog Box
                • Contents of the Properties Dialog Box
              • Select Columns Dialog Box
                • Display the Select Columns Dialog Box
                • Contents of the Select Columns Dialog Box
              • Share Data Export Definition Dialog Box
                • Display the Share Data Export Definition Dialog Box
                • Contents of the Share Data Export Definition Dialog Box
              • Sort Options Dialog Box
                • Display the Sort Options Dialog Box
                • Contents of the Sort Options Dialog Box
            • Learn More About
              • Exports Utility Terminology
              • XEROClientInvoice Data Pack
          • Transfer Settings Utility
            • Prerequisites for Using the Transfer Settings Utility
              • Security Setup for the Transfer Settings Utility
              • Password for the Transfer Settings Utility
            • Transfer Vantagepoint Settings from One Database to Another
              • Export Vantagepoint Settings from a Source Database to a Settings File
              • Import Vantagepoint Settings from a Settings File to a Target Database
            • Transfer Settings Form
              • Display the Transfer Settings Form
              • Contents of the Transfer Settings Form
        • Updates Utilities
          • Refresh Billing Extensions Utility
            • How to...
              • Select Projects for Billing Extension Refresh
              • Refresh Billing Extensions Immediately
              • Schedule Refresh Billing Extension Runs
              • Add a Missing Billing Labor Category to Fix a Zero Billing Extension
              • Save Refresh Billing Extension Options
            • Fields and Options
              • Refresh Billing Extensions Form
                • Display the Refresh Billing Extensions Form
                • Contents of the Refresh Billing Extensions Form
          • Update Billing Status
            • Fields and Options
              • Update Billing Status Form
                • Display the Update Billing Status Form
                • Contents of the Update Billing Status Form
              • Comment Dialog Box
                • Display the Comment Dialog Box
                • Contents of the Comment Dialog Box
          • Project Closeout Utility
            • Close Out Projects
            • Project Closeout Form
              • Display the Project Closeout Form
              • Contents of the Project Closeout Form
            • Closing Out Projects with Tasks
          • Refresh Paid Status Utility
            • How to...
              • Update the Accounts Receivable Table (AR Paid Update)
              • Update the Voucher Table (VO Paid Update)
              • Update the EX Table (EX Paid Update)
            • Fields and Options
              • Refresh Paid Status Form
                • Display the Refresh Paid Status Form
                • Contents of the Refresh Paid Status Form
          • Refresh Summary Tables Utility
            • How to...
              • Refresh Project Report Summary Table
              • Refresh General Ledger Report Summary Table
            • Fields and Options
              • Refresh Summary Tables Form
                • Display the Refresh Summary Tables Form
                • Contents of the Refresh Summary Tables Form
          • Batch Deletes Utility
            • How to...
              • Use Batch Deletes to Delete Records
              • Use Batch Deletes to Make Records Inactive
            • Fields and Options
              • Batch Deletes Form
                • Display the Batch Deletes Form
                • Contents of the Batch Deletes Form
          • Search and Replace Utility
            • How to...
              • Create a Search and Replace Update Run
              • Use an Existing Search and Replace Update Run
            • Fields and Options
              • Search and Replace Form (Utilities)
                • Display the Search and Replace Form (Utilities)
                • Contents of the Search and Replace Form (Utilities)
        • History Loading
          • How to...
            • Enter Labor and Expense History
            • Enter Invoice and Receipt History
            • Enter or Modify Absence Accrual History
            • Enter Accounts Payable History
            • Enter Account Balances History
          • Fields and Options
            • Labor and Expense Form
              • Display the Labor and Expense Form
              • Contents of the Labor and Expense Form
            • Invoice and Receipt Form
              • Display the Invoice and Receipt Form
              • Contents of the Invoice and Receipt Form
            • Absence Accrual Form
              • Display the Absence Accrual Form
              • Contents of the Absence Accrual Form
            • Accounts Payable Form
              • Display the Accounts Payable Form
              • Contents of the Accounts Payable Form
            • Account Balances Form
              • Display the Account Balances Form
              • Contents of the Account Balances Form
          • Learn More About...
            • Labor and Expense History Loading Utility
            • Invoice and Receipt History Loading Utility
            • Absence Accrual History Loading Utility
            • Account Balances History Loading Utility
            • Accounts Payable History Loading Utility
        • Key Conversions
          • Actions Bar for the Key Conversions Form
          • Accounts
            • How to...
              • Combine Account Records
              • Change an Account Number
            • Accounts Form
              • Display the Accounts Form
              • Combine Records Tab of the Accounts Form
              • Change Number Tab of the Accounts Form
          • Banks
            • How to...
              • Combine Bank Records
              • Change the Code Number of a Bank Code
            • Banks Form
              • Display the Banks Form
              • Combine Records Tab of the Banks Form
              • Change Number Tab of the Banks Form
          • Contacts
            • Combine Contact Records
            • Contacts Form
              • Display the Contacts Form
              • Combine Records Tab of the Contacts Form
          • Discount Codes
            • How to...
              • Combine Discount Codes
              • Change the Code of a Discount Code
            • Discount Codes Form
              • Display the Discount Codes Form
              • Combine Records Tab of the Discount Codes Form
              • Change Number Tab of the Discount Codes Form
          • Employees
            • How to...
              • Combine Employee Records
              • Change the Number of an Employee Record
            • Employees Form
              • Display the Employees Form
              • Combine Records Tab of the Employees Form
              • Change Number Tab of the Employees Form
          • Firms
            • How to...
              • Combine Firm Records
              • Change a Firm's Vendor Number
            • Firms Form
              • Display the Firms Form
              • Combine Records Tab of the Firms Form
              • Change Number Tab of the Firms Form
          • Organizations
            • How to...
              • Combine Organizations
              • Change the Organization Number of an Organization Record
            • Organizations Form
              • Display the Organizations Form
              • Combine Records Tab of the Organizations Form
              • Change Number Tab of the Organizations Form
          • Projects
            • How to...
              • Combine Projects
              • Change the Project Number of a Project
            • Projects Form
              • Display the Projects Form
              • Combine Records Tab of the Projects Form
              • Change Number Tab of the Projects Form
          • Phases
            • How to...
              • Combine Phases
              • Change the Phase Number of a Phase Record and Keep It on the Same Project
              • Move a Phase to Another Project
            • Display the Phases Form
              • Display the Phases Form
              • Combine Records Tab of the Phases Form
              • Change Number Tab of the Phases Form
          • Tasks
            • How to...
              • Combine Tasks
              • Change the Task Number of a Task Record and Keep It on the Same Project and Phase
              • Move a Task to Another Phase on the Same Project or to Another Project
            • Tasks Form
              • Display the Tasks Form
              • Combine Records Tab of the Tasks Form
              • Change Number Tab of the Tasks Form
          • Enable Phases/Tasks
            • Enable Phases or Tasks
            • Enable Phases or Tasks Form
              • Display the Enable Phases or Tasks Form
              • Contents of the Enable Phases/Tasks Form
          • Disable Phases/Tasks
            • Disable Phases or Tasks
            • Disable Phases and Tasks Form
              • Display the Disable Phases and Tasks Form
              • Contents of the Disable Phases and Tasks Form
          • Projects' Organization
            • Change the Organization of Projects, Phases, or Tasks
            • Projects' Organization Form
              • Display the Projects' Organization Form
              • Contents of the Projects' Organization Form
          • Labor Codes
            • How to...
              • Combine Labor Codes
              • Change the Labor Code Number
            • Labor Codes Form
              • Display the Labor Codes Form
              • Combine Records Tab of the Labor Codes Form
              • Change Number Tab of the Labor Codes Form
          • Organization Sub-Codes
            • How to...
              • Combine Organization Sub-code Records
              • Change the Organization Sub-code number
            • Organization Sub-Codes Form
              • Display the Organization Sub-Codes Form
              • Combine Records Tab of the Organization Sub-Codes Form
              • Change Number Tab of the Organization Sub-Codes Form
          • Liability Codes
            • How to...
              • Combine Liability Codes
              • Change the Code of a Liability Code
            • Liability Codes Form
              • Display the Liability Codes Form
              • Combine Records Tab of the Liability Codes Form
              • Change Number Tab of the Liability Codes Form
          • Withholding Codes
            • How to...
              • Combine Withholding Codes
              • Change the Code of a Withholding Code
            • Withholding Codes Form
              • Display the Withholding Codes Form
              • Combine Records Tab of the Withholding Codes Form
              • Change Number Tab of the Withholding Codes Form
          • Contribution Codes
            • How to...
              • Combine Contribution Code Records
              • Change the Code of a Contribution Code
            • Contribution Codes Form
              • Display the Contribution Codes Form
              • Combine Records Tab of the Contribution Codes Form
              • Change Number Tab of the Contribution Codes Form
          • Absence Accrual Codes
            • How to...
              • Combine Absence Accrual Codes
              • Change the Code of an Absence Accrual Code
            • Absence Accrual Codes Form
              • Display the Absence Accrual Codes Form
              • Combine Records Tab of the Absence Accrual Codes Form
              • Change Number Tab of the Absence Accrual Codes
          • Tax Codes
            • How to...
              • Combine Tax Codes
              • Change Tax Code Numbers
            • Tax Codes Form
              • Display the Tax Codes Form
              • Combine Records Tab of the Tax Codes Form
              • Change Number Tab of the Tax Codes Form
          • Units
            • How to...
              • Combine Units
              • Change the Unit Number of a Unit Record
            • Units Form
              • Display the Units Form
              • Combine Records Tab of the Units Form
              • Change Number Tab of the Units Form
        • Key Formats
          • Schedule Key Format Conversions
          • Actions Bar for the Key Formats Form
          • Accounts
            • Convert Account Number Formats
            • Account Number Format Form
              • Display the Account Number Format Form
              • Contents of the Account Number Format Form
          • Clients
            • Convert Client Number Formats
            • Client Number Format Form
              • Display the Clients Number Format Form
              • Contents of the Client Number Format Form
          • Employees
            • Convert Employee Number Formats
            • Employee Number Format Form
              • Display the Employee Number Format Form
              • Contents of the Employee Number Format Form
          • Projects
            • Convert Project Number Formats
            • Project Number Format Form
              • Display the Project Number Format Form
              • Contents of the Project Number Format Form
          • Phases
            • Convert Phase Number Formats
            • Phase Number Format Form
              • Display the Phase Number Format Form
              • Contents of the Phase Number Format Form
          • Tasks
            • Convert Task Number Formats
            • Task Number Format Form
              • Display the Task Number Format Form
              • Contents of the Task Number Format Form
          • Units
            • Convert Unit Number Formats
            • Unit Number Format Form
              • Display the Unit Number Format Form
              • Contents of the Unit Number Format Form
          • Organizations
            • Create Organization Levels and Specify Label Formats
            • Organization Number Format Form
              • Display the Organization Number Format Form
              • Contents of the Organization Number Format Form
          • Labor Codes
            • Convert Labor Code Number Formats
            • Labor Code Number Format Form
              • Display the Labor Code Number Format Form
              • Contents of the Labor Code Number Format Form
          • Vendors
            • Convert Vendor Number Formats
            • Vendor Number Format Form
              • Display the Vendor Number Format Form
              • Contents of the Vendor Number Format Form
          • Reference Numbers
            • Convert Reference Number Formats
            • Reference Number Format Form
              • Display the Reference Number Format Form
              • Contents of the Reference Number Format Form
        • Process Server
          • Process Queue Manager
            • How to...
              • Review and Manage Processing Tasks with Queue Manager
              • Reset System Jobs in the Process Server Queue
              • Download Data to a Comma-Separated Values (.csv) File
            • Fields and Options
              • Queue Manager Form
                • Display the Queue Manager Form
                • Queue Manager Tasks and Options
                • Contents of the Queue Manager Form
              • Process Queue Details Dialog Box
                • Display the Process Queue Details Dialog Box
                • Contents of the Process Queue Details Dialog Box
              • Status Log Dialog Box
                • Display the Status Log Dialog Box
                • Contents of the Status Log Dialog Box
          • Server Management Utility
            • How to...
              • Download Server Management Data to a Comma-Separated Values (.csv) File
              • Display the Server Event Log
              • Start or Stop Application Servers
            • Fields and Options
              • Server Management Form
                • Server Management Actions Bar
                • Servers Tab of the Server Management Form
                • Event Log Tab of the Server Management Form
          • Profile Editor Utility
            • How to...
              • Create a Profile
              • Delete a Profile
              • Submit a Profile to a Process Queue
            • Fields and Options
              • Profile Editor Form
                • Display the Profile Editor Form
                  • Contents of the Profile Editor Form
        • Report Administration Utility (Opt-In Available)
          • How to... (Opt-In Available)
            • Display Current Reporting Activity (Opt-In Available)
            • Display Log of Report Data
            • Upload Custom Reports from a Workstation into Vantagepoint (Opt-In Available)
            • Load Custom Checks on the Report Server (Opt-In Available)
          • Fields and Options (Opt-In Available)
            • Report Server Form (Opt-In Available)
              • Display the Report Server Form
              • Load Reports Tab of the Report Server Form (Opt-In Available)
              • Custom Reports Tab of the Report Server Form (Opt-In Available)
              • Current Activity Tab of the Report Server Form (Opt-In Available)
              • Report Logging Tab of the Report Server Form (Opt-In Available)
              • Database Cleanup Tab of the Report Server Form (Opt-In Available)
        • Files Administration Utility
          • How to...
            • View Documents Uploaded with the Files Administration Utility
            • View, Print, or Download Final Billing Invoices and Credit Memos in Files Administration
            • View, Print, or Download Draft Billing Invoices in Files Administration
            • View, Print, or Download Batch Billing Invoice Archive Files in Files Administration
            • View, Print, or Download Voided Billing Invoices and Voided Credit Memos in Files Administration
          • Fields and Options
            • Files Administration Form
              • Display the Files Administration Form
              • Contents of the Files Administration Form
          • Learn More About
            • Transaction Document Management
            • Files and Links
            • Data Synchronization
            • PDF Files for Final Billing Invoices
            • Batch Billing Invoice Archive Files
        • Compress Utility
          • How to...
            • Compress Labor Data
            • View or Export Compressed Data Records
          • Fields and Options
            • Compress Detail Form
              • Display the Compress Detail Form
              • Contents of the Compress Detail Form
            • Labor Code Lookup Dialog Box
              • Display the Labor Code Lookup Dialog Box
              • Contents of the Labor Code Lookup Dialog Box
            • New Project Search Dialog Box
              • Display the New Project Search Dialog Box
              • Contents of the New Project Search Dialog Box
            • View History Dialog Box
              • Display the View History Dialog Box
              • Contents of the View History Dialog Box
      • Utilities (Desktop)
        • Change Company Utility
          • How to...
            • Change the Active Company (Desktop)
          • Fields and Options
            • Company Selection Dialog Box
              • Display the Company Selection Dialog Box
              • Contents of the Company Selection Dialog Box
        • Change Period Utility
        • Open New Benefit Year Utility
          • How to...
            • Open a New Benefit Year
          • Fields and Options
            • New Absence Accrual Year Dialog Box
              • Display the Open New Absence Accrual Year Dialog Box
              • Contents of the Open New Absence Accrual Year Dialog Box
        • Multicompany Analysis Utility
          • How to...
            • Schedule and Send the Multicompany Analysis Report
            • Run the Multicompany Analysis
          • Fields and Options
            • Schedule Dialog Box in Multicompany Analysis
              • Display the Schedule Dialog Box
              • Main Tab of the Schedule Dialog Box
              • Recurrence Tab of Schedule Dialog Box
              • Parameters Tab of Schedule Dialog Box
        • User Activity Utility
          • How to...
            • View User Activity
            • Disable User Logins
            • Enable User Logins
            • Send an Email Message to Users
          • Fields and Options
            • User Activity Form
              • Display the User Activity Form
              • Toolbar of the User Activity Form
              • Contents of the User Activity Form
        • Updates Utilities
          • Refresh Inventory Utility
            • How to...
              • Refresh Inventory
          • Correct W-2 Qtr/Year Utility
            • How to...
              • Correct the W-2 Quarter or Year
          • Create Contracts from Fees Utility
            • How to...
              • Create Contracts from Compensation Amounts
        • Desktop Imports Utility
          • How to...
            • Import Text Files
            • Import ODBC DSN Files
          • Fields and Options
            • Import Utility Form
              • Display the Import Utility Form
              • Main Tab of Import Utility Form
              • Text File Fields Mapping Tab of Import Utility
              • ODBC DSN Fields Mapping Tab of Import Utility
            • Import from a Text File Dialog Box
              • Display the Import from a Text File Dialog Box
              • Contents of the Import from a Text File Dialog Box
            • Import Utility Dialog Box
              • Display the Import Utility Dialog Box
              • Contents of the Import Utility Dialog Box
            • Please Specify the Batch Name to be Used for this Data Entry Import Dialog Box
              • Display the Please Specify the Batch Name to be Used for this Data Entry Import
              • Contents of the Please Specify the Batch Name to be Used for this Data Entry Import
          • Table Formats
            • Hub Tables
              • Firm File Links Table Formats (ClientFileLinks)
              • Employees Table Formats (EM)
              • Employees Direct Deposit Table Formats (EMDirectDeposit)
              • Employees Resumes Table Formats (EMResume)
              • Employees File Links Table Formats (EmployeeFileLinks)
              • Employees - Clients Table Formats (EMClientAssoc)
              • Employees - Contacts Table Formats (EMContactAssoc)
              • Equipment Accumulated Depreciation Table Formats
              • Equipment Acquisition Cost Table Formats (EQICCost)
              • Equipment - Employees Table Format (EQICEMAssoc)
              • Equipment Table Formats (Equipment)
              • Equipment File Links Table Formats (EquipmentFileLinks)
              • Contacts File Links Table Formats (ContactsFileLinks)
              • Contacts More Info Table Formats (ContactMoreInfo)
              • Project Table Formats (PR)
              • Project Codes Table Formats (PRProjectCodes)
              • Project Descriptions Table Formats (PRDescriptions)
              • Project Awards Table Formats (PRAwards)
              • Projects File Links Table Formats (PRFileLinks)
              • Project - Contacts Table Formats (PRContactAssoc)
              • Projects - Employee Table Formats (EMProjectAssoc)
              • Projects - Contracts Table Format
              • Projects - Contract Details Table Formats
              • Projects - Contract Credit Table Formats
              • Projects - Firms Table Format ( ClendorProjectAssoc)
              • Marketing Campaigns Table Formats (MktCampaign)
              • Marketing Campaigns File Links Table Formats (MktCampaignFileLinks)
              • Marketing Campaigns - Project Table Formats (MktCampaignProjectAssoc)
              • Units Table Format (UN)
              • Accounts Table Formats (CA)
            • Non-Hub Tables
              • Activities Table Formats (Activity)
              • Project Overhead Table Formats (ProjectOverhead)
              • Unbilled Revenue Table Formats (UnbilledRevenue)
              • Billing Terms Projects Table Formats (BillingTerm)
              • Billing Groups (Main Projects) Table Formats (BillingGroupsMain)
              • Billing Groups (Sub-Projects) Table Formats (BillingGroupsSub)
              • Corporate Budgets Table Formats (CorporateBudgets)
              • Labor Budgets Table Formats (LaborBudgets)
              • Expense Budgets Table Formats (ExpenseBudgets)
              • Project Labor Table Formats (ProjectLabor)
              • Project Expenses Table Formats (ProjectExpense)
              • Project Invoices Table Formats (ProjectInvoice)
              • Project Receipts Table Formats (ProjectReceipt)
              • General Ledger Account Balances Table Formats (AccountBalance)
              • Accounts Payable Vouchers Table Formats (APVoucher)
              • Accounts Payable Voucher Line Items Table Formats (APVoucherLine)
              • Accounts Payable Payments Table Formats (APPayment)
              • Timesheet Data Entry Table Formats (DETimesheet)
              • Journal Entry Data Entry Table Formats (DEJournalEntry)
              • Miscellaneous Data Entry Table Formats (DEMiscellaneous)
              • Unit Data Entry Table Formats (DEUnit)
              • Employee Expense Report Data Entry Table Formats (DEEmployeeExpense)
              • Prints and Reproductions Data Entry Table Formats (DEPrints)
              • AP Voucher Data Entry Table Formats (DEVoucher)
              • Invoice Data Entry Table Formats
              • Cash Receipts Data Entry Table Formats
              • AP Disbursement Data Entry Table Formats
              • Cash Disbursement Data Entry Table Formats
              • Items Table Formats (Items)
              • Items Company Table Formats (CompanyItem)
              • Items Vendor Table Formats (VendorItem)
              • Purchase Order Master Information Table Formats (POMaster)
              • Purchase Order Line Item Information Table Formats (PODetail)
              • Purchase Order Item Detail Cost Distribution Table Formats (POCostDetail)
              • Purchase Order Default Project Distribution Table Formats (POWBS)
              • Project Company Access Table Formats (PRChargeCompanies)
          • Learn More About...
            • Data Import Security
            • Preparing Files for Import
            • Validating Data
            • Vantagepoint Table Names
            • Importing Project Invoice Records
        • History Loading Utility
          • How to...
            • Enter Payroll History
            • Enter Asset Management History
          • Fields and Options
            • Employee Payroll History Form
              • Display the Employee Payroll History Form
              • Contents of the Employee Payroll History Form
            • Asset History Loading Form
              • Display the Asset History Loading Form
              • Contents of the Asset History Loading Form
          • Learn More About...
            • Considerations for History Loading
            • Payroll History Loading Utility
            • Asset Management History Loading Utility
        • Generic Resources
          • How to...
            • Convert Generic Resource Keys
          • Fields and Options
            • Key Convert Generic Resources Form
              • Display the Key Convert Generic Resources Form
              • Contents of the Key Convert Generic Resources Form
        • Report Administration Utility
          • How to...
            • Display Current Reporting Activity
            • Display Log of Report Data
            • Upload Custom Reports from a Workstation into Vantagepoint
            • Load Custom Checks on the Report Server
          • Fields and Options
            • Report Server Form
              • Display the Report Server Form
              • Load Reports Tab of the Report Server Form
              • Custom Reports Tab of the Report Server Form
              • Current Activity Tab of the Report Server Form
              • Report Logging Tab of the Report Server Form
              • Database Cleanup Tab of the Report Server Form
      • Weblink
        • How to...
          • Access the Weblink Utility
          • Modify the Web.config File to Add the Database Sort Order
          • Manage Login Alerts
          • Use a Read-Only Alternate Reporting Database for Resource Planning and Project Reports
        • Fields and Options
          • Weblink Form
            • Display the Weblink Form
            • Toolbar of the Weblink Form
            • General Tab of the Weblink Form
            • Report Server Tab of the Weblink Form
            • Login Alerts Tab of the Weblink Form
            • System Settings Tab of the Weblink Form
            • Database List View Tab of the Weblink Form
        • Learn More About...
          • Multiple Languages and Weblink
    • Settings
      • Security Settings
        • Checklist: Setting Up Security
        • Roles
          • How to...
            • Evaluate Predefined Roles
            • Create and Work With Roles
              • Create a Security Role
              • Select Users for a Security Role
              • Select an Existing Role
              • Copy an Existing Role to Create a New Role
              • Modify a Role
              • Delete a Role
            • How to Set Up Access Rights
              • Set Up Access to Reports
              • Set Up Access to Favorite Reports
              • Set Up Access to Report Columns and Groups
              • Set Up Access to Saved Report Options
              • Set Up Access to Saved Searches
              • Set Up Access to SQL Where Clause Search
              • Set Up Access to Companies
                • Set Up Access to Application Tabs
              • Set Up Access to Effective Dates
              • Set Up Access to Lookups
              • Set Up Access to Dashparts
              • Set Up Access to Columns of Dashpart Bases
              • Set Up Access to Dashpart Bases
              • Set Up Role Security Access for Smart Summary Briefings
            • Set Up Role Security for the Exports and Integrations Manager Utilities
              • Give a Security Role Export Administrator Access
              • Give a Security Role the Ability to Export Vantagepoint Data to Files
              • Give a Security Role Access to Data Packs
              • Give a Security Role Access to Data Export Definitions
            • Set Up Role Security Access for Smart Summary Briefings
            • Print the Role Summary Report
            • Review User Licenses
          • Fields and Options
            • Roles Form
              • Display the Roles Form
              • Header Fields for the Security Roles Form
              • Actions Bar for the Roles Form
              • Customize the Grid View for the Roles Form
              • Overview Tab of the Roles Form
              • Record Access Tab of the Roles Form
              • Accounting Tab of the Roles Form
              • Planning Tab of the Roles Form
              • Access Rights Tab of the Roles Form
            • Roles Form (Desktop)
              • Display the Roles Form (Desktop)
              • Toolbar of the Roles Form
              • Access Rights Tab of Roles (Desktop)
            • Application Tabs Dialog Box
              • Display the Application Tabs Dialog Box
              • Contents of the Application Tabs Dialog Box
            • <Report Name> Columns Dialog Box
              • Display the <Report Name> Columns Dialog Box
              • Contents of the <Report Name> Columns Dialog Box
            • Companies Dialog Box
              • Display the Companies Dialog Box
              • Contents of the Companies Dialog Box
            • Favorite Reports Dialog Box
              • Display the Favorite Reports Dialog Box
              • Contents of the Favorite Reports Dialog Box
            • Group Fields for <Report Name> Dialog Box
              • Display the Group Fields for <Report Name> Dialog Box
              • Contents of the Group Fields for <Report Name> Dialog Box
            • Reports Dialog Box (Security Roles)
              • Display the Reports Dialog Box
              • Contents of the Reports Dialog Box
            • Saved Searches Dialog Box
              • Display the Saved Searches Dialog Box
              • Contents of the Saved Searches Dialog Box
            • Saved Options Dialog Box
              • Display the Saved Options Dialog Box
              • Contents of the Assign Options Dialog Box
            • Users Dialog Box
              • Display the Users Dialog Box
              • Contents of the Users Dialog Box
            • Data Export Definitions Dialog Box
              • Display the Data Export Definitions Dialog Box
              • Contents of the Data Export Definitions Dialog Box
            • Data Packs Dialog Box
              • Display the Data Packs Dialog Box
              • Contents of the Data Packs Dialog Box
            • Review User Licenses Dialog Box
              • Display the Review User Licenses Dialog Box
              • Contents of the Review User Licenses Dialog Box
            • Dashparts Dialog Box
              • Display the Dashparts Dialog Box
              • Contents of the Dashparts Dialog Box
            • Dashpart Bases Dialog Box
              • Display the Dashpart Bases Dialog Box
              • Contents of the Dashpart Bases Dialog Box
            • <Dashpart> Base Columns Dialog Box
              • Display the <Dashpart> Base Columns Dialog Box
              • Contents of the <Dashpart> Base Columns Dialog Box
          • Learn More About...
            • Predefined Security Roles for New Implementations
            • Example of How to Set Up Security
            • Examples of Security Roles
            • Record Level Security
            • How Security is Applied in the Browser
            • Hiding Tabs in Vantagepoint
            • Essential Fields in Vantagepoint
            • Role Security and the Employee Card
            • Role Security for the Exports Utility and Integrations Manager Utility
            • Performance Canvases and Role Security
            • Assigning Full Access Rights to Users
            • Access to Transactions
            • Access to Dashboards
            • Access to Dashboard Designer
            • Access to Hubs
            • Access to Screen Designer
            • Access to Activities
            • Access to Resource Planning
        • Users Settings
          • How to...
            • Create Multiple New Users from Employee Records
            • Create a User
            • Copy a User
            • Use List View on the Users Form
            • Modify User Information
            • Enable Users to Use Vantagepoint
            • Enable All Users to Use <Vantagepoint
            • Disable Users from Using Vantagepoint
            • Disable All Users from Using Vantagepoint
            • Review User Licenses
          • Fields and Options
            • Users Form
              • Display the Users Form
              • Actions Bar for the Users Form
              • Contents of the Users Form
            • Generate Users Dialog Box
              • Display the Generate Users Dialog Box
              • Contents of the Generate Users Dialog Box
            • Review User Licenses Dialog Box
              • Display the Review User Licenses Dialog Box
              • Contents of the Review User Licenses Dialog Box
          • Reports
            • User Accounts Report
              • Display the User Accounts Report
              • User Accounts Report Columns
          • Learn More About...
            • Managing Your Vantagepoint Licenses
              • Accounting User Indicators
              • Asset Management User Indicators
              • CRM User Indicators
              • CRM Plus User Indicators
              • Payroll User Indicators
              • Purchasing User Indicators
              • Resource Planning User Indicators
              • Time and Expense User Indicators
              • Full and Time & Expense User Indicators
            • Invalidated Sessions for Disabled Users
        • Password Policies
          • How to...
            • Set Up Multi-factor Authentication for User Login
          • Fields and Options
            • Password Policies Form
              • Display the Password Policies Form
              • Contents of the Password Policies Form
            • Set Up Multi-factor Authentication Dialog Box
              • Display the Set Up Multi-factor Authentication Dialog Box
              • Contents of the Set Up Multi-factor Authentication Dialog Box
          • Learn More About...
            • Using Multi-factor Authentication for User Login
        • Logins and Passwords
          • How to...
            • Open Security and Log In to Vantagepoint
            • Log In Using Windows Integrated Security
            • Change Your Password
          • Learn More About...
            • Automatically Disabled Logins
        • Windows Integrated Security
          • How to...
            • Configure Windows Integrated Security
      • Workflow Settings
        • Workflow Basics
          • Types of Workflows
          • Types of Workflow Actions
          • Workflow Best Practices
        • User Initiated Workflows
          • How to...
            • Create User Initiated Workflows
            • Print the Workflow Report
          • Fields and Options
            • User Initiated Workflow Form
              • Display the User Initiated Workflow Form
              • Contents of the User Initiated Workflow Form
            • Conditions Dialog Box (User Initiated Workflows)
              • Display the Conditions Dialog Box (User Initiated Workflows)
              • Contents of the Conditions Dialog Box (User Initiated Workflows)
            • Languages Dialog Box
              • Display the Languages Dialog Box
              • Contents of the Languages Dialog Box
          • Learn More About...
            • User Initiated Workflow Examples
            • Workflows that Update the Project Stage
        • Scheduled Workflows
          • How to...
            • Create Scheduled Workflows
            • Print the Workflow Report
          • Fields and Options
            • Scheduled Workflow Form
              • Display the Scheduled Workflow Form
              • Contents of the Scheduled Workflow Form
            • Languages Dialog Box
              • Display the Languages Dialog Box
              • Contents of the Languages Dialog Box
            • Conditions Dialog Box (Scheduled Workflows)
              • Display the Conditions Dialog Box (Scheduled Workflows)
              • Contents of the Conditions Dialog Box (Scheduled Workflows)
            • Expression Builder Dialog Box
              • Display the Expression Builder Dialog Box
              • Contents of the Expression Builder Dialog Box
          • Learn More About...
            • Scheduled Workflow Examples
            • Workflows that Update the Project Stage
        • Application Workflows
          • How to...
            • Create Application Workflows
            • Print the Workflow Report
          • Fields and Options
            • Application Workflows Form
              • Display the Applications Workflow Form
              • Contents of the Application Workflow Form
        • Workflow Actions
          • How to...
            • Create a Validate Error Action
            • Create a Validate Warning Action
            • Create a Notification Center Alert Action
            • Create an Email Alert Action
            • Create a Column (Field) Change Action
            • Create a Function Action
            • Create Activity Action for Workflows
            • Create a Stored Procedure Action
            • Create a Webhook Action
            • Create a Web Service Action
          • Fields and Options
            • Column Change Configuration Dialog Box
              • Display the Column Change Configuration Dialog Box
              • Contents of the Column Change Configuration Dialog Box
            • Activities Dialog Box (Workflows)
              • Display the Create Activities Dialog Box (Workflows)
              • Activities Overview Tab (Workflows)
              • Activities Files and Links Tab (Workflows)
            • Email Configuration Dialog Box
              • Display the Email Configuration Dialog Box
              • Contents of the Email Configuration Dialog Box
            • Expression Builder Dialog Box
              • Display the Expression Builder Dialog Box
              • Contents of the Expression Builder Dialog Box
            • Function Configuration Dialog Box
              • Display the Function Configuration Dialog Box
              • Contents of the Function Configuration Dialog Box
            • Insert Field Dialog Box
              • Display the Insert Field Dialog Box
              • Contents of the Insert Field Dialog Box
            • Notification Configuration Dialog Box
              • Display the Notification Configuration Dialog Box
              • Contents of the Notification Configuration Dialog Box
            • Stored Procedure Configuration Dialog Box
              • Display the Stored Procedure Configuration Dialog Box
              • Contents of the Stored Procedure Configuration Dialog Box
            • Webhook Dialog Box
              • Display the Webhook Dialog Box
              • Contents of the Webhook Dialog Box
            • Web Service Configuration Dialog Box
              • Display the Web Service Configuration Dialog Box
              • Contents of the Web Service Configuration Dialog Box
        • Workflow Process Examples
          • Employee Termination Workflow Process Example
          • Required Field Validation Workflow Process Example
          • Bypass Validation Examples
        • Web Services
          • Create Web Services
          • Web Services Workflow Form
            • Display the Web Services Workflow Form
            • Contents of the Web Services Form
          • Web Services and Numbering
        • Numbering
          • How to...
            • View Numbering Formats
            • Set Up Auto Numbering
          • Fields and Options
            • Numbering Form
              • Display the Numbering Form
              • Contents of the Numbering Form
            • Stored Procedure Configuration for Auto Numbering Dialog Box
              • Display the Stored Procedure Configuration for Auto Numbering Dialog Box
              • Contents of the Stored Procedure Configuration for Auto Numbering Dialog Box
            • Web Service Configuration for Auto Numbering Dialog Box
              • Display the Web Service Configuration for Auto Numbering Dialog Box
              • Contents of the Web Service Configuration for Auto Numbering Dialog Box
            • Expression Configuration for Auto Numbering Dialog Box
              • Display the Expression Configuration for Auto Numbering Dialog Box
              • Contents of the Expression Configuration for Auto Numbering Dialog Box
          • Learn More About
            • Auto Numbering
            • Map Values Example for Expression Configuration
      • Desktop Application - Approvals Workflow Settings
        • Approval Workflow Settings
          • Basics
            • Checklist: Configure and Enable Approvals for Employee Expenses
            • Checklist: Configure and Enable Approvals for the General Ledger Budget Groups
            • Checklist: Configure and Enable Approvals for the General Ledger Budgets
            • Checklist: Configure and Enable Approvals for the Purchasing and Inventory Applications
            • Checklist: Configure and Enable Approvals for Timesheets
            • Checklist: Enable and Set Up Approvals for Accounts Payable Invoices
            • Checklist: Set Up and Enable Approvals for Absence Requests
          • How to...
            • Create an Approval Workflow for an Application
            • Copy an Existing Approval Workflow to Create a New One
            • Create a Backup Copy of an Approval Workflow
            • Edit an Approval Workflow
            • Edit an Approval Workflow that has Advanced Actions
            • Make an Approval Workflow Inactive
            • Delete an Approval Workflow
            • Assign Another Person to Perform Approvals in Your Absence
            • Set Up an AP Invoice Approval Workflow to Create AP Vouchers When AP Invoices Are Final Approved
          • Fields and Options
            • Approvals Configuration Form
              • Display the Approvals Configuration Form
              • Toolbar of the Approvals Configuration Form
              • General Tab of Approvals Configuration Form
              • Workflow Tab of Approvals Configuration Form
            • Assigned To Dialog Box
              • Display the Assigned To Dialog Box
              • Contents of the Assigned To Dialog Box
            • Add Reminder Alert Dialog Box
              • Display the Add Reminder Alert Dialog Box
              • Contents of the Add Reminder Alert Dialog Box
            • Add Notification Alert Dialog Box
              • Display the Add Notification Alert Dialog Box
              • Contents of the Add Notification Alert Dialog Box
            • Notify Assignee's Supervisor Dialog Box
              • Display the Notify Assignee's Supervisor Dialog Box
              • Contents of the Notify Assignee's Supervisor Dialog Box
            • Validate Error Conditions Dialog Box
              • Display the Validate Error Conditions Dialog Box
              • Contents of the Validate Error Conditions Dialog Box
            • Add Approved Alert Dialog Box
              • Display the Add Approved Alert Dialog Box
              • Contents of the Add Approved Alert Dialog Box
            • Add Review Alert Dialog Box
              • Display the Add Review Alert Dialog Box
              • Contents of the Add Review Alert Dialog Box
            • Add Rejected Alert Dialog Box
              • Display the Add Rejected Alert Dialog Box
              • Contents of the Add Rejected Alert Dialog Box
            • Add Past Due Alert Dialog Box
              • Display the Add Past Due Alert Dialog Box
              • Contents of the Add Past Due Alert Dialog Box
            • Add Requester Alert Dialog Box
              • Display the Add Requester Alert Dialog Box
              • Contents of the Add Requester Alert Dialog Box
            • Add Submitter Alert Dialog Box
              • Display the Add Submitter Alert Dialog Box
              • Contents of the Add Submitter Alert Dialog Box
            • Add Update Plan Action Dialog Box
              • Display the Add Update Plan Action Dialog Box
            • Add Create Voucher Action Dialog Box
              • Display the Add Create Voucher Action Dialog Box
              • Contents of the Add Create Voucher Action Dialog Box
            • Add Completion Alert Dialog Box
              • Display the Add Completion Alert Dialog Box
              • Contents of the Add Completion Alert Dialog Box
            • Errors Encountered Dialog Box
              • Display the Errors Encountered Dialog Box
              • Contents of the Errors Encountered Dialog Box
            • Edit Workflow Dialog Box
              • Display the Edit Workflow Dialog Box
              • Contents of the Edit Workflow Dialog Box
            • Email Configuration Dialog Box
              • Display the Email Configuration Dialog Box
              • Contents of the Email Configuration Dialog Box
            • Conditions Dialog Box (Approval Workflows)
              • Display the Conditions Dialog Box
              • Contents of the Conditions Dialog Box (Approval Workflows)
            • Field Selection Dialog Box
              • Display the Field Selection Dialog Box
              • Contents of the Field Selection Dialog Box
            • GL Budget Group Notification Dialog Box
              • Display the GL Budget Group Notification Dialog Box
              • Contents of the GL Budget Group Notification Dialog Box
          • Learn More About...
            • Alerts for Approval Workflows
            • Approval Workflows
            • Conditions for Approval Workflow Steps
            • Example of an Assignment Hierarchy for AP Invoice Approvers
            • Examples of Conditions for Approval Workflow Steps
            • Steps that Make Up Approval Workflows
            • Approval Workflow Failures
            • Editing Approval Workflows
            • Error Messages for Approval Workflows
            • Expense Report Approvals and Workflows Added With Screen Designer
            • Generating AP Vouchers When AP Invoices are Final Approved
      • Time Settings
        • Checklist: Setting Up the Timesheet Application
        • Summary
          • Summary Form (Time Settings)
            • Display the Summary Form
            • Contents of the Summary Form
        • Options
          • How to...
            • Require Comments for Hours Entered on Timesheets
            • Add a User-Defined Field
          • Fields and Options
            • Options Form
              • Display the Options Form
              • Contents of the Options Form
            • Field Settings Dialog Box
              • Display the Field Settings Dialog Box
              • Field Settings Dialog Box for Drop-down Fields
              • Field Settings Dialog Box for Numeric Fields
              • Field Settings Dialog Box for Memo Fields
          • Learn More About...
            • Checking Timesheet Hours Against Expected Hours
            • Automatically Populating Timesheets with Resource Planning Data
        • Time Periods
          • How to...
            • Change the Status of a Timesheet Period
            • Add a Timesheet Period
            • Delete a Timesheet Period
          • Fields and Options
            • Time Periods Form
              • Display the Time Periods Form
              • Contents of the Time Periods Form
            • Add Multiple Time Periods Dialog Box
              • Display the Add Multiple Time Periods Dialog Box
              • Contents of the Add Multiple Time Periods Dialog Box
        • Non-Work Days Settings
          • Specify Non-Work Days
          • Non-work Days Form
            • Display the Non-work Days Form
            • Contents of the Non-Work Days Form
        • Time Groups
          • How to...
            • Add a Time Group and Assign Employees to It
            • Remove an Employee from a Time Group
            • Enable Timesheet Assist
          • Fields and Options
            • Time Groups Form
              • Display the Time Groups Form
              • Contents of the Time Groups Form
            • Assign Employees to Group Dialog Box
              • Display the Assign Employees to Group Dialog Box
              • Contents of the Assign Employees to Group Dialog Box
          • Learn More About...
            • Time Groups for Timesheets
            • Example: Employee Timesheet Groups
        • Ratios
          • Set Up Timesheet Ratios to Display in Timesheets
          • Ratios Form
            • Display the Ratios Form
            • Contents of the Ratios Form
          • Timesheet Ratios
        • Timesheet Audit
          • How to...
            • Require Revision Explanations for Timesheets
            • Turn on Auditing for Timesheet Revisions
            • Turn on Auditing for Billing Labor Transfers
          • Timesheet Audit Form
            • Display the Timesheet Audit Form
            • Contents of the Timesheet Audit Form
        • Time Approvals
          • Require that Timesheets Be Approved
          • Time Approvals Form
            • Display the Time Approvals Form
            • Contents of the Time Approvals Form
        • Alerts
          • How to...
            • Set Up Alerts for Timesheet Due
            • Set Up Alerts for Labor Billing Transfer Audit
          • Fields and Options
            • Time Alerts Form
              • Display the Time Alerts Form
              • Contents of the Time Alerts Form
            • Labor Billing Transfer Alert Dialog Box
              • Display the Labor Billing Transfer Alert Dialog Box
              • Contents of the Labor Billing Transfer Alert Dialog Box
            • Timesheet Due Alert Dialog Box
              • Display the Timesheet Due Alert Dialog Box
              • Contents of the Timesheet Due Alert Dialog Box
        • Time Categories
          • Assign Time Categories to a Time Group
          • Time Categories Form
            • Display the Time Categories Form
            • Contents of the Time Categories Form
          • Copy Categories from Selected Group Dialog Box
            • Display the Copy Categories from Selected Group Dialog Box
            • Contents of the Copy Categories from Selected Group Dialog Box
          • Learn More About...
            • Time Categories for Timesheets
            • SQL Queries Used When Setting Up Time Categories
        • Global Comments
          • Add Global Comments for Timesheets
          • Global Comments Form
            • Display the Global Comments Form
            • Contents of the Global Comments Form
      • Expense Settings
        • Checklist: Setting Up the Expense Report Application
        • Summary
          • Summary Form
            • Display the Summary Form
            • Contents of the Summary Form
        • Options
          • Specify General Settings that Affect the Entries that Employees Make in Expense Reports
          • Options Form
            • Display the Options Form
            • Contents of the Options Form
        • Expense Groups
          • How to...
            • Add an Expense Group and Assign Employees to It
            • Remove an Employee from an Expense Group
          • Fields and Options
            • Expense Groups Form
              • Display the Expense Groups Form
              • Contents of the Expense Groups Form
            • Assign Employees to Group Dialog Box
              • Display the Assign Employees to Group Dialog Box
              • Contents of the Assign Employees to Group Dialog Box
          • Expense Group Example for Expense Reports
        • Expense Categories
          • How to...
            • Add Expense Categories for All Expense Groups or Individual Expense Groups
            • Override Default Tax Codes for Expense Reports
          • Fields and Options
            • Expense Categories Form
              • Display the Expense Categories Form
              • Contents of the Expense Categories Form
            • Expense Categories Dialog Box
              • Display the Expense Categories Dialog Box
              • Contents of the Expense Categories Dialog Box
        • Payments
          • Enter Settings for Processing Expense Report Payments
          • Fields and Options
            • Payments Form
              • Display the Payment Form
              • Contents of the Payments Form
            • Format Currency Dialog Box
              • Display the Format Currency Dialog Box
              • Contents of the Format Currency Dialog Box
            • Format Date Dialog Box
              • Display the Format Date Dialog Box
              • Contents of the Format Date Dialog Box
        • Expense Approvals
          • Require that Expense Reports Be Approved
          • Approvals Form
            • Display the Approvals Form
            • Contents of the Approvals Form
        • Alerts
          • How to...
            • Set Up Alerts for New Credit Card Transactions Available
            • Set Up Alerts for Past Due Credit Card Transactions
          • Fields and Options
            • Expense Alerts Form
              • Display the Expense Alerts Form
              • Contents of the Expense Alerts Form
            • Past Due Credit Card Transactions Dialog Box
              • Display the Past Due Credit Card Transactions Dialog Box
              • Contents of the Past Due Credit Card Transactions Dialog Box
            • New Credit Card Transactions Available Dialog Box
              • Display the New Credit Card Transactions Available Dialog Box
              • Contents of the New Credit Card Transactions Available Dialog Box
      • Cash Management Settings
        • Options Settings
          • Set Up Cash Management Options
          • Cash Management Settings Options Form
            • Display the Cash Management Options Form
            • Contents of the Cash Management Options Settings Form
        • Banks Settings
          • Set Up Bank Codes
          • Bank Feed
            • Activate and Set Up the Bank Feed
            • Activate and Set Up Bank Feed for OAuth Banks
            • Enable the Connection Between a Bank Code and Plaid
            • Schedule the Bank Feed Import
            • Set Up Notification for Bank Feed Errors
            • Disable the Bank Feed
            • Important Information in Error Messages About Bank Feed
          • Banks Settings Form
            • Display the Banks Settings Form
            • Header Fields for the Banks Settings Form
            • Options Tab of the Banks Settings Form
            • Bank Reconciliation Tab of the Banks Settings Form
            • NACHA File Format Tab of the Banks Settings Form
            • SEPA File Format Tab of the Banks Settings Form
            • User Defined File Format Tab of Banks Form
            • Import Tab of Banks Settings Form
            • Connections Tab of the Banks Settings Form
        • Initial Setup for Different Types of Vendor Payments
          • Initial Setup Before You Can Make ACH (NACHA) EFT Vendor Payments
          • Initial Setup Before You Can Make Vendor Payments Using Printed Checks
          • Initial Setup Before You Can Make Vendor Payments for Direct Debits
          • Initial Setup Before You Can Make Vendor Payments for Wires
          • Initial Setup Before You Can Make Vendor Payments for SEPA EFTs
          • Initial Setup Before You Can Make Vendor Payments for ClieOp EFTs
          • Initial Setup Before You Can Have Corpay Pay Your Vendors
        • Tax Codes Settings
          • Set Up Tax Codes
          • Tax Codes Settings Form
            • Display the Tax Codes Settings Form
            • Header Fields for the Tax Codes Settings Form
              • Actions Bar for the Tax Codes Settings Form
            • Options Tab of the Tax Codes Settings Form
            • Intercompany Billing Tab of the Tax Codes Settings Form
            • Tax Reporting Tab of the Tax Codes Settings Form
          • Learn More About...
            • Tax Regions
            • Tax Auditing
            • Compound Tax Examples
            • Non-Recoverable Tax Examples
        • Accounts Payable Settings
          • How to...
            • Set Up Accounts Payable
            • Set Up Accounts Payable Liability Codes
            • Set Up Accounts Payable Payments
            • Set Up Accounts Payable Discounts
            • Load Custom Checks on the Report Server
            • Display Custom Check Templates as Options in the Template Field
          • Fields and Options
            • Accounts Payable Settings Form
              • Display the Accounts Payable Settings Form
              • Options Tab of Accounts Payable Settings
              • Liability Accounts Tab of Accounts Payable Settings
              • Payments Tab of Accounts Payable Settings
              • Discounts Tab of Accounts Payable Settings
            • Format Date Dialog Box
              • Display the Format Date Dialog Box
              • Contents of the Format Date Dialog Box
          • Learn More About...
            • Checklist: Enable and Set Up Approvals for Accounts Payable Invoices
        • Credit Cards Settings
          • Set Up the Credit Cards Feature
          • Fields and Options
            • Credit Cards Settings Form
              • Display the Credit Cards Settings Form
              • Header Fields for the Credit Card Settings Form
              • Options Tab of the Credit Cards Settings Form
              • Import Tab of the Credit Cards Settings Form
            • Team Members Assigned to Credit Card Dialog Box
              • Display the Team Members Assigned to Credit Card Dialog Box
              • Contents of the Team Members Assigned to Credit Card Dialog Box
          • Learn More About...
            • Credit Cards Feature
            • Import Credit Card Charges Process
            • Primary and Secondary Credit Cards
            • Credit Cards Feature and Multiple Currencies
            • Example of a Text File for Importing Credit Card Charges
        • Cash Flow Statement Settings
          • Set Up the Cash Flow Statement
          • Cash Flow Statement Settings Form
            • Display the Cash Flow Statement Settings Form
            • Contents of the Cash Flow Statement Settings Form
        • Expense Codes Settings
          • How to...
            • Set Up AP System Expense Codes
            • Delete System AP Expense Codes
          • Fields and Options
            • Expense Codes Settings Form
              • Display the Expense Codes Form
              • Expense Codes Tab of the Expense Codes Form
              • Expense Codes Accounting Tab of the Expense Codes Form
          • Learn More About...
            • Accounts Payable Expense Codes
        • Expense Code Override Tables
          • How to...
            • Set Up Expense Code Override Tables
            • Copy an Expense Code Override Table
            • Delete an Expense Code Override Table
          • Fields and Options
            • Expense Code Override Tables Form
              • Display the Expense Code Override Tables Form
              • Toolbar of the Expense Code Override Tables Form
              • Contents of the Expense Code Override Tables Form
          • Learn More About...
            • Bill by Default Hierarchy for AP Expense Codes
      • Accounting Settings
        • Labor Options
          • How to...
            • Set Up Cross Charges
            • Set Up Job Costing Information
            • Set Up Reporting for Labor Options
            • Enable and Set Up Employee Realization Reporting
            • Exclude Unit Revenue from Employee Realization Reporting
          • Fields and Options
            • Labor Options Form
              • Display the Labor Options Form
              • Contents of the Labor Options Form
          • Learn More About
            • Billing Terms and Labor Cross Charge
            • Employee Realization Reporting
            • Frequency Examples for Employee Realization Reporting
            • Calculation Method Examples for Employee Realization Reporting
        • Time Analysis
          • How to...
            • Add a Time Analysis Column
            • Add Time Analysis Projects
          • Fields and Options
            • Time Analysis Form
              • Display the Time Analysis Form
              • Contents of the Time Analysis Form
        • Labor Posting
          • How to...
            • Set Up Labor Posting Types
            • Set Up Labor Type Accounts
            • Set Up Override Labor Accounts
          • Fields and Options
            • Labor Posting Form
              • Display the Labor Posting Form
              • Contents of the Labor Posting Form
            • Account Lookup Dialog Box
              • Display the Account Lookup
              • Contents of the Account Lookup Dialog Box
        • Labor Codes
          • Set Up Labor Codes
          • Labor Codes Form
            • Display the Labor Codes Form
            • Contents of the Labor Codes Form
        • Absence Accrual
          • Set Up Absence Accrual Codes
          • Absence Accrual Form
            • Display the Absence Accrual Form
            • Contents of the Absence Accrual Form
        • Accrual Schedules
          • Set Up Accrual Schedules
          • Absence Accrual Schedule Form
            • Display the Absence Accrual Schedule Form
            • Actions Bar of Accrual Schedule
            • Contents of the Absence Accrual Schedule Form
          • Learn More About...
            • Checklist: Set Up and Enable Approvals for Absence Requests
            • Accrual Schedule Example
        • Overhead Allocation
          • Checklist: Setting Up Overhead Allocation
          • How to...
            • Set Up the Overhead Allocation Structure
            • Set Up Overhead Allocation Accounts
          • Fields and Options
            • Overhead Allocation Settings Form
              • Display the Overhead Allocation Form
              • Contents of the Overhead Allocation Form of Accounting Settings
            • Account Lookup Dialog Box
              • Display the Account Lookup
              • Contents of the Account Lookup Dialog Box
          • Learn More About...
            • Overhead Projects
            • Promotional Projects
        • Posting Accounts
          • How to...
            • Set Up Default Accounts
            • Set Up Posting Information
            • Set Up Organization Debits and Credits
            • Set Up Accounting Company Gains and Losses
          • Fields and Options
            • Posting Account Settings Form
              • Display the Posting Accounts Settings Form
              • Contents of the Posting Account Setting Form
        • Transaction Settings
          • How to...
            • Establish Global Accounting Transaction Settings
            • Turn on and Set Up Automatic Numbering for Payments
            • Set Up Automatic Numbering for Transactions
            • Create User-Defined Fields for Posted Transactions
            • Delete a User-Defined Field Used for Posted Transactions
            • Set Up Diary Autonumbering
          • Fields and Options
            • Transaction Settings Form
              • Display the Transaction Settings Form
              • Contents of the Transactions Form
            • Add Field Dialog Box
              • Display the Add Field Dialog Box
              • Contents of the Add Field Dialog Box
            • Field Settings Dialog Box
              • Display the Field Settings Dialog Box
              • Contents of the Field Settings Dialog Box
          • Learn More About
            • Automatic Numbering for Transactions
            • Diaries
            • Transaction Date Validation
            • User-Defined Fields for Posted Transactions
        • Accounting Alerts
          • How to...
            • Set Up Alerts for Transaction Approved
            • Set Up Alerts for Transaction Submitted
            • Set Up Alerts for Transaction Rejected
          • Fields and Options
            • Alerts Form
              • Display the Alerts Form
              • Contents of the Alerts Form
            • Transaction Approved Dialog Box
              • Display the Transaction Approved Dialog Box
              • Contents of the Transaction Approved Dialog Box
            • Transaction Rejected Dialog Box
              • Display the Transaction Rejected Dialog Box
              • Contents of the Transaction Rejected Dialog Box
            • Transaction Submitted Dialog Box
              • Display the Transaction Submitted Dialog Box
              • Contents of the Transaction Submitted Dialog Box
        • Units
          • Setting up Unit Tables Quick Reference
          • How to...
            • Create a Unit Table
            • Create a Unit
            • Create a Unit Based on an Existing Unit
            • Create a Unit Based on an Inventory Item
            • Copy a Unit Table
            • Modify a Unit Table
            • Delete a Unit Table
          • Fields and Options
            • Unit Tables Form
              • Display the Unit Tables Form
              • Actions Bar of Unit Tables
              • Contents of the Unit Tables Form
            • Add Unit Dialog Box
              • Display the Add Unit Dialog Box
              • Contents of the Add Unit Dialog Box
            • Units Lookup Dialog Box (Units Settings)
              • Display the Units Lookup Dialog Box in Units Settings
              • Contents of the Units Lookup Dialog Box
          • Learn More About...
            • Unit Tables
            • Unit Billings and Cost Rates on Bills and Reports
            • Unit Fields Based on Inventory Items
            • Associating Units with Asset Items Quick Reference
        • Revenue
          • Revenue Generation Setup Checklist
          • Enable and Set Up Revenue Generation
          • Revenue Settings Form
            • Display the Revenue Settings Form
            • Contents of the Revenue Settings Form
        • User Defined Revenue Settings
          • How to...
            • Enable or Disable Revenue Methods
            • Create a User-Defined Revenue Method
            • Modify a User-Defined Revenue Method
            • Specify a Project's Revenue Method
            • Delete a User-Defined Revenue Method
            • Export the Revenue Method List
          • Fields and Options
            • Revenue Methods Form
              • Display the Revenue Methods Form
              • Contents of the Revenue Methods Form
            • Revenue Methods Dialog Box
              • Display the Revenue Methods Dialog Box
              • Contents of the Revenue Methods Dialog Box
          • Learn More About...
            • Revenue Methods
            • Fields and Operators Used in Revenue Method Definitions
            • Examples of User-Defined Revenue Methods When You Use Revenue Categories
            • Standard Revenue Methods
              • Revenue Method B
              • Revenue Method M
              • Revenue Method N
              • Revenue Method P
              • Revenue Method R
              • Revenue Method W
        • Revenue Groups
          • How To...
            • Enable Revenue Groups
            • Set Up a Revenue Group
            • Delete a Revenue Group
          • Fields and Options
            • Revenue Groups Form
              • Display the Revenue Groups Form
              • Actions Bar of the Revenue Groups Form
              • Contents of the Revenue Groups Form
          • Learn More About...
            • Example of Using Revenue Groups
        • Intercompany Billing Settings Overview
          • Checklist: Setting Up Intercompany Billing
          • Checklist: Setting Up Detailed Subledgers
          • Fields and Options
            • Intercompany Billing Setup Form - Desktop Application
              • Display the Intercompany Billing Setup Form
              • Regular Labor Tab of Intercompany Billing Setup
              • Overhead Labor Tab of Intercompany Billing Setup
              • Promotional Labor Tab of Intercompany Billing Setup
              • Regular Expense Tab of Intercompany Billing Setup
              • Overhead Expense Tab of Intercompany Billing Setup
              • Promotional Expense Tab of Intercompany Billing Setup
              • Balance Sheet Other Tab of Intercompany Billing Setup
              • Subledger Vendors Tab of Intercompany Billing Settings
              • Subledger Terms Tab of Intercompany Billing Settings
              • Reclass Projects Tab of Intercompany Billing Setup
          • Learn More About
            • Intercompany Billing Special Projects
            • Intercompany Invoice and Voucher Projects
            • Intercompany Billing Vendors
            • Intercompany Billing Rate Settings for Journal Entries
            • Reverse Charge Taxes for Intercompany AP Vouchers
      • General Ledger Settings
        • General Ledger Options Settings
          • How to...
            • Enable Cash Basis Reporting
            • Enable Cash Basis Posting for Labor Transactions
            • Specify the Default Account Group Table
            • Set Up Account Status Messages
            • Enable General Ledger Budget Approvals
          • General Ledger Options Form
            • Display the General Ledger Options Form
            • Contents of the General Ledger Options Form
        • Chart of Accounts Settings
          • How to...
            • Add a New Account Record
            • Add a New Cash-Basis Account Record
          • Fields and Options
            • Accounts Form
              • Display the Accounts Form
              • Actions Bar of Chart of Accounts
              • Contents of the Accounts Form
            • Account Lookup Dialog Box
              • Display the Account Lookup
              • Contents of the Account Lookup Dialog Box
        • Account Group Names Settings
          • How to...
            • Add a New Detail Account Group Name Record
            • Add a New Summary Account Group Name Record
          • Account Group Names Form
            • Display the Account Group Names Form
            • Detail Account Group Tab of the Account Group Names Form
            • Summary Account Group Tab of the Account Group Names Form
          • Learn More About...
            • Account Groups
            • Two Levels of Account Groups for General Ledger Reports
        • Account Group Tables Settings
          • How to...
            • Add a New Detail Account Group Table and Insert Accounts
            • Add a New Summary Account Group Table Record
            • Insert Accounts into an Existing Detail Account Group Table
            • Copy an Account Group Table Record
            • Delete an Account Group Table
            • Delete an Account from a Detail Account Group Table
          • Account Tables Form
            • Display the Account Tables Form
            • Header Fields for the Account Tables Form
            • Actions Bar for the Account Tables Form
            • Detail Groups Tab of the Account Tables Form
            • Summary Groups Tab of the Account Tables Form
          • Learn More About...
            • Rules for Mapping Account Groups to Account Group Tables
            • Account Group Tables and Security Access
        • Consolidated Reporting Settings
          • How to...
            • Set Up a Consolidation Group
            • Copy a Consolidation Group
          • Consolidated Reporting Form
            • Display the Consolidated Reporting Form
            • Contents of the Consolidated Reporting Form
          • Elimination Accounts
      • Currency Settings
        • Currency Options
          • How to...
            • Enable Multicurrency
            • Set Up Currencies
            • Set Up Licensing Information for the XE.com Currency Exchange Rate Service
          • Fields and Options
            • Currency Options Form
              • Display the Currency Options Form
              • Contents of the Currency Options Form
            • Enable Multicurrency Dialog Box
              • Display the Enable Multicurrency Dialog Box
              • Contents of the Enable Multicurrency Dialog Box
          • Learn More About...
            • XE.com Currency Exchange Rate Service
            • After You Set Up the XE.com Currency Exchange Rate Service
        • Daily Exchange Rates
          • Set Up Daily Exchange Rates
          • Daily Exchange Rates Form
            • Display the Daily Exchange Rates Form
            • Contents of the Daily Exchange Rates Form
        • Period Exchange Rates
          • Set Up Period Exchange Rates
          • Period Exchange Rates Form
            • Display the Period Exchange Rates Form
            • Contents of the Period Exchange Rates Form
      • Billing Settings
        • Checklist: Setting Up Billing
        • Checklist: Setting Up Retainage
        • Checklist: Enable and Configure a Billing Invoice Approval Process
        • Company-wide Billing Settings
        • Options
          • Options Form
            • Display the Options Form
            • Contents of the Options Form
          • Learn More About...
            • Pre-Invoices
        • Invoice Accounts
          • Invoice Accounts Form
            • Display the Invoice Accounts Form
            • Contents of the Invoice Accounts Form
        • Fee
          • How to...
            • Enable and Set Up Billing Phase Creation
          • Fee Form
            • Display the Fee Form
            • Contents of the Fee Form
          • Learn More About...(Billing Fee Settings)
            • Fee Billed Revenue Posting Options
            • Allocating Fee Revenue Based on Transaction Detail
            • Allocating Fee Revenue by Billing Category
            • Setting Up Allocation of Fee Revenue by Billing Category
            • Setting Up Allocation of Fee Revenue Based on Transaction Detail
            • Using the Total Fee Updates Feature
            • Using the Billing Phase Creation Feature
        • Invoice Template Editor
          • Invoice Templates for Pre-Invoices
          • How to...
            • Create an Invoice Template
            • Edit an Invoice Template
            • Copy an Invoice Template
            • Preview an Invoice Template
            • Assign an Invoice Template to a Project
            • Upload Logos and Images for Invoice Templates
            • Add Logos and Images to Invoice Templates
            • Delete an Invoice Template
            • Create an Invoice Template for Pre-Invoices and Pre-Invoice Cancellations
            • Add Projects Hub Fields and User-Defined Fields to an Invoice Template
          • Fields and Options
            • Invoice Template Editor Form
              • Display the Invoice Template Editor Form
              • Other Actions of the Invoice Template Editor
              • General Tab of Invoice Template Editor
              • Images Tab of Invoice Template Editor
              • Project Info Tab of Invoice Template Editor
              • Sections Tab of Invoice Template Editor
              • Signature Tab of Invoice Template Editor
              • Totals Tab of Invoice Template Editor
              • Layout Tab of Invoice Template Editor
            • Available Images Dialog Box
              • Display the Available Images Dialog Box
              • Contents of the Available Images Dialog Box
            • Display the Assign Template Dialog Box
              • Display the Assign Template Dialog Box
              • Contents of the Assign Template Dialog Box
            • Contents of the Preview Template Dialog Box
              • Display the Preview Template Dialog Box
              • Contents of the Preview Template Dialog Box
            • Contents of the Copy Invoice Template Dialog Box
              • Display the Copy Invoice Template Dialog Box
              • Contents of the Copy Invoice Template Dialog Box
        • Invoice Format
          • Invoice Format Form
            • Display the Invoice Format Form
            • Contents of the Invoice Format Form
          • Invoice Mapping Accounts Setup
        • Default Terms
          • Default Billing Terms Form
            • Display the Default Billing Terms Form
            • Header Fields of the Default Billing Terms Settings Form
            • Summary Pane of the Default Billing Terms Form
            • Actions for the Default Billing Terms Form
            • Rates Tab of the Default Billing Terms Form
            • Format Tab of the Default Billing Terms Form
            • More Calculations Tab of the Default Billing Terms Form
            • Billing Backup Tab of the Default Billing Terms Form
            • Pre-Invoice Tab of the Default Billing Terms Form
        • Reporting Default Terms
          • Rates for Reporting Form
            • Display the Rates for Reporting Form
            • Contents of the Rates for Reporting Form
        • Accounts Receivable
          • Accounts Receivable Settings Form
            • Display the Accounts Receivable Settings Form
            • Contents of the Accounts Receivable Settings Form
          • Accounts Receivable Mapping Accounts Setup
        • Alerts
          • How to...
            • Set Up Alerts for AR Aging
          • Fields and Options
            • Billing Alerts Form
              • Display the Billing Alerts Form
              • Contents of the Billing Alerts Form
            • AR Aging Dialog Box
              • Display the AR Aging Dialog Box
              • Contents of the AR Aging Dialog Box
        • Invoice Approval Process
          • Checklist: Enable and Configure a Billing Invoice Approval Process
          • How to...
            • Enable the Invoice Approval Feature
            • Set Up Invoice Approval Processes
            • Assign Another Person to Perform Approvals in Your Absence
          • Fields and Options
            • Invoice Approval Process Form
              • Display the Invoice Approval Process Form
              • Toolbar of Invoice Approval Process Form
              • Contents of the Invoice Approval Process Form
            • Alert Type Lookup Dialog Box
              • Display the Alert Type Lookup Dialog Box
              • Contents of the Alert Type Lookup Dialog Box
            • Email Configuration Dialog Box (Billing Settings)
              • Display the Email Configuration Dialog Box (Billing Settings)
              • Contents of the Email Configuration Dialog Box (Billing Settings)
            • Notification Center Configuration Dialog Box
              • Display the Notification Center Configuration Dialog Box
              • Contents of the Notification Center Configuration Dialog Box
            • Notification and Email Configuration Dialog Box
              • Display the Notification and Email Configuration Dialog Box
              • Contents of the Notification Center and Email Configuration Dialog Box
            • Column Selection Dialog Box
              • Display the Column Selection Dialog Box
              • Contents of the Column Selection Dialog Box
          • Learn More About...
            • Default Code for Invoice Approvals
            • Alerts and the Invoice Approval Process
      • Rate Tables
        • How to...
          • Add a New Rate Table
          • Copy an Existing Rate Table
          • Set Up Cost/Pay Labor Tables and Specify Effective Dates
          • Add Multiple Records to a Rate Table
          • Delete a Rate Table
        • Billing Labor Tables
          • Billing Labor Rate Tables
            • How to...
              • Add a Labor Rate Table
              • Copy an Existing Labor Rate Table
              • Modify a Labor Rate Table
              • Add an Employee to a Labor Rate Table
              • Copy an Employee's Information in a Labor Rate Table
              • Delete an Employee from a Labor Rate Table
              • Delete a Labor Rate Table
            • Fields and Options
              • New Employee Search Dialog Box
                • Display the New Employee Search Dialog Box
                • Contents of the New Employee Search Dialog Box
              • Billing Labor Rate Tables Form
                • Display the Billing Labor Rate Tables Form
                • Contents of the Billing Labor Rate Tables Form
          • Billing Labor Category Tables
            • How to...
              • General Steps to Use Labor Categories for Billing
              • Set Up Labor Categories
              • Add a Labor Category Table
              • Copy an Existing Labor Category Table
              • Modify a Labor Category Table
              • Add a Labor Category to a Labor Category Table
              • Copy a Labor Category in a Labor Category Table
              • Override Employees Hub Labor Categories
              • Print or Download a Billing Labor Category Table
              • Delete a Labor Category Table
            • Fields and Options
              • Billing Labor Category Tables Form
                • Display the Billing Labor Category Tables Form
                • Contents of the Billing Labor Category Tables Form
              • New Employee Search Dialog Box
                • Display the New Employee Search Dialog Box
                • Contents of the New Employee Search Dialog Box
          • Billing Labor Code Tables
            • How to...
              • Add a Labor Code Table
              • Copy an Existing Labor Code Table
              • Modify a Labor Code Table
              • Add a Labor Code to a Labor Code Table
              • Copy a Labor Code in a Labor Code Table
              • Delete a Labor Code Table
            • Fields and Options
              • Billing Labor Code Tables Form
                • Display the Billing Labor Code Tables Form
                • Contents of the Billing Labor Code Tables Form
          • Billing Labor Override Tables
            • How to...
              • Add a Labor Override Table
              • Copy an Existing Labor Override Table
              • Modify a Labor Override Table
              • Add an Employee to the General Employees Override Grid
              • Copy an Employee's Information in the General Employee Override Grid
              • Delete an Employee from the General Employee Override Grid
              • Add a Category to the Max Cost By Category Override Grid
              • Copy a Category's Information on the Max Cost By Category Override Grid
              • Delete a Category from the Max Cost by Category Override Grid
              • Override Employees Hub Labor Categories
              • Delete a Labor Override Table
            • Fields and Options
              • Billing Labor Override Tables Form
                • Display the Billing Labor Override Tables Form
                • Contents of the Billing Labor Override Tables Form
              • New Employee Search Dialog Box
                • Display the New Employee Search Dialog Box
                • Contents of the New Employee Search Dialog Box
          • Learn More About...
            • Labor Billing Table Types
            • How Vantagepoint Determines Labor Billing Rates
            • How Vantagepoint Determines Override Rates
            • Labor Multipliers
            • Standardizing Labor Category Tables
            • How Vantagepoint Determines Which Labor Category Table to Use for Billing
            • Wildcards and Labor Codes
        • Billing Expense Tables
          • Billing Expense Account Tables
            • How to...
              • Set Up the Global Table of Accounts
              • Add an Expense Account Table
              • Copy an Existing Expense Account Table
              • Modify an Expense Account Table
              • Delete an Expense Account Table
              • Add an Account to an Expense Account Table
              • Delete an Account from an Expense Account Table
            • Fields and Options
              • Billing Expense Account Tables Form
                • Display the Billing Expense Account Tables Form
                • Contents of the Billing Expense Account Tables Form
              • Account Lookup Dialog Box
                • Display the Account Lookup Dialog Box
                • Contents of the Account Lookup Dialog Box
          • Billing Expense Category Tables
            • How to...
              • Add an Expense Category Table
              • Copy an Existing Expense Category Table
              • Modify an Expense Category Table
              • Delete an Expense Category Table
            • Fields and Options
              • Billing Expense Category Tables Form
                • Display the Billing Expense Category Tables Form
                • Contents of the Billing Expense Category Tables Form
          • Billing Expense by Vendor Tables
            • How to...
              • Add a Billing Expense by Vendor Table
              • Copy an Existing Billing Expense by Vendor Table
              • Modify a Billing Expense by Vendor Table
              • Delete a Billing Expense by Vendor Table
            • Fields and Options
              • Billing Expense by Vendor Tables Form
                • Display the Billing Expense by Vendor Tables Form
                • Contents of the Billing Expense by Vendor Tables Form
              • Consultant Name Lookup Dialog Box
                • Display the Consultant Name Lookup Dialog Box
                • Contents of the Consultant Name Lookup Dialog Box
          • Learn More About...
            • Billing Expense Table Types
            • How Vantagepoint Determines Expense Billing Rates
        • Cost and Pay Labor Tables
          • Cost/Pay Labor Rate Tables
            • How to...
              • Add a Cost/Pay Labor Rate Table
              • Copy an Existing Cost/Pay Labor Rate Table
              • Modify a Cost/Pay Labor Rate Table
              • Add an Employee to a Cost/Pay Labor Rate Table
              • Copy an Employee's Information in a Cost/Pay Labor Rate Table
              • Delete a Cost/Pay Labor Rate Table
              • Delete an Employee from a Cost/Pay Labor Rate Table
              • Assign Cost Rate Methods and Tables to Projects
            • Fields and Options
              • Cost/Pay Labor Rate Tables Form
                • Display the Cost Pay Labor Rate Tables Form
                • Contents of the Cost/Pay Labor Rate Tables Form
              • New Employee Search Dialog Box
                • Display the New Employee Search Dialog Box
                • Contents of the New Employee Search Dialog Box
          • Cost/Pay Labor Category Tables
            • How to...
              • Add a Cost/Pay Labor Category Table
              • Copy an Existing Cost/Pay Labor Category Table
              • Modify a Cost/Pay Labor Category Table
              • Add a Labor Category to a Cost/Pay Labor Category Table
              • Copy a Labor Category in a Cost/Pay Labor Category Table
              • Delete a Cost/Pay Labor Category Table
            • Fields and Options
              • Cost/Pay Labor Category Tables Form
                • Display the Cost/Pay Labor Category Tables Form
                • Contents of the Cost/Pay Labor Category Tables Form
          • Cost/Pay Labor Code Tables
            • How to...
              • Add a Cost/Pay Labor Code Table
              • Copy an Existing Cost/Pay Labor Code Table
              • Modify a Cost/Pay Labor Code Table
              • Add a Labor Code to a Cost/Pay Labor Code Table
              • Copy a Labor Code in a Cost/Pay Labor Code Table
              • Delete a Cost/Pay Labor Code Table
            • Fields and Options
              • Cost/Pay Labor Code Tables Form
                • Display the Cost/Pay Labor Code Tables Form
                • Contents of the Cost/Pay Labor Code Tables Form
          • Learn More About...
            • Checklist: Setting Up Effective Dates for Cost Rates
            • Cost/Pay Rate Table Reports
        • Learn More About...
          • Effective Dates for Rate Tables
      • Resource Planning Settings
        • How to...
          • Add a Generic Resource (Browser)
          • Include In Pursuit Projects in Calculation of Utilization and Scheduled Percentages
          • Enable Planning for Expenses, Consultants, and Units
          • Enable Planning in Calendar Periods for Expenses
          • Enable Planning in Calendar Periods for Consultants
          • Change the Job-to-Date (JTD) Setting
          • Specify Default Plan Settings for New Projects
          • Set Up Default Cost and Billing Rates for Plans
          • Specify Scheduled Thresholds
          • Specify Utilization Thresholds
          • Turn On Soft and Hard Booking
          • Specify the Available Fields for Resource View and Resource Management Reporting
          • Select the Available Columns for the Project Planning Grids
          • Specify Non-Work Days
          • Set Up Alerts for Resource Planning
        • Fields and Options
          • Summary Form
            • Display the Summary Form
            • Contents of the Summary Form
          • Plan Settings Form
            • Display the Plan Settings Form
            • Contents of the Plan Settings Form
          • Rates Form
            • Display the Rates Form
            • Contents of the Rates Form
          • Resource Settings Form
            • Display the Resource Settings Form
            • Contents of the Resource Settings Form
          • Revenue Forecast Settings Form
            • Display the Revenue Forecast Settings Form
            • Contents of the Revenue Forecast Settings Form
          • Grids Form
            • Display the Grids Form
            • Contents of the Grids Form
          • Non-Work Days Form
            • Display the Non-Work Days Form
            • Contents of the Non-Work Days Form
          • Generic Resources Form (Browser)
            • Display the Generic Resources Form
            • Actions Bar of Generic Resources Form
            • Contents of the Generic Resources Form
          • Alerts Form
            • Display the Resource Planning Alerts Form
            • Contents of the Resource Planning Alerts Form
            • Baseline Change Dialog Box
              • Display the Baseline Change Dialog Box
              • Contents of the Baseline Change Dialog Box
            • Budget Milestone Dialog Box
              • Display the Budget Milestone Dialog Box
              • Contents of the Budget Milestone Dialog Box
            • EAC Exceeds Baseline Dialog Box
              • Display the EAC Exceeds Baseline Dialog Box
              • Contents of the EAC Exceeds Baseline Dialog Box
            • Plan Creation, Modification or Deletion Dialog Box
              • Display the Plan Creation, Modification or Deletion Dialog Box
              • Contents of the Plan Creation, Modification or Deletion Dialog Box
            • Resource Assignment Dialog Box
              • Display the Resource Assignment Dialog Box
              • Contents of the Resource Assignment Dialog Box
            • Resource Utilization Dialog Box
              • Display the Resource Utilization Dialog Box
              • Contents of the Resource Utilization Dialog Box
            • WBS Level Added or Deleted Dialog Box
              • Display the WBS Level Added or Deleted Dialog Box
              • Contents of the WBS Level Added or Deleted Dialog Box
        • Learn More About...
          • Resource Utilization Calculation
          • Soft and Hard Booking
          • Planning Alerts
      • Project Settings
        • Budget Settings
          • Set Up Project Budgeting
          • Budget Form
            • Display the Budget Form
            • Contents of the Budget Form
        • Contract Management Settings
          • How to...
            • Select a Default Allocation Method for Estimated Fees
            • Create Estimated Fees Allocation Templates
          • Fields and Options
            • Contract Management Form
              • Display the Contract Management Form
              • General Tab of the Contract Management Form
              • Estimated Fee Tab of the Contract Management Settings Form
            • Manage Allocation Templates Dialog Box
              • Display the Manage Allocation Templates Dialog Box
              • Contents of the Add Allocation Templates Dialog Box
          • Learn More About...
            • How Contract Management Settings Affect Contract and Compensation Entry
            • Estimated Fee Allocation Methods
            • Additional Setup Tasks for Contract Management
        • Estimated Fee Settings
        • Estimates Settings
          • Enable Service Estimates and Specify Related Settings
          • Estimate Settings Form
            • Display the Estimate Settings Form
            • Service Estimate Tab of the Estimate Settings Form
        • Project Templates
          • How to...
            • Create a Project Template
            • Modify Project Templates
            • Delete Project Templates
      • CRM Settings
        • How to...
          • Enable Intelligent Character Recognition
          • Enable Lead Qualifications
        • Fields and Options
          • CRM Settings Form
            • Display the CRM Settings Form
            • Contents of the CRM Settings Form
      • Purchasing and Inventory Settings (Browser) (Opt-In Available)
        • Purchase Template Editor (Opt-In Available)
          • How to...
            • Create a Purchasing Template
            • Upload Custom Images in Purchase Template Editor
            • Use Custom Images on Purchasing Templates
          • Fields and Options
            • Purchase Template Editor Form
              • Display the Purchase Template Editor Form
              • Header Fields of the Purchase Template Editor Form
              • Actions for the Purchase Template Editor Form
              • General Tab of Purchase Template Editor
              • Images Tab of Purchase Template Editor
              • Order Detail Tab of Purchase Template Editor
              • Signature Tab of Purchase Template Editor
              • Layout Tab of Purchase Template Editor
      • Purchasing and Inventory Settings (Desktop)
        • Set Up Purchasing Alerts
        • Checklist: Setting Up Inventory
        • Fields and Options
          • Purchasing and Inventory System Settings Form
            • Display the Purchasing and Inventory System Settings Form
            • Toolbar of Purchasing and Inventory System Settings Form
            • Item Categories Tab of Purchasing and Inventory System Settings Form
            • U/M Tab of Purchasing and Inventory System Settings Form
            • Reason or Quality Tab of Purchasing and Inventory System Settings Form
            • Inventory Tab of Purchasing and Inventory System Settings Form
          • Purchasing and Inventory Company Settings Form
            • Display the Purchasing and Inventory Company Settings Form
            • Toolbar of Purchasing and Inventory Company Settings Form
            • General Tab of Purchasing and Inventory Company Settings Form
            • Accounts Tab of Purchasing and Inventory Company Settings Form
            • Item Categories Tab of Purchasing and Inventory Company Settings Form
            • Ship Tab of Purchasing and Inventory Company Settings Form
            • Bill Tab of Purchasing and Inventory Company Settings Form
            • Clauses Tab of Purchasing and Inventory Company Settings Form
            • Buyer Tab of Purchasing & Inventory Company Settings
            • Vendor Response Tab of Purchasing and Inventory Company Settings
            • Inventory Tab of Purchasing and Inventory Company Settings Form
          • Purchasing Alerts Form
            • Display the Purchasing Alerts Form
            • Contents of the Purchasing Alerts Form
          • Final PO Alert Configuration Dialog Box
            • Display the Final PO Alert Configuration Dialog Box
            • Contents of the Final PO Alert Configuration Dialog Box
          • Purchase Orders Buyer Alert Configuration Dialog Box
            • Display the Purchase Orders Buyer Alert Configuration Dialog Box
            • Contents of the Purchase Orders Buyer Alert Configuration Dialog Box
          • Purchase Orders Rejected Alert Configuration Dialog Box
            • Display the Purchase Orders Rejected Alert Configuration Dialog Box
            • Contents of the Purchase Orders Rejected Alert Configuration Dialog Box
          • Purchasing Price Quote Buyer Alert Configuration Dialog Box
            • Display the Purchasing Price Quote Buyer Alert Configuration Dialog Box
            • Contents of the Purchasing Price Quote Buyer Alert Configuration Dialog Box
          • Purchasing Price Quote Rejected Alert Configuration Dialog Box
            • Display the Purchasing Price Quote Rejected Alert Configuration Dialog Box
            • Contents of the Purchasing Price Quote Rejected Alert Configuration Dialog Box
          • PO Receiving Alert Configuration Dialog Box
            • Display the PO Receiving Alert Configuration Dialog Box
            • Contents of the PO Receiving Alert Configuration Dialog Box
          • Requisitions Buyer Alert Configuration Dialog Box
            • Display the Requisitions Buyer Alert Configuration Dialog Box
            • Contents of the Requisitions Buyer Alert Configuration Dialog Box
          • Purchasing Requisitions Rejected Alert Configuration Dialog Box
            • Display the Purchasing Requisitions Rejected Alert Configuration Dialog Box
            • Contents of the Purchasing Requisitions Rejected Alert Configuration Dialog Box
        • Learn More About...
          • Approval Workflows
          • Entering Purchasing Items on the Fly in the Equipment Hub
      • Labels and Lists Settings
        • How to...
          • Change System Labels
          • Add Values for Drop-Down Lists
        • Fields and Options
          • Summary Form
            • Display the Summary Form
            • Contents of the Summary Form
          • Labels Form of Labels & Lists Settings
            • Display the Labels Form
            • Contents of the Labels Form
          • Lists Form of Labels & Lists Settings
            • Display the Lists Form
            • Contents of the Lists Form
          • Settings Dialog Box for Lists
            • Display the Settings Dialog Box for Lists
            • Contents of the Settings Dialog Box for Lists
        • Learn More About...
          • System Labels and Custom Labels
          • Field Lists
          • Diaries
      • General Settings
        • Options
          • How to...
            • Set Up the Workflow Troubleshooting Log
            • Set Up Authentication for Internet Access
            • Allow Calendar Sharing
            • Set Up Default Fonts for the Text Editor
            • Enable AI-Generated Summaries
            • Set Up Language Options
            • Set Up Alert Polling Interval
            • Set Up General Company Settings
          • Options Form in General Settings
            • Display the Options Form
            • Contents of the Options Form in General Settings
        • Opt-In Features Overview
          • How to...
            • Enable or Disable Opt-In Features
          • Opt-In Features Form in General Settings
            • Display the Opt-In Features Form
            • Contents of the Opt-In Features Form
        • Firm Hierarchy Overview
          • How To...
            • Establish Firm Hierarchy Levels
            • Disable Firm Hierarchy
          • Firm Hierarchy Form
            • Display the Firm Hierarchy Form
            • Contents of the Firm Hierarchy Form
        • Communications
          • Set Up Email Preferences
          • Communications Form
            • Display the Communications Form
            • Contents of the Communications Form
        • Process Server Options
          • Set Up Server Options
          • Process Servers Form
            • Display the Process Servers Form
            • Contents of the Process Servers Form
        • Audit Trail
          • Set Up Audit Trail Reporting
          • Audit Trail Form
            • Display the Audit Trail Form
            • Contents of the Audit Trail Form
        • Modules
          • Activate New Vantagepoint Modules
          • Modules Form
            • Display the Modules Form
            • Contents of the Modules Form
        • Screen Designer
          • Screen Designer in the Browser Application
            • How to ...
              • Customize Tabs
                • Change the Order of Tabs in an Application
                • Hide a Tab in Vantagepoint
                • Unhide a Tab in a Hub
                • Add a Tab to a Hub
                • Remove a User-Defined Tab from a Hub
                • Add Workflow Buttons
                  • Add a Workflow Button to a Hub
                  • Remove a User-Defined Workflow Button from a Hub
                • Add Custom Divider Lines
                  • Add a Divider Line to a Tab in a Hub
                  • Remove a User-Defined Divider Line from a Hub
                • Add Custom Labels
                  • Add a Label to a Tab in a Hub
                  • Remove a User-Defined Label from a Hub
              • Customize Fields
                • Add a Field to a Hub
                • Remove a User-Defined Field from a Hub
                • Change the Name of a Field in a Hub
                • Move a User-Defined Field
                • Enter an Alternative Caption for a Field
                • Add a Tooltip for a Field
                • Require an Entry in a Field
                • Lock or Unlock a Field or Image
                • Hide a Field
                • Secure a Field
                • Make a User-Defined Field Available in Analysis Cubes
              • Customize Grids
                • Add a Grid to a Hub
                • Remove a User-Defined Grid from a Hub
                • Change the Name of a Grid in a Hub
                • Move a User-Defined Grid
                • Change How Rows Are Sorted in a User-Defined Grid in a Hub
                • Lock or Unlock a Grid
                • Hide a Grid
                • Secure a Grid
              • Change the Properties for a Field in a Hub
              • Customize Grid Columns
                • Change the Name of a Column in a Grid in a Hub
                • Change the Order of Columns in a User-Defined Grid in a Hub
                • Add or Remove a Column from a User-Defined Grid in a Hub
                • Lock or Unlock a Grid Column
                • Hide or Display a Column in a Grid
                • Secure a Column in a Grid
              • Add and Customize User-Defined Hubs
                • Add a User-Defined Hub
                • Delete a User-Defined Hub
                • Remove Standard Tabs and Grids from a User-Defined Hub
                • Remove the Summary Panel from a User-Defined Hub
              • Search for Fields in the Screen Designer
              • View a List of User-Defined Fields and Elements
              • Customize an Info Bubble for a Record in a User-Defined Hub
              • Manage Mobile CRM Sections for User-Defined Fields
                • Add Sections to the Misc. Tab in Mobile CRM
                • Delete a Section from the Misc. Tab in Mobile CRM
                • Add a User-Defined Field to Mobile CRM
              • Make a User-Defined Field Available in Analysis Cubes
            • Fields and Options
              • Screen Designer Form
                • Display the Screen Designer Form
                • Screen Designer Actions Bar
                • Contents of the Screen Designer Form (Opt-In Available)
              • Add Field Dialog Box
                • Display the Add Field Dialog Box
                • Contents of the Add Field Dialog Box
              • Add Grid Dialog Box
                • Display the Add Grid Dialog Box
                • Contents of the Add Grid Dialog Box
              • Move Field to Area Dialog Box
                • Display the Move Field to Area Dialog Box
                • Contents of the Move Field to Area Dialog Box
              • Caption Dialog Box
                • Display the Caption Dialog Box
                • Contents of the Caption Dialog Box
              • Create Hub Dialog Box
                • Display the Create Hub Dialog Box
                • Contents of the Create Hub Dialog Box
              • Field Security Rights Dialog Box
                • Display the Field Security Rights Dialog Box
                • Contents of the Field Security Rights Dialog Box
              • Field Settings Dialog Box
                • Display the Field Settings Dialog Box
                • Contents of the Field Settings Dialog Box
              • Grid Settings Dialog Box
                • Display the Grid Settings Dialog Box
                • Contents of the Grid Settings Dialog Box
              • Hub Preferences Dialog Box
                • Display the Hub Preferences Dialog Box
                • Contents of the Hub Preferences Dialog Box
              • Tab Security Rights Dialog Box
                • Display the Tab Security Rights Dialog Box
                • Contents of the Tab Security Rights Dialog Box
              • Tooltip Dialog Box
                • Display the Tooltip Dialog Box
                • Contents of the Tooltip Dialog Box
              • Mobile CRM Sections Dialog Box
                • Display the Mobile CRM Sections Dialog Box
                • Contents of the Mobile CRM Sections Dialog Box
              • User Defined Fields Dialog Box
                • Display the User Defined Fields Dialog Box
                • Contents of the User Defined Fields Dialog Box
            • Learn More About
              • Access to Screen Designer
              • Screen Designer and Multiple Languages
              • Alternative Captions
              • Name Fields in User-Defined Hubs
              • Workflow Buttons Added with Screen Designer
              • Screen Designer and Compound Components
              • Essential Fields in Vantagepoint
              • Securing Fields and Grids
              • Hiding Tabs
              • Hiding and Displaying Fields and Grids
              • Locking Fields and Grids
              • Applying Security Rights to Multiple Fields or Elements at a Time in Screen Designer
              • How Security is Applied in the Browser
              • Guidelines for User-Defined Fields and Analysis Cubes
          • Screen Designer in the Desktop Application
            • How to...
              • Customize Tabs with Screen Designer (Desktop)
              • Customize Fields with Screen Designer (Desktop)
              • Customize Group Boxes with Screen Designer (Desktop)
              • Customize Grids with the Screen Designer (Desktop)
              • Add a Workflow Button with Screen Designer (Desktop)
              • Add a Tool Tip with the Screen Designer (Desktop)
              • Add Online Help with the Screen Designer (Desktop)
            • Learn More About
              • Screen Designer Icons (Desktop)
              • Screen Designer and Multiple Languages
              • Security and the Screen Designer
              • Workflows and the Screen Designer
        • Calculated Fields
          • Create System-Wide Calculated Fields
          • Calculated Fields Form
            • Display the Calculated Fields Form
            • Contents of the Calculated Fields Form
          • Calculated Field Scenarios
        • Organizations (CRM Only)
          • How to...
            • Set Up Your Initial Organization Structure (CRM Only)
            • Add Organizations (CRM Only)
            • Delete Organizations (CRM Only)
          • Fields and Options
            • Organization Form (CRM Only)
              • Display the Organization Form (CRM Only)
              • Contents of the Organization Form (CRM Only)
            • Organization Structure Setup Dialog Box (CRM Only)
              • Display the Organization Structure Setup Dialog Box (CRM Only)
              • Contents of the Organization Structure Setup Dialog Box (CRM Only)
          • Learn More About...
            • Changing Levels in Your Organization Structure (CRM Only)
        • Vantagepoint Intelligence Overview
          • Intelligence
            • How To...
              • Apply KPIs to Workbooks
              • Upload a Vantagepoint Intelligence Workbook
              • Reload a Vantagepoint Intelligence Workbook
              • Download a Vantagepoint Intelligence Workbook
              • Delete a Vantagepoint Intelligence Workbook
            • Fields and Options
              • Intelligence Form
                • Display the Intelligence Form
                • Contents of the Intelligence Form
              • Apply KPIs Dialog Box
                • Display the Apply KPIs Dialog Box
                • Contents of the Apply KPIs Dialog Box
              • Upload Workbook
                • Display the Upload Workbook Dialog Box
                • Contents of the Upload Workbook Dialog Box
              • Error Log Dialog Box
                • Display the Error Log Dialog Box
                • Contents of the Error Log Dialog Box
        • Analysis Cubes
          • How To...
            • Create a Key Performance Indicator for Analysis Cubes
            • Create a Calculated Measure for Analysis Cubes
            • Specify Currency Exchange Information for Analysis Cubes
            • Refresh Analysis Cubes
            • View the Logs of Analysis Cubes Refresh Jobs
            • Make a User-Defined Field Available in Analysis Cubes
          • Fields and Options
            • Analysis Cubes Form
              • Display the Analysis Cubes Form
              • Dimensions Tab of the Analysis Cubes Form
              • Measures Tab of the Analysis Cubes Form
              • Key Performance Indicators Tab of the Analysis Cubes Form
              • Calculated Measures Tab of the Analysis Cubes Form
              • Currency Exchange Tab of the Analysis Cubes Form
              • Refresh Tab of the Analysis Cubes Form
            • Refresh Log Dialog Box
              • Display the Refresh Log Dialog Box
              • Contents of the Refresh Log Dialog Box
            • Calculated Measures Dialog Box
              • Display the Calculated Measures Dialog Box
              • Contents of the Calculated Measures Dialog Box
          • Learn More About...
            • Determining Which Fields Populate Analysis Cubes
            • Key Performance Indicators
            • Calculated Measures
            • Currency Exchange for Analysis Cubes
            • Refreshing Analysis Cubes
      • General Settings (Desktop)
        • User-Defined Components
          • How to...
            • Add or Modify Tabs
            • Add or Modify Fields in Standard and User-Defined Components
            • Add or Modify Grids in Standard and User-Defined Components
            • Find a User Defined Field Label
            • Delete a User-Defined Tab from the Equipment Hub
            • Delete a User-Defined Field from the Equipment Hub
            • Delete a User-Defined Grid from the Equipment Hub
          • Fields and Options
            • User Defined Tabs Form
              • Display the User Defined Tabs Form
              • Tabs Tab of the User Defined Tabs Form
              • Custom Fields Tab of the User Defined Tabs Form
              • Custom Grids Tab of the User Defined Tabs Form
            • Find User Defined Field Label Dialog Box
              • Display the Find User Defined Field Label Dialog Box
              • Contents of the Find User Defined Field Label Dialog Box
            • Reorder User Defined Tab Fields Dialog Box
              • Display the Reorder User Defined Tab Fields Dialog Box
              • Contents of the Reorder User Defined Tab Fields Dialog Box
          • Learn More About...
            • User-Defined Components Tabs
            • User-Defined Components Fields
            • User-Defined Components Grids
        • Lookup/Report Labels
          • How to...
            • Create Custom Lookup and Report Labels
          • Fields and Options
            • Lookup/Report Labels Form
              • Display the Lookup/Report Labels Form
              • Contents of the Lookup/Report Labels Form
        • Custom Report Options
          • How to...
            • Add Custom Options to a Report
            • Modify the Order of Options
            • Specify Values for a Custom Lookup Option
          • Fields and Options
            • Custom Report Options Form
              • Display the Report Custom Options Form
              • Contents of the Report Custom Options Form
            • Lookup Lists Dialog Box
              • Display the Lookup Lists Dialog Box
                • Contents of the Lookup Lists Dialog Box
      • Asset Management Settings
        • Asset Management Setup Checklist
        • How to...
          • Enable Vantagepoint to Generate Equipment Items Automatically
          • How to Set Up Additional Books
            • Add Additional Books
            • Delete Additional Books
          • How to Set Up Depreciation Methods
            • Add a Depreciation Method
            • Delete a Depreciation Method
            • Disable a Depreciation Method
          • How to Set Up Section 179 Deductions
            • Add a Section 179 Deduction Limit
            • Delete a Section 179 Deduction Limit
            • Disable Section 179 Limits for an Additional Book
          • How to Set Up Asset Types
            • Add a New Asset Type
            • Delete an Asset Type
          • How to Set Up Improvement Types
            • Add an Improvement Type
            • Delete an Improvement Type
            • Disable an Improvement Type
          • How to Set Up Property Types
            • Add a Property Type
            • Delete a Property Type
            • Disable a Property Type
        • Fields and Options
          • Asset Management Settings Form
            • Display the Asset Management Settings Form
            • General Tab of the Asset Management Settings Form
            • Additional Books Tab of the Asset Management Settings Form
            • Asset Type Tab of the Asset Management Settings Form
            • Methods Tab of the Asset Management Settings Form
            • Property Type Tab of the Asset Management Settings Form
            • Improvements Tab of the Asset Management Settings Form
            • Section 179 Tab of the Asset Management Settings Form
        • Learn More About...
          • Asset Management Terminology
          • Asset Management and Multiple Currencies
          • Setting Up Depreciation
          • Depreciation Methods Examples
            • Straight-line Method Example
            • Modified Accelerated Cost Recovery System (MACRS) Example
            • Sum of Years Digit Example
      • Organization Setup Overview (Browser)
        • Cross Charge Tab of Individual Organization Setup (Browser)
        • Gains and Losses Tab of Individual Organization Setup (Browser)
        • Overhead Tab of Individual Organization Setup (Browser)
        • Subcodes Tab of the Organization Codes Form (Browser)
      • Multicompany Setup Overview (Browser)
        • Enabling the Multicompany Feature (Browser)
          • How to... (Browser)
      • Organization Setup (Desktop)
        • Checklist Deciding How to Set Up Organization Reporting
        • Multicompany Feature Setup
          • Enabling Multicompany
            • How to...
              • Enable the Multicompany Feature and Create the Initial Company
              • Grant Security Access to the Initial Company
              • Create Intercompany Accounts
            • Fields and Options
              • Organization General Setup Form
                • Display the Organization General Setup Form
                • Contents of the Organization General Setup Form
              • Enable Multicompany Dialog Box
                • Contents of the Enable Multicompany Dialog Box
                • Display the Enable Multicompany Dialog Box
              • Assign <Role Name> Dialog Box
                • Display the Assign <Role Name> Dialog Box
                • Contents of the Assign <Role Name> Dialog Box
          • Setting Up Organization Codes for New Companies
            • Checklist: Setting Up a Company
            • Checklist: Establishing Company-Specific Settings
            • How to...
              • Add a Company
              • Copy a Company Record
              • Grant Security Access to Companies
              • Restrict Access to Projects Based on Company
              • Grant Access to Accounts Based on Company
              • Grant Access to Intercompany Accounts Based on Company
              • Select the Default Company and Intercompany Accounts
              • Select an Organization for Intercompany Postings
              • Modify Organization Names
            • Fields and Options
              • Organization General Setup Form
                • Display the Organization General Setup Form
                • Contents of the Organization General Setup Form
              • Add Company Dialog Box
                • Display the Add Company Dialog Box
                • General Tab of Add Company Dialog Box
                • Formatting Tab of Add Company Dialog Box
                • Currency Tab of Add Company Dialog Box
              • Copy Company Dialog Box
                • Display the Copy Company Dialog Box
                • General Tab of Copy Company Dialog Box
                • Formatting Tab of Copy Company Dialog Box
                • Currency Tab of Copy Company Dialog Box
                • Copy Information Tab of Copy Company Dialog Box
              • Assign <Role Name> Dialog Box
                • Display the Assign <Role Name> Dialog Box
                • Contents of the Assign <Role Name> Dialog Box
        • Organization Subcodes
          • How to...
            • Add a New Subcode
            • Copy a Subcode
            • Delete a Subcode
            • Add a New Organization Code
            • Copy an Organization Code
            • Delete an Organization Code
          • Fields and Options
            • Organization Codes Form
              • Display the Organization Codes Form
              • Subcodes Tab of the Organization Codes Form
              • Organizations Tab of the Organization Codes Form
        • Individual Organization Setup
          • How to...
            • Add a New Individual Organization Record
            • Copy an Individual Organization Record
            • Delete an Individual Organization Record from the Database
            • Print Individual Organization Records
          • Fields and Options
            • Individual Organization Setup Form
              • Display the Individual Organization Setup Form
              • Toolbar of Individual Organization Setup
                • Gains and Losses Tab of Individual Organization Setup
              • General Tab of Individual Organization Setup
              • Units and Payroll Tab of Individual Organization Setup
              • Overhead Tab of Individual Organization Setup
              • Cross Charge Tab of Individual Organization Setup
              • Gains and Losses Tab of Individual Organization Setup
              • Intercompany Billing Tab of Individual Organization Setup
          • Learn More About...
            • Wildcards in the Overhead Distribution Target Field
        • Firm Setup - Proposals
          • How to...
            • Add a New Firm Setup - Proposal Record
            • Delete a Firm Setup - Proposal Record
            • Print Reports on Firm Setup - Proposal Records
          • Fields and Options
            • Firm Setup - Proposals Form
              • Display the Firm Setup - Proposals Form
              • Toolbar of Firm Setup - Proposals
              • General Tab of Firm Setup - Proposals
              • Additional Info Tab of the Firm Setup - Proposals Form
              • Associated Organizations Tab of the Firm Setup - Proposals Form
              • SF330 Tab of Firm Setup - Proposals
          • Learn More About...
            • Where Firm Setup - Proposal Information is Used in an SF330 Proposal
      • Payroll Setup
        • Checklist: Setting Up Payroll
        • General Payroll Setup
          • How to...
            • Activate the Payroll Application
            • Specify Security Rights for a Payroll Administrator
            • Set Up General Company-wide Payroll Settings
            • Set Up Custom Templates
          • Fields and Options
            • Payroll Setup Form
              • Display the Payroll Setup Form
              • Toolbar of Payroll Setup Form
              • General Tab of the Payroll Setup Form
              • Checks Tab of Payroll Setup Form
              • FICA Tab of Payroll Setup Form
              • Other Pay Setup Tab of Payroll Setup Form
            • Format Date and Time Dialog Box (Desktop)
              • Display the Format Date and Time Dialog Box (Desktop)
              • Contents of the Format Date and Time Dialog Box (Desktop)
            • Format Currency Dialog Box (Desktop)
              • Display the Format Currency Dialog Box (Desktop)
              • Contents of the Format Currency Dialog Box (Desktop)
          • Learn More About...
            • All Transactions or Only Those in a Date Range
            • Three Ways to Post Payroll
        • Payroll Withholding Setup
          • How to...
            • Add a Withholding Code
            • Copy a Withholding Code
            • Create User Defined Rules for Calculating Wages by Withholding
            • Delete a Withholding Code
          • Fields and Options
            • Payroll Withholding Setup Form
              • Display the Payroll Withholding Setup Form
              • Toolbar of the Payroll Withholding Setup Form
              • Contents of the Payroll Withholding Setup Form
            • Payroll Withholding Setup Dialog Box
              • Display the Payroll Withholding Setup Dialog Box
              • Contents of the Payroll Withholding Setup Dialog Box
          • Learn More About...
            • Withholding Types
            • How the Additional Deductions from Wages Grid Works
        • User-Defined Tax Locale Setup
          • How to...
            • Establish User-Defined Tax Locales
          • Fields and Options
            • User Defined Tax Locales Form
              • Display the User Defined Tax Locales Form
              • Toolbar of the User Defined Tax Locales Form
              • Contents of the User Defined Tax Locales Form
        • Payroll Contribution Setup
          • How to...
            • Add a Contribution Code
            • Copy a Contribution Code
            • Delete a Contribution Code
          • Fields and Options
            • Payroll Contribution Setup Form
              • Display the Payroll Contribution Setup Form
              • Toolbar of the Payroll Contribution Setup Form
              • Contents of the Payroll Contribution Setup Form
            • Payroll Contribution Setup Dialog Box
              • Display the Payroll Contribution Setup Dialog Box
              • How the Additional Deductions from Wages Grid Works
              • Contents of the Payroll Contribution Setup Dialog Box
        • Employer Contribution Rate Table
          • How to...
            • Add a Contribution Rate Table
          • Fields and Options
            • Contribution Rate Table Form
              • Display the Contribution Rate Table Form
              • Toolbar of the Contribution Rate Table Form
              • Contents of the Contribution Rate Table Form
        • Organization Setup and Payroll
          • How to...
            • Configure Vantagepoint to Post Payroll by Individual Organization
            • Configure Vantagepoint to Post Payroll to an Organization-specific Bank Code
            • Configure Vantagepoint to Post Contribution Expenses and Liabilities to an Employee's Organization
          • Learn More About...
            • Configuring Vantagepoint to Post Contribution Expenses and Liabilities to the Project Set Up in Payroll Contribution Setup
    • Vantagepoint Connect Add-In
      • Vantagepoint Connect Add-in for Gmail
        • Context Pane and Toolbar Options for Gmail
        • Quick Reference Topics for Gmail
          • Context Pane Quick Reference for Gmail
          • Sync Calendar and Contact Information Quick Reference for Gmail
        • How to...
          • Log in to Vantagepoint Connect for Gmail
          • Use the Context Pane with Connect for Gmail
            • Open the Connect for Gmail Context Pane
            • Search for Vantagepoint Information from Within Gmail
            • Open a Vantagepoint Record from the Context Pane
          • Create a Vantagepoint Activity in Connect for Gmail
          • Create a Vantagepoint Firm in Connect for Gmail
          • Create a Vantagepoint Contact in Connect for Gmail
          • Merge Duplicate Contact Records in Connect for Gmail
          • Create a Vantagepoint Project in Connect for Gmail
          • View or Edit a Vantagepoint Record in Connect for Gmail
          • Save a Gmail Message as an Activity
          • Synchronize Contacts Using Connect for Gmail
            • Synchronize Contacts from Vantagepoint to Gmail
            • Synchronize Contacts from Gmail to Vantagepoint
          • Synchronize Calendar Items in Gmail
            • Synchronize a Vantagepoint Calendar Event with Your Gmail Calendar
            • Synchronize Calendar Items from Gmail to Vantagepoint
            • Log (Associate) a Gmail Calendar Item to a Vantagepoint Record
          • Viewing Synchronization Status or Forcing Synchronization in Connect for Gmail
            • Force Connect to Synchronize
            • View Synchronization Status for Connect for Gmail Integration
          • Troubleshoot Synchronization and Connect Add-in Issues for Gmail Integration
        • Learn More About
          • Creating Vantagepoint Contacts and Firms from Gmail
          • Security and Connect for Gmail
      • Vantagepoint Connect Add-in for Outlook
        • Quick Reference Topics
          • Context Pane Quick Reference
          • Send Meeting Timeslots from Outlook Quick Reference
          • Send Availability from Outlook Quick Reference
          • Sync Calendar and Contact Information Quick Reference
        • Context Pane Toolbar and Options
        • How to...
          • Log In to Vantagepoint Connect
          • Use the Context Pane
            • Open and Pin the Connect for Outlook Context Pane
            • Search for Vantagepoint Information from Within Outlook
          • Create a Vantagepoint Contact in Outlook
          • Merge Duplicate Contact Records in Connect for Outlook
          • Create a Vantagepoint Project in Connect for Outlook
          • Create a Vantagepoint Firm in Outlook
            • Create a Vantagepoint Activity in Outlook
          • Create a Vantagepoint Activity in Outlook
          • Save an Email as an Activity
          • Add a Category to Email to Create an Activity
          • Schedule and Synchronize Meetings
            • Schedule Meetings with Clients
              • Share a Calendar of Your Availability with a Client
              • Send Meeting Time Slots to a Client to Auto-book Meeting
            • Synchronize Calendar Items
              • Synchronize an Outlook Calendar Event with Your Vantagepoint Calendar
              • Log an Outlook Calendar Item to a Vantagepoint Record
          • Manage and Synchronize Contacts
            • View or Edit a Contact in the Context Pane
            • Synchronize Contacts from Outlook to Vantagepoint
            • Synchronize Contacts from Vantagepoint to Outlook
              • Share a Calendar of Your Availability with a Client
          • Viewing Synchronization Status or Forcing a Synchronization
            • Force Connect to Synchronize
            • View Synchronization Status for Connect Integration for Outlook
          • Troubleshoot Synchronization and Connect Add-in Issues for Outlook Integration
        • Learn More About
          • Security and Connect for Outlook
    • QuickBooks Integration with Vantagepoint
      • QuickBooks Integration Through Deltek Unionpoint
      • Requirements for the Vantagepoint - QuickBooks Online Productized Integration Using Deltek Unionpoint
      • QuickBooks Integration Utility
      • How to...
        • Enter Records in QuickBooks Online
          • Contacts
          • Contractors
          • Employees
          • General Ledger Accounts and QuickBooks Integration
          • Tax Codes and QuickBooks Integration
          • Vendors
        • Enter Records in Vantagepoint or QuickBooks Online
          • Customers and QuickBooks Integration
        • Enter Transactions in Vantagepoint or QuickBooks Online
          • AP Vouchers (Vendor Bills)
          • AP Voucher (Vendor Bill ) Payments
          • Billing Invoices
          • Billing Invoice Payments Received
          • Voided Billing Invoices
          • Credit Memos for Billing Invoices
          • Billing Transfers
          • Consultant Accruals
          • Employee Expense Reports
          • Employee Expense Report Payments
          • Journal Entries
          • Recurring Transactions
          • Revenue Generation
          • Timesheets and Payrolll
          • Units
      • Learn More About...
        • Synchronizing Between Vantagepoint and QuickBooks Online
        • Differences Between Vantagepoint and QuickBooks Online
        • Records and Transactions Synced Between Vantagepoint and QuickBooks Online
        • Accounting Periods for Vantagepoint with QuickBooks Integration
    • Talent Management Integration with Vantagepoint
      • Integration Through Deltek Unionpoint
      • Talent Management Integration Utility
        • Deltek Vantagepoint to Talent Management Data Mapping
          • Organization Levels Data Mapping
          • Users Data Mapping
        • Talent Management to Vantagepoint Data Mapping
          • New Hires Data Mapping
          • Default Values
        • Monitoring the Status of Talent Management Integrations
          • Monitor the Status of Data Integration Processes
          • Monitor the Status of Data Import and Transfer Processes
        • Troubleshooting Talent Management Integration
          • Verify Talent Management Connection Information
          • Check Errors on the Talent Management Web Service Log
          • Check Errors on the Queue Manager Form
          • Enter the Recipient Email Address for Errors
            • Checking Errors When New Employee Records Are Sent to Vantagepoint
            • Checking Errors During Data Initialization
          • Other Troubleshooting Items
            • Organizations
            • Vantagepoint Employee ID
            • Talent Management User ID
            • Unique Email Addresses
    • Xero Integration with Vantagepoint
    • Data Dictionary
    • Developer Resources
      • API Reference
      • Validation Web Services
        • Timesheets
          • How To
            • Extend Data Validation Business Logic for Time Sheets
          • Fields and Options
            • Web Services Workflow Form
              • Display the Web Services Workflow Form
              • Contents of the Web Services Form
          • Implementation Details
            • Timesheet Record in XML
              • Example
            • Return Messages
        • Expense Reports
          • How To
            • Extend Data Validation Business Logic for Expense Reports
          • Fields and Options
            • Web Services Workflow Form
              • Display the Web Services Workflow Form
              • Contents of the Web Services Form
          • Implementation Details
            • Expense Report Record in XML
            • Return Messages
      • Web Services and Workflows
        • Workflow Scenarios
        • How To
          • Associate Web Service with User Initiated Workflow
        • Fields and Options
          • User Initiated Workflow Form
            • Display the User Initiated Workflow Form
            • Contents of the User Initiated Workflow Form
          • Conditions Dialog Box (User Initiated Workflows)
            • Display the Conditions Dialog Box (User Initiated Workflows)
            • Contents of the Conditions Dialog Box (User Initiated Workflows)
          • Web Service Configuration Dialog Box
            • Display the Web Service Configuration Dialog Box
            • Contents of the Web Service Configuration Dialog Box
          • Expression Builder Dialog Box
            • Display the Expression Builder Dialog Box
            • Contents of the Expression Builder Dialog Box
        • Application Development Notes
          • Error Message
          • Warning Message
          • Return Message to Indicate Successful Running of the Web Service
    • Cloud Administrator's Help System
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    Error Message

    Returned messages can be designated as errors.

    <errors>
    	<error>Error Message 1</error>
    	<error>Error Message 2</error>
    	<error>Error Message 3</error>
    </errors>

    Error messages 1, 2, and 3 are actual messages that display in Vantagepoint.

    Parent Topic: Application Development Notes
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