Deltek Vantagepoint Help

Table of Contents
Expand|Collapse
  • 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
Index
Glossary
    Search Results
    No search has been performed.

    Items Table Formats (Items)

    Follow Vantagepoint specifications for preparing a file containing item entries.

    Field Name Data Type Length Notes
    Item varchar 30 Primary key
    Description varchar 100 Required field
    ExtraNotes text 16
    InternalNotes text 16
    Manufacturer nvarchar
    NSN varchar 30
    Parent Topic: Non-Hub Tables
    Home
    Deltek Vantagepoint Help
    Utilities
    Utilities (Desktop)
    Desktop Imports Utility
    Table Formats
    Non-Hub Tables
    Items Table Formats (Items)
    • Copyright © Deltek Inc. All rights reserved.

    • Powered by Suite Solutions