Projects Tab of Employee Info Center

Use the Projects tab to associate one or more projects with an employee. You associate a project record with an employee record by adding it to the Projects grid on the Projects tab. Both records reflect the association.

Contents

A project record must exist in your database before you can associate it with an employee record.

Projects Grid

The fields on the grid display information from the project record in the Project Info Center.

Field	Description
Projects Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.
Refresh Hours	Click this option to refresh the hours and display the actual number of hours the employee has posted to each project listed in the Projects grid. If you are authorized to run the Labor Detail report, you can click the hours in the Hours field to view the Labor Detail report for the active employee and the selected project. The total number of hours the employee has posted to all projects displays at the bottom of the grid.
Associate	Click this option to add a project to the grid.
Remove	Click this option to remove a project from the grid.
Number	This field displays the project number.
Name	This field displays the project's name. Click the name to open the record in the current browser window or right-click the name and then click the Open in new window option to open the record in a separate browser window. When you enter an employee name in the Principal, Project Manager, or Supervisor fields on the General tab of the Project Info Center form, the project and role are entered on the Projects grid on the Projects tab of the corresponding Employee Info Center record. If you remove an employee name from thePrincipal, Project Manager, or Supervisor fields on the General tab of the Project Info Center form, the project is removed from the Projects grid on the Projects tab of the corresponding Employee Info Center record only if the employee's Team Status is Proposed. If the employee's Team Status is Active, the project remains in the grid, but the Role field is cleared.
Long Name	This field displays the project's long name. Click the name to open the record in the current browser window or right-click the name and then click the Open in new window option to open the record in a separate browser window.
Role	Click in this field and use the drop-down list to select the employee's role on this project. You define employee role options in Code Table Configuration. You can assign the same role to multiple employees. If you reassign the roles on the Projects tab of an Employee Info Center record, Vision does not update the entries in the Principal, Project Manager, or Supervisor fields on the General tab of the Project Info Center form. To change the entries in those role fields, you must open the project record.
Description	Enter additional information about the employee's role on this project. Click Edit to use the Text Editor to enter information.
Hours	This field displays the actual number of hours the employee posted for the project. If you are authorized to run the Labor Detail report, you can click the hours in this field to view the Project Labor Detail report for the active employee and the selected project. The total number of hours the employee has posted to all projects displays at the bottom of the grid.
Start Date	Select the date the employee started working on the project in the associated role. There can be different start dates for each role because employees can have one or more assigned roles on the same project. You can enter a date directly in this field or click Calendar and select a date.
End Date	Select the date the employee finished working on the project in the associated role. There can be different start dates for each role because employees can have one or more assigned roles on the same project. You can enter a date directly in this field or click Calendar and select a date.
Project Status	This field displays the current status of the project, such as Active or Dormant.