Add a Functional Group to a Service Profile
Functional groups allow you to create a detailed breakdown of the type of work that is required by your firm. You can associate multiple cost groups with a functional group on a fee estimate, and you can add one or more functional groups to a service profile.
The functional groups will then be available for selection in the Functional Group drop-down list on the Fee Estimate tab of the Opportunity Info Center and in the Project Fee Estimate application in Accounting. Functional groups are required when creating a fee estimate in the Opportunity Info Center or the Project Fee Estimate application in Accounting. Each service profile must have at least one functional group defined.
To add a functional group to a service profile:
- From the Vision Navigation menu, click .
- Open a service profile and click the Functional Groups tab.
- On the grid toolbar, click Insert.
- Use the drop-down list in the Code field to select a functional group. The drop-down list includes all functional groups that are defined in . The Description field displays a description of the selected functional group.
- Click Save.