Projects Tab of Client Info Center

Use the Projects tab to associate one or more projects with a client. You associate a project record with a client record when you add it to the Projects grid. Both records reflect the association.

Contents

A project record must exist in your database before you can associate it with a client record.

Field	Description
For this client only	Select this option to view the projects associated with the client. This option displays if your system administrator configured Vision to use multiple client levels, or hierarchies.
For this client and all lower levels of the hierarchy	Select this option to view all levels of the hierarchy that are associated with the client. This option displays if your system administrator configured Vision to use multiple client levels, or hierarchies.

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. On the Print Preview form, 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 grid 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 the field, in the sequence that you want them to display. Not all options are available on all grids.
Refresh	Click this option to display the total amount paid to the vendor for each project listed in the Projects grid. The amount for each project displays in the Cost field on the grid. If there has been no vendor activity for a project, the Cost field for the project remains blank. If you are authorized to run the Expense Detail report, click an amount in the Cost field to view the Expense Detail report for the active vendor and the selected project. The total amount paid to the vendor displays at the bottom of the grid.
Associate	Click this option to add a project to the Projects grid.
Remove	Click this option to remove a project from the Projects grid.
Client	Select this option if the firm acts as a client for the project. Vision selects this option if you select the Client option on the General tab.
Vendor	Select this option if the firm acts as a vendor for the project. When you select this option, the Cost field updates with the expenses associated with the vendor on the associated project. Vision selects this option if you select the Vendor option on the General tab.
Project	This field displays the project number.
Name	This field displays the project 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	Use this drop-down list to select the client's role on the project. If the client is entered in the Primary Client field on the General tab of the associated Project Info Center record, the role defaults to the sysOwner description on the Client Role code table. There can only be one Primary Client assigned to a role, and you define client role options in Code Table Configuration.
Role Description	Enter additional information about the client's role on the project. Click Edit to use the Text Editor to enter information.
Cost	This field displays the expenses accumulated for the vendor for the associated project. This field displays only if the Vendor option is selected. Click the Cost link to view detailed information about the vendor costs. After you add records to the grid, click Refresh to recalculate the Cost amounts.
Project Status	This field displays the current status of the project, such as Active or Inactive.