Project Records

Enter and manage your project records in the Project Info Center.

Before you start adding contracts to your database, you may want to learn more about Project Templates. The Project Template form contains the same tabs and fields as the Project Info Center. You create and save templates using a pre-defined WBS, and you enter data only in the fields you want on each tab. User can then access your templates when they are creating new project records. This saves time and helps to ensure the consistency and accuracy of your project records.

Use the Project Info Center to manage the following types of information:

General Project Data

• Project name and number
• Project type
• Project Manager, principal, supervisor
• Project team members
• Client and contact name and address
• Expected compensation, direct consultants, reimbursable allowance, and budgeted overhead rate
• Revenue recognition method
• Project start and completion dates

Project Operating Data

• Activities and project progress
• Labor and expense budgets
• Labor and expense charges
• Billed amounts
• Accounts receivable information
• Profit information
• Percent completes

In addition to the information that you enter in the Project Info Center, the Project Control application uses information from the Accounts Info Center, Employee Info Center, Client Info Center, Contact Info Center, Marketing Campaign Info Center, Opportunity Info Center, Unit Info Center, and Vendor Info Center.