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.
If you use Multicompany, the following applies:
- The data that you enter on this tab applies to the company that the current record is associated with.
- The tabs and fields that display are based on the company that the current record is associated with. For example, if the employee is associated with four different companies but only one company has access to Vision Payroll, the Payroll tab of the Employee Info Center only displays when you are viewing that company's record.
- The values that are available in the individual fields and lookups are based on the company that the record is associated with. For example, only timesheet groups that are associated with the current company are available in the
Group drop-down list.
- If the
Automatically retrieve your record in Employee Info Center/Employee Review option is selected in User Options, the employee record that automatically loads is for the home company that is associated with the current record. If the record is associated with multiple companies, the home company record displays first.
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
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 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.
|