Project Info Center Overview

Use the Project Info Center to maintain all project information such as the project name and location, estimated and actual completion dates, and associated clients and contacts.

You also set up your Work Breakdown Structure (WBS) here as you create projects, phases, and tasks.

Before you add projects to your database, Deltek recommends that you:

  • Make decisions about your WBS, such as how many levels it will contain and the labels that you want to use for each level.
  • Review information about project templates. In general, you use the Project Template form to create and save templates with a pre-defined WBS, and enter data only in the fields that you want on each tab. You then access templates when you create new project records. This saves time and helps to ensure the consistency and accuracy of your project records.
  • Decide whether or not you want to specify project defaults that automatically populate fields on the Project Info Center form when you create a new record.

If you use the Multicompany feature, project records are available to all companies. You can restrict the ability to charge labor and expenses to a project by company. To do so, select the Restrict Charge Companies option on the Accounting tab of the Project Info Center form and then specify the companies in your enterprise that are allowed to charge labor and expense to the project. For each project, you must specify an organization in the Organization field on the General tab of the Project Info Center. The active company determines which organizations are available.

Related Topics:

  • Project Templates
    You can create project templates that meet your business needs. You can also use these project templates to apply a WBS and its pre-defined field values when you create new projects.
  • Project Defaults
    If you establish project defaults in General Configuration, Vision uses your default settings each time that you create a new project record. You can then modify the values in the new record.
  • Projects and Plans
    You can create a new project that is based on an existing plan that you created in the Vision Planning application.
  • Primary Contacts and Clients on a Project
    You can use primary contacts and clients in the Project Info Center, to distinguish one contact or client among many.
  • Project Visualizations and the Info Center
    The Project Visualization is a graphical representation of key data for your projects, such as job-to-date revenue, billing amounts, and profit. The visualization makes it easy for you to see problems and take corrective action.
  • Work Breakdown Structures and Project Records
    A Work Breakdown Structure (WBS) is a project management tool that you use to organize the various components of work required to complete a project.
  • Phase Task Icon Indicates Projects with WBS Levels
    When you open a project record in the Project Info Center, the project's name displays in the upper left corner of the record, above the Info Center tabs. If WBS levels are defined for the project, a Phase/Task icon displays next to the project's name.
  • Field Mapping for Projects Based on Opportunities or Templates
    You can base a new project record on an opportunity, a project template, or both.
  • Procedures for Project Records
    While the details for working with records vary across Info Centers, the basic procedures are similar.
  • Procedures for Phase and Task Records
    While the details for working with records vary across Info Centers, the basic procedures are similar.
  • Screens
    Use Info Center screens and dialog boxes to create and work with records.
Parent Topic: Info Center Overview