Adding Optional Project List Columns in Projects in the browser
To add optional columns to the project list
- Click
.
The optional columns window opens.
- Select columns from the list of available columns including any project custom fields you have created.
| Required Column(s) | Description |
| Project ID & Description | The name and identifier for the project |
| Optional Columns | Description |
| General Information | |
| Accounting Action |
Applies to the billing review feature A check mark indicates that a client invoice is ready for review by accounting. |
| Billing Manager Action |
Applies to the billing review feature A check mark indicates that a client invoice is ready for review by the billing manager. |
| Billing Review Stage |
Applies to the billing review feature Indicates at what stage a client invoice is in the billing review process |
| Billing Type | The billing type associated with the project |
| Client | The name of the client associated with the project |
| Department Name | The name of the department associated with the project |
| Final Budget |
Indicates if the project's budget is final When a budget is final, you can no longer change amounts in the budget (unless your project security settings are set to allow changes to the Manage tab); however, you can change schedule and resource assignments. |
| Invoice Format | The invoice format associated with the project |
| Notes | Any notes entered on the Notes tab of the project |
| Principal Action |
Applies to the billing review feature A check mark indicates that a client invoice is ready for review by the principal. |
| Project Description | The name of the project |
| Project ID | The ID of the project |
| Project Manager Action |
Applies to the billing review feature A check mark indicates that a client invoice is ready for review by the project manager. |
| Project Status |
The status of the project Examples: Active, Billing Hold, Hold, Marketing, Preliminary, Work Hold |
| Project Type |
The type of project Examples: Commercial, Educational Facilities, Environmental Planning, Interiors, Medical Facilities, Residential |
| Rate Table | The billing rate table associated with the project |
| People | |
| Billing Contact Name | The name of the billing contact associated with the project |
| Billing Manager | The billing manager associated with the project |
| Marketing Contact | The name of the marketing contact associated with the project |
| Principal In Charge | The name of the principal associated with the project |
| Project Manager | The name of the project manager associated with the project |
| RPC | |
| Reported Percent Complete Date | The date when you report the percent of work that is complete, as entered on the Manage tab of the project |
| Reported Percent Complete | The latest percent complete entered for the project |
| Dates | |
| End Date | The date the work is scheduled to be completed |
| Estimated Completion Date | The date when work is scheduled to be complete, as entered on the Manage tab of the project |
| Estimated Start Date | The date when work is scheduled to begin, as entered on the Manage tab of the project |
| Start Date | The date the work is scheduled to start |
| Hours/Units | |
| Hours Budget | The total number of hours budgeted for the project |
| Hours Percent Spent | The percent of hours budgeted that have already been worked |
| Hours Remaining | The budgeted number of hours remaining to complete the project |
| Hours Worked | The total number of hours worked on the project |
| WIP Hours | The total number of work-in-progress (WIP)hours associated with the project |
| Dollars | |
| Billed + WIP Remaining | The Contract Amount - (Billed + WIP) |
| Billed + WIP | Billed + Work-in-Progress balance |
| Billed Profit | Project-to-Date Billed - Project-to-Date Cost Burdened |
| Billed Remaining | The contract amount less the billed amount |
| Billed | The total amount billed to the client associated with the project |
| Percent Billed + WIP |
The percent of the contract amount already billed + WIP for the project: % Billed = (Billed +WIP)/Contract Amount * 100 |
| Percent Billed |
The percent of the contract amount already billed for the project: % Billed = Billed Amount/Contract Amount * 100 |
| Percent Spent |
The percent of the contract amount for the project already spent: % Spent = Spent Amount / Contract Amount * 100 |
| RPC Amount | The dollar amount of the work completed according to the most current reported percent complete |
| RPC Remaining | The dollar amount of the work not yet completed according to the most current reported percent complete |
| Receivable Balance | The receivable balance for the project |
| Spent Profit Percent | (Spent - Cost)/Spent * 100 |
| Spent Profit | The total amount of time and expense expended on the project at the billing rates less the cost burdened |
| Spent | The total amount of time and expense spent on the project at the billing rates |
| Total Contract Amount | The total amount of the contract associated with the project (includes expenses and consultants, if selected) |
| WIP | The total amount of work-in-progress associated with the project |
| Action | |
| Open Project | Opens the project in the Project Command Center for editing. |
- Click OK.
The new columns appear in the table. You may need to scroll to the right to view the new columns.
