Overview Tab of the Projects Form

Use the Overview tab on the Projects form to enter, edit, or review basic information about a project.

The WBS level that you are viewing does not affect the layout of fields, but it can change the information displayed in certain fields. For example, on the Summary pane, the project number is the same regardless of the level that you are viewing, but contract start and end dates can be different at the project, phase, and task levels.

If you navigate to a different WBS level using the Project Structure dialog box, the data refreshes to reflect the database values for the selected level. When a field contains the same data at each level, you can edit that field only at the project level. For those fields that contain different data at each level, you can also edit the fields at the phase and task levels, if you have the proper security rights at the project level.

Contents: General

Field	Description
Long Name	This name is used in proposals. Initially, it defaults to the short name you enter for the project, but you can expand that to provide a more complete project name.
Primary Client	Select the firm that is the primary client for the project. You can only select firms that are marked as a client in the Firms hub. If you are an Accounting user, the primary client that you select is assigned by default as the billing client on the Accounting tab of this form and on the Invoices form, unless a different billing client was previously selected. The primary client address likewise is assigned as the default billing address. Vantagepoint keeps this field in sync with the Primary Client selected from the Team tab. When you select a primary client, the following occur: The client is added to Firms grid on the Team tab as the primary client. If you also specify a primary contact, that contact is added to the Team Member grid on the Team tab as the primary contact. If no firm is currently assigned the Owner role in the Firms grid on the Team tab, the primary client is automatically assigned that role. If a different firm is currently assigned the Owner role, a prompt displays to ask if you want the new primary client assigned the Owner role. If you click Yes, the new client is assigned the Owner role. In addition, the Owner role is removed from the firm that was previously assigned that role, and the Owner Contact role is removed from the contact that was previously assigned that role. The project is added to the Projects grid on the Associations tab in the Firms hub for the client.
Address Description	Select the address that you want to use as the primary client address. If you are an Accounting user, this address is also assigned as the default billing address on the Accounting tab of this form and on the Invoices form, unless a different billing address was previously selected. The actual address does not display in this field, only the description of the address from the Firms hub.
Primary Contact	Select the primary client contact for the project, or use the Contact lookup to select a contact. This contact must be associated with the primary client. If you select a contact before selecting the primary client, that contact's firm is automatically selected as the primary client. If you remove this contact from the Team tab, Vantagepoint disables this field. Vantagepoint keeps this field in sync with the Primary Client selected from the Team tab. When you specify a primary contact, the following occur: The contact is added to the Team Members grid on the Team tab as the primary contact. If no contact is currently assigned the Owner Contact role in the Firms grid on the Team tab, the primary contact is automatically assigned that role. If a different contact is currently assigned the Owner Contact role, a prompt displays to ask if you want the new primary contact assigned the Owner Contact role. If you click Yes, the new primary contact is assigned the Owner Contact role. The project's name and related information are added to the Project grid on the Associations tab of the Contacts hub for the contact.
Location	Use these fields to enter the address, phone, and related information for the location where the project work is actually performed. Field Description Address 1, 2, 3 Enter the address where the project is located. City Enter the city where the project is located. State/Province Use this drop-down list to select the state or province where the project is located. If you make an entry in Country first, the list is limited to states or provinces in that country. If you do not specify a country, the list includes all states and provinces. Zip/Postcode Enter the ZIP or postal code for the project's location. County Select the project's county. Country Select the project's country. By default, this field displays the default country as configured in the Defaults tab of the My Preferences dialog box (to display the dialog box, click on the Vantagepoint toolbar and select My Preferences). Phone Enter a phone number for the project location. Fax Enter a fax number for the project location. Email Enter an email address for the project location. Your entry becomes a link that you can click to open your default email application and send an email to that address.
Linked Project	If the current project is a regular project (charge type is Regular) and the project has a linked promotional project (charge type is Promotional), this field displays the name of the promotional project. From detail view (but not from list view or the Edit Project Structure form), you can do any of the following: If this field is blank and you want to link the regular project to an existing promotional project, select that promotional project. if this field contains a linked project but you want to link the regular project to a different promotional project, select that promotional project. Vantagepoint removes the existing link and creates the new one. If this field contains a linked project and you want to remove that link without replacing it, click next to this field and click at the end of the field. You can link a regular project either to an unlinked promotional project or to a promotional project that is linked to another regular project. In the latter case, Vantagepoint removes the promotional project's existing link before creating the new link. Whether or not it was previously linked to another regular project, some field values in the promotional project record are updated to match corresponding field values for the regular project to which it is now linked. Note that if you want to link a regular project to a promotional project but the promotional project does not yet exist in Vantagepoint, click Other Actions > Create a Linked Promotional Project on the Actions bar to both add the promotional project and link it to the current regular project. If the current project is a promotional project that is linked to a regular project, this field displays the name of the regular project. You cannot add, change, or remove a link when viewing the promotional project; you must select the regular project to add, change, or remove the link. If the selected project is an overhead project (charge type is Overhead), this field does not display.
Organization	This field is available only if you have set up organizations. Enter the organization that is responsible for the project, phase, or task. If Approved for Use in Processing is selected on the Accounting tab for a WBS element, you must enter an organization for that element. If your enterprise has multiple companies, the organization code that you specify here indicates which company "owns" the project, phase, or task.

Contents: Key Pursuit Employees

Use the Key Pursuit Employees fields to specify the employees assigned to key pursuit roles for the project. The employees and their respective roles are also added to the Team Members grid on the Team tab. Note that while Vantagepoint thereafter will attempt to keep these fields and the information on the Team tab synchronized as changes are made, that is not always possible. If you make changes on this tab or the Team tab, it is recommended that you check the information on both tabs to make sure it is correct.

These fields are only available if the CRM module or the CRM Plus module is activated. If they are available, you can click the arrow next to Key Pursuit Employees to hide or display the fields as a group.

Field	Description
Marketing Coordinator	Select the employee who is the marketing coordinator for the project.
Proposal Manager	Select the employee who is the proposal manager for the project.
Business Development Lead	Select the employee who is the business development lead for the project.

Contents: Key Project Employees

Use the Key Project Employees fields to specify the employees assigned to key management roles for the project. The employees and their respective roles are also added to the Team Members grid on the Team tab. Note that while Vantagepoint thereafter will attempt to keep these fields and the information on the Team tab synchronized as changes are made, that is not always possible. If you make changes on this tab or the Team tab, it is recommended that you check the information on both tabs to make sure it is correct.

You can click the arrow next to Key Project Employees to hide or display the fields as a group.

Field	Description
Project Manager	Select the employee who is the project manager for the project.
Principal	Select the employee who is the principal for the project.
Supervisor	Select the employee who is the supervisor for the project
Biller	Select the employee who is responsible for creating the billing invoices for a project. If you do not use the invoice approvals process, this field is for information purposes only. If you use invoice approvals, a biller has access, on the Invoice Approvals form (Billing > Invoice Approvals) and on the Interactive Approvals form (Billing > Interactive Approvals), to the projects for which they are specified as the biller. In addition, you can specify, on the Invoice Approval Process form (Settings > Billing > Invoice Approval Process) that the biller receive alerts when an invoice is submitted. If you are enabling invoice approvals for all your existing projects or for a group of projects, you can use the Search and Replace utility (Utilities > Updates > Search and Replace) to insert an employee into the Biller field for those projects, rather than entering billers for each project individually. When you specify an employee as the biller, the employee can also do the following: Receive batch and/or draft invoices via email for review. You must select the Biller option in Email Invoices: To on the Main tab of the Batch Billing form (Billing > Batch Billing). Receive alerts when changes are made to the project record. Select the Biller option in Employee Fields on the Notification Configuration dialog box for a user initiated workflow and/or scheduled workflow (Settings > Workflow).

Contents: Procurement Details

Use the Procurement Details fields to enter procurement information for the project.

Field	Description
Master Contract	If the project is work for which your enterprise is competing under an indefinite delivery/indefinite quantity contract (IDIQ) or similar Master Services Agreement, select the master contract. This field is only available if the CRM module or the CRM Plus module is activated.
Solicitation #	Enter the request for proposal (RFP) number for the project. This field is only available if the CRM module or the CRM Plus module is activated.
NAICS	Select the North American Industry Classification System (NAICS) code and description for the project. These are government-designed codes that identify the industry in which a company operates. The codes provide a means for classifying businesses for data collection, analysis, and publication of data related to the U.S. business economy. It is structured as follows: XX Industry Sector (20 broad sectors up from 10 SIC) XXX Industry Subsector XXXX Industry Group XXXXX Industry XXXXXX U.S., Canadian, or Mexican National specific The list of NAICS codes is long, so you may find that searching is more efficient than scrolling to find the code you want. Type one or more characters of either the code or the description to search for the codes that contain those characters.
Government Award Type	Select the type of award for the project (for example, IDIQ - GWAC, IDIQ - Agency Specific, BPA).
Government Competition Type	Select the type of competition for the project (for example, GSA Schedules or Woman Owned Set-Aside).
Government Contract Type	Select the type of contract for the project (for example, Cost Plus Fixed Fee, Time and Materials).
Period of Performance (PoP)	Specify the project's period of performance, which is typically the number of months that you expect to work on the contract associated with the project.
Duration	Enter a description of the total expected duration of the contract (for example, 1 year base plus 4 x 1 year option).

Contents: Project Details

Field	Description
Project Currency	This field is available only if you use multiple currencies and is required. The drop-down includes all the enabled currencies for this company. The Project Currency is the currency in which the project is managed, which can be different from the functional currency of the project's home company. The project currency is used for all project reporting and project planning. When labor or expense charges are made to the project, the charges are recorded in the project currency (as well as all other appropriate currencies). Once accounting transactions exist for a project, you cannot change the project currency for the project. If only plan data exists, however, you can change the currency. When you make the change, and the project has budget, revenue forecast, or planning assignments, Vantagepoint displays a message indicating those values will not be updated. Vantagepoint may remove some or all rate table selections on the Labor tab on the Plan Settings dialog box and recalculate planned labor amounts. You should review and, if necessary, update the plan settings after you change the currency.
Billing Currency	This field is available only if you use multiple currencies and is required. The drop-down includes all the enabled currencies for this company. The Billing Currency is the currency in which you generate invoices and billing reports for a project and its phases and tasks. The billing currency can be different from the functional currency of the project's home company, and the project and billing currencies do not have to match because you can plan and manage a project in one currency and invoice the client in another. Once accounting transactions exist for a project, you cannot change the billing currency for the project. If only plan data exists, however, you can change the currency. When you make the change, and the project has budget, revenue forecast, or planning assignments, Vantagepoint displays a message indicating those values will not be updated. Vantagepoint may remove some or all rate table selections on the Labor tab on the Plan Settings dialog box and recalculate planned labor amounts. You should review and, if necessary, update the plan settings after you change the currency.
Project Information	Select one of the following: Federal Project: Select this option if the project is for an agency or branch of the federal government. Referable: Select this option if the project can be used as a reference. Confidential Client: When you use Proposals, select this option to keep the Primary Client and Owner's names confidential and to exclude their names from all proposals. When you include the project in a proposal, an alias that you create will be substituted for the client or owner name. When checked, the Alias field displays.

Contents: Additional Information

Field	Description
Alias	This field displays only if you check Confidential Client under Project Information. Use this field to enter the name you want to substitute for the client's and owner's actual name. This alias will be is used in proposals and merged templates if the project is used as an example.
Available To	This option is available only if your company owns both CRM and core accounting. Select one of the following: CRM Users: Select this option to allow users with a CRM role (Security Role Type) to view and select the project. This is the default. Accounting Users: Select this option to allow users with an Accounting role (Security Role Type) to view and select the project. . If this option is selected, when you save a new project Vantagepoint prompts you to enter required information on the Accounting tab. You must enter the required information before you can save the project. If a Primary Client is selected, and the project has the Regular charge type, and the employee creating the project is an Accounting user, then the following fields are required: Billing Client: Defaults to the Primary Client, but you can change it. Billing Address: Defaults to the Billing Address of the Primary Client.
Sync to Ajera	This checkbox displays if Vantagepoint is set up to synchronize with Ajera. Select this checkbox for the current project to be passed to Ajera when you synchronize the two applications.
Ajera Project Template	This field displays the selected project template used to create the project in Ajera when synchronization between Ajera CRM and Ajera occurs. If no selection was made or the selected template cannot be found during synchronization, the default project template that is specified in Ajera configuration is used.