You can add functional groups that will be available for use when you build service profiles for fee estimates. Functional groups are required when creating a fee estimate in the Opportunity Info Center or the Accounting application.
To add a functional group, complete the following steps:
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From the Vision Navigation menu, click
.
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Click the Functional Group tab.
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On the grid toolbar, click
Insert.
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In the
Code field, enter a code for the functional group.
This field works in conjunction with the
Create Project from a Fee Estimate menu option in. When you create a new project from a fee estimate, you can apply the fee estimate's structure to create a Work Breakdown Structure (WBS) for the new project. Enter the number of characters in the
Code field to match the selected level of the WBS.
After you create and save a functional group, you cannot change the code. To change the functional group code, delete the functional group and add it to the grid again with the new code.
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In the
Description field, enter the functional group description.
After you create and save a functional group, you can change the description information for that group.
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Click
Save.