Project Records

Enter and manage your project records in the Project Info Center.

Use the Project Info Center to manage the following types of information:

General Project Data

  • Project name and number
  • Project type
  • Project Manager, principal, supervisor
  • Project team members
  • Client and contact name and address
  • Expected compensation, direct consultants, reimbursable allowance, and budgeted overhead rate
  • Revenue recognition method
  • Project start and completion dates

Project Operating Data

  • Activities and project progress
  • Labor and expense budgets
  • Labor and expense charges
  • Billed amounts
  • Accounts receivable information
  • Profit information
  • Percent completes

In addition to the information that you enter in the Project Info Center, the Project Control application uses information from the Accounts Info Center, Employee Info Center, Client Info Center, Contact Info Center, Marketing Campaign Info Center, Opportunity Info Center, Unit Info Center, and Vendor Info Center.