Project Fields Based on a Project Template
When you create a new project record from a project template, Vision provides initial values for the appropriate fields on the project record, based on the project template settings. If there are project defaults specified in General Configuration, those default entries override the settings on the project template.
Fields from the existing project template map to the following tabs and fields on the project record:
|
Tab |
Fields |
|---|---|
| General Tab | Project ID, Service Request, Status, Available to CRM users, Available to accounting users, Available for approval, Principal-in-Charge, Project Manager, Supervisor, Primary Contact Client Confidential, Client Alias |
| Accounting Tab | Bill by Default Consultants, Bill by Default Other Expenses, Locale, Cost Rate Method, Cost Rate Table Number, Pay Rate Method, Pay Rate Table Number, Bill by Default, Billable Warning, Memo, Billing Client, Billing Contact, Client Billing Address, Restore Charge Companies |
| Location Tab | Address1, Address2, Address3, City, State, Zip, County, Country, Phone, Fax, E-mail |
| Budget and Revenue Tab | Fee, Reimb. Allowance, Consultant Fee, Status, Budgeted Overhead Rate, Percent Complete, Labor Percent Complete, Expense Percent Complete, Line Item Approval, Budgeted Flag, Budgeted Levels, Budgeted Source, Revenue Upset Limits, Revenue Upset WBS2, Revenue Upset WBS3, Revenue Upset Include Comp, Revenue Upset Include Cons, Revenue Upset Include Reimb, Revenue Upset Category To Adjust, Revenue Method, Cross Charge Method, Cross Charge Multiplier, Description
If Multicurrency is enabled: Fee Billing Currency, Reimb Allowance Billing Currency, Consultant Fee Billing Currency, Fee Functional Currency, Reimb Allowance Functional Currency, Consultant Fee Functional Currency, Project Exchange Rate, Billing Exchange Rate |
| Dates and Costs Tab | Estimated Completion Date, Actual Completion Date, Contract Date, Bid Date, Professional Services Completion Date, Construction Completion Date, Completion Date Comments, Firm Cost, Firm Cost Comments, Total Project Cost, Total Cost Comments |