Project Info Center Overview

Use the Project Info Center to maintain all project information such as the project name and location, estimated and actual completion dates, and associated clients and contacts.

You also set up your Work Breakdown Structure (WBS) here as you create projects, phases, and tasks.

Before you add projects to your database, Deltek recommends that you:

• Make decisions about your WBS, such as how many levels it will contain and the labels that you want to use for each level.
• Review information about project templates. In general, you use the Project Template form to create and save templates with a pre-defined WBS, and enter data only in the fields that you want on each tab. You then access templates when you create new project records. This saves time and helps to ensure the consistency and accuracy of your project records.
• Decide whether or not you want to specify project defaults that automatically populate fields on the Project Info Center form when you create a new record.

If you use the Multicompany feature, project records are available to all companies. You can restrict the ability to charge labor and expenses to a project by company. To do so, select the Restrict Charge Companies option on the Accounting tab of the Project Info Center form and then specify the companies in your enterprise that are allowed to charge labor and expense to the project. For each project, you must specify an organization in the Organization field on the General tab of the Project Info Center. The active company determines which organizations are available.