Projects Tab of Vendor Info Center

Use the Projects tab to associate one or more projects with a vendor. You associate a project record with a vendor record when you add it to the Projects grid. Both records reflect the association.

A project record must exist in your database before you can associate it with a vendor record.

Contents

Projects Grid

The fields on the grid display information from the project record in the Project Info Center.

Field	Description
Projects Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.
Refresh Cost Amounts	Click this option to refresh the cost amounts and display the total amount paid to the vendor for each project listed in the Projects grid. The amount for each project displays in the Cost field on the grid. If there have been no payments posted for a project, the Cost field for the project remains blank. If you are authorized to run the Expense Detail report, you can click the amount in the Cost field to view the Expense Detail report for the active vendor and the selected project. The total amount paid to the vendor displays at the bottom of the grid. The Refresh Cost Amounts grid option and the Cost grid column display if you use Vision Accounting.
Associate	Click this option to add a project to the grid.
Remove	Click this option to remove a project from the grid.
Number	This field displays the project number.
Name	This field displays the project's name. Click the name to open the record in the current browser window or right-click the name and then click the Open in new window option to open the record in a separate browser window.
Cost	This field displays the total amount paid to the vendor for each project listed in the Projects grid. This field is blank by default or if there is no vendor activity on a project. Click Refresh Cost Amounts to calculate and display the total amount paid to the vendor for each project listed in the Projects grid. If you are authorized to run the Expense Detail report, you can click the amount in the Cost field to view the Expense Detail report for the active vendor and the selected project. The total amount paid to the vendor displays at the bottom of the grid. The Refresh Cost Amounts grid option and the Cost grid column display only if you are using Vision Accounting.
Role	Click in this field and use the drop-down list to select the vendor's role on the project. You define vendor role options using the Vendor Role Code Table in Code Table Configuration. Contact your system administrator for information about adding values to this list.
Description	Enter additional information about the vendor's role on the project. Click Edit to use the Text Editor to enter information.
Total	This field displays the total amount paid to the vendor for all projects in the grid. You must click Refresh Cost Amounts first to refresh and display the updated amount.
Project Status	This field displays the current status of the project, such as Active or Dormant.