Project Review Form

Use the Project Review form to review the numbers and information for projects, or to drill down to display supporting detail on related dialog boxes.

Related Topics:

  • Display the Project Review Form
    You display the Project Review form from the Accounting menu or from Project Planning.
  • Toolbar of Project Review
    Use the Project Review toolbar to update overall percent complete numbers. You can also use the toolbar to access the dialogs boxes you will need to obtain your project information.
  • Accounts Receivable Tab of Project Review Form
    Use the Accounts Receivable tab to review information about outstanding project accounts, and to enter or edit comments about project accounts.
  • Billing Tab of Project Review
    Use this form to compare billing amounts to actuals.
  • Cost Tab of Project Review
    Use this form to compare budget amounts to actuals. Your setting in the Budget Source field on this tab determines whether Vision draws budget data from the project budget worksheet in the Accounting application or from a mapped plan in the Planning application.
  • Inventory Tab of Project Review Form
    Use the Inventory tab to review a project's prorated item request information. You see this tab if you use Purchasing, have enabled Inventory, and have security access to Inventory.
  • Purchasing Tab of Project Review Form
    Use the Purchasing tab to review how purchase order and purchase requisition information has been prorated to a project. This tab displays if the Purchasing module is installed.
  • Equipment Tab of Project Review Form
    On this tab, view all the equipment items that are assigned to a project.
Parent Topic: Screens