Basic Info Tab FAQs Use this section to learn more about the Basic Info tab of the Manage Project User Flow screen. Related Topics:How Can I Change the Owning Org? The steps that are required to process a change in owning organization depend on the level of processing that has occurred while the current owning organization has been in place. What Is the Purpose of the Allow Edit Checkbox? The Allow Edit checkbox is used to control key fields at lower levels of a project structure. How Can I Change the Project Account Group? Changing the project account group requires a series of steps to ensure that all data entered for the project will appear on reports and in database tables. What Function Does the Billable Flag Perform? The billable flag controls the ability to set up the Project Bill Info and Revenue Info subtasks for the project. What Selections Should I Make in the Charging Group Box? Select options in the charging criteria group box to customize the charges that are allowed for this level of the project. What Is Cost of Money? Cost of money is a rate that is allowed on certain government contracts. How Do I Use the Project Classification Field? Use the system-defined project classification to classify your projects into similar categories. How Do I Use the Project Type Field? Use the Project Type field as a means to classify your projects. Why Would I Want to Use the Top Level Workforce? Select the Use Top Level Workforce checkbox if the rates that are used on the project are the same set of rates regardless of the level of the project where they are charged. When Should I Require the Use of the Project Workforce? Project workforce should be required when only specific people are allowed to work on a project. What Happens when I Select the Default to Owning Organization Option? The owning organization of the project automatically displays in the organization field of all data entry screens if the Default to Owning Organization checkbox is selected. Use this checkbox to expedite the data entry process. Parent Topic: Basic Info Tab HomeProjectsProject SetupProject MasterManage Project User FlowTabs Basic Info Tab Basic Info Tab FAQs
Basic Info Tab FAQs Use this section to learn more about the Basic Info tab of the Manage Project User Flow screen. Related Topics:How Can I Change the Owning Org? The steps that are required to process a change in owning organization depend on the level of processing that has occurred while the current owning organization has been in place. What Is the Purpose of the Allow Edit Checkbox? The Allow Edit checkbox is used to control key fields at lower levels of a project structure. How Can I Change the Project Account Group? Changing the project account group requires a series of steps to ensure that all data entered for the project will appear on reports and in database tables. What Function Does the Billable Flag Perform? The billable flag controls the ability to set up the Project Bill Info and Revenue Info subtasks for the project. What Selections Should I Make in the Charging Group Box? Select options in the charging criteria group box to customize the charges that are allowed for this level of the project. What Is Cost of Money? Cost of money is a rate that is allowed on certain government contracts. How Do I Use the Project Classification Field? Use the system-defined project classification to classify your projects into similar categories. How Do I Use the Project Type Field? Use the Project Type field as a means to classify your projects. Why Would I Want to Use the Top Level Workforce? Select the Use Top Level Workforce checkbox if the rates that are used on the project are the same set of rates regardless of the level of the project where they are charged. When Should I Require the Use of the Project Workforce? Project workforce should be required when only specific people are allowed to work on a project. What Happens when I Select the Default to Owning Organization Option? The owning organization of the project automatically displays in the organization field of all data entry screens if the Default to Owning Organization checkbox is selected. Use this checkbox to expedite the data entry process. Parent Topic: Basic Info Tab HomeProjectsProject SetupProject MasterManage Project User FlowTabs Basic Info Tab Basic Info Tab FAQs