Use the Projects Form View to add, update, delete, copy, and search for a project.
There are two projects form toolbars:
Projects List View toolbar — Use this toolbar for tasks such as searching for a project or approving progress.
Projects Form View toolbar — Use this toolbar for tasks such as deleting a project or accessing the Form Designer.
The Projects Form View includes the following tabs:
General — This tab helps you enter basic information about a selected project.
Contract Information — This tab helps you enter basic information about a contract.
Fields — This tab helps you enter labels for control account and work package fields as well as establish labels for Control Account Codes and for Work Package Codes.
Code Assignments — This tab helps you view project-level codes assigned to a project.
Schedule Integration — This tab helps you link schedule projects to Deltek PM Compass projects.
Progress — This tab helps you configure project level settings applicable for updating progress.
Classes Tab —This tab shows Class information for the current project. Here you can see what classes are used by the project and important details such as whether class uses a special rate or date set or whether it is part of the approved budget or forecast.
Thresholds — This tab helps you configure the Explanation of Variance (VAR) property settings.
Subproject — This tab is enabled when the Master Project check box on the Projects General tab is selected. It displays the list of subprojects associated with the selected master project. You can associate or disassociate subprojects from the master project using this tab.
Links — This tab helps you view or enter links associated with projects in PM Compass.
Access Control — This tab helps you define access rights that groups or individual users have to a project.