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For example, if you want to credit an employee for bringing in a contract in a market sector for which you currently have few or no projects, you can define a credit type with a name such as Diversity Credit. After you define the project, you specify the employee as a credit receiver of Diversity Credit.

Defining Credit Types

   To define a credit type:

1. In the Credit Types window, enter the credit type and its description.

2. Save your work.

See Also

Effective Dates

Credit Types Listing

Fremont Corporation awards Marketing Credit to a marketing staff member who generates a lead. Fremont also awards Quota Credit to a staff member who brings in a project.
Name	Description
Marketing Credit	Credit for generating leads
Quota Credit	Credit for acquiring a project