Entering Project and Task Options
To enter a project or task option:
1. In the Projects window, find the project or task for which you want to enter one of the options and select the appropriate option.
For project level options, navigate to the Project, Template window, highlight the appropriate option, and choose Detail.
For task level options, navigate to the Tasks window, highlight the task for which you want to enter the option, and choose Options. The Task Options window appears. Select the option that you want to enter.
You can expand Burden Multipliers, Asset Information, Billing Information, and Bill Rates and Overrides from the list of options to access related options.
2. Enter the information for the option.
You can choose from the following options:
Customers and Contacts
Resource List Assignments
Costing Burden Schedule
Burden Schedule Override
Bill Rates and Overrides:
Standard Billing Schedules
Employee Bill Rate Overrides
Job Bill Rate Overrides
Job Assignment Overrides
Job Billing Title Overrides
Non-Labor Bill Rate Overrides
Using Effective Dates to Enable and Disable Options