Working with a Project
Access the Edit Tasks form or the Edit And Lock All Tasks form.
Note: The available options in the More
Project Actions field vary by mode.
Select a value from the More Project Actions field:
- Process Project
Process orders for a project by running the Order Processing program (R31410).
- Quotes
Create a sales quote for a project.
- Accept Quote
Accept a sales quote for a project.
- Freeze WBS (freeze work breakdown structure)
Freeze the work breakdown structure for the project.
- Close project
Close the project.
- Copy Task
Copy the task that was selected on the Project Workbench form.
- Accumulate Cost
Update costs for related orders in the workbench.
- Freeze JC Budget (freeze job cost budget)
Freeze the job cost budget for the project.
- Import From Host
Import the work breakdown structure for a project.
- Export From Host
Export the work breakdown structure for a project.
- Dependencies
Define or revise task dependencies in a project.
You can review the regions of the Edit Tasks form in these tasks: