Projects

The Project form requires only a few fields to create a project: Project Name, Customer, and Start date. However, it lets you capture pertinent project information such as the following.

• Project name — The project name should be descriptive but short to preserve space on page displays and on reports.

• Project owner — The Project Owner drop-down can be set to the resource responsible for the information accuracy tracked on the project. This field setting has special use related to approval processes and reporting filters.

• Project stage — Remember, project stages must have been previously defined to be available for selection here. See Project Stages.

• Start date — The Start date is defaulted to today's date and, in most cases, signifies when the project is estimated to start.

• Budget hours — Indicates the effort estimated to complete the project activity. When budget hours is set, the budget alert feature within the projects application may be used to notify project owners when work expended on a project is within a defined threshold of the project budget.

• Budget money — The Budget money is where the contract value is typically entered. It is in the same currency set on the project.

• Currency — The currency displayed is OpenAir default, but may be overridden to be any defined currency within OpenAir. The billing rule currency defaults to the currency set on the project.

• Billing code — The Billing code is a free-text 2 digit field that may be used in the Invoices application for batch creation of invoice per billing code. Values set in the billing code field are not defined within OpenAir and should be set according to policy within your company, if used.

• Invoice layout — The Invoice Layout dropdown displays if you have defined invoice layouts in the invoices application. The default value is Default invoice layout, which is also set within the Invoice application options. Overriding the invoice layout value will define which invoice layout should be used when an invoice is generated for the project.

• Agreements or customer POs — If the customer has Agreements and Customer POs entered in OpenAir, an agreement and customer PO field is available allowing you to associate these entities with the project. Associating an Agreement or Customer PO with the project permits these items to be available for inclusion on billing rules, which will provide automatic balance tracking in OpenAir.

Note:

You can also create and edit project information in the Projects application. See Projects.