Projects

The Projects module holds the project plan, the work breakdown structure, personnel assignments, financial information including billing and recognition rules, and reports. Customers enter and maintain specific project plan information and outline the work breakdown structure in detail. They can categorize projects into different project stages such as Statement of Work, Internal, Templates, Proposed, Active, In Progress, and Closed or Complete. Remember, all terminology can be customized to meet the unique needs of your company.

See the following help topics:

• Projects — Introduction

• Project Status Summary (PSS)

• Project Status News Feed

• Outline, Gantt, and Task Detail Views

• Booking Worksheet Display

• Advanced Booking Worksheet

• Charge Projections

• Billing

• Revenue Recognition

• Issues

• Pricing

• Project Billing Defaults

• Project Budget

• Project Center Options

• Transactional Budget

• Gantt Display (without Outline, Gantt, and Task Views enabled)

• Project Locations

• Project Stages

• Worksheet Display

• Task Types

• Alerts

• Assignment Groups

• Notifications

  See Notifications under Global Features.

• Extended Category Feature: Service line <n>

• Projects Best Practice Guidelines

• Other Settings

• Frequently Asked Questions