Exclude Project from Charge Projections

Exclude selected projects from charge and recognition projections.

To use this feature, create a custom field and use the following custom field settings:

• Add a custom field to (Associated record type): Project

• Add a field of this type(custom field type): Checkbox

• Field name: exclude_from_projections

• Display name: Exclude project from charge and recognition projections

For more information about creating a custom field, see Creating and Modifying Custom Fields.

After you have created the custom field, to exclude a project from charge or recognition projections:

1. Go to the project properties form (Projects > Projects > [Select a project] > Properties).

2. Check the Exclude project from charge and recognition projections box.

3. Click Save.

To enable this feature, contact OpenAir Customer Support.