Set up grouping level display features
The Display Features tab allows you to specify the information that is enabled and displayed for groups of this level in the project record. The options that are available for the grouping level will also depend upon the Project Accounting settings that you have chosen (e.g. for budgeting and overhead absorption).
If you decide not to display any of these features at a later date, you can clear any of the check boxes. Any information stored is hidden rather than removed from the project.
To set display features
Open: Project Accounting > Utilities > System Setup > Project Structure Settings | Grouping Level.
- Click Add or select a grouping level and click Edit.
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Select the Display Features tab.
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Select the Record general details section.
Record item description
Select this to enter a description for the group level on the Details tab.
Attach files and documents
Select if you want to attach files and documents to the group.
An Attachments tab is displayed for each group on the project record.
Record memo information
Select if you want to add memos to the project.
A Memo tab is displayed for each group on the project record.
Record and track item status
Select this if you want to add a status to the project levels.
The status can be entered on the Details tab for each group on the project record.
Note: If you no longer want to track the status of project levels, you must change each grouping level's status to Not Applicable first.
Record percentage complete
Select this if you want to record and display the percentage complete for the grouping levels. The percentage complete is entered with project's status.
- Select the Display costing information section.
Display and track cost budgets
Select this to allow cost budgets to be entered and displayed for the group on the Costs and Charges tab.
This is only available if you have chosen to record budgets in the Project Accounting Settings.
- Select the Display charging information section.
Display and track revenue budgets
Select this to allow revenue budgets to be entered and displayed for the group on the Costs & Charges tab.
This is only available if you have chosen to record budgets in the Project Accounting Settings.
- Click OK to save the settings.