Set up project level display features
The Display Features tab allows you to specify the information that is enabled and displayed in the project record. The options that are available for the project will also depend upon the Project Accounting settings that you have selected (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 | Project Levels.
- Click Add or select a project level and click Edit.
- 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 project level on the Details tab.
Attach files and documents
Select if you want to attach files and documents to the project.
An Attachments tab is displayed in the project record.
Record memo information
Select if you want to add memos to the project.
A Memo tab is displayed in 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 of the project record.
Note: If you no longer want to track the status of project levels, you must change each project level's status to Not Applicable first.
Record percentage complete
Select this if you want to record and display the percentage complete for the project levels. The percentage complete is entered with project's status.
Record contact information
Select this if you want to enter contact information for the project.
A Contact Info tab is displayed on the project record.
- Select the Display costing information section.
Display and track cost budgets
Select this to allow cost budgets to be entered and displayed for the project level on the Costs and Charges tab on the project record.
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 project level on the Costs & Charges tab on the project record.
This is only available if you have chosen to record budgets in the Project Accounting Settings.
Record customer information
Select this to enter and display the project's customer information on the Costs and charges tab on the project record.
Record billing schedule
Select this to enter a billing schedule for a project's customers on the Costs and charges tab on the project record.
- Click OK to save the settings.
These settings can be changed at any time.
Clearing the options will hide any data that has been entered as a result of these options. If you then select the options again, the data will be displayed again.
Steps in this task
Select additional information fields for project levels
Other tasks
Understanding project budgeting
Set up a customer billing schedule
Enter or amend project details
Overview