Project Definition and Information

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Topics

Overview of Projects and Tasks
Project Structures
Overview of Project Structures
Enabling Project Structures
Workplan Structures
Program Management
Financial Structures
Defining Your Financial Structure
Managing Tasks In A Financial Structure
Viewing a Financial Structure
Running Financial Structure Process Updates
Integrating Workplan and Financial Structures
Project Lifecycles
Overview of Project Lifecycles
Defining Lifecycles
Using Lifecycles
Assigning Lifecycle Phases to Tasks
Project and Task Attributes
Project Information
Basic Project Information
Name
Long Name
Number
Project Organization
Project Type
Status
Description
Public Sector (Public)
Access Level
Location
Project Start and Finish Dates
Precedence for Displayed Start Date and Finish Date
Default Effective Dates for Team Members
Additional Information
Work Type
Assignment Precedes Task For Actuals
Billing Job Group
Additional Attributes
User-Defined Project Attributes
Calendars for Projects and Resources
Organizations
Team Members (Key Members)
Page Layouts and Tabs
Structures
Item Association
Tasks
Project Classifications
Performance Obligations
Capturing Performance Obligations
Deriving Progress Against Performance Obligations
Viewing Accounting Information for a Performance Obligation
Enabling Integration with Revenue Management in Cloud Service
Performance Obligation Upgrade and Migration
APIs to Support Performance Obligations
Reports and Concurrent Programs that Impact Performance Obligations
Pipeline
Resource Information
Candidate Score Weightings
Subteams
Additional Staffing Information
Costing Information
Costing Burden Schedules
Budgetary Control
Currency
Burden Schedule Overrides
Labor Multipliers
Asset Information
Capital Information
Billing Information
Billing Setup
Revenue and Billing Information
Invoice Formats
Funding
Billing Setup for Top Tasks
Credit Receivers
Billing Assignments
Customer Billing Retention
Standard Billing Schedules
Billing Currency
Billing Currency Options
Currency Option Check Boxes
Invoice Processing Currency
Conversion Attributes to Project Functional Currency, Project Currency, and Fund
Currency Conversion Attributes
Rate Overrides
Job Bill Rate and Discount Overrides
Employee Bill Rates and Discount Overrides
Non-Labor Bill Rate and Discount Overrides
Job Overrides
Job Assignment Overrides
Job Billing Title Overrides
Job Group (Additional Information Window)
Reporting Information
Cross Charge
Organization Overrides
Transaction Controls
Project Templates
Project Template Design Considerations
Creating a Project Based on a Project Template
Defining Project Templates and Quick Entry
Start Date and Finish Date in Project Templates
Quick Entry Date Shift Examples
Project and Task Organizations in Project Templates
Team Members in Project Templates
Project Classifications in Project Templates
Project Customers in Project Templates
Defining Quick Entry Fields
Specifying Project and Task Options for a Template
Enabling User-Defined Attributes in Project Templates
Creating, Updating, and Disabling Project Templates
Project and Task Information Entry
Entering Project and Task Options
Using Effective Dates to Enable or Disable Options
Creating Projects
Creating a New Project from a Project Template or Existing Project
Deleting a Project
Project Requests
Creating a Project from a Project Request
Viewing Projects and Project Information
Project Search
Minimum Search Criteria for All Methods
Keyword Searches
Simple Searches
Advanced Searches
Alternate Project Searches
Project Access Levels
Project List
Project Sets
Project Workbench
Project Workbench Organization
Project Tab
Resources Tab
Workplan Tab
Control Tab
Financial Tab
Reporting Tab
Supplier Tab
Billing Workbench
Supplier Workbench
Summary
Deductions
Create Deductions
Projects
Task Details