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.
Open: Project Accounting > Utilities > System Setup > Project Structure Settings | Grouping Level.
Select the Display Features tab.
Select the Record general details section.
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Record item description |
Select this to enter a description for the group level on the Details tab. |
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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. |
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Record memo information |
Select if you want to add memos to the project. A Memotab is displayed for each group on the project record. |
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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. |
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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. |
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. |
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. |
Steps in this task
Set up grouping level defaults
Select additional information fields for group levels
Other tasks
Enter or amend costs and charges for projects
Using statuses with your projects.
Overview