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.
Open: Project Accounting > Utilities > System Setup > Project Structure Settings | Project Levels.
Select the Record general details section:
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Record item description |
Select this to enter a description for the project level on the Details tab. |
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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. |
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Record memo information |
Select if you want to add memos to the project. A Memotab is displayed in 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 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. |
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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. |
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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. |
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. |
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. |
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