Time, Expense & Billing Information
Companies, contracts, groups, and other information related to time
and expense capture for invoicing is entered into this tab when creating a new project. See information about the other tabs at Project - General, Project - Target Budget Information, Project - Scorecard and Project - Custom Fields.
is for selecting companies affiliated with the project for reporting purposes. The
selections in this list are determined by the companies a system administrator
has set up. See Administration, Companies.
Company Default: If you select more than one
company in the company multi-selector box, you will need to also select
a primary company which is the default company for the project. The primary
company is the company that all tasks will be defaulted to unless the
project manager (or scheduler) manually changes it on a specific task.
Company Contracts is for selecting the contract for this particular project.The selections
in this list are those that have been previously set up by an administrator. If you plan to use any of the financial reporting in Project Insight, then it is critical to select a contract be associated with the project.
Contract sets the contract association
reported for all tasks not assigned to a specific company.
is for selecting groups affiliated with the project for reporting purposes.
The selections in this list are those previously set up by an administrator.
Name is for entering the name of the customer for whom the project
is being performed.
# is for the customer's purchase order or job number.
Job # is for the internal reference
to a customer's job number.
Save clicking the save icon by itself will save
the project information from all tabs within this form and return to the
previous page. By hovering over the save button two drop-down options are presented.
- Save & Display Project for
saving the project and going directly to the project task list view.
- Save & Add Another Project for opening another new project.