Projects

Use this form to enter a project header.

Use these tabs to enter project header details:

  • On the WIP Relief tab, WIP project costs are relieved when the Revenue Recognition Milestones or the WIP Relief Post Utility is run.
  • The WIP tab contains a read-only grid showing the Work Breakdown Structure and the WBS description
  • If your system is set up for only either item or area based tax mode, only one tax code field displays in the Tax Info tab. Some of the fields on this tab are used by the European Union (EU). If the Activate EU Reporting field on the General Parameters form is not selected, some of these fields are disabled.
  • The information on the % Complete Details tab differs from the % Complete tab in that it is broken down by cost code and monthly period, giving you even more detail than is on the % Complete tab.

The Actions menu includes options to filter the data to show only projects where the start date is 7, 14 or 30 days in the future, and an option to show only projects where the start date is any number of days in the past.

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