Projects - Details

See Also

 

The Projects - Details screen is used by authorized users to set up project specific information including Project Name, Project Type, Billing Client, Status, Team Members and Rate, Project Contacts and Role, Phases, as well as Job Codes and associated rates.

 

 

Project Details

Project Number:

 

The Project Number field is entered when the project is created. This number can be anything you want, up to 11 characters in length. Creating a project is a secure privilege. After a project number has been assigned to a project it can only be changed by a user with the proper privileges. This user must also have the rights to rename the project's document folder on the EngineerOffice Server.

Project Name:

The Project Name field identifies the project by name. You should be as descriptive and concise as possible for users to easily identify the project.

 

Project Type:

The Project Type field is used for classifying your projects. The Type drop-down list is defined in the Preferences area by the administrator.

 

Business Unit (Department):

Enter the department or unit name associated with this project or the office location (if you have multiple offices). You can label the department or business unit whatever you like using the Project Preferences.

 

Project Status:

Specify the status of your project. When a project is completed or changed, you can specify the correct status.

 

If you select Inactive or Completed, the project is removed from the active list of projects and does not appear when entering time. However, all the projects are included in the reports, irrespective of their status. To include only active, billable projects on reports, see the Search button function in the Reports topic.

 

Type:

Use the Billable/RFP/Internal options to flag the project according to the type of work done on it.

 

Project Address

Address 1 & 2:

The street address of the project location. The field size should not exceed 55 characters for each line.

 

Use  Billing Client Address:

Click this link to automatically populate the address fields with the client's billing address.

 

City:

The project location's city. The field size should not exceed 45 characters.

 

State:

The two-letter abbreviated name of the state or province where the project is located.

 

Zip:

The project location's zip code or postal code. The field size should not exceed 14 characters.

 

Country

The country or region where the project is located.

 

Street Map

Shows street map for the address mentioned.

 

Driving Directions

Shows driving directions to the mentioned address.

 

Key People

Billing Client:

Click the label of this field to go to the contact record of the client whose name is displayed.

 

Reassign:

Use the Reassign hyperlink to assign a different Billing Client to this Project. You will first perform a Find and then select the new contact from the Contacts List View.

 

Originator:

The originator will automatically default to the user who created the project.

 

Principal:

Enter or select the employee assigned the Principal role for a project in this field.

 

Project Leader:

Enter or select the employee responsible for leading the project in this field.

 

Project Team Tab

Action

 

Assign Employee

Use the Assign Employee link to add additional Project Team members.

 

Assign Team

Use the Assign Team link to assign an entire team of employees (defined in Preferences) with their respective roles and rates to the project.

Update Rates

Use the Update Rates link to update the billing rates for all active Project Team Members using the latest user defaults from Preferences.

 

Grid

This grid displays employees assigned to a project team in addition to their bill rates, time and expense entry approval and activity status.

 

Employee:

Displays team member names.

 

Role:

Displays the role of assigned team members. When a role of an assigned team member is changed, it prompts you to update the role for the time and expense too. You can either select All T/E Slips, Current T/E Slips or None to cancel.

 

Bill Rate:

Displays an employee's bill rate. Click the field to edit the rate. When the employee's team bill rate is updated, it prompts you to update the bill rate for current slips. You can either select Current T/E Slips to update the entries or None to cancel.

 

Approve T/E

Select the check box in this column for any employee you want to have the privilege to approve time and expense entries.

 

Active

Select check boxes in this column to designate the employees that will be actively involved with the project. Employees who are not marked active will not be able to create time and expense entries for this project. If you click the Active header link, you can assign the Active or Inactive status to multiple team members at once.

 

Save :

Click to save changes for a listed team member.

Phases/Codes Tab

Phase

These are the distinct parts of a project for which you will have a budget and monitor actual costs against. In addition, there can be hundreds of tasks that need to get done by employees by certain dates in each phase of the project. EngineerOffice comes with predefined phases (for example, Schematic Design, Design Development, etc.), but authorized users can create anything they want (for example, Parts Dept., Service Dept., etc.). Basically, phases are the parts of a job that you have a budget for with tasks assigned to team members and to which time and expenses will be entered against so you can monitor the progress of a project (actual vs. budget, progress and tasks). After adding a phase to a project, you can move that phase up in the phase order. You can also set the start and end dates for the phases that allows you to run financial reports that can project revenue over time by calculating the budgeted fee over the length of the phase.

 

Action

 

Add Template:

Add a template phase defined in Preferences for the projects. Only those template phases are listed which are not added to the project.

 

Add Main:

Add a root phase.

 

Sort A to Z:

Click to sort phases in ascending alphanumeric order.

 

Sort Z to A:

Click to sort phases in descending alphanumeric order.

 

Sub:

Add a child phase to the selected phase.

      • You cannot add a sub-phase to a phase that has been included on an invoice.

        When adding a sub-phase to a phase that has been used when recording time or expense entries, all job codes, budget details, tasks and time and expense entries are moved to the new sub-phase.

        When adding a sub-phase to a phase that has not been used to record a time or expense entry, if the Use Task for Time option on the Projects-Tasks screen has been enabled, all job codes, budget details, tasks, and time and expense entries are moved to the new sub-phase. Otherwise, the budget and job codes will be moved to the new sub-phase and you will be given the option to move the tasks.

Delete:

Choose this option to delete a selected phase.

 

Move Up/Move Down:

Select one of these options to change the phase order.

 

Save:

Click to save changes made to listed phases.

 

Phase Name:

Identifies the Phase Name.

 

Budget Hours:

Enter the budgeted amount of time that a phase will take to complete.

 

Cap:

Check if the phase is hourly and is not to exceed a certain monetary amount.

Hourly:

Check if the phase is hourly and should be charged as time and material above and beyond the contract fee.

Active:

Select this check box if the phase is active and employees can enter time and expenses against this phase. Clear this check box to prevent users from applying time or expenses against this phase. Deactivating a phase is useful if it has been completed, fully billed, or you want to prevent additional time and expense entries from being entered on this phase.

 

Start Date:

Enter the date on which the phase starts.

 

End Date:

Enter the date on which the phase ends.

 

Parent Phase:

When a sub-phase is selected, its parent phase displays in this read-only field.

 

Make this Parent :

Click to move a selected child phase to the parent level.

 

Job Code

Represents the list of services you will be providing within the phases of your project. Each job code can have a rate associated with it as well. So when a time entry is recorded, the rate will be set to the job code bill rate rather than the employees default charge rate.

 

Action

 

Add Template:

Add a template Job Code defined in Preferences for the projects.

 

Add Main:

Adds a root or parent job code.

 

Sort A to Z:

Click to sort phases in ascending alphanumeric order.

 

Sort Z to A:

Click to sort phases in descending alphanumeric order.

 

Sub:

Adds a child job code to the selected Job Code.

 

Delete:

Select this option to delete a selected job code.

 

Move Up/ Down:

Select one of these options to change the phase order.

 

Code Name:

Identifies the Number and Job Code Name.

 

Bill Rate:

For a particular job code (this takes precedence over a team member's billing rate).

 

Service:

Choose Basic when working with fixed fee projects to use the Job Code for time that is to be part of the fixed fee. Choose Additional to have all time be billed as time and materials, in addition to the fixed fee. Generally all job codes for expenses will be set to Basic.

 

Active:

Check if the job code is active and employees can enter their time and expenses against this job code.  If no longer needed, clear this option so users cannot apply time or expenses against this job code.

 

Parent Job:

When a sub-task is selected, its parent task displays in this read-only field.

 

Make this Parent :

Click to move a selected child-task to the parent level.

Button Panel

Search :

Use this search field to quickly locate projects. The field's predictive search instantly displays results as you type in this field.

 

Active Only

Mark this check box to search only the active projects.

 

Previous:

Click to display the previous project record.

 

Next:

Click to display the next project record.

 

Save:

Click to save changes made to a project record.

 

Help:

Opens the EngineerOffice 2016 Help in the Projects section.

 

Action

 

New:

Select to create a new project.

 

Duplicate:

Select to duplicate an active project record.

 

Delete:

Select to delete a project. This is a secure privilege available only when specifically allowed in the Preferences screen.

 

My List:

Select to view projects assigned to you.

 

Find:

Use this option to locate projects matching specific criteria, with the resulting Found Set displayed in the List View.

 

Re-Find:

Select to return to the last Find criteria so you can modify the requests before executing the search.

 

Find All:

Select to view all projects.

See Also