The following information provides details on the options and features available on the Project Center list view.
Project Center Grid
Project ID:
Displays the ID of a listed project.
Name:
Displays the project name.
Displays the client name. You can click to view the client details.
% Complete:
The project's percentage of completion. It is brought forward from the '% Complete' field in the Project screen. It is stored in the invoice record when processed and can be displayed on invoices. It is editable and decimal values can be entered as well. Calculation of the net bill can depend on this value if the 'Use Percent Complete' option is used from the Options button.
Profit Status :
Displays a red dot when the project is not making a profit.
Save Record:
Click to save changes (for example, updates to percent complete values).
Click to view comparison tables, analysis charts and time lines that can enable managers to track the progress of each project.
Click to view all the time and expense entries for each project.
Click to view journal notes associated with the projects.
Click to view all the linked files and attachments of a project.
Click to view accounting summary of a project.
Click to view the invoice history of a project, including payments and retainers. It also shows the purchase order and vendor bills history, and totals for the selected project. If you need more information (for example, when a client calls with questions) you can drill-down to the invoice or payment report behind this summary by double-clicking it. From there, you can drill-down further to view detailed services and expenses.
Click to assign or view staff allocations. You can allocate expense units and service hours to employees on project basis to ensure tasks are completed within the scheduled deadlines.
Click to assign employees, activities and expenses to specific projects. For instance, if project A is assigned five employees then only those employees will be available in the Employee drop-down list while logging time or expenses against this project. Likewise, only assigned activities and expenses allocated to a project will display in the drop-down lists in time and expense entry screens. This is a project control feature which is also available from the Project screen. Whatever assignments you make here carry over to Project Control and vice versa.
Sub-Panels
In addition to the project specific information accessible in the grid, you can access the following information that is useful for managing projects:
Web Suite also displays the respective count for each item in braces ().
Project Center Button Panel
Search Item :
Use this field to search for specific projects. Enter the keyword for the search in the textbox provided and then click to display the results in the grid.
Filter Managers List:
Make a selection from this drop-down list to view projects assigned to selected project managers. By selecting All, you can view all the projects of all the project managers in the drop-down list.
Refresh:
Click to update the information displayed on the Project Center screen with the more current data.
Help:
Click to open the Web Suite online help.
Print:
Click to print the Project Master File (Detail) report.
Options:
Make a selection from this list menu to view the project information in the gird and charts on Profit basis, Budget basis, Contract basis or select a check box to show only active projects.
Rows:
Make a selection from this drop-down list to control the number of rows that display in the project grid.
Show Active:
When selected, the projects with active status are displayed in the grid.