is available for this field. You receive a warning message if you leave this field blank and the Billable Project check box is selected.Use the fields in this tab to enter information on the customer, project manager, prime contract number, subcontract number, and purchase order number. All of the information in this tab is optional but can be helpful for sorting and printing reports. Many project reports are available by project manager.
Use this tab when you are initializing the project. All of the information in this tab can be changed at any time after project initialization. Enter a value in the Customer field before adding the billing records on the Billing Details subtask. Before you can print reports by project manager, you must select a project manager in this screen.
Enter a customer number from the Customer table in Costpoint Accounts Receivable that corresponds with the main customer for the project. is available for this field. You receive a warning message if you leave this field blank and the Billable Project check box is selected.
The unlabeled field to the right displays the name of the selected customer. If the project entered is a top-level, the customer name is displayed. If the project entered is not a top-level, the default value of the customer number and name from the top-level project is displayed. If the Allow Edit check box at the top-level is selected, you can select any customer number and name. However, if the Allow Edit check box is cleared, the default top-level Customer number and name cannot be modified.
Enter an Employee from the Basic Employee Info table that corresponds with the project manager for the project. You can click in this field. You can leave this field blank if the project is to be managed by a non-employee, such as a subcontractor.
The unlabeled field to the right displays the name of the selected employee. If you left the Project Manager field blank, you can enter the name of a non-employee, such as a subcontractor, who is managing this project. If the project entered is a top-level, the employee name is displayed. If the project entered is not a top-level, the default value of the employee and name from the top-level project is displayed. If the Allow Edit check box at the top-level is selected, you can select any employee and name. However, if the Allow Edit check box is cleared, the default top-level employee and name cannot be modified.
Enter the prime contract number (the number on the signed contract with the customer) if the project entered is a top-level. If the project entered is not a top-level, the default value of the prime contract number from the top-level project is displayed. If the Allow Edit check box at the top-level is selected, you can enter any prime contract number. However, if the Allow Edit check box is cleared, the default top-level prime contract number cannot be modified.
Enter the applicable subcontractor number (the number on the signed contract with the subcontractor) if the project entered is a top-level. If the project entered is not a top-level, the default value of the subcontractor number from the top-level project is displayed. If the Allow Edit check box at the top-level is selected, you can enter any subcontractor number. However, if the Allow Edit check box is empty, the default top-level subcontractor number cannot be modified.
Enter the applicable purchase order number if the project entered is a top-level number. If the project entered is not a top-level, the default value of the purchase order number from the top-level project is displayed. If the Allow Edit check box at the top-level is selected, you can enter any purchase order number. However, if the Allow Edit check box is empty, the default top-level purchase order number cannot be modified.