Use this screen to set up the types of projects you would like to track. Certain project types are supplied with the software, including Cost Plus Fixed Fee (CPFF), Fixed Price, and Time & Material. However, you can set up as many additional categories as you require. You can use Project Type as a sorting criterion for the Revenue Summary Report. Project Type is a required field on the Basic Info tab of the Manage Project User Flow screen.
Use this screen to initialize project types as part of your system initialization. Once project types are initialized, use this screen only for modifications and additions.
This column displays the types of projects that are tracked within the Projects domain. Your entries become available as choices in the Project Type field on the Basic Info tab. This is a required field.
This column is used with the Default to Owning Organization check box on the Basic Info tab of the Manage Project User Flow screen. If you select the check box in this column for a project type, the Default to Owning Organization check box is selected when a new project with this type is entered on the Basic Info tab. This option allows the owning organization of the project to default in during transaction entry. If you do not select the check box in this column, the Default to Owning Organization check box is not selected when a new project is entered on the Basic Info tab. You can modify the default on the Basic Info tab if desired.