Project Codes Tab of Opportunity Info Center

Use the Project Codes tab to enter the project codes associated with an opportunity.

Project codes allow you to enter estimated fees for the work. To associate a project code record with an opportunity record, add it to the Project Codes grid. Both records reflect the association.

Contents

Project Codes Grid

Field Description
Project Codes Drop-down Click the drop-down arrow on a grid header to complete any of the following actions:
  • To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.

Not all options are available on all grids.

Associate Click this option to display the Project Codes Lookup, which contains a list of all the project codes in your database.
Remove Click this option to remove a project code from the grid.
Project Code When you use the Project Codes lookup to select a project code, the code displays in this field. You define project code options in Code Table Configuration.
SF330 Code If there is an SF330 code associated with the project code that you select, the SF330 code displays in this field. You associate SF330 codes with project codes via the Project Codes Code Table in Code Table Configuration.
Description The description for the project code displays in this field. You define project code description options in Code Table Configuration.
Fee Enter the total fee, in a whole monetary amount with no decimals or currency symbols, for the work associated with the selected project code.