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
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.
|
