Contents of the Edit Project Structure Form

Use the fields and options in the Edit Project Structure form to add phases and tasks to a project or to change the project information.

Contents

The first row in the grid displays the project information. The remaining rows in the grid list each phase and task in the WBS. The first column in the grid indicates the WBS Level number of the phase or task, and the remaining columns display the project information for that phase or task.

Field	Description
WBS Level	Enter the number of the project, phase or task.
Long Name	Enter the full name of the project.
Organization	Enter the Organization that is responsible for the project or use the Organization lookup or Quick Find to select the Organization. If your organization has multiple companies, the organization code that you specify here indicates which company "owns" the project, phase, or task record. The active company determines which organizations are available for the Organization lookup.
Project Manager	Enter the name of the employee who is the project manager for the project, or use the Employee lookup to select the employee. When you enter an employee name in this field: You can click the name to open an info bubble. In the info bubble, click More if you want to see the employee's information on the Profile tab of the Employees hub. `DPS` adds the employee's name and related information to the Employees grid on the Teams tab of the Projects hub. `DPS` adds the project's name and related information to the Projects grid on the Projects tab of the Employees hub. Note the following: If you remove an employee from the Project Manager field of a project, the employee is removed from the Employees grid on the Teams tab of the Projects hub only if the employee's Team Status is Proposed. If the employee's Team Status is Active, the employee's name remains in the grid, but the Role field is cleared. If you remove an employee from the Project Manager field of a project, the project is removed from the Projects grid on the Projects tab of the associated Employees hub only if the employee's Team Status is Proposed. If the employee's Team Status is Active, the project's name remains in the grid, but the Role field is cleared. If you remove an employee (with role type Project Manager) from the Employees grid on the Teams tab of the Projects hub, and that employee is also entered in the Project Manager field on the Overview tab of the Projects hub, the employee is also removed from the Project Manager field. `DPS` does not update the Project Manager field when you change an employee's role on either the Teams tab of the Projects hub or on the Projects tab of the Employees hub. When you make a change on either of those tabs, you must manually change your entry in the Project Manager field.
Primary Client	Enter the name of the primary client associated with the project, or use the Client lookup to select the client. If the client record that you want to enter in this field does not yet exist in your database, you can click the New icon in this field to create a new record. You can click the client name to open an info bubble. In the info bubble, click More if you want to see the client's information in the Firms hub. When you enter a client name in this field: `DPS` adds the client's name and related information to the Clients grid on the Clients/Contacts tab of the Projects hub form. `DPS` adds the project's name and related information to the Projects grid in the Clients hub.
Primary Contact	Enter the name of the primary contact associated with the project, or use the Contact lookup to select a contact. When you enter a contact name in this field: You can click the name to open an info bubble. In the info bubble, click More if you want to see the contact's information in the Contacts hub. `DPS` adds the contact's name and related information to the Contacts grid on the `Clients`Contacts tab of the Opportunities hub. `DPS` adds the opportunity's name and related information to the Opportunities grid in the Contacts hub.
Principal	Enter the name of the employee who is the principal for the project, or use the Employee lookup or Quick Find to select the employee. `DPS` adds the employee to the Employees grid on the Teams tab of the Projects hub, with the role of Principal-In-Charge. More than one employee can be on the team tab with the role of Principal. After specifying a Principal, you can click the name to open an info bubble. In the info bubble, click More if you want to see the employee's information on the Profile tab of the Employees hub. Note the following: If you blank out this field or make a different employee the Principal, the original Principal is removed from the Employees grid on the Teams tab of the Projects hub only if the employee's Team Status in the Employees grid is Proposed. If the employee's Team Status is Active, the employee's name remains in the grid, but the Role field is cleared. If you remove the Principal from the Employees grid on the Teams tab of the Projects hub, then this field is blanked out. If youchange the role of the employee on the team tab, nothing happens to this field. `DPS` does not update the Principal field when you change an employee's role on either the Teams tab of the Projects hub or on the Projects tab of the Employees hub. When you make a change on either of those tabs, you must manually change your entry in the Principal field.
Status	Use this drop-down list to select the project's status. A project's status determines the validity of certain project-related transactions. The status settings are: Active: You can use the project in any transaction that requires a project number. Inactive: `DPS` displays a warning if you try to use the project in any transaction that requires a project number. You must decide whether to proceed with the transaction after you receive the warning. Dormant: `DPS` prevents you from using the project number in any transaction that requires a project number, except for receipt, invoice, and historical data entry, and bill processing. `DPS` displays a warning when you process receipts, invoices, historical data, and bills, but you can complete the transaction. You cannot add a dormant project to a line on a timesheet or expense report.
Project Currency	This field is available only if you use multiple currencies and is required. The drop-down includes all the enabled currencies for this company. The Project Currency is the currency in which the project is managed, which can be different from the functional currency of the project's home company. The project currency is used for all project reporting and project planning. When labor or expense charges are made to the project, the charges are recorded in the project currency (as well as all other appropriate currencies). After data is posted, you cannot change the project currency for the project. If you create the project from an opportunity, the default project currency is established according to the following rules of precedence: Cost Currency from the Service Estimate tab of the Opportunities hub If service estimates are not enabled, the Custom Currency Code from the Overview tab of the Opportunities hub The company's functional currency If you create the project from an opportunity and a project template, the default currency is the project currency from the template, if one was specified. Otherwise, the defaulting behavior is the same as described above for creating a project from an opportunity.
Billing Currency	This field is available only if you use multiple currencies and is required. The drop-down includes all the enabled currencies for this company. The Billing Currency is the currency in which you generate invoices and billing reports for a project and its phases and tasks. The billing currency can be different from the functional currency of the project's home company, and the project and billing currencies do not have to match because you can plan and manage a project in one currency and invoice the client in another. After data is posted, you cannot change the billing currency for the project. If you create the project from an opportunity and service estimates are enabled, the default billing currency is established according to the following rules of precedence: The Billing Currency from the Service Estimate tab of the Opportunities hub The Cost Currency from the Service Estimate tab of the Opportunities hub The company's functional currency If service estimates are not enabled, the default currency is the currency from the Overview tab of the Opportunities hub, if specified, or the company's functional currency. If you create the project from an opportunity and a project template, the default currency is the billing currency from the template, if one was specified. Otherwise, the defaulting behavior is the same as described above for creating a project from an opportunity.
Supervisor	Enter the name of the employee who is the Supervisor for the project, or use the Employee lookup or Quick Find to select the employee. `DPS` adds the employee to the Employees grid on the Teams tab of the Projects hub, with the role of Principal-In-Charge. More than one employee can be on the team tab with the role of Supervisor. After specifying a Principal-In-Charge, you can click the name to open an info bubble. In the info bubble, click More if you want to see the employee's information on the Profile tab of the Employees hub. Note the following: If your organization has multiple companies, and the employee named in this field is associated with multiple companies, the supervisor applies only to the company record that you are viewing. There can be a different supervisor for each associated company. If you blank out this field or make a different employee the Supervisor, the original Supervisor is removed from the Employees grid on the Teams tab of the Projects hub only if the employee's Team Status in the Employees grid is Proposed. If the employee's Team Status is Active, the employee's name remains in the grid, but the Role field is cleared. If you remove the Supervisor from the Employees grid on the Teams tab of the Projects hub, then this field is blanked out. If you change the role of the employee on the team tab, nothing happens to this field. `DPS` does not update the Supervisor field when you change an employee's role on either the Teams tab of the Projects hub or on the Projects tab of the Employees hub. When you make a change on either of those tabs, you must manually change your entry in the Supervisor field.
Available To	This option is available only if both CRM and core accounting are owned. Select one of the following: CRM Users: Select this option to allow users with a CRM role (Security Role Type) to open and review the project. This is the default. Accounting Users: Select this option to allow users with an Accounting role (Security Role Type) to open and review the project. If this option is selected when you save a new project, `DPS` prompts you to enter required information on the Accounting tab. You must enter the required information before you can save the project.
Contract Start	Enter the date on which your company started work on the project or the date on which you intend to start work. When you create a new project without copying another plan, `DPS` creates an empty plan for that project using default settings. Generally, the date in this field for each breakdown structure (WBS) element is used as the default plan start date for that WBS element. However, an earlier default plan start date may be used if that is necessary to include the full plan date ranges for all WBS elements at lower WBS levels.
Estimated Completion	Enter the date your company expects to complete the project. When you create a new project without copying another plan, `DPS` creates an empty plan for that project using default settings. Generally, the date in this field for each breakdown structure (WBS) element is used as the default end date for that WBS element. However, a later default plan end date may be used if that is necessary to include the full plan date ranges for all WBS elements at lower WBS levels.