Fields and Options

Use the fields and options in the Projects hub to create and work with projects.

Related Topics:

  • Projects Form (Browser)
    Use the Projects form in the browser application to enter, view, and edit information for your projects.
  • New Project Form
    Use the New Project form to create a new project. You can create a new project manually or create a new project from an existing project, opportunity, or template.
  • Choose Project Structure Form
    Use this form to choose the phases and tasks you want to include in a new project .
  • Edit Project Structure Form
    Use this form to add phases and tasks to a project or to edit phase and taskfields. For example, you might change the status or the project manager for a task
  • New Phase Form
    Use the New Phase form to add phases to a project.
  • New Task Form
    Use the New Task form to add tasks to a phase.
  • Copy Project Form
    Use the Copy Project form to quickly create a new project by copying data from an existing project that is very similar to the new one.
  • Copy Phase Dialog Box
    Use the Copy Phase dialog box to quickly create a new phase by copying information from an existing phase that is very similar to the new one.
  • Copy Task Dialog Box
    Use the Copy Task dialog box to quickly create a new task by copying an existing task that is very similar to the new one.
  • Project Settings Dialog Box
    Use the Project Settings dialog box to select how your project search results list is sorted and other display settings.
  • Switch Dashpart Dialog Box
    Use this dialog box to replace one dashpart with another on the Dashboard tab of the Projects hub.
  • Plan Settings Dialog Box
    Use the Plan Settings dialog box to specify the budget type, the cost and billing rate methods, tables, and multipliers, and other settings to use for the currently selected project plan.
  • Column Settings and Selections Dialog Box for Project Planning Grids
    Use the Column Settings & Selections dialog box for each project planning grid to select columns to display in the grid and to select other options for the grid.
  • Check In Plans Dialog Box
    Use the Check In Plans dialog box to check in project plans manually. The dialog box displays all plans that are currently checked out to you and to others.
  • Contract Charts Dialog Box
    The Contract Charts dialog box displays two charts to give you a quick summary of contract information for the work breakdown structure element that is currently selected in the grid on the Contract tab.
  • Labor Charts Dialog Box
    The Labor Charts dialog box displays two charts to give you a quick summary of labor planning information for the work breakdown structure (WBS) element that is currently selected in the grid on the Labor tab.
  • Expenses Charts Dialog Box
    The Expenses Charts dialog box displays two charts to give you a quick summary of expenses planning information for the work breakdown structure element that is currently selected in the grid on the Expenses tab.
  • Consultants Charts Dialog Box
    The Consultants Charts dialog box displays two charts to give you a quick summary of consultants planning information for the work breakdown structure element that is currently selected in the grid on the Consultants tab.
  • Activity Dialog Box
    Use the Activity dialog box to add or edit activities that are entered on the Activities tab for the currently selected hub record or for the calendar. New activities entered here are also added to your calendar and dashboard.
  • Add Expense Type and Vendor Dialog Box
    If you have enabled project planning for expenses, use the Add Expense Type and Vendor dialog box to add either one or multiple expense types and vendors to a plan.
  • Add Consultant Type and Consultant Name Dialog Box
    If you have enabled project planning for consultants, use the Add Consultant Type and Consultant Name dialog box to add consultant types and their associated consultants to a plan.
  • Change Scale Dialog Box
    In Project View and in Plan mode in the Projects hub, you can view and enter plan data by a combination of day and month, by week, or by month. Use the Change Scale dialog box to switch from one of these scales to another. The calendar period column headings change to reflect your selection, and any existing hours or amounts in those columns are recalculated based on the new scale.
  • New Conversation Dialog Box
    Use this dialog box to record the pertinent details for conversations related to the current project or opportunity. This allows you to share and collaborate on opportunity and project information.
  • Reschedule Dialog Box
    To change plan dates or assignment dates for plan rows, use the Reschedule dialog box to enter the new dates and to indicate how you want the schedule change to affect the distribution of planned labor hours.
  • Reassign Dialog Box
    If you assign work on a project to an employee or generic resource and later want to transfer all or part of the assignment hours to another resource (for example, from a generic resource to a new employee you have just hired for the project), use the Reassign dialog box to indicate if you want to reassign all or only part of the hours and to select the resource to which you want to reassign them.
  • Reassign Expense Type and Vendor Dialog Box
    If you assign work on a project to an expense type or vendor and later want to transfer all or part of the assignment costs to another expense (for example, from a blueprints expense to a models and renderings expense), use the Reassign Expense Type and Vendor dialog box to indicate if you want to reassign all or only part of the costs and to select the expense type and the associated vendor to which you want to reassign them.
  • Reassign Consultant Type and Consultant Name Dialog Box
    If you assign work on a project to a consultant type and later want to transfer all or part of the assignment hours to another consultant (for example, from an architectural firm to a landscape architect), use the Reassign Consultant Type and Consultant Name dialog box to indicate if you want to reassign all or only part of the hours and to select the consultant type and the specific consultant to which you want to reassign them.
  • Additional Documentation Dialog Box
    If this dialog box displays when you click for an invoice in the grid on the Invoices tab, use it to indicate which additional documents you want to view along with the invoice.
  • Details for Invoice Dialog Box
    Use the Details for Invoice dialog box to view all invoice, credit memo, and payment information by invoice section (Fee, Labor, Consultant, and so on).
  • Accounts Receivable Comments Dialog Box
    Use the Accounts Receivable Comments dialog box to review, edit, add, or delete accounts receivable comments for the billing client of the current project.
  • Billing Comments Dialog Box
    The Billing Comments dialog box displays automatically when you approve or reject an invoice. You can also open it yourself at any other time to enter an "in process" comment.
  • Select Organizations Dialog Box
    Use the Select Organizations dialog box to select multiple organizations.
Parent Topic: Browser Application - Projects Hub