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These help topics provide information about key concepts and components to help you use the Projects hub.

Related Topics:

  • Checking Out and Checking In Project Plans
    To make changes to a project plan, that plan must first be checked out to you. While you have it checked out, other users cannot make changes to the plan. How you check out a plan, however, depends on where in DPS you access it.
  • Editing a Project's Structure
    You can use the Choose Project Structure form and the Edit Project Structure grid to edit a project's work breakdown structure (WBS).
  • Entering Planned Hours for Calendar Periods
    In the labor planning grids, use the calendar period columns to enter planned hours for a resource assignment for specific days, weeks, or months. As the work progresses, you can also use those columns to adjust the estimate-to-complete (ETC) hours for the assignment.
  • Entering Summary Planned Hours
    When you enter planned hours for resources in Resource View or Project View or on the Labor tab of the Projects form, an alternative to entering them calendar period by calendar period is to enter the sum of hours for a range of dates, let DPS allocate those hours across the calendar periods, and then make any necessary changes.
  • What Happens When You Reassign Work from One Resource to Another
    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), you can reassign them from Resource View, Project View, or the Labor tab of the Projects form. What happens when you make a reassignment depends on the options you choose in the Reassign dialog box
  • Calculation of Estimate-to-Complete Hours and Amounts in Resource Planning
    Estimate-to-complete (ETC) hours and amounts are key metrics for evaluating a project's progress against its plan.
  • Plan Data and Multiple Currencies
    If your firm sets up DPS to use multiple currencies, the project and billing currencies that are selected for a project are also applied in project plans.
  • Project Charge Types and Planning Expenses and Consultants
    Projects have one of three charge types: Regular, Overhead, or Promotional. The project charge type determines the types of expenses and consultants for which you can enter planned amounts for a project.
  • Security for Project Plans
    Your ability to view and edit project plans is determined by the access defined for your security role.
  • Kona Integration
    Kona integration allows team members to collaborate within DPS on Projects and Opportunies.
  • Ajera Synchronization with CRM
    When you use both Ajera and the CRM application, you can synchronize contact, firm, and project information that is entered in CRM with Ajera. This eliminates the need to enter data twice, which can reduce data entry errors.
  • Warning Indicators
    DPS displays visual indicators on the project search list to alert you to warning conditions that exist with your projects (for example, the estimate-at-completion (EAC) amount is greater than the contract amount, or the contract amount is less than or equal to zero).
  • Projects Hub for Resource Planning Without Accounting
    If the Resource Planning module is activated but none of the other core modules (Accounting, CRM, CRM Plus, or Time and Expense) is activated, DPS includes a streamlined Projects hub in the browser application.
Parent Topic: Browser Application - Projects Hub