Projects Hub
Use the Projects hub to enter and maintain information for the projects that your company or enterprise undertakes.
The project records that you can access are dependent upon your security role's assigned access rights.
You access the Projects hub in both the browser and desktop applications. The hub is located in the Hubs section of the Navigation pane in both applications. Some tabs in the Projects hub are accessible in one or the other application, but not both. Some tabs are accessible from both the browser and desktop applications. When you update the information in one application, it is automatically updated in the other application. If you are working in the Projects hub in the desktop application and want to go to that hub in the browser, right-click option for the hub in the Navigation pane and click Open in Browser.
In the browser application, this hub has two modes: Project mode and Plan mode. In Project mode, you enter project management and accounting information for the project. In Plan mode, you assign employees and generic resources to the project and enter planned hours for them, and you can also enter planned expense and consultant amounts.
The following table lists the tabs available in the two applications. If roughly equivalent tabs exist in both applications, they appear on the same row of the table. Note that if tabs in the two applications are listed as equivalent, they still may not provide exactly the same sets of fields and exactly the same functionality. If a tab only exists in one of the applications, "No equivalent tab" appears on that row for the other application.
| Projects Hub Tabs in the Browser Application | Projects Hub Tabs in the Desktop Application |
|---|---|
| Dashboard (Project mode) | No equivalent tab |
| Overview tab and the Summary pane (Project mode) | General tab and Location tab |
| Invoices (Project mode) | No equivalent tab |
| Team (Project mode) | Our Team tab and Clients/Contacts tab |
| Dates & Costs (Project mode) | Dates & Costs |
| Collaboration (Project mode) | No equivalent tab |
| Activities (Project mode) | Activities |
| Proposal Notes (Project mode) | Background |
| Files & Links (Project mode) | Files tab and Links tab |
| Contract (Plan mode) | Contract Management |
| Labor (Plan mode) | No equivalent tab |
| Expenses (Plan mode) | No equivalent tab |
| Consultants (Plan mode) | No equivalent tab |
| No equivalent tab | Accounting |
| No equivalent tab | Budget & Revenue |
| No equivalent tab | Time & Expense |
| No equivalent tab | Marketing Campaigns |
| No equivalent tab | Intercompany Billing |
| No equivalent tab | Ajera Totals |