Projects Hub Form

Use the Projects hub tabs to enter and review information about your projects, link related files and hub records to your project records, and schedule project activities.

Related Topics:

  • Display the Projects Form (Desktop)
    You display this form in the Projects hub in the desktop application.
  • Toolbar of Projects Hub
    Use the toolbar options to work with project records.
  • General Tab of Projects Hub
    Use the General tab to enter, edit, or review basic information about a project.
  • Contract Management Tab of Projects Hub
    Use the Contract Management tab to organize information about the contracts and associated details related to the project record. This includes dates, statuses, amounts, notes, and employee sales credit for contracts, and any changes related to those items.
  • Accounting Tab of Projects Hub
    Use the Accounting tab to enter accounting information for the project, including billing information, compensation and fee amounts, revenue and charge types, units and multipliers, percent completes, and revenue upset limits. The Accounting tab is available if you use the Accounting application.
  • Ajera Totals Tab
    If you synchronize the Deltek CRM application with Ajera (Ajera version 8.09 and later), project total amounts from Ajera display on this tab in the Projects hub.
  • Budget and Revenue Tab of Projects Hub
    Use the Budget & Revenue tab to enter compensation and fee amounts, revenue and charge types, units and multipliers, percent completes, and revenue upset limits for the current project. This tab is available if you use the Accounting application.
  • Time and Expense Tab of Projects Hub
    Use the Time and Expense tab to enter time, expense, and payroll accounting information for the project. This includes budget and labor code data, expense default billing data, purchasing multipliers, cross charge methods, pay/cost rate methods, and payroll tax locales.
  • Ajera CRM - Budget and Revenue Tab of Projects Hub
    Use the Budget & Revenue tab to review contract amounts, overhead multiplier, and reported percent complete from Ajera. This tab is available if you have Ajera CRM.
  • Team Tab of Projects Hub
    Use the Team tab to organize information about the employees and vendors who work on a project.
  • Clients - Contacts Tab of Projects Hub
    Use the Clients/Contacts tab to link one or more client or contact records to a project record.
  • Background Tab of Projects Hub
    Use the Background tab to enter a project's background or history information, including project codes, descriptions, and awards received.
  • Dates and Costs Tab of Projects Hub
    Use the Dates and Costs tab to enter or review project dates and cost data. The information on this tab provides a snapshot of a project's budget and status.
  • Location Tab of Projects Hub
    Use the Location tab to maintain contact information for the location where the project work is actually performed. You can enter address information, phone and fax numbers, and an email address for the project work site.
  • Marketing Campaigns Tab of Projects Hub
    Use the Marketing Campaigns tab to associate one or more marketing campaigns with a project. To associate a marketing campaign record with a project record, add it to the Marketing Campaigns grid. Both records reflect the association.
  • Links Tab of Projects Hub
    Use the Links tab to link one or more external text files, graphics files, or email messages to a project record. When you add a file link to the Links grid, DPS creates a hyperlink between the link path specified in the Link Path field on the grid and the file. Click the link path to open the file from the current record.
  • Intercompany Billing Tab of Projects Hub
    The Intercompany Billing tab is available in the Projects hub if you track multiple companies in DPS. You use Intercompany Billing to process labor and expense costs between companies when an employee from one company charges time or expenses to a project that belongs to another company.
  • Documents Tab of Projects Hub
    Use the Documents tab to associate a document with a project record. You can check out a document for exclusive access, edit it, and then check it back in to make it available to other users. You can also view the document's version history.
  • Files Tab of Projects Hub
    Use this tab to upload, view, and store documents such as contracts, waivers, and images for your projects. DPS attaches these documents to the hub record for which they were uploaded.
Parent Topic: Fields and Options