Project Review Form

Use the Project Review form in the desktop application to compare actual job-to-date hours and amounts to budget, to plan, or to expected compensation for the project as a whole or for any lower level work breakdown structure element.

Project Review in the Browser Application

In addition to the Projects hub in the desktop application, Project View is also available in the Projects hub in the browser application (Hubs > Projects > Project View in the Navigation pane).

Note that if you have activated the Purchasing module, the instance of Project View in the desktop application includes information about purchase orders, inventory, and equipment related to a project. That information is not currently available in Project Review in the browser application.

Related Topics:

  • Display the Project Review Form
    Display the Project Review form from the Accounting menu or from the Projects hub.
  • Toolbar of Project Review Form
    Use toolbar options to update overall percent complete numbers. You can also use the toolbar to access the dialogs boxes you will need to obtain your project information.
  • Accounts Receivable Tab of the Project Review Form
    Use the Accounts Receivable tab to review information about outstanding project accounts, and to enter or edit comments about project accounts. You can also preview an invoice or credit memo on the Preview window.
  • Billing Tab of the Project Review Form
    Use this tab to compare billing amounts to actuals.
  • Cost Tab of the Project Review Form
    Use this tab to compare budget amounts to actuals. Your setting in the Budget Source field on this tab determines whether DPS draws budget data from the project budget worksheet in the Accounting application or from the project plan in the Projects hub.
  • Inventory Tab of the Project Review Form
    Use the Inventory tab to review a project's prorated item request information. You see this tab if you use Purchasing, have enabled Inventory, and have security access to Inventory.
  • Purchasing Tab of the Project Review Form
    Use the Purchasing tab to review how purchase order and purchase requisition information has been prorated to a project. This tab displays if the Purchasing application is installed.
  • Equipment Tab of the Project Review Form
    On this tab, view all the equipment items that are assigned to a project.
Parent Topic: Fields and Options