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.

Contents

Field Description
Options Click this option to display the Options dialog box.
Update %

After you select one or more projects for review, you can update overall percent complete numbers for the project(s) selected. Select one of two settings:

  • Show Budget at Cost
  • Show Budget at Billing

The Update Overall Percent Completes dialog box displays. Use this dialog box to review project budgeted and spent amounts, at cost or billing. The dialog box displays percent complete data for the lowest level of work breakdown structure defined for the project. You can update overall, labor, and expense percent completes. For regular projects, you can also update compensation, fee, and reimbursable allowance.

This option is convenient when you need to update multiple projects and their work breakdown structure levels. Because the dialog box shows only the overall, labor, and expense percent complete fields, it is unsuitable for projects with budgets that you need to track on the detail grids in the Project Budget Worksheet.

If you use multiple currencies, the currency columns on the dialog box are based on billing currency if the Report amounts in billing currency, rather than project currency option is selected in Accounting Configuration. Otherwise, currency columns are based on project currency.

AR Options Click this option to display the Aging Options dialog box, on which you specify the aging columns to display at the top of the Aged Accounts Receivable grid.
AR Reporting Click this option to display the Accounts Receivable Reporting dialog box. See the Reporting help for information about the Accounts Receivable reports and their options.