Use the
Projects tab to associate one or more
projects with a
client. You associate a
project record with a
client record when you add it to the
Projects grid. Both records reflect the association.
Contents
A
project record must exist in your database before you can associate it with a
client record.
| Field | Description |
|---|
| For this
client only
|
Select this option to view the
projects associated with the
client. This option displays if your system administrator configured
Vision to use multiple
client levels, or hierarchies.
|
| For this
client and all lower levels of the hierarchy
|
Select this option to view all levels of the hierarchy that are associated with the
client. This option displays if your system administrator configured
Vision to use multiple
client levels, or hierarchies.
|
Projects Grid
The fields on the grid display information from the
project record in the
Project Info Center.
| Field | Description |
|---|
|
Projects Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. When the Print Preview form displays, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.
Not all options are available on all grids.
|
 Refresh
|
Click this option to display the total amount paid to the
vendor for each
project listed in the
Projects grid. The amount for each
project displays in the
Cost field on the grid. If there has been no
vendor activity for a
project, the
Cost field for the
project remains blank.
If you are authorized to run the Expense Detail report, click an amount in the
Cost field to view the Expense Detail report for the active vendor and the selected project.
The total amount paid to the
vendor displays at the bottom of the grid.
|
 Associate
|
Click this option to add a
project to the
Projects grid.
|
 Remove
|
Click this option to remove a
project from the
Projects grid.
|
|
Client
|
Select this option if the firm acts as a
client for the
project.
Vision selects this option if you select the
Client option on the General tab.
|
|
Vendor
|
Select this option if the firm acts as a
vendor for the
project. When you select this option, the
Cost field updates with the expenses associated with the
vendor on the associated
project.
Vision selects this option if you select the
Vendor option on the General tab.
|
|
Project
|
This field displays the
project number.
|
| Name
|
This field displays the
project name.
Click the name to open the record in the current browser window or right-click the name and then click the
Open in new window option to open the record in a separate browser window.
|
| Role
|
Use this drop-down list to select the
client's role on the
project.
If the
client is entered in the
Primary Client field on the General tab of the associated
Project Info Center record, the role defaults to the
sysOwner description on the
Client Role code table. There can only be one Primary
Client assigned to a role, and you define
client role options in Code Table Configuration.
|
| Role Description
|
Enter additional information about the
client's role on the
project.
Click
Edit to use the Text Editor to enter information.
|
| Cost
|
This field displays the expenses accumulated for the
vendor for the associated
project. This field displays only if the
Vendor option is selected. Click the
Cost link to view detailed information about the
vendor costs.
After you add records to the grid, click
Refresh to recalculate the
Cost amounts.
|
|
Project Status
|
This field displays the current status of the
project, such as Active or Inactive.
|