Client Project properties and options

A list of staff members assigned to the project template.

• Assign

  Select the appropriate staff members from "All Staff" and click to assign the selected staff to the project template.

• Un-Assign

  Select the appropriate staff members from "Selected Staff" and click to un-assign the selected staff from the project template.

• Select All / Deselect All

  Use these buttons to select or deselect all entries in the "All Staff" window.

Note: Keyboard controls (SHIFT and CTRL) are available to select staff members as well. To select multiple staff members in sequence select the first staff member, hold down the SHIFT key, and select the last staff member in sequence. To select multiple staff members not in sequence select each staff member while holding down the CTRL key.

Select a user from the list of available users assigned to the file. Once selected, this assignment can be changed by a user if:

• the person is assigned to the issue,
• everyone is assigned to the issue, or
• the person has permission to change issues created by other users

Priority

Select this checkbox if you want to include the current issue during Roll Forward of select issues. Only issues (with this checkbox selected) are included if you specified the option 'Issues with Roll Forward option selected' under Client Project Options of project template roll forward setup. See the Issues option under the section Client Project Options here.

Select a date for a reminder on the issue. Once selected, the time field becomes active so that a corresponding time can also be selected.

Once the reminder day is reached or passed, the font of the row in the issue pane is set to red and bold.

Enter completion details about the issue into this text area. Click the ellipsis button () to access the text input dialog.

These columns are automatically filled in upon creation and end of issue. You cannot modify these fields.

• Created By / Created On

  The user who created the issue and the date it was created.

• Completed By / Completed On

  The user who completed the issue and the completion date.

• Modified On / Description Modified On / Resolution Modified On

  These fields indicate the last modified date and time for the issue in general, when there is an update to the description of the issue, or when there is an update to the resolution area.

Tip: You can email details related to an issue by right-clicking an issue and selecting the option Send as Email. For details see here.

Click this box to enter the budget hours and amount directly in this section of the project dialog or to use the totals entered similarly in the Sub project dialog.

Calculate Override From SubProj

When selected in conjunction with the "Override calculated totals", the Budget Totals (hours and amount) will be overridden with any entries made directly in the Budget Totals section of the Sub Project dialog.

This section will show entries made in the Budget by Staff area of each subproject attached to this project. In addition, entries may be made at the Project level by selecting staff and work codes and entering hours here.

• Staff

  Click the look-up button to select the name for the staff member. When displaying the staff list, type the first letters of the staff short name or number to scroll to the staff with this name.

• Work Code

  Click the look-up button to select the work code for the job.

• Date

  Type or select a date within the period that this job is to be carried out.

• SubProj

  If applicable, select the subproject to which the transaction is assigned. This entry will be reflected in the Budget by Staff area for the subproject chosen.

  Note that the heading of this column may vary depending upon the wording chosen in the Company Profile.

• Office

  Staff's office.

• Department

  Staff's department.

• Hours/Qty (of expenses)

  Enter the amount of time, in hours, or the quantity of expenses for the job.

• Rate

  The rate for the work code appears automatically depending upon the work code selected.

• Surcharge

  For work codes that use surcharge rates, the surcharge amount is calculated automatically when the work code is entered.

• Amount

  When the time or expense is entered, the amount is calculated automatically from the work code and number of hours entered.

• Reference

  Enter a description or reference for the job. If it's more than 15 characters long, either:

  • Keep typing and the extended description dialog will automatically open to allow completion of the memo, OR
  • Click the  button to open the extended description dialog.

For entries with an extended reference the button displays as. The extended descriptions are independent from the short reference, so modifications to one are not reflected in the other. If used, extended descriptions appear on the Budget entries detail report.