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Client Subproject properties and options

You can customize subprojects for specific clients using the subproject dialog.

Note: The field labels appear as defined in the Company Profile Terminology tab. The labels described here reflect the default terms used in Time.

General Information

Many of the fields in this dialog are automatically populated with the default values specified in the project template.

When editing client subproject dates ensure they are valid with respect to dates for subproject template and client project areas:

  • Start date: Client subproject start dates must occur earlier than due dates and completion dates for all other project areas. The start date must be the same or occur later than other project areas.
  • Due date: Client subproject due dates must occur later than start dates and occur on or earlier than due dates for all other project areas.
  • Completion date: Client subproject completion dates must occur later than start dates and occur on or earlier than completion dates for all other project areas.
Project Template Property Description
Client This field automatically displays the selected client from the previous dialog. The text field displays the Client No. and the Client name appears adjacent to this field. Ensure you have the correct client selected before continuing.
Project No.

The project number associated with the specified client.
SubProj

Select the available subprojects from the drop-down menu. Use the scroll buttons (|<, <, >, >|) to view information for the first, previous, next or last project in the list.

  • New

    To create a new project for this client click the "New" button. From the drop-down menu select a template from the existing project templates. After you have select a project template the current project automatically updates the project attributes based on the default values specified in your project template.

  • Delete

    To delete an existing project click the "Delete" button.
Description This field automatically displays the Template description. Use the "Memo" button to add an extended description of the current project. Select the "Default Project' checkbox if you want to use the specified attributes in the current project as your default attributes.
In Charge / Team Leader

These fields display the initials of staff members assigned to these roles in the project template. You can assign other staff members to these fields using the drop-down menu.
Dates

Specify the Start, Due, and Completion Dates for this project. If specified in the project template the Start Date is automatically populated. See the notes section if you are editing dates for client subprojects.

  • Start Date

  • Due Date

  • Completion Date
Status Select the status of the project. The default selections are Not Started, In Progress and Completed. To add more codes to the status list, click the Status button.
Contract Amount

Enter the contracted amount for the project.

 

Budget

Budget

When a project is assigned to a client, the project can be budgeted by staff by rate and work code. This section displays totals for hours and amounts budgeted of the subproject selected.

Property Description

Totals calculated from staff budgets

 Budget totals (hours and amount) will be calculated automatically from the entries shown below.

Override calculated totals

 Click this box to enter the budget hours and amount directly in this section of the subproject dialog or to use the totals entered similarly in the Sub project dialog.
Budget Hours Budget hours for the subproject of the engagement.
Budget Amount Budget amount for the subproject of the engagement.
Budget by Staff

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.

  • Date

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

  • 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.

  • 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.

  • 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 images\extdesc_shg.gif 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.

 

Issue

Issue

Issues are defined tasks for a given subproject. When you open the issues tab in the Subproject dialog you can see any general issues if you specified any in the Subproject Template. Use the issues tab to define specific tasks for the current subproject.

You can use the browse to enter individual issues for the project or subproject.

Property Description
Subject (Issue) Enter a description of the issue. Once the issue has been saved, only the original author of the issue can edit the subject field.
Type Click in the Type column and select an issue type from the drop-down menu. To add, delete, or edit types, right-click anywhere in the Issues pane and select Settings | Customize Types. Click Default to restore the default types.
Assigned to

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
Start On / Due On Select the appropriate dates from each of these categories.
Priority Setting the priority of the issue helps when having to manage a large number of issues.
Status / % Complete These two fields are used to manage issues as they are being worked on. Select the status from the drop-down list choices of "Not Started", "In Progress", "Waiting On Someone", "Deferred", and "Completed". In addition, the percent complete field enables you to monitor the progress of the issue.
Roll Forward

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.

Reminder / Time

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.
Resolution

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

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.

Comments and suggestions about this article and our software are greatly appreciated. As a user of our products, you are in a unique position to provide ideas that have an impact on future releases of this and other products.

Before contacting Technical Support, please consult the online Help and any other documentation included with this package as your first source to solve the problem.

If you require additional assistance, you can contact CaseWare® Technical Support by contacting your nearest CaseWare distributor.

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  1. Your Client Number.
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  6. A description of what happened and what you were doing when the problem occurred.
  7. A description of how you tried to solve the problem.

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