KeyedIn - Project General Details (Project Workflows)

The tab may have a one- or two-column format and variable content. All available content is described next. In addition to the listed standard fields, custom fields may be included.

Code	is the unique identifier for the project. You will enter an unused code when adding a record and then cannot change the code once it is saved.
Name	provides additional information about a project to identify its purpose.
Active	is checked for those projects that are in use. You can uncheck the box if you want to make a project unavailable without deleting it (you will not be able to delete it if it is referenced by other records). It is also possible to set up projects in advance of them being needed and so make them inactive initially. You should set all non-current records to inactive status to prevent them being used. This removes these projects from pick lists so that users only see those that are genuinely available.
	If you make a project inactive you are given the option to remove any future supply or assignments if applicable.
Status	enables a project to be moved through several statuses.
Client	identifies the client for whom the work is being undertaken. Input of a client code is mandatory for each project at level 1, even for those that are not to be charged. In these cases, the ‘client’ may be an internal department or branch of your company. For chargeable projects, the client record will provide the invoice address and other required details.
Working Time	identifies the area in which the project is to be undertaken and so determines the available time for staff there. This cannot be changed once the project is saved.
Level	indicates the level within the overall project structure (if determined through Project Level Settings. You can set this level when adding a project but cannot subsequently change it. Timesheets and expenses can only be input at the lowest level.
Project Parent	only appears if the selected level is not at the top of the structure. If so, enter or select the name of the project above it.
Location	identifies the geographical or other location where the work is to be undertaken. Resources at the same location are generally allocated when budgeting and planning the project. Input is mandatory.
Department	is used mainly for reports and is the department for which the project is undertaken. This only appears if set through Project Settings .
Cost Center	appears if set on through Project Settings  to select the cost center against which costs and charges are recorded.
Business as Usual	indicates if the project is a Business as Usual project.
Productive	determines if the project is productive.
Manager	is the person who is managing the project and the label will indicate the level (project, program, etc.). Select a login.
Sponsor	may only be relevant if you have a large organization where each project has a key sponsor who sanctions it and is interested in its progress. If so, select the appropriate resource. Sponsors can see projects they have sponsored through their Organization tabbed form. Depending on Project Settings, input of the previous two fields may be mandatory.
Start/End Date	can be used to set fixed start and finish dates for the project. Some projects may be ongoing and will have no dates, while others may be due to end on a certain date but have no fixed start, or may have a scheduled start time but be open-ended. You may enter dates directly, click the arrow buttons to choose entries or select from the system calendar. Refer to Setting Dates if you need more information.