Contents of the Configure Project Settings Screen
Use the tabs and subtasks to configure the Configure Project Settings screen.
Tabs
| Tab | Description |
|---|---|
| Projects | Use this tab to establish general settings for your Costpoint projects. |
| Project Segment Lengths | Use this tab to designate the length of the first segment (level) of the project for all of your Costpoint projects and any additional project segment lengths that you will use in your Costpoint system. |
| Revenue | Use this tab to establish the settings for the revenue component of your projects. |
| Pools | Use this tab to configure general settings for pools in your company, including settings for applying G&A costs to WIP costs. |
| Budgeting | Use this tab to select the budgeting method that should be used to populate the budget fields on the screens in the Projects domain. |
| Contracts | Use this tab to control whether users can create and/or update project modifications in contract and/or subcontract records in the CRM & Contracts domain. |
| IWO | Use the fields on this tab to enter a home location and initialize the last Inter-Company Work Order (IWO) number in the Last IWO Number field if you are using Costpoint Inter-Company Work Orders or Costpoint Consolidations. |
Subtasks
These subtasks are available only on the Projects tab.
| Subtask | Description |
|---|---|
| Revenue Formulas | Click this link to open the Revenue Formulas subtask, where you can select which revenue formulas are available for selection on the Revenue Information screen for each company. All formulas are originally set to "selected" status. If you do not want to use a revenue formula in your database, remove the formula. |
| Corporate Settings | Click this link to open the Corporate Settings subtask, where you can select project settings options that apply to all companies in your database. |