Select a classification type. This drop-down list displays the Costpoint-defined classes of projects that require separate treatment, due to the varying requirements of each classification. Separate treatment may include using special processes to cost labor or materials, or may simply mean that each of the classifications can be sorted separately for reporting purposes.

Examples of the various classifications include: Direct Projects, Bid & Proposal, Independent Research & Development, Indirect Projects, Inventory Projects, Work In Process, and several types of Intercompany Projects. (For more information about Work in Process projects, see the "Work in Process" topic.)

If the project entered is not a top-level, the default value of the classification from the top-level project is displayed. If the Allow Edit check box at the top-level is selected, you can select any classification. However, if the Allow Edit check box is cleared, the default top-level classification cannot be modified. This is a required field.

These check boxes are displayed at all levels of a project, and control the ability to modify the selection of certain key information about the project. During setup of a project, information that is entered cascades down to lower levels and defaults in automatically, regardless of the value of the Allow Edit check box. The check box simply determines whether the default can be modified at the lower levels.

If you clear the Allow Edit check box at any level of a project, all lower-level Allow Edit check boxes are cleared accordingly. (This means that the ability to restrict edits of data cascades down automatically from the level at which it was originally restricted). However, if you select a check box after having been previously cleared it, the modification does not cascade down to lower levels. You must modify them one at a time.

Select the project type. This drop-down list displays the user-supplied types of projects in terms of their cost treatment. Generally, Project Types include: Cost Reimbursable, Fixed Price, Time & Materials, and so forth, but could be any "type" that you desire to track. No special processing is generated based on this type. However, there are some reports, for example the Revenue Summary report, that can be sorted by type.

If you enter a project that is not a top-level project, the default value of the project type from the top-level project is displayed. If the Allow Edit check box at the top-level is selected, you can select any project type. However, if the Allow Edit check box is cleared, the default top-level Project Type cannot be modified. This is a required field.

Use this drop-down list to select the Costpoint products that you want to include in the export processes. You can run export processes on the Export Data to Deltek Time and Expense screen. This field must be populated only at the level of the project where labor is charged.

You can select the following options based on the Costpoint products for which you are licensed and your selection in the Version drop-down list on the Corporate Labor Settings subtask of the Configure Labor Settings screen:

• Expense Project: Select this option to export data for this project to Deltek Expense. Use the Export Data to Deltek Time and Expense screen to export the data for this project to Deltek Time & Expense. This option is available only if you are licensed for Deltek Expense.
• Time Collection Project: Select this option to export data for this project to Deltek Time Collection. Use the Export Data to Deltek Time and Expense screen to export the data for this project to Deltek Time Collection. If you are also licensed for Costpoint Employee Expense and wish to export data for this project to Deltek Expense, use the Time & Expense Project selection for this field. 
• Time & Expense Project: Select this option to export data for this project to Deltek Time & Expense. Use the Export Data to Deltek Time and Expense screen to export the data for this project to Deltek Time & Expense. This option is available only if you have version 6.0 or greater of Time & Expense.
• None: Select this option if you do not wish to export data.

If you select this check box, the Revenue Details subtask or the Billing Details subtask can be set up for this project. It is selected by default. If you do not select this check box, any information entered on the Revenue Details or Billing Details subtasks that you try to save generates an error message stating that the project is not billable.

Select this check box to apply Cost of Money (COM, FCCOM, Cost of Capital) rates to the project selected. You can update the COM rates on the Pool Rates subtask of the Manage Cost Pools screen. This check box applies primarily to contracts with the federal government.

Select the choice for COM rates if the project entered is a top-level. If you did not enter a top-level project, the default value of the selection from the top-level project is displayed. If the Allow Edit check box at the top-level is selected, you can make any selection. However, if the Allow Edit check box is empty, you cannot modify the default top-level selection. Normally, if cost of money applies to a project, select this check box at the top level of the project and clear the Allow Edit check box. In other words, the entire project is subject to cost of money. However, you must select the Cost of Money check box at the level at which transactions are posted in order for cost of money amounts to be correctly applied.

Select this check box to include the actual costs incurred by this project in the Comma-Separated Value (CSV) file created by the Cobra Interface. This check box is available only at the top-level of the project.  If you select this check box, the actual costs of the entire project, including all lower levels, are included in the Cobra extraction process.  If you leave this check box blank, you cannot include this project or any of its levels in the Cobra Interfaces screens. Please see the screen documentation for the Cobra Interfaces for more information on this process.

Use this field to enter a Cobra mapping value. The Cobra Interface uses these values to link Costpoint projects to Cobra projects. If you select the Project Cobra UDEF option in the Costpoint Mapping column on the Manage Cobra Charge Templates screen, you can enter a user-defined value in this field and use it to link to a value in the Cobra system. You generally use this field if there is a value in Cobra that is not easily linked to anything in Costpoint. For more information on the Cobra Interfaces process, see the screen documentation.

Select this check box if the project is Active for charging purposes. This check box is selected by default when a project is set up, but can be modified. If this check box is not selected, project/account/org combinations on the Link Projects/Accounts/Organizations screen are automatically set to Inactive. However, both the flag on individual project/account/org combinations, and this global flag, are validated during transaction entry. Projects are usually inactive if work on them has been completed. You can still post revenue and cash receipts to inactive projects because you may need to adjust a project's revenue if the final actual rates are applied after work has been completed on the project. Outstanding receivables may exist on a project long after work on the project has ceased. Do not use this check box to prevent charging at summary levels of the project. Use the Allow Charging check box to restrict data entry on certain project levels. 

Select this check box to allow charging on the project. This check box is not selected by default, which means no charging is allowed regardless of the status of the project/account/organization combinations. If the check box is selected, valid charging combinations can be charged. The Allow Charging check box must be enabled for all levels of the projects where charging take places. If the project level is not a transaction level or billing/revenue level, do not select the check box.

Select an account group. This drop-down list displays all of the account groups that were set up on the Project Account Groups screen. The account group determines the "set" of accounts that can be attached to the project. Only accounts belonging to the account group selected can be attached to the project. Use the Limit Accounts check box to place further restrictions on which accounts within the account group can be charged.

Because the account group controls how many of the functions work in the revenue and billing computations, we recommend that you view the accounts groups as permanent after charging has started. Make modifications only when absolutely necessary.

If the project entered is not a top-level, the default value of the Account Group from the top-level project is displayed. If the Allow Edit check box at the top-level is selected, you can select any account group. However, if the Allow Edit check box is empty, you cannot modify the default top-level account group. This is a required field.

Select this check box to limit the accounts that can be charged on this project to only the account numbers that exist in the project account group and that are valid account/organization combinations on the Link Projects/Accounts screen. This check box is disabled if you selected the Which Orgs Can Charge Specific Accts check box or the Limit Accounts to P/O/A check box. Select this check box if you only want a few of the accounts in the project account group to be used at this level of the project.

Select this check box to limit the organizations that can charge this project. Only the account numbers that exist in the project account group, that are valid account/organization combinations, are valid for charging on this project. You must populate the Link Projects/Organizations screen to establish valid project/org combinations for charging.

This check box is disabled if you selected the Which Orgs Can Charge Specific Accts check box or the Limit Accounts to P/O/A check box. If you selected the Which Orgs Can Charge Specific Accts check box, Costpoint reviews the Project/Account/Org table for valid combinations.

This check box appears on this screen only if you selected the Validate Project Charging by Organizations check box on the Configure Project Settings screen.

Select this check box to control the method of validation for your project charge points. If you select this check box, the validation process reviews the entire project/account/organization combination in the PROJ_ACCT_ORG table. If you do not select this check box, the PROJ_ACCT_ORG table is not used in validation. Costpoint evaluates the other charging criteria in this group box to determine how to perform validations.

This check box appears on this screen only when the Validate Project Charging by Organizations check box is cleared on the Configure Project Settings screen.

Select this check box if you want to validate only the project/account portion of the project/account/org combinations. Costpoint uses the PROJ_ACCT_ORG table to perform this validation. If the project/account combination exists in the PROJ_ACCT_ORG table, the transactions are validated. If you do not select this check box, the PROJ_ACCT_ORG table is not evaluated during validation. Costpoint uses the other options in this group box to perform validations.

Select this check box to export this project to Shop Floor Time when the Export Project Manufacturing Data process is run. This check box is enabled only if you are licensed for Shop Floor Time.

Select this check box to enable edits of the Export to Shop Floor Time check box at this project's lower-level tasks.

Select this check box to export this project to Manufacturing Execution when the Export Project Manufacturing Data process is run. This check box is enabled only if you are licensed for Manufacturing Execution.

Select this check box to enable edits of the Export to Manufacturing Execution check box at this project's lower-level tasks.

Select this check box to enable edits of the Export Project Work Force to Talent check box at this project's lower-level tasks.

Enter, or click to select, the number of the organization that "owns" the project. This is the "home" organization for the project. If you selected the Owning Organization option either in the Default Revenue Posting By group box on the Configure Project Settings screen or on the Revenue Details subtask, all revenue and profit, as well as billed and unbilled receivables, attributable to the project, belong to that organization.

If the project entered is a top-level, enter the owning organization number. If the project entered is not a top-level, the default value of the organization number from the top-level project is displayed. If the Allow Edit check box at the top-level is selected, you can select any organization number. However, if the Allow Edit check box is cleared, you cannot modify the default top-level organization number. This is a required field.

If you modify the owning organization, the following message displays: "Changing the owning org may cause journal entries to be computed. Do you wish to continue?" Clicking Yes activates the subtask in which you can complete the modified information. 

The default value of this check box is dependent on the Manage Project Types screen. If the Default to Owning Org check box on the Manage Project Types screen is selected for this project's type, the default for this check box is selected. If the Default to Owning Org check box is not selected, the default for this check box is cleared. This default selection can be modified in this screen. If this check box is selected, the project owning organization is the default during transaction entry. The default organization can be modified during transaction entry.

If you select this check box, employees and/or vendors who are allowed to charge the project MUST be set up in the Project Work Force screens (Manage Employee Work Force, Manage Vendor Work Force, Manage Vendor Employee Work Force). The default value for this check box is cleared. This "set" of employees and/or vendors are the only ones who can charge the project and the "set" is validated on each timesheet entry.

If you do not select this check box, no validation of employees or vendors occurs. You can still use the project work force feature even if this check box is cleared, but no validation occurs. 

If you did not enter a top-level project, the default setting (selected) is displayed. You can change this setting to cleared. If you did not enter a top-level project, the default value of the Project Work Force Required check box from the top-level project is displayed. If you selected the Allow Edit check box at the top-level, you can select any project work force. However, if you did not select the Allow Edit check box, you cannot modify the default top-level project work force setting.

Select this check box to use the top level of this project for work force validation. This check box initially defaults to cleared. If this project is using the employee or the vendor work force, this option allows you to enter the authorized employees or vendors at the top level and have those selections be valid for all lower levels of the project. If you are using either work force and plan on using the same employees or vendors for all branches of the project tree, you can save setup time by selecting this check box and entering the employees or vendors at the top level of the project. This selection is available only for the top level of the project tree.

Select this check box to apply a salary cap at this project level. You can select this check box only at the top-level project. You can modify it at lower-level projects only if you selected the Allow Edit check box at the higher level.

Enter, or click to select, the salary cap code for this project. You can enter a code in this field only at the top-level project if you selected the Apply Salary Cap check box. At lower-level projects, the salary cap code displays but is not editable if the Apply Salary Cap check box is selected, and is blank and disabled if the Apply Salary Cap check box is not selected.

The salary cap will be enforced for all employees charging against the project (including all lower-level projects) based on the salary cap code you entered. The salary cap will be enforced only against timesheets. There will be no consideration of employee labor that is entered via journal entries.

The default value of this check box is dependent on the Configure Billing Settings screen. If the ACRN Warnings With Modifications Changes option on the Configure Billing Settings screen is selected, the default for this check box is selected; otherwise, it is cleared and disabled. Leave this check box selected if you want to display ACRN warning messages when there are changes to funding modification.

This check box is enabled only if the ACRN Warnings With Modifications Changes option on the Configure Billing Settings screen is selected. Select this check box to allow edits of the ACRN warning option at the project's lower-level tasks.