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   To enter a project or task option:

1. In the Projects window, find the project or task for which you want to enter one of the options and select the appropriate option.

For project level options, navigate to the Project, Template window, highlight the appropriate option, and choose Detail.

For task level options, navigate to the Tasks window, highlight the task for which you want to enter the option, and choose Options. The Task Options window appears. Select the option that you want to enter.

You can expand Burden Multipliers, Asset Information, Billing Information, and Bill Rates and Overrides from the list of options to access related options.

2. Enter the information for the option.

3. Save your work.

Available Options

Project Classifications

Customers and Contacts

Key Members

Organization Overrides

Resource List Assignments

Transaction Controls

Burden Multipliers:

Costing Burden Schedule

Burden Schedule Override

Asset Information:

Assets

Asset Assignments

Billing Information:

Billing Setup

Billing Assignments

Credit Receivers

Bill Rates and Overrides:

Standard Billing Schedules

Employee Bill Rate Overrides

Job Bill Rate Overrides

Labor Multipliers

Job Assignment Overrides

Job Billing Title Overrides

Non-Labor Bill Rate Overrides

See Also