Maintain: Settings (Project)
[Project: File, Company settings, Project settings]
General tab
Increment factor: Sub department
Each sub-department requires a unique number. If you want the next available number to be suggested when you start [Project: Master data, Maintenance, General, Department structure], enter an increment factor. The number last used is raised by the number you enter in this field and the resulting number is suggested. If you enter {0}, no number will be suggested. If you enter an increment factor of 10 or 100 you can insert other sub-departments later on.
Increment factor: Sub cost center
Each sub-cost center should have a unique number. If you want the next available number to be suggested when you start [Project: Master data, Maintenance, General, Cost center structure], enter an increment factor. The number last used is raised by the number you enter in this field and the resulting number is suggested. If you enter {0}, no number will be suggested. If you enter an increment factor of 10 or 100 you can insert other sub-cost centers later on.
Increment factor: Phase list description
Each phase of each phase list should have a unique number. If you want the next available number to be suggested when you start [Project: Master data, Maintenance, Phase lists, Phase lists] or [Project: Projects, Project schedules, Maintenance], enter an increment factor. The number last used is raised by the number you enter in this field and the resulting number is suggested. If you enter {0}, no number will be suggested. If you enter an increment factor of 10 or 100 you can insert other phases later on.
Increment factor: Activity
Each activity should have a unique number. If you want the next available number to be suggested when you start the functions under [Project: Projects, Project schedules, Maintenance], enter an increment factor per company. The number last used is raised by the number you enter in this field and the resulting number is suggested. If you enter {0}, no number will be suggested. If you enter an increment factor of 50 or 100 you can insert other activities or parts of the machinery later on.
Increment factor: Resource
Each resource should have a unique number. If you want the next available number to be suggested when you start the functions under [Project: Projects, Project schedules, Maintenance], enter an increment factor per company. The number used last is raised by the number you enter in this field and added up with the number of the activity the resource belongs to. The resulting number is suggested. If you enter {0}, no number will be suggested. If you enter an increment factor of 5 or 10 you can insert other resources later on. The increment factor of resources should always be smaller than the increment factor of activities.
Default: Unit
You can define a default unit which description is displayed after the fields 'Check', 'Quantity' and 'Total' in the employee entries and after the field 'Capacity' in a number of maintenance functions for the master data.
New user
When creating a new project employee in [Project: Master data, Maintenance, General, Employees] an Exact user can be created. The properties of the user entered here are used when creating the Exact user.
Entries tab
Employee
This is the entry number used when entering employee expenses in [Project: Projects, Entry, Entry procedures, Hour entries]. The entry number cannot be changed when making entry if you enable 'Blocked'.
Machinery
This is the entry number used when entering machinery expenses in [Project: Projects, Entry, Entry procedures, Machinery entries]. The entry number cannot be changed when making entry if you enable 'Blocked'.
Item
This is the entry number used when entering item expenses in [Project: Projects, Entry, Entry procedures, Item entries]. The entry number cannot be changed when making entry if you enable 'Blocked'.
Direct
This is the entry number used when entering direct expenses or revenues in [Projects, Entry, Entry procedures, Direct Entries /Direct revenue]. The entry number cannot be changed when making entry if you enable 'Blocked'.
Work in progress
This is the entry number used when journalizing work in progress entry in [Project: Management, Journalizing projects, Journalize work in progress]. You can view the entry number in [Finance: Ledger, Journal entry, Entry procedure, *] by selecting the appropriate journal which you use to journalize the work in progress entry.
Check: Hour entries
You can define the checking criteria and action to be performed for the hours entered in the employee entries if it has surpassed the 'Contract time' entered in [Project: Master data, Maintenance, General, Employees] for the relevant employee. You have the following options:
- {Mandatory} - You cannot enter more or less hours than the hours entered in 'Contract time' for the employee.
- {Minimum} - You can enter more but not less hours than the hours entered in 'Contract time' for the employee.
- {No check} - No check is performed. You can enter as many hours as you want.
- {Signal} - Alert will be generated if more or less hours have been entered as compared to the hours entered in 'Contract time' for the employee.
Check: Machinery entries
You can define the checking criteria and action to be performed for the hours entered in the machinery entries if it has surpassed the 'Norm' entered in [Project: Master data, Maintenance, General, Machinery] for the relevant machinery. You have the following options:
- {Mandatory} - You cannot enter more or less hours than the hours entered in 'Norm' for the machinery.
- {No check} - No check is performed. You can enter as many hours as you want.
- {Signal} - Alert will be generated if more or less hours have been entered as compared to the hours entered in 'Norm' for the machinery.
Change: Cost center
When this setting is enabled, the cost center can be changed when entering employee or machinery entries.
User can enter own timesheet only
When this setting is enabled, employees are allowed to enter their own timesheet only in [Project: Projects, Entry, Entry procedures, Employee timesheet]. The field 'Employee' on the timesheet will be defaulted to the user who login to Exact Project and you are not allowed to change it.
Block entry through week (Timesheet)
When this setting is enabled, employee is not allowed to make entries in timesheet before the year / week as stated in the fields.
Block entry through week (Hours)
When this setting is enabled, employee is not allowed to make hour entries before the year / week as stated in the fields.
Timesheet: State
This setting is used to determine the default entry status when creating timesheet entries. There are two options available: {Draft} and {Final}. The status can be changed when entering timesheets. However, only timesheet entries with the status {Final} can be posted.
Processing tab
Check for the presence of rates
When this setting is enabled, entries which without rate indicated will not be posted. Please take note that "0.00" is a rate but "?" is not a rate's value.
Check for the presence of budgets
When this setting is enabled, entries which without budget indicated will not be posted.
Journalize: Hours (Expenses)
This setting is used to determine whether financial journal entries should be created for employee entries.
! Once you have posted project entries, you can no longer change this setting.
Journalize: Machinery (Expenses)
This setting is used to determine whether financial journal entries should be created for machinery entries.
! Once you have posted project entries, you can no longer change this setting.
Journalize: Items (Expenses)
This setting is used to determine whether financial journal entries should be created for item entries.
! Once you have posted project entries, you can no longer change this setting.
Journalize: Direct (Expenses)
This setting is used to determine whether financial journal entries should be created for direct expense entries.
! Once you have posted project entries, you can no longer change this setting.
Journalize: Direct (Revenues)
This setting is used to determine whether financial journal entries should be created for direct revenue entries.
! Once you have posted project entries, you can no longer change this setting.
Journal: Journalize
This setting is used to determine the default general journal to be used when journalizing projects in [Project: Management, Journalizing projects, Journalize projects]. When 'blocked' is enabled, this default journal cannot be changed.
Journal: Release
This setting is used to determine the default general journal to be used when releasing completed contract projects in [Project: Management, Journalizing projects, Release projects]. When 'blocked' is enabled, this default journal cannot be changed.
Journal: Work in progress
This setting is used to determine the default general journal to be used when journalizing work in progress of a project in [Project: Management, Journalizing projects, Journalize work in progress]. When 'blocked' is enabled, this default journal cannot be changed.
Period/date table: Journalize
This setting is used to determine the year / period in which the financial journal entries should be created when journalizing projects. There are three options available:
- {Fixed year / period} - you can select the year / period manually when journalizing projects.
- {From entry} - the year / period is determined based on project entry when journalizing projects.
- {From period/date table} - you can enter the date manually when journalizing projects, the year / period will then be determined based on this date
Period/date table: Release
This setting is used to determine the year / period in which the financial journal entries should be created when releasing completed contract projects. There are two options available:
- {Fixed year / period} - you can select the year / period manually when releasing completed contract projects.
- {From period/date table} - you can enter the date manually when releasing completed contract projects, the year / period will then be determined based on this date
Block: Financial entries
When this setting is enabled, financial entries created when journalizing projects, releasing projects or calculating work in progress cannot be modified in order to prevent accidental inconsistencies between your project and financial accounting systems.
Project invoices tab
Approve: Invoice proposals
When this setting is enabled, project invoice proposals have to be approved in [Project: Management, Invoice proposal approval] before they can converted to project invoices in [Project: Projects, Invoicing, Create invoices].
Cost center: Actual billing
This setting is used to determine the cost center to be used when creating project invoices. There are two options available:
- {Project master card} - the cost center is determined by the project master card
- {Representative} - the cost center is determined by the representative
Cost center: Installments
This setting is used to determine the cost center to be used when creating installment invoices. There are three options available:
- {Installment line} - the cost center is determined by the data entered in [Project: Projects, Invoicing, Create installments]
- {Project master card} - the cost center is determined by the project master card
- {Representative} - the cost center is determined by the representative
Reference
This setting is used to determine how the reference fields of project invoices should be filled. See release note 04.709.066 for details.
Fixed description
Enter a standard description, when necessary. If you have selected the option {Fixed description} for the field 'Reference', then this description will be used as part of the reference that printed on project invoices.
Free reference
This setting is used to define more customized reference data that can be printed on project invoices. You are allowed to create up to four free references. Each free reference field will be linked to the corresponding 'Reference' field. For example, data entered in 'Free reference 1' can only be used for the first 'Reference'.
Project Manual >
Contents >
Defining settings and creating master data > Defining package settings for Exact Project >
[Project: File, Company settings, Project settings]
| Main Category: |
Support Product Know How |
Document Type: |
Online help main |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
17.991.636 |
| Assortment: |
Exact Financials
|
Date: |
30-12-2008 |
| Release: |
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Attachment: |
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| Disclaimer |