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are used for filtering projects. This is a user defined field. The Contract Type list
                       is managed under Administration > List Management > Contract Types.


                       Note: This field is informational in nature and contract types do not limit the
                       project to that contract type.


                   •   Report Type - Report types are reporting groups that can act as filters when
                       printing project management reports. The Report Type list is managed under
                       Administration > List Management > Project Report Types.


               Projections
                   •   Expected Revenue - The expected revenue from this project. This can appear on
                       project management reports but is otherwise informational only.
                   •   Win Probability – The probability of winning the contract. This can appear on
                       project management reports but is otherwise informational only.

               Project Dates
                   •   Project Start - The estimated project start date. This is informational only. When
                       a project has a plan, this field is automatically filled out by Project Planning and is
                       unavailable here.
                   •   Project End - Estimated project end date. This is informational only. When a
                       project has a plan, this field is automatically filled out by Project Planning and is
                       unavailable here.


               Planning PM Level Lockout
                   •   Project Planning Level Lock out - Level in which all nodes at that level (and
                       above) are locked from being altered by project planning. You can choose a
                       specific level, lock out all levels, or unlock all levels.


                       Note: This feature allows for the division of Work Breakdown Structure (WBS)
                       control between accountants and project managers.

               Require
                   •   Labor Code - When checked, employees will be required to provide a labor code.
                   •   Expense Comments - When checked employees, will be required to provide a
                       comment in the PM Comments field when their expense sheets are saved.
                   •   Timesheet Comments - When checked employees, will be required to provide a
                       comment in the PM Comments field when their time sheets are saved.
                   •   Estimates-to-Complete - When checked, employees will be required to provide
                       an estimate-to-complete for all bottom nodes of the WBS to which they charged
                       time during the current time sheet period (typically a week).







               Lesson 1: Project Tabs                                       ©2023 Unanet. All rights reserved.  7
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