General Module Setup
Domain–Project Options
The reopen project option allows you to indicate whether users with the required role setting can reopen closed projects. This option can be found on the Maintenance tab on the domain record. See
Domain: Maintenance Tab.
Site–Project Options
Setup options for projects can be found in the Maintenance and Authorization Options tabs in the site record.
Project Options
Set up the project options on the Maintenance tab of the site record. See
Sites: Maintenance Tab. The following project setup options are available:
• Project Authorization. Determine if a project must be authorized before any expenses are reported against it.
• Spending Limit Percentage. Determine the percentage of the project’s spending limit that you can overspend.
• Project Include Tax. Determine if tax amounts are included in the cost amounts for the project.
• Approve by Margin. Determine if a customer funded project is approved based on planned margin percentage instead of the project requested funding amount.
• Margin Decrease Total Percentage. Enter the percentage that determines if a change to the planned margin percentage for a project requires reauthorization.
Estimated Net Available Funds Options
Set up the estimated net available funds options on the Maintenance tab of the site record. These options allow you to include the authorized purchase, planned labor, unauthorized purchase, planned internal material, and committed costs in the estimated net available amount for a project. See
Sites: Maintenance Tab.
Purchasing Costs on a Project Options
Set up the purchasing costs on a project on the Maintenance tab of the site record. See
Sites: Maintenance Tab. These options allow you to include the following costs in the calculation of the percentage of the spending estimate for the project:
• Unauthorized purchase costs
• Authorized purchase costs
• Committed costs
Calculation Percentage Estimated Spend Option
Set up the authorization option for project requisitions on the Authorization Options tab in the Site record. This option allows you to have the requisition approved based on the user’s setting for requisition project limit rather than the requisition limit or requisition cap limits. See
Sites: Authorization Options Tab.