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Creating Project Picklist Option Sets
From the project homepage, click the 'View Project Information' link in the 'Information' section. On the Picklist Option Sets tab, click the 'Add New' button. Enter the following information and click 'Save' when done.
- Name - The name field is required.
- Description - The description is optional
- Options - Enter each option, clicking the 'Add' button for each option
Editing Cost Periods
Once logged into your project, under the Project Administration section, click 'View Project Information'. On the Cost Periods tab, click the 'Edit' button next to the cost period that you would like to edit. Proceed to make your desired changes and then click the 'Update Cost Period' button.| Info |
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Project Picklists are company specific and are editable by any user of your company that has access to the project. |
Editing Project Picklist Option Sets
From log view or from form view, click 'Edit'.In edit mode, edit the Name or Description fields as desired. To add additional options, enter the option text and click the 'Add' button for each option. Click 'Save' when done
Using Cost Periods
Cost Periods are used throughout the costing forms within projectteam.com, Payment Applications for example uses cost periods to define the billing period for each payment application.
Reordering Cost Periods
Once logged into your project, under the Project Administration section, click 'View Project Information'. On the Cost Periods tab, click the 'Reorder Cost Period' button. Drag and drop your cost periods to your desired order. Click 'Save' to save your changes.