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.

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.

Helpful Screenshots