5. Create a Project & Project Info Tab

Welcome to step five of the getting started guide, Create a Project and Project Info Tab. If you missed part four feel to search 4. Programs.

This guide pertains to creating your first project and editing the key background details of projects in the project info tab.

When you first log in to InScope you will likely land on the projects screen. This is exactly where you want to be to create a new project. If you're not already there locate the Projects tab in the top navigation bar as highlighted below.

Once on the projects tab you will land on the projects screen which lists all your projects. Go ahead and click the blue + Create Project button in the top right as highlighted below. This will take you to create a new project.

Creating a project in InScope is quick and easy. The only required fields are project name and code and you are ready to go. Name is what you're calling your project and code is the quick reference code typically following your company's project code conventions.

The other fields are optional fields. The optional fields are still important and can be completed at any time using the project info tab. Starting from left to right and top down on the optional fields include Notice to proceed, where you can enter a date for when work is approved to begin. The next is project manager and you can select your project manager form the drop down menu of employees or users that you set up earlier. The office location is where the project is being managed and and will be the office address associated with this project. Pursuit probability is for projects that you are pursuing and is a tool that allows you to enter your estimate of the likelihood you win the project pursuit. Last but not least is the description of the project, which allows you to enter project summary or any details you want to enter related to the project.

Once you have entered all the information you want to enter, you will want to hit the green Save Project button just under all the fields you entered.

Now you have saved your new project, you will be taken into it. You can now start adding set scope elements, create your project schedule, create your budget, and edit your project. For now though we will show you where to edit some of the background information for your project.

In the top right, click the INFO tab as highlighted below.

Once in the info tab you will be taken to the project information tab which has all the information you entered when you created your project. You can edit the information or add new information here at any time.

Lets continue on to the client tab just next to the information tab in the top left as highlighted below.

Here you can select a client to add to your project. Simply choose the client from the drop down select existing client menu or hit the blue Add New Client button to create a new one.

Once you have chosen or created a new client you can complete the department and contact information for the client for this project.

Once you have completed the client information for this project, be sure to hit the green save client button.

Lets proceed to the next tab in your project info, invoice right next to the client tab in the top left as highlighted below.

In the invoice tab you can specify the client information for invoicing by clicking the check box "same as client information" if it is the same, or entering the invoice address if it is different than the address in the client contact information.

Once you are done editing this section be sure to hit the green Save Invoice Information button just below the entry fields.

Next we will navigate to the project rate table by clicking the rate table tab next to the invoice tab as highlighted below.

Your rate table can either be linked to the company rate table or you can create a custom rate table for your project. If you already created a rate table for your company, then each project will automatically link to and match the company rate table exactly. If you update the company rate table, the project rate table will also update here automatically.

If you choose to edit this table to make it specific to the project then it will become a custom rate table and will be un-linked from the company rate table. Rates in your custom rate table will remain as the customized values you input and will not be updated when you change your company rate table. Any change you make in the project rate table will un-link it and make it a custom project rate table.

If you choose to have a custom project rate table, you can change the following items:

You can change the period over which your custom rates will apply by choosing the period and clicking the blue update periods button.

You can add a new categories and rates with the blue + Add Row button to add a new rate.

You can update the rates themselves, including the Resource Type, Resource Category, unit, rate in each year. Or delete rates that are not applicable. Just be sure to hit the blue Save Rate Table button once you have finished your adjustments.

Now lets navigate to the personnel tab of the project info section as highlighted below and right next to the rate table tab.

On the personnel tab, you can choose who is authorized to bill to your project.

There are two options:

The first option is "All Personnel may charge to this Project at their Company designated Category", this allows everyone you have created in the Users section to use their billing rate category to bill against the project.

The Second option in the Personnel tab is to "Select the Personnel who may charge to the project and their Categories".

Once this is selected you can you use the drop down to select personnel that will be working on your project. You can also add different billing categories that they may be involved with to allow them to bill to those categories in your project.

You can add as many personnel as you like, and you can always come back and edit their billing categories later.

Be sure to hit the green Save button once you are finished editing.

Now we will navigate to the final tab in the projects info section which is Manage. Click the manage tab next to the Personnel tab as highlighted below.

The manage tab allows you to close a project or delete a project.

Closing a project allows you to stop users from continuing to be able to charge their time to a project. You can always re-open a project if needed to allow users to continue billing time to the project.

Deleting a project is permanent and you will be asked to confirm your permanent deletion by entering the project name in the prompt box. Noting again that this is an action that removes all the project information you may have entered and is not recoverable.

That's it, you have created your project and edited some of the important project information in the project info tab. Now we recommend proceeding to the Getting Started Guide 6. Adding Scope Elements, where we will learn to add scope elements to your new or existing projects.