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To reach this section go to Topics Projects and search for a project| Projects or visit https://app.projectorpsa.com/x/projectsearch and execute a search. Open a project.
Permissions and Settings
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You can view the following contract metadata here:
| Field | Description |
|---|---|
| Client | |
| Engagement | Engagement name and code |
| Engagement Stage | See engagement stages |
| Contract Line Item | Contract line item name and code |
| Engagement Type | Engagement type as well as whether it is billable, non-billable, or productive |
| Engagement Manager | |
| Time Contract Terms | Contract terms can be fixed price, time and materials, or not to exceed. For fixed price and not to exceed you can also see the cap. |
| Cost Contract Terms | Contract terms can be fixed price, time and materials, or not to exceed. For fixed price and not to exceed you can also see the cap. |
Project
You can view the following project metadata here:
| Field | Description |
|---|---|
| Project Stage | See project stages |
| Project Description | Descriptions are set on the project info tab |
| Project Dates | Begin and End dates are set on the project info tab |
| Project Manager | Set on the project info tab |
| PM Team | Engagement manager, project manager, and anyone who can act as PM |
| Delivery Team | Anyone with a role on the project. Includes the resource's name as well as their role name. |
User Defined Fields
The first five are shown. To view the rest click see more... or go to Project - User Defined Fields
