view high level engagement, contract, and project information |
The summary tab provides a place to view high level information about the engagement and contract line item for this project as well as project stage, description, open date, end date, and team information. |
To reach this section go to Topics | Projects or visit https://app.projectorpsa.com/x/projectsearch and execute a search. Open a project.
You can view this data if you can view a project. The following users are granted view access to projects.
To edit this data, use the Management Portal.
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. |
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. |
The first five are shown. To view the rest click see more... or go to Project - User Defined Fields