Create Engagement Contract and Project Wizard

Client

New - select a client

Copy - defaults to the cloned engagements client. Optionally specify a different client.

If the client does not exist yet navigate to Clients and create one

Cost Center

Available cost centers are active and enabled for engagements

Engagement Type

Your engagement type sets default contract terms and default project settings

Engagement Currency

You cannot change the currency after creating an engagement. If you chose the wrong currency then you will need to start over. Cloning and then transferring time/expense over is often the easiest way.

Engagement Name

New - enter a name

Copy - prepends 'Copy of' to source engagement name

Engagement Code

Typically auto-populates based on your Numbering Schemes. Optionally manually enter a code.

Engagement Manager

New - defaults to person creating the engagement

Copy - defaults to original engagement's manager

Engagement Stage

Defaults to first engagement stage

Contract Line Item Name

Defaults to engagement name

Contract Line Item Code

Typically auto-populates based on your Numbering Schemes. Optionally manually enter a code.

Contract Type

New - defaults based on Engagement Type

Copy - defaults based on cloned CLI

Choose Custom if you want to set your own terms.

Available types come from the Contract Types Editor. If your new engagement type is non-billable you'll be locked into custom, non-chargeable terms.

Time Contract Terms

Comes from the Contract Type. See Contract Types Editor to learn more about the terms we offer. Some contract terms offer additional options.

Fixed Price,

Cost Contract Terms

Comes from the Contract Type. See Contract Types Editor to learn more about the terms we offer.

Time Contract Amount

Only shown for Not to Exceed and Fixed Price contracts.

Time Contract Amount

Fixed Price, Percent Complete

Fixed Price, Revenue Schedule

Simply the agreed amount to deliver this contract

Revenue Earn by Date

Fixed Price, Percent Complete

Not to Exceed

In the event there are no scheduled hours, Projector assumes any revenue remaining to be recognized will occur before this date

Holdback

Fixed Price, Percent Complete

Specify either a percentage or a fixed amount of holdback. Holdbacks are typically used when you want to recognize a portion of revenue when the contract is completed rather than based on entirely upon percent complete.

Cap

Not to Exceed

Not to Exceed Hard Cap

The agreed amount that you will not go over

Project Name

New - enter a name

Copy - 'Copy of' is prepended to the source project's name

Project Code

Typically auto-populates based on your Numbering Schemes. Optionally manually enter a code.

Project Manager

New - defaults to the person creating the project

Copy - defaults to the source project's manager

Project Stage

New - defaults to first Project Stage

Copy -

Project Start Date

Location

Rate Card

Contract Discount %

Billing Adjusted Discount %

Project Accounting

Copy bill rates / Use default rates

Copy bill rates - copy from Project - Rates. Unavailable to non-billable engagement types

Use default rates - use the rate card set on the Client. If there is no rate card set then it comes from the engagement's Cost Center

Copy rate types and task types

Unavailable to non-billable engagement types

Rate types come from Project - Rates

Task types come from Project - Task Types

Copy billing milestones

Billing milestones come from Contract Line Item - Milestones

Copy cost plans

Cost plans come from Project Cost Planning Tab

Copy budget baselines

Budgets come from Project - Budgets. All time and cost baselines are copied.

Resource Scheduling

Copy roles as

Roles come from Project - Roles

Requested/Booked - see Scheduling Overview to learn more about requested vs booked

When copying

Copy hours - dependent upon the copy roles option you chose. Only available if you have permission to request/schedule. Will copy hours from the Project - Schedule tab.

Make roles unnamed - any role assigned to a resource will now be unnamed

Project Management

Copy task plan

Task plans come from the Task Plan Tab. Disabled if there is an inactive Standard Task Type or a restricted Standard Task Type

Copy documents

Documents come from Workspace Documents

Copy issues

Issues come from Workspace Issues

Misc

Advanced/Delay

Changes the project's Start Date

Send Email

Emails are sent as soon as you click Create

Advance/Delay Contract Line Item and Project Dates

Select a new date. The following dates will be rolled forward to correspond with the changed dates:

• Revenue Earned by Date

• Project Begin Date

• Project End Date

• Role Start Date

• Role End Date

• Requested/Scheduled Hours

In the even that a roll forward results in an invalid date, then you'll have to choose a different one. For example, if rolling scheduled hours forward resulted in hours starting on Saturday then we would not do it.

Engagement - User Defined Fields

All UDFs

Engagement - Budgets

Time baseline

Cost baseline

Project - Project Setup

Percent Likelihood

Project - Project Setup

Project Location

Project - Project Setup

Start Date???

Project - Project Setup

End Date???

Project - Project Setup

Hours/Day

Project - Project Setup

Project Description

Project - Project Setup

Project Management Team

Project - Project Setup

Purchase Order Number

Project - Workflows

Time entry restrictions

Project - Workflows

Expense entry restrictions

Project - Workflows

Default Scheduling Mode

Project - Workflows

Enable Detailed Task Management (DTM)

Project - Workflows

Enable Project Workspace

Project - User Defined Fields

All UDFs

Project - Rates

Rate Types

Project - Budgets

All time baselines

All cost baselines

Workspace

All settings

Accounting

All Settings