Projects Tab

This tab tracks the projects related to the master project and summarizes financial data from those projects. At the top are several read-only auto-calculated fields that summarize the financial information from the related projects. At the bottom is a grid recording all projects associated with the master project.

MasterProject_Rollup

Field Name	Field Description
Estimated	The sum of all the `Project > General tab > Estimated` fields. It is the estimated cost for the entire master project
Prior Years	The sum of all the `Project > General tab > Prior Year Funding` fields. It is the funding from all previous years of the master project.
Current Funding	The sum of all the `Project > General tab > Current Funding` fields. It is the funding for the current year of the master project.
Funded	The sum of all the `Project > General tab > Funded` fields. It is the amount of funding acquired for the entire master project.
Unfunded	The difference between the Estimated and Funded fields. This is either the amount of funding still needed, or extra money.

Awarded	The sum of all the `Project > General tab > Awarded` fields. This is money that has actually be promised to contractors.
Excess or Short	The difference between the Encumbered and Awarded fields.
Encumbered	The sum of all the `Project > General tab > Encumbrance` fields. This is money set aside to pay contracts.

Invoiced	The sum of all the `Project > General tab > Invoiced` fields.
Paid - Prior Year	The sum of all the `Project > General tab > Paid - Prior Year` fields.
Paid - Current Year	The sum of all the `Project > General tab > Paid - Current Year` fields.
Paid	The sum of all the `Project > General tab > Paid` fields.
Remaining	The difference between the Invoiced and Paid fields.
Paid/Enc Pct	The percentage of how many funds have been paid out from the amount of encumbrance.

Actual WO Costs to Date	A summary of all work order costs that are related to the master project.
Completed Pct	A field for a user to enter a percentage of the work completed

Note: To force these fields to recalculate use the related toolkit function.

At the bottom of a page is a grid that displays all the related projects and an overview of the financial numbers for that project. It contains a grid which has this header bar. The records in the grid can be sorted by clicking on a column header (below a sort arrow is highlighted in orange).

Double clicking on a project record in the grid will open up that record in the project module.
Right - click on any record for a drop down menu. The menu allows usersto view, add, edit, or delete a record.

For more information about Projects go here.