Project sub-families

DMF

060607 PROJECTS SETUP SUB-CATEGORIES

060622 PROJECTS SETUP PROJECT SUB-CATEGORIES 2

The setup of projects sub-families allows you to organize projects according to certain criteria (such as regions or field of activity).

Setting up projects sub-families

This setup is available from Tools > Setup > General setup > Project > Project sub-families.

Field Description
Main project family Select from the help list the main project family to which the sub-family is linked.
Code Specify a code.
Rank # Specify a rank number.
Label Specify a label.
Grouping Specify a grouping.
Valid until Specify an expiration date. When the end date has passed, the sub-family can no longer be used.
Project type

Select the project type on which the sub-family can be used:

External: the sub-family can only be used on external projects.

Internal: the sub-family can only be used on internal projects.

All: the sub-family can be used on all projects types.

Setting up projects sub-families 2

This setup is available from Tools > Setup > General setup > Project > Project sub-families 2.

Field Description
Project sub-family Select from the help list the main project family to which the sub-family 2 is linked.
Code Specify a code.
Rank # Specify a rank number.
Label Specify a label.
Valid until Specify an expiration date. When the end date has passed, the sub-family can no longer be used.
Project type

Select the project type on which the sub-family 2 can be used:

External: the sub-family 2 can only be used on external projects.

Internal: the sub-family 2 can only be used on internal projects.

All: the sub-family 2 can be used on all projects types.