Project

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.

Permissions and Settings

You can view this data if you can view a project. The following users are granted view access to projects.

You are the engagement manager
You are the project manager
You can Act as PM on the project
You have the cost center permission View Projects for the project's cost center.

To edit this data, use the Management Portal.

Contract Structure

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.

User Defined Fields

The first five are shown. To view the rest click see more... or go to Project - User Defined Fields