Update Projects Window

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The Update Projects Window is accessed by clicking on the Update Projects Button on the Company Information Window – Company Tab.  Here you can selectively apply the current Company defaults to multiple Projects and the Items within the Project.

 

update projects window

This window allows you to enter a range of Clients and Projects for which the new Company defaults will apply.  Select the defaults you wish to apply within the Update frame.  Click the OK Button to apply the defaults.  Design Manager will always warn you that multiple Projects and Items will be affected by the update.

 

Client Range:  You can apply the desired Company defaults to all Projects for a particular Client or a range of Clients.  For example, you can update all Projects for the SMITH Client by setting the Client Range to "SMITH" to "SMITH".  Leaving the Client Range blank will apply the defaults to all Projects, regardless of the Client code.

 

Project Range:  You can apply the desired Company defaults to all Projects or a range of Projects.  Leaving the Project Range blank will apply the defaults to all Projects.

 

Update: Selecting General, Proposal, Purchase Order, Invoice, or Time will update the Project defaults to the current settings on the respective tab on the Company Advanced Options Window.

 

Client Deposit:  Selecting the Client Deposit option will set the Include in Deposit options for each Component Type on the Project Advanced Options Window - General Tab to the corresponding setting on the Company Advanced Options Window - General Tab. This will also set the Item deposit percentage to the current value on the Project Window - Defaults Tab.  Further, this option will also recalculate the Item deposit amount based upon the current setting of the Include Sales Tax in Deposit option on the Project Advanced Options Window - General Tab.  The Item deposit amount will be recalculated accordingly

 

Sales Tax:  The Sales Tax option will update the taxable setting for each Component Type  on the Project Advanced Options Window - General Tab to the current values on the Company Advanced Options Window - General Tab.  This option will also include any changes to the Tax Percentages on the Sales Tax Calculation Window for the Project's assigned Sales Tax Code.  The Item sales tax will be recalculated accordingly. Note:  please be aware that this option can radically change the sales tax for all Items being updated!  There is no mechanism to undo the changes once the update had been run!

 

Markup/Discount:  The Mark-Up/Discount option will update the Markup/Discount/Fee percentage and Percentage Type (i.e., Markup, Discount, or Fee) on the Project Advanced Options Window - General Tab to the current values on the Company Advanced Options Window - General Tab and recalculate the sell price on the Component Window accordingly. Note:  Please be aware that this option can radically change the sell price for all Items being updated!  There is no mechanism to undo the changes once the update had been run!

 

The Vendor Range allows you to update the Markup/Discount for a specific Vendor or range of Vendors.  See Vendor / Payee Window - Defaults Tab for information on setting an Item Components' Markup or Discount by Vendor.