Use this form to set rules for project stages.

Tasks that use this form

Navigating the form

The following tables provide descriptions for the controls in this form.

Fields

Field

Description

Select the project type that you want to set rules for.

Select this check box to allow a forecast be created for the selected project type.

Select this check box to allow a quotation to be created for the selected project type.

Select this check box to allow estimates to be created for the selected project type.

Select this check box to allow item tasks be created for the selected project type.

Select this check box to allow a journal be created for the selected project type.

Select this check box to allow an invoice proposal be created for the selected project type.

Select this check box to allow a reverse eliminate budget for the selected project type.