Projects Tab

The Projects tab determines the level of detail regarding the Facilities Management Projects that will be printed on the invoice.

This tab will only be available if you have the Facilities Management module. For more information on Facilities Management, click here.


Parts of the Projects Tab

Project Detail Options
Determines whether the Projects will be printed (if at all) with a detail of one task per line, or summarized. The options include:
  • No Projects Shown. No projects or their details will be included in the invoice.
  • Project Totals Only. Summates the project total, and does not print any detail.
  • Also Include Task Group Details. If there are details associated with a particular task group, they will be included here.
  • Also Include Task Details. Specific task details will be included.
Project Totaling Options
Indicates whether each Group will have a subtotal line associated with it.
Reporting Options
Includes options to either list items on the invoice by the project hierarchy or by date. Project hierarchy means that the tasks will be listed with the groups, the tasks underneath them, in the order the project displays in in the Gantt chart, regardless of the date order. At current, the "By Date" option has not yet been implemented.
Show Comments
When checked, Theatre Manager will show line by line any comments associated with any of the individual tasks in the list.
Returns to the previous tab in the Print Invoices Criteria.
Proceeds to the next tab in the Print Invoices Criteria.
Cancels the adding of criteria and clears the window.
Completes the addition of criteria and the sorting of data, and begins to generate the invoice.