Project Control is a powerful feature of BillQuick Online. Project Control gives you the ability to assign activities, expenses and employees to specific projects. For instance, if Project A is assigned 5 employees in the Project Control screen, then you can only see these 5 employees in the employee drop-down when you log time or expenses against this Project. You can also create Project Control from a Budget. Only items selected through Project Control appear on drop-down lists in Time Entry, Expense Log, Timer, BillQuick Online—Time & Expense module, and other time and expense capture modules. Selections made in Project Control supersede options or rules chosen in Project screen.
Project Control is a control function and Employee Control is a security
feature in BillQuick Online. That is why Employee Control will take precedence
over the Project Control if both are implemented simultaneously.
The Project Control settings configured in BillQuick are also applied
to BillQuick Online. When you change
the Project Control settings in BillQuick Online, they override BillQuick
settings.
Key Fields
The fields
at the top of the screen set the criteria for the data being entered or
reviewed.
Project ID:
Select the project to which you want to apply the project control. A list
of projects is displayed when you click 
.
Project
Name: (Read Only)
The project
name is brought forward when a project ID is selected. This is a read-only
field.
Assign:
Select any option—Employee, Activity or Expense to view the respective lists in the grid. Depending upon the selection, you can view and assign employees, activity codes and expense codes to the selected project in the grid.
BillQuick Online allows you to specify classification in your project
control settings. When assigning employees to the selected project, you
can assign titles for each employee.
Show only Assigned:
Select this check box to display only the items assigned to the project
in the Project ID field.
Show only Unassigned:
Select the check box to display only the items unassigned to the employee in the Employee ID field.
Show Vendor:
Select this option if you want the available list of employees to include the vendors as well.
Show Active:
Select the option if you want to view only the active employees, activities or expenses in the grid which are assigned to the selected project. Else, you can view active as well as inactive employees, activities or expenses in the grid. It is enabled only when Show Only Assigned option is checked.
Reassign Employee:
Click to open the Reassign screen which allows you to re-assign or replace the employees by new employees. Re-assignment of employees is done when some employees are not available for work and you want to assign their work to different employees.
Filters
From/To:
Use these fields to narrow the list of displayed projects.
Group:
Make a selection from this drop-down list to display projects included in specific groups.
Assignment Grid
The fields that display in the grid are dependent upon your assignment selection.
Employee ID/Vendor ID:
The ID of the employee or a Vendor who is available for assignment.
Employee Name:
The name of the employee who is available for assignment.
Assign:
Select this check box to assign the selected item to a project. If you use the main check box at the top, it allows you to assign all the items in the grid to the projects.
Active:
Indicated a listed item's activity status.
Classifications:
Specify an employee's project title with this drop-down list.
Activity/Expense ID:
The ID of the activity/expense that is available for assignment.
Activity/Expense Description:
The description of the activity/expense that is available for assignment.
Billable:
Checked, it indicates the billable status of the activity/expense item. This status carries over to the Billing Review screen.
Control Billable:
Select this check box to make an activity or expense billable. This setting is automatically selected when you assign an activity or expense and is project specific.
Help:
Opens the BillQuick Online Help in Project Control section.
Print:
Opens the corresponding report that enables you to print, preview or cancel the report.
Options:
Copy To:
Click to open the Copy Project Control screen where you can copy the project control settings of the specific project to other projects or the project group. Either, you can overwrite the settings of the project or project group or include them in addition to the existing project control settings.
Budget:
Any budget settings of the selected project can be linked to a project control. The employees, activities, expenses for a particular project can be restricted to the employees, activities and expenses that are budgeted to that project. To create Project Control from a budget, the budget should be linked to the selected project in the Project screen. Click Budget button to assign budgeted items to the project selected in the Project ID field here.
Rows:
Specify the maximum number of rows to be displayed in the grid with this drop-down list.
Filters (On/Off):
Turns on/off all filters set on the Filters screen. Select the check box to apply filters to the drop-downs.
Save:
Saves any changes being made.
Cancel:
Cancels the entry being made.
Refresh:
Refresh the information displayed on the screen.