Disciplines Tab

Use the System ConfigurationDisciplinestab to determine which disciplines are used in active projects and opportunities.

The list of disciplines is imported from the accounting system.

Active

Sets the selected discipline as active. Active disciplines appear in the Discipline column in Project Analyzer.

Vision Key

The accounting system code for the discipline. This value is read-only and cannot be edited.

Name

The name of the discipline. The initial value is imported from the accounting system, but can be changed for use in Project Analyzer as needed.

Changes made in Project Analyzer do not affect the accounting system.

Abbrev.

The abbreviation used for the discipline in Project Analyzer. These abbreviations are used as column headers on the Labor Budget tab.

Default Rate

The default hourly labor rate for the discipline. Enter the appropriate value. This rate is only used if an office-specific rate for the discipline is not set on the Office Labor Rates tab. This rate is also utilized if performing top-down planning on the Labor Budget tab.

Currency

The currency type for the discipline's labor rate. Select the appropriate currency from the drop-down list.

The Currency column only displays when a multi-currency database is in use.

Order

Sets the display order for the roles in Project Analyzer.

Opportunities

Determines whether or not the discipline appears is available when working with opportunities. Select the checkbox to make the discipline available in opportunity effort types.

Toolbar

For information on the options available in the toolbar, please refer to System Configuration: Toolbar.

To access this tab

Select System Configuration from the Project Analyzer Studio menu and click on the Disciplines tab.