A customer wants to make a new classification mandatory on all their new projects. Select the
three options that could help them accomplish this.
A.
Define the classification as Mandatory in theClassification configuration.
B.
Define the classification as Mandatory in the Project Type configuration.
C.
Define the classification category to allow one code only.
D.
Define project status controls to disallow project status changes where classificationcategory
codesare missing.
E.
Define theclassificationas Required on the appropriate project templates in the QuickEntry
screen.
Explanation:
Note:
*You define project classifications to group your projects according to categories you define. A
project classification includes a class category and a class code. The category is a broad subject
within which you can classify projects. The code is a specific value of the category.
*(see step 3 below)Defining class categories and class codes
To define class categories and class codes:
1.Navigate to the Class Categories and Codes window.
2.Enter a unique Class Category name and a Description.
3.Specify whether the class category is mandatory for every project you define.
Enable if all projects must have a code assigned to this class category. Do not enable if this class
category is optional. If you do not enable this option, you cannot use this class category in your
AutoAccounting rules.
4.Specify whether you want to use the class category in your AutoAccounting rules.
Suggestion: For each project, you can use only one code with one class category for use with
AutoAccounting rules. If an AutoAccounting category already exists within a particular date range,
assign an end date to the existing AutoAccounting category and then create a new one.
5.Specify whether you want to allow entry of only one class code with this class category for a
project.
Note: Defining multiple class codes for one category for a project may affect reporting by class
category; defining multiple class codes may cause your numbers to be included more than once.
6.Enter the Name, Description, and Effective Dates for each class code.
7.Save your work.
Project Classifications (Class Categories and Class Codes)