Investments › Main Properties (Investment) › Manage Scheduling Information (Investment)

Manage Scheduling Information (Investment)

Follow these steps:

1. Open the investment.

   The properties page appears.

2. Open the Properties menu and click Schedule.

   The schedule properties page appears.

3. Complete the following fields:

   Start Date

   Defines when the investment starts.

   Note: If the start date and finish dates are not specified, you cannot calculate the allocation data that displays on the Team page.

   Finish Date

   Indicates when the investment finishes.

   Set Planned Cost Dates

   Indicates if planned cost dates are synchronized with the investment start and finish dates. Select the check box to synchronize.

   Time Entry

   Indicates if staff members can enter time on their timesheets for this investment. Select the check box to enable the investment for time entry.

   Important! Each staff member must also be enabled for time entry.

   See the CA Clarity Basics User Guide for more information.

   Track Mode

   Indicates the tracking method used to enter time for this investment.

   Values:

   • Clarity. Staff members enter time against their assigned tasks using timesheets.
   • None. Non-labor resources, such as expenses, materials, and equipment track actuals through transaction vouchers, or through a scheduler, such as Open Workbench or Microsoft Project.
   • Other. Indicates that actuals are imported from a third-party program.

   Default: Clarity

   Charge Code

   Defines the charge code associated with the investment. Charge codes are to process financial transaction and in financial planning to track posted actuals.

   If you enter a different charge code at the task level on timesheets, the task level charge codes override them.

4. Click Save.