Cost Event - Main

• Activation Date: The date when this cost event document was activated. Proliance enters the date when the document's state changes to Active. To edit the date displayed in this section, modify it from the Dates section.
• BCM Integration Enabled: A check mark indicates that BCM integration is enabled for the cost event. Note: This field is visible only if BCM has been enabled in the workspace. For more information, see "Enabling/Disabling BCM Integration".
• Current State: Indicates the current state of the document.
• Due Date:The date when this cost event must be closed. To edit the date displayed in this section, modify it from the Dates section.
• Initiationg Document Reference: Indicates the document that initiated this cost event. You can manually select this document from the Initiating Document section. If you created this cost event from another document, Proliance fills in this area automatically.
• Number: The string of characters that uniquely identifies this cost event document from your workspace's other cost events. You can edit the Number under the Details section.
• Title:The title of the cost event. You can modify this title from the Details section.

The Project section displays a simplified version of the information available on the Projects tab. Use this section to quickly view a list of projects currently linked to the document, and to create, read and delete project links in edit mode. Information displayed in the project section is also available on the Projects tab, and any changes you make in the Project section is synchronized with the Projects tab.

Note: Like all other project-related user interface elements, the Projects section is hidden if no projects currently exist in the workspace.

Using the Project section, you can set the current document's project linking status to:

• None: Select to remove all project links for the current document. You can only remove project links if you have the appropriate role security permissions, and your contact document has a link to the same projects.
• One: Select to display a box where you can enter a single project link for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
• Multiple: Select to display a box where you can enter multiple project links for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
• All: Select to link the current document to all projects within the current workspace.

The current status of project linking is displayed in the section header so that you can quickly scan project status with all the sections on the Main page collapsed. The document must be in edit mode before you can update information in the Project section.

• Alternate Reason Code: Optionally select an additional reason code from the drop-down list that describes the cause of the cost event.
• Alternate Reason Note: Optionally type a brief note describing why the alternate reason code is necessary.
• Current State: Indicates the current state of the document.
• Description: A brief description of the cost event.
• Initiating Document Reference:

  Click the Magnifying Glass icon to indicate the document that prompted this cost event to be created. This section is automatically filled in if the cost event was created from another document. If you have security permission, you can also change this document reference.

  You may create a new cost event document from a quote, an instruction, or any workspace-related document.

• Notes: Optionally type a brief note that describes the cost event in greater detail.
• Number: Type a string of characters that uniquely identifies this cost event, or leave it blank if Proliance is configured to supply one. You can configure the format by using Proliance Local Admin. For details, refer to "Editing the Number Format" in the Proliance Local Admin on-line help.
• Reason Code: Select a code from the drop-down list that describes the cause of the cost event.
• Title:Type a title for the cost event.

This section lists the categories that describe the cost event. You can list as many categories as necessary.

Enter edit mode to do the following:

• To add a category, click Add Line and then select a category from the Categories dialog box.
• To delete a category, select its check box and then click Remove Line(s).

This section lists the areas and zones affected by the cost event. You can list as many categories as necessary.

Enter edit mode to do the following:

• To add a category, click Add Line and then select a category from the Areas/Zones dialog box.
• To delete a category, select its check box and then click Remove Line(s).

• Activation Date: Enter the date when the cost event is activated. Proliance automatically inserts the date when the cost event's state changes to Active. You can edit this date if necessary.
• Due Date: Enter the date when this cost event must be completed.
• Closed Date: Enter the date when the cost event is closed. Proliance can automatically insert the date when the cost event's state changes to Closed, but only if a date is not already present.
• Canceled Date: Enter the date when the cost event is canceled. Proliance can automatically insert the date when the cost event's state changes to Canceled, but only if a date is not already present.

• Awarding: The awarding participant information including company and contact names.
• Receiving: The recipient information including company and contact names.