Edit a Project - Dash360

Overview

Each project in Dash360 has an extensive configuration form organized into tabs. These settings control everything about how the project behaves; which code files it uses, how cost classes are structured, how signatures work, and which features are enabled. Open a project’s settings by clicking the Edit button (pencil icon) on any project row on the Projects page.

Properties Tab

Core project identity, dates, and lock state.

Field	Description	Required
Name	The project name shown throughout Dash360. Must be unique across all projects.	Yes
Application	A short application or program code for this project	No
Description	Optional longer description	No
Funding Source	Text field identifying the project’s funding source	No
Status Date	The current project status date. Used as the data cutoff for earned value calculations and schedule status.	No
Reporting Period	The current reporting period end date. Drives which time-phased period is “current” in cost estimates and EV reports.	No
Locked	When checked, the project snapshot is locked; no edits to resource assignments or schedule data are allowed.	No
Lock Schedule	When checked, prevents any changes to schedule activities on this project, even if the project is otherwise unlocked.	No

If the registry setting No-Rollback-of-Reporting-Period is enabled for this project, Dash360 will not allow the Reporting Period to be set to an earlier date than the current value. This prevents accidental reversal of period close-outs.

Code Files Tab

Assign the supporting files that define the project’s data structure. Files must be created in the relevant admin pages before they can be assigned here.

File	Description	Where to Manage
WBS Code File	The Work Breakdown Structure hierarchy for this project	Codes
Work Package Code File	The work package numbering codes	Codes
Resource File	The resource codes available for resource assignments	Resources
Rate File	The rate file used for cost calculations	Rates
FTE Code File	A resource code file used for FTE-type calculations (optional)	Resources
Activity Code File	Activity codes for schedule integration	Codes
Basis Code File	Estimating basis codes (e.g., Analogy, Engineering, Parametric)	Codes
Contingency Source File	The contingency source file for risk factor calculations	Contingency Source
Registry Set	The registry configuration that controls feature flags and system behavior	Registry

Code files can be shared across multiple projects. If you select a file that another project is already using, any changes to that file (adding, editing, or deleting codes) will affect all projects sharing it. Use the sharing indicators on the project list to monitor which files are shared.

Unit Time Phase Tab

Controls the time-phasing unit for resource assignment costs in each resource type.

Field	Description
Labor Unit Time Phase	The time-phasing unit for labor resource assignments (e.g., Monthly, Weekly)
Non-Labor Unit Time Phase	The time-phasing unit for non-labor resource assignments
Travel Unit Time Phase	The time-phasing unit for travel resource assignments

Calendar Tab

Controls how the project’s fiscal calendar is structured.

Field	Description
Custom Calendar	Yes/No toggle. When No, the project uses the standard calendar. When Yes, enables the custom date range and holiday fields below.
Calendar or Fiscal Year	Radio: choose Calendar Year (January start) or Fiscal Year (custom start month)
Fiscal Year Start Month	The month the fiscal year begins (January–December). Only shown when Fiscal Year is selected.

Holiday Management: When Custom Calendar is enabled, you can define project holidays:

Select a date using the date picker
Click the Add button to add it to the holiday list
Holidays affect working-day calculations for schedule durations

Cost Classes Tab

Define the cost classes available for this project. Cost classes represent different estimate scenarios; for example, Budget, Earned Value, and Actual Cost.

Cost Classes

Click Add Cost Class to create a new class. Click the edit icon on any row to modify it.

Field	Description	Required
Name	The display name (e.g., “Budget”, “Baseline”, “EAC”)	Yes
Type	The class type: controls which calculations apply	Yes
Rate File	The rate file to use for this cost class (can differ from the project default)	No
Cost Class Contingency	Yes/No: whether this cost class participates in contingency calculations	No

Cost class types:

Type	Description
Budget	The baseline estimate. Resource assignment editing is typically available.
Earned	Used for earned value calculations. Typically populated by Dash360 automatically.
Actual	Actual costs recorded against the project.
Forecast	Forward-looking cost projections.

The Locked toggle (controlled via the Registry) prevents users from editing resource assignments in that cost class. Cost class locking is a registry-controlled feature; if locking is not enabled in the registry settings, the Locked field has no effect.

Cost Sets

Cost sets group multiple cost classes into a named set for filtering. For example, a “Total Program” cost set might include Budget + Forecast together. Click Add Cost Set to create a set.

Field	Description	Required
Name	Display name for the cost set	Yes
Included Cost Classes	Multi-select list of cost classes to include in this set	Yes

Cost sets appear alongside cost classes in Cost Class selectors across Dash360 (Budget Form, Schedule Viewer, reports).

Notebook Fields Tab

Assign notebook categories to this project. Notebook categories appear as custom fields on the Budget Form, Risk Register, WBS Dictionary, and other pages. Categories must be created globally in the Notebooks admin page before they can be assigned here. Use the dual-list selectors (Available → Selected) to assign categories to each entity type. Drag rows in the Selected list to set the display order.

Entity Type	Max Categories
Work Package Notebooks	50
WBS Notebooks	50
Resource Assignment Notebooks	50
Control Account Notebooks	10
Risk Register Notebooks	50

Report Colors Tab

Configure the colors used in earned value charts and summary reports for this project.

EV Chart Colors

Field	Description
Budget Color	Color for the Budget (BCWS) series in EV charts
Actual Color	Color for the Actual Cost (ACWP) series
Earned Color	Color for the Earned Value (BCWP) series

Estimate Type Colors

One color picker per basis code defined in the project’s Basis Code File. Used to distinguish estimate types in cost summary reports.

Resource Type Colors

Field	Description
Labor Color	Color for labor resource assignments in reports
Non-Labor Color	Color for non-labor resource assignments
Travel Color	Color for travel resource assignments
Contingency Color	Color for contingency amounts

FTE Type Colors

One color picker per FTE code detail, if an FTE Code File is assigned. Used in staffing plan and FTE reports.

Cost Type Colors

One color picker per cost type value, if a Cost Type notebook category is configured. Used in WBS summary cost-type breakdowns.

Report Settings Tab

Controls how the WBS Summary report presents data for this project.

Field	Description
Report WBS Summary Cost Type	When enabled, adds a cost type breakdown column to the WBS Summary Report
Cost Type Notebook Field	The notebook category used as the cost type dimension (dropdown, only shown when above is enabled)
Report WBS Summary Estimate with Description	When enabled, includes the estimate basis description alongside cost values in the WBS Summary

Thresholds Tab

Define EV performance thresholds for this project. Values outside the threshold range are highlighted in earned value reports and dashboards. Set upper and lower bounds for metrics such as cost variance, schedule variance, CPI, and SPI. For each threshold type, specify:

Field	Description
Minimum Threshold	The lower bound (required)
Selected Value	The target or acceptable value: must be ≥ Minimum Threshold
Text	Label describing this threshold band (e.g., “Warning”, “Critical”)

Click Add Threshold to add a new band. Click the edit icon to modify an existing one. Thresholds are project-specific and do not affect other projects.

Variance Fields Tab

Configure the fields that appear on the Variance Narrative Report for this project. Each variance narrative field maps to a specific cost class and appears as a column in the variance grid. This tab controls which fields are shown and their display order.

Signatures Tab

Configure the sequential signature workflow for cost estimate approvals on this project. Each signature step represents one approval level.

Field	Description	Required
Step Name	Label for this approval step (e.g., “CAM Approval”, “PM Review”)	Yes
User	The user responsible for this signature step	Yes
Order	The sequence: signatures must be completed in order (1 = first)	Yes

When a user completes their signature step on the Budget Form, the next approver in the chain is notified. The cost estimate value is recorded at each approval step. Click Add Signature Step to add a level. Drag rows to reorder steps. Deleting a step does not affect already-completed signatures.

Risk Register Setup Tab

Assign the risk categories and risk types available for this project’s Risk Register. Only categories and types assigned here appear when users add risks in the Risk Register.

Risk Categories

A category groups related risks (e.g., “Technical”, “Schedule”, “Cost”). Click Add to create one.

Field	Description	Required
Name	Category name	Yes

Risk Types

A risk type classifies the nature of the risk (e.g., “Threat”, “Opportunity”). Click Add to create one.

Field	Description	Required
Name	Type name	Yes

Both grids support Save and Close and Save and Add Another for rapid data entry.

Risk ID Prefixes Tab

Define the prefix patterns used to auto-generate Risk IDs when users create risks in the Risk Register.

Field	Description	Required
Title	A descriptive name for this prefix rule	Yes
Prefix	The prefix string prepended to the number (e.g., “R”, “RISK-”)	Yes
Starting Number	The first number to assign (whole number ≥ 0)	Yes
Increment Value	How much to increment for each new risk (whole number ≥ 0)	Yes

Example: Prefix = “R-”, Starting Number = 1, Increment = 1 → first risk gets ID “R-1”, next gets “R-2”, and so on.

Deleting a Risk ID Prefix also deletes all risk items that were generated using that prefix. A confirmation dialog lists the affected risk IDs before you confirm. This action cannot be undone.

Risk Thresholds Tab

Define severity thresholds for risks on this project across three dimensions. These thresholds drive risk prioritization and color-coding in the Risk Register. Each threshold type (Cost, Schedule, Probability) has its own independent table. Click Add Risk Threshold under each section to add a band.

Field	Description	Required
Minimum Threshold	Lower bound of this severity band	Yes
Selected Value	Representative value for this band (must be ≥ Minimum Threshold)	No
Text	Label for this severity band (e.g., “Low”, “Medium”, “High”)	Yes

Threshold Type	Unit
Cost Thresholds	Dollar amount
Schedule Thresholds	Days
Probability Thresholds	Percentage (0–100)

Uncertainty Classes Tab

Define uncertainty classes for this project. Uncertainty classes are used in conjunction with risk factors to calculate contingency bands. Each class has a name and an associated contingency percentage range. These settings integrate with the Contingency Methodology.

Quick Status Settings Tab

Configure the Quick Status submission workflow for this project. Quick Status is the page where CAMs submit activity progress updates.

Feature Toggles

Setting	Description
Collect Status on Activity Steps	When enabled, the Quick Status screen shows an Activity Steps button. % Complete is calculated from step weights rather than entered manually.
Send Status Updates to Admin on Save (no review step)	When enabled, CAM updates are automatically forwarded to the administrator for approval immediately on save; skipping the CAM’s own review step.

Custom Rules

The rules grid lists configurable validation rules that Dash360 enforces when CAMs submit status updates.

Column	Description
Enabled	Toggle whether this rule is active for the project
Rule Name	The name of the validation rule (read-only)
Description	What the rule checks (read-only)
Message	The message shown to the CAM when this rule is violated. Edit to customize the wording for your project.

Click Save at the top of the tab to save both toggle states and all rule changes together.

MTDC Tab

Configure Modified Total Direct Cost (MTDC) settings for this project. MTDC controls how indirect costs are applied to resource assignments. This tab is only visible when MTDCShow is enabled in the project’s registry settings. Set the MTDC rate structure, the applicable cost categories, and which resource result box the MTDC values feed into.

Premium Pay Tab

Configure premium pay months that may apply to labor resource assignments on this project. This tab is only visible when PremiumPayShow is enabled in the project’s registry settings. Define which months carry premium pay and which resource result box the premium pay values feed into.

Resource Code Security Tab

Control which users can access specific resource codes on this project. This tab is only visible when CAMAccessToResourceCodes is enabled in the registry. By default, all users with project access can use all resource codes. Enable resource code security to restrict individual CAMs to a subset of codes; useful when different CAMs own different resource types and should only see their own.

CPR Field Name Overrides Tab

Override the display names of fields and groups in the Cost Performance Report (CPR) for this project. Useful when your organization uses different terminology than the Dash360 defaults. The tab shows a two-column table:

Column	Description
Current	The default field or group name
New	Your custom override label (leave blank to use the default)

Overrides are project-specific and only affect display names; they do not change the underlying data structure.

IPMDAR Export

IPMDAR (Integrated Program Management Data Analysis Report) is a government-standard EV data format. Click Download IPMDAR Files to export the full IPMDAR package as a ZIP file containing 24 JSON files. The export includes:

File	Contents
SourceSoftwareMetadata	Software name and version
DatasetMetadata	Contractor info, contract details, point of contact
DatasetConfiguration	Data structure flags (time-phased, direct/indirect, element of cost)
ContractData	Contract terms and dates
WBS	Full WBS hierarchy
OBS	Organizational Breakdown Structure
ControlAccounts	Control account definitions, dates, manager assignments
WorkPackages	Work package definitions and EV techniques
ReportingCalendar	Reporting periods with dates and working hours
BCWS_ToDate	Budgeted Cost of Work Scheduled (cumulative, by period)
BCWP_ToDate	Budgeted Cost of Work Performed / Earned Value (cumulative)
ACWP_ToDate	Actual Cost of Work Performed (cumulative)
BCWS_ToComplete	Budgeted cost to complete
EST_ToComplete	Estimated costs to complete
Summary_Performance	Summary EV metrics (BCWS, BCWP, ACWP, BAC, EAC)
SummaryIndirectPerformance	Indirect cost performance (to date and to complete)
Subcontractors	Subcontractor information
+ 7 placeholder files	Reserved for future IPMDAR fields

Cost data in each performance file is broken down by: Total, Direct, Labor, Material, ODC (Other Direct Cost), Subcontract, Overhead, Common, and G&A. The export is read-only and does not modify any project data.

Saving

Click Save and Close to save all changes and close the form. Click Save and Add Another (when adding a new project) to save and immediately start configuring another project. Click Close to discard unsaved changes. Changes to code file assignments may trigger cache rebuilds or recalculation in the background.

​Overview

​Properties Tab

​Code Files Tab

​Unit Time Phase Tab

​Calendar Tab

​Cost Classes Tab

​Cost Classes

​Cost Sets

​Notebook Fields Tab

​Report Colors Tab

​EV Chart Colors

​Estimate Type Colors

​Resource Type Colors

​FTE Type Colors

​Cost Type Colors

​Report Settings Tab

​Thresholds Tab

​Variance Fields Tab

​Signatures Tab

​Risk Register Setup Tab

​Risk Categories

​Risk Types

​Risk ID Prefixes Tab

​Risk Thresholds Tab

​Uncertainty Classes Tab

​Quick Status Settings Tab

​Feature Toggles

​Custom Rules

​MTDC Tab

​Premium Pay Tab

​Resource Code Security Tab

​CPR Field Name Overrides Tab

​IPMDAR Export

​Saving

Overview

Properties Tab

Code Files Tab

Unit Time Phase Tab

Calendar Tab

Cost Classes Tab

Cost Classes

Cost Sets

Notebook Fields Tab

Report Colors Tab

EV Chart Colors

Estimate Type Colors

Resource Type Colors

FTE Type Colors

Cost Type Colors

Report Settings Tab

Thresholds Tab

Variance Fields Tab

Signatures Tab

Risk Register Setup Tab

Risk Categories

Risk Types

Risk ID Prefixes Tab

Risk Thresholds Tab

Uncertainty Classes Tab

Quick Status Settings Tab

Feature Toggles

Custom Rules

MTDC Tab

Premium Pay Tab

Resource Code Security Tab

CPR Field Name Overrides Tab

IPMDAR Export

Saving