Projects Fields

The following options are found in the Summary View drop-down list on the map projects page:

• Projects: Select to view a list of projects.
• Project Budgets: Select to view the budget for the projects, including the amount expended and the remaining budget.
• Work Orders: Select to view the work orders associated to each project.
• Service Requests: Select to view the service requests associated to each project.

The following fields are found on the work activities page:

• Expand Projects: Click to expand the list of work orders or service requests. You can also click the arrow next to the folder to expand the list.
• Collapse Projects: Click to collapse the list of work orders or service requests. You can also click the arrow next to the folder to collapse the list.
• Open Selected Work Orders: Select the desired work orders and click the view them.
• Open Selected Service Requests: Select the desired service requests and click to view them.

The following fields are found on the create project toolbar:

• New Project: Click to create a new project.
• Open Project: Click to open the selected project.
• View: Click to view more options.
• Show All: Click to fully expand the hierarchy to show all the projects.
• Show Selected: Click to show just the selected project.
• Unselect All: Click to unselect the currently selected projects.
• Edit: Click to view more options.
• Cut: Click to cut the project.
• Copy: Click to copy the project.
• Paste: Click to paste the project.
• Delete: Click to delete the project.
• Print this page: Click to print the page you're currently viewing.
• Domain: Select which domain to view the projects from.
• Summary View: Select the view.
• Projects: Click to view the list of projects.
• Project Budgets: Click to view budget information for all the projects, including the amount expended and the remaining budget.
• Work Orders: Click to view the work orders attached to the projects.
• Service Requests: Click to view the service requests attached to the projects.

NOTE: Proper permissions must be granted by the administrator to access all functions.

The following fields are found on the General panel:

• Name: Enter the name of the project.
• Description: Enter a description.
• Budget/No Budget: Enter the budget if there is one. If there is no budget, select No Budget.
• Approved By: Select the employee who approved the project.
• Assigned To: Select the employee assigned to the project.
• Start Date: Enter the date the project started.
• Finish Date: Enter the date the project finished.
• Last Modified: The date the project was last modified. This is automatically generated.
• Status: Select the current status of the project. The contents of this list are populated by the administrator in Designer under Preferences > Custom Codes > PRJTSTAT.
• Active Project: If selected, the project is marked as currently active, and shows up in the project tree hierarchy on service requests and work orders.
• Canceled: Select if the project is canceled.
• Comments: Enter any comments related to the project.

This toolbar displays when a new project is being created.

• Manager: Select to return to the main projects view.
• Project: Select to return to the project's General panel.
• Functions: Select to access more functionality within the project.
• Work Activities: Select to show all service request and work order activities associated to the project.
• Attachments: Select to add photographs, diagrams, copies, receipts, or other documents.
• Audit Log: Select to show all of the edits made to the project.
• Security: Select to access the Project Security panel.
• Print: Select to print the page.
• Save: Select to save the project.

NOTE: Proper permissions must be granted by the administrator to access all functions.