Projects

This screen allows you to create and maintain Projects.

List Tab

Display fields

The displayed fields are taken from the Project information entered into the ‘Detail’ tab. The selection of which fields to display is at the user’s discretion. To select the fields to display simply ‘right mouse’ in the main panel and select ‘Customize List Fields’. On the displayed panel you can:

•	Click on the ‘Show field’ checkbox to display the field

•	Amend the column heading by changing the content of ‘Display Label’

•	Define the sort sequence of the records by going to the lower panel and dragging the field from ‘Available Fields’ to ‘Sort By’.

•	Click the ‘Save’ Button when done.

Data Display Options

Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:

•	To sort the data in a selected column simply click on the column heading. Clicking against will sort in descending order.

•	Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom) to enter detailed selection criteria.

Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed. To revert back to displaying all records click on the ‘Eraser’ Icon

Buttons

Close: This will close the Projects screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

Add: This will go to the ‘Detail’ tab and present a blank screen for entry of a new Project

Save: Not applicable to the List panel

Cancel: Not applicable to the List panel

Delete: This removes the current Project from this list

Related: This will bring up a list of functions that are related to the Project. You may open and maintain information in those screens whilst still remaining in the Projects screen.

Reports: This will bring up a list of Reports that are related to the Project. You can immediately run the report whilst still remaining in the Projects screen.

Detail Tab

Entry and Display fields

Project Name: Enter the name of the Project. Duplicate Project Names are not allowed

Status: During Project creation this is prefilled with ‘Open’. You can amend this by selecting the required status from the drop-down list. The options are:

•

Lost

•

Quote

•

Planned

•

Open

•	In-Progress

•

Finished

•

On-Hold

•

Closed

Description: Enter a brief description of the Project. A longer description can be entered into the ‘Project Notes’ tab in the lower part of this screen

Project Type: From the drop-down list select the Project Type. Project Types are user defined and maintained via Jobs>Settings>Project Types

Project Leader: From the drop-down list select the Project Leader. Project Leaders are user maintained via General>Settings>Employees

Parent Project: If this Project is linked to a Parent Project then select that Project from the drop-down list.

Project Dates: This area lets you assess dates relating to the Project and shows:

Project Budgeted Start: The scheduled start date of the Project. This can be amended by overtyping the date or selecting the date from the drop-down calendar.

Project Budgeted End: The scheduled end date of the Project. This can be amended by overtyping the date or selecting the date from the drop-down calendar.

‘From Jobs’ Start: The start date taken from the earliest ‘Start Date’ held against all Jobs included in this Project

‘From Jobs’ End: The end date taken from the latest ‘End Date’ held against all Jobs included in this Project

Current Work In Progress Value: This is the current cost the work in progress as evaluated by the program. It takes account of the cost of all work done in the Project less the cost of Invoices raised against the Project

Project For: Select the Radio Button to define whom the Project is for. The options are Company or Customer. The next field displays a drop-down list relating to this selection.

(Company or Customer): From the drop-down list select the Company or Customer to which this Project relates

Additional Address & Contact Details: Click on this button to show a drop-down panel that contains Address and Contact Details. These fields are prefilled with the details already defined against the Company Address or the Customer Address. The following fields can be amended at any time:

•	Address: Three lines are available for entry of the delivery address of the site.

•	Code: Enter the Postcode or ZIP Code where this Delivery Address is located.

•	State: Enter the State where this Delivery Address is located.

•	City: Enter the Town or City where this Delivery Address is located.

•	Country: Enter the Country where this Delivery Address is located.

•	Contact: From the drop-down list select a Contact at the address

•	Phone: Enter the telephone number at this address

•	Fax: Enter the facsimile number at this address

Budget, Planned Invoiced: This area compares the Budgeted, Planned and Invoiced Income and Costs along with evaluations of Margins being achieved

Project Budget

Income: Enter the Budgeted Income for the whole Project. This can be amended at any time.

Cost: Enter the Budgeted Cost for the whole Project. This can be amended at any time.