Projects

Keep track of projects within your organization using the Projects grid and dialog.  Find the Projects icon in the Calibration tab of the ribbon menu.

Projects Grid

Projects Dialog

The 'Add/Edit Project' dialog keeps all information related to a project organized.

Project Dialog Fields

  • Project ID and Title:  Choose a project ID and give the project a title.
  • Description:  Add a description about the project.
  • Type & Priority:  Select the project type and its priority from the drop-down fields.
  • Requestor/Sponsor/Manager:  Choose which person is requesting the project, which person is sponsoring the project, and which person is the project's manager.
  • Status & Site:  Select the status of the project's completion and its location.
  • Start Est. & End Est.:  Select the estimated start and end dates for the project.
  • Start Act. & End Act.:  Select the actual start and end dates for the project.
  • Hours Est. & Hours Act.:  Choose the estimated and actual hours spent on completing the project.
  • Cost Est. & Cost Act.:  Choose the estimated and actual cost spent on completing the project.
Project Dialog

Equipment/People/Parts/Work Orders Tab

Use these panel grids to add, link, and edit records for a project's Equipment, People, Part Numbers, and Work Orders.

Equipment/People/Parts/Work Orders

Notes/Attachments/Documents Tab

Use these panel grids to add, link, and edit records for a project's Notes, Attachments, and Documents.

Notes/Attachments/Documents

Other Tabs

  • Custom Tab:  Custom fields are available for adding Characters, Dates, Numbers, and Check boxes.  Visit the Change Field Names help topic to learn how to edit these fields.
  • Meta Tab:  This is a READ-ONLY information tab used as a reference to view which user created the record and which user was the last to edit it; including the dates and times these occurred.

Last Updated: 8 July 2019