Summary

A Project is the highest level of organization in the Project Management module because a project can be associated with multiple tasks. For example, if you are organizing a parade, you could set up the parade as a project and then create a task for each job that needs to be completed. The time card entries and transactions will be posted to the tasks, but the tasks will be grouped together by project. When you want to view the progress of a project and the tasks associated with it, generate a Task by Project Report (PM> Reports> Task by Project).

Projects are an optional grouping in the Project Management module. You are not required to attach a project to a task code.

Step by Step

1    View the projects.

• Open the Project Selection window (PM> Maintenance> Project).
• The Project Selection window will display all of the projects that have been created in the Project Management module.
• Use the Active Status drop-down menu and click the Search button to filter the displayed projects by status.
• Select a project and click DELETE to delete the selected project. You cannot delete a project that is attached to a task.
  • Projects are attached to tasks using the Task Maintenance window (PM> Maintenance> Task> General tab> Project field).
• Select a project and click EDIT to open the selected project.
• Click ADD to create a new project. This will open the Project Maintenance window.

2    Create or modify a project.

• Enter a Project Code for the new project. The project code can be up to six alphanumeric characters.
  • You cannot change the project code once the project has been created and saved.
• Enter a description for the project in the Description field. The project description can be up to 32 characters long.
• The Active toggle will be automatically checked on new projects. This toggle allows users to filter out those projects that are no longer active.
• Click the Attachment button if you would like to view the documents attached to the project or would like to attach a document to the project. This will open the Attachments Selection window.
• Click the Save button when complete. The Project will be added to the Project Maintenance window.
• After the project has been saved, you can attach the project to a task code using the Task Maintenance window (PM> Maintenance> Task> General tab> Project field).