The Projects > Summary page allows users to enter the key features required for a project.
This includes:
Fields that cannot be left blank are marked with an asterisk.
The functional impact of each field is stated below.
Fields that do not have a functional impact are purely used as report
filters.
The details of who created the project and the last person to modify the
project as displayed at the bottom of each project page
Client
The client that the project is for.
Project
Code
Manual Code - A unique code to identify the project input by the user
Auto-Generate Code - This will automatically generate a code when you
select the required format. Formats can be created in Admin > Company Settings
> Project Code Generation
When creating a new project the last used Project Code will be shown
to the right of this field.
Project
Name
The project name.
Project
Type
Select one option from a list that is defined in Admin
> Project Settings > Project Types.
Project
Owner
The user with overall responsibility for the project, often a Director.
Project
Manager
The user responsible for managing the project day to day.
Department
The department running the project.
Win
Probability
If the project is in a bid status, this field denotes how likely a
project is to go ahead.
The field is 100% and read only in the project is Won.
The percentage is used in certain reports to weight forecasted values.
Status
Indicates whether a project is Won, Bid or Lost.
Multiple types of each status can be setup in Admin
> Project Settings > Project Statuses (e.g. Competition
(Bid) and Tender (Bid)).
Win
Date
The date the project was changed from a bid project to a won project.
This should be entered when the project status is changed to won.
Start
Date
The date from which resourcing is required on the project.
You cannot resource users to work on this project before this date.
End
Date
This field is read only.
It displays the latest finish date of tasks in this project (set via
appropriate page).
Security
Profile
Use to restrict access to this project to only those users with the
chosen Security Profile (see Admin
> Project Settings > Security Profiles)
Any
user can assign time or expenses to this project
Selecting this checkbox will enable all users to log time and expenses
to this project, even if they are not assigned to the Project Team.
If this option is de-selected, only those users selected in the project
team will be able to log time and expenses to this project.
Users
must log time and expenses to a task
Selecting this option forces users to select a task as well as the
project when logging time and expenses.
If this option is deselected, users can leave the task as ‘not set’
in their timesheets and expense forms.
Users must
choose work detail for all time logged
Selecting this option forces users allocating time to the project/task
to add a Work Detail option set in Admin
> Company Settings > Work Detail.
If this option is deselected, users will not have to add work detail
to each time entry.
When
this option is selected if a timesheet is submitted with extra time logged
an email is sent to the project manager
Notes
Free text box for entering any additional information.
Project
Team
Select users using the checkbox on the left of their name to add them
to the available pool of resources for this project.
These users are then available to be resourced onto each task within
this project.
You may wish to add
Generic
users
to the project team
and use these for your initial resource plans.
This allows you to forecast costs without allocating exactly who will
be needed to complete the work.
You can later replace the generic users with actual staff from the
project team.
Project
Contacts
Select third party contacts associated with this project using the
checkbox on the left of their name.
To specify their role on this project:
Click on their name to open the contact popup
Select their role from the Project Role dropdown (list values defined in Admin > Project Settings > Project Roles)
Note:
A role cannot be selected until the
checkbox is selected for that contact.
This optional feature allows you to record client purchase order numbers against your project.
These can be subsequently allocated against invoices produced and the purchase order numbers displayed in your invoice template.
Please contact the customer support team if you require this feature to be switched on.
Enter the client PO Number.
Enter the client PO Amount.
If appropriate, select the Task this PO number relates to.
Click the Notes icon to enter any required notes.
Click Save.
Deleting a project will only 'soft delete' the record and move it Admin
> Data > Undelete Data where it can be restored* if necessary.
Projects can only be permanently deleted by the support desk. Please contact
support on 0844 815 5711 if you require further assistance.
*To recover the deleted project, the project code
must not have been reused by another active project.
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