Toolkit

The Toolkit in this module provides the following functions:

Function	Result
Send Email for Budget Transfer Request	Sends an email request based on data in the Transfer Budget From and Transfer Amount fields on the Budget Change Tracking tab.
Send Email for New Sub-Project Request	Sends an email request based on data in the Create Sub Projects field on the Budget Change Tracking tab.
Update All Costs for Current Record*	Recalculates all the cost information for the current record.

* This toolkit is automatically run by the Lucity Services as part of the nightly processes.

How to Run a toolkit function

Click the button in the module toolbar. The following window will appear:
From the Toolkit window select a toolkit function and click .
Send Email for Budget Transfer Request or New Sub-Project Request.

For more information on setting up email notifications and sending them using the Toolkit functions please go here.

Update All Costs for Current Record.
1. The system will immediately recalculate all costs for the record that is currently being viewed.
  Note: This Toolkit function updates the Master Project calculations on-demand; however, these calculations are also run each night by the PM Service.

See Also

Master Project Header Data

CIP/Jurisdiction Tab

Project Activities Tab

Scope of Work Tab

Budget Change Tracking tab

Employee Change Tracking Tab

Master Project Notifications