This tab allows users to record basic information about the Master Project. Here, they can indicate a project type, internal Project Manager (PM), and contractors. Account # and Project No-Acct fields are provided to link to Eden account numbers. They can also record the project status. The status date/time will be updated by the system whenever the Status field is changed.
Field/Column Name |
Special Functions |
Program Rec # |
This stores the related Program record number. Click on the field description or hit F9 to bring up a list of Programs to link the project to. |
Project Type |
A user-defined field to specify the project type. This is shared with the Program module |
Contractor |
Links to the Work Flow Setup > Contractors module. Note: The Contractor record must have the Project Contractor box checked. |
Contractor 2 |
Links to the Work Flow Setup > Contractors module. Note: The Contractor record must have the Project Contractor box checked. |
Department |
Specifies the primary department working on this Master Project. Shared with all work modules |
Internal PM * |
Internal Project Manager. Links to the Work Flow Setup > Employees module. Note: The Employee record must have the Project PM box checked. |
External PM * |
External Project Manager. Links to the Work Flow Setup > Employees module. Note: The Employee record must have the Project PM box checked. |
Inspector * |
The person in charge of regularly inspecting the work done on the master project. Links to the Work Flow Setup > Employees module. |
Status |
States the master project's status. |
Status Date |
Automatically updates when the status is changed |
Route |
A spot to list streets that are affected by the project, for filtering purposes. |
* Changes to these fields are tracked on the Employee Change Tracking tab when the record is saved.
Note: In addition, any changes to the Status text and new Status Dates will be automatically added to the Project Activities grid.