General Tab

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. Click to view image.

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.

Status

States the master projects 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.

Note: In addition, any changes to the Status text and new Status Dates will be automatically added to the Project Activities grid.

See Also

Master Project

Master Project Header Data

Projects Tab

CIP/Jurisdiction Tab

Project Activities Tab

Scope of Work Tab

Assets Tab

Budget Change Tracking tab

Custom and Comments

Master Project Toolkit

Master Project Notifications