Create & Edit Project

Projects are a way to track all information relating to a project; you can view project details as well as any events associated with the project.

The Projects module is split into three sections:

1. Programmes - Programmes house groups of projects; from here you can see a high level overview of the progress of all project within a programme.
2. Templates - For projects that occur frequently it can be useful to create a template; this means that when you create a similar project you can use the template rather having to create a new timeline for each project.
3. Project, Programmes and Templates have been designed to work in cohesion and allow you to track the progress of projects with ease.

In this section, you can create new projects and search for existing ones.

The Project Create page allows you to create a new project in the system.

Clicking on this option will open the page shown below.

To create a new project you will need to fill in the required information; fields marked with a red star * are mandatory and must be completed in order to create the project. Fields not marked with a red star are optional and do not need to be completed in order to create the project.   

A list of all fields is shown below. 

Name	Type	Additional Information
Project Name	Free Text	Provide title of the Project
Record ID	Free Text	Mandatory field. Unique reference for the Record. Record ID can be manually entered or automatically generated depending on the configuration set by your administrator. If the record ID is set to be generated automatically it will not be available on the page for editing.
Description	Free Text	Provide description of the project
Programme	Dynamic search	Related programme
Financial year	Drop down	What financial year does the project fall under
Start date	Date Picker	Start date of the project
Project Type	Dropdown	Type of project eg commercial
Timeline Template	Dropdown	Select template for project time
Exclude Weekends	Tick box	Name of project time
Status	Dropdown	Status of the project eg project
Category	Dropdown	Category of project
Priority	Dropdown	Priority of the project
Class	Dropdown	Class of the project
RAG Status	Dropdown	RAG status of the project
Job role	Dropdown	List of the different job roles for an an organisational associated with a project
Search Organisation	Dynamic lookup	Search of organisations with the job role you have selected (Must select job role first)
Related Property Name	Dynamic search	Related property to the project
Manager	Dynamic search	Manager of the project
Address	Address of the organisation	(See below)
Line 1	Free text field	Street location and name
Line 2	Free text field	Additional location information
Town	Free text field	Town of organisation property & branch
Postcode	Free text field	Postcode of organisation property & branch
County	Free text field	County of organisation property & branch
Region	Free text field	Region of organisation property & branch
Country	Free text field	Country of organisation property & branch
Classifications	Multi Select	Categorise the Project using the classifications in the system. For more classifications tile click Here

Some record may have an Additional Details section; to find out more about these fields go to Additional Details.

Completing the Form

Once you have completed all of the required fields, scroll to the bottom of the page. From here you will be presented with the three options shown below.

• Create will create the project record and take you to that record.
• Create & New will create the project record and then present you with a blank form to complete.
• Cancel will return you to the project search page without saving the new project record.