Form Help - Project Form
You create new Projects, and edit existing Projects, using this Form.
Project Management
Project Marketing
Project Reviews
Project Evaluation
Company Evaluation
Creating a new Project
Click the New Record Selector to generate a new blank form.
Type in the Project Number. New projects are automatically assigned an 'Active' Status.
Type in any other information that you wish. You can always return later to add more information, or edit existing information.
Data constraints
Project No: This is an alpha-numeric text field, limited to 7 characters. This is the only 'required' field for a Project.
Principal: This is limited to the list that you create in the Look-Up Table Company Principals Query.
Status: This is a Self-Building List.
Current RIBA stage: This is a Self-Building List.
Sub-Forms
Guidance on these Sub-Forms is not yet available.
Project Management:
Project Marketing:
Project Reviews: Refer also to the Project Reviews Form.
Project Evaluation:
Company Evaluation:
Reports
For general information on Reports, refer to the PlanChest Guidance page.
There are two options:
Project Directory (current): A comprehensive report listing all the Companies and Contacts working on the Project complete with their addresses, telephone and fax numbers, e-mail addresses, etc. The 'current' report includes only those Companies and Contacts ticked as 'current' in the Project Directory. There are no user-configurable options for this report.
Project Directory (all) : As for the 'current' report except that all Companies and Contacts are shown including those not ticked as 'current' in the Project Directory.