Form Help - Project Directory
The Project Directory is used, in conjunction with the Office Directory, to add Companies and Contacts to individual Projects. The Project Directory is used, exclusively, to edit certain information relating to a Company or Contact's role on that particular Project.
Data constraints
Project Company information
This is information about a Company that is specific to that Company's Role on that particular Project. All fields are optional.
Sub-Consultant: This is used by some PlanChest customers to note a particular company relationship.
Project Role/2/3: These are limited to the list that you create in the Look-Up Table Project Role.
File Code/2/3: These are limited to the list that you create in the Look-Up Table Project Role.
Current Project Company: Ticking this box ensures that the Project Company appears as 'current' when this option is available. More particularly, 'unticking' the box will hide 'non-current' companies from several reports.
Drawing comment days: By inserting a particular value in this field, dates are automatically inserted when using the Revisions footer of the Drawings Form.
Project e-mail: This field is used when a Company has created a specific project-related e-mail address, e.g. project1234@myengineer.co.uk.
Project website: This hyperlink field may be used in conjunction with some web-based project hosting systems.
Sub-Contract Value: This is used by some PlanChest customers to note a particular financial value.
Project Contact information
This is information about a Contact that is specific to that Contact's Role on that particular Project. All fields are optional.
Project Role: This is a 'free-form' field for noting a Contact's role on that particular Project. For example, a Contact may have a Job Title of 'Director' and a Project Role of 'Contracts Manager'.
Key Project Contact: Ticking this box will identify the Contact as 'key' on the Project Directory Report.
Current Project Contact: Ticking this box ensures that the Project Contact appears as 'current' when this option is available. More particularly, 'unticking' the box will hide 'non-current' contacts from several reports. Newly created Project Contacts are automatically assigned a 'current' status.
Drawing Recipient: Ticking this box ensures that the Project Contact appears on the 'Add Contacts' dialogue of the Drawing Issues Form. Newly created Project Contacts are automatically assigned a 'Drawing Recipient' status.
Reports
The Reports button provides the same reports as are available from the Project Form.