Form Help - Project Form (V6)
You create new Projects, and edit existing Projects, using this Form.
Project Staffing
Project Marketing
Project Evaluation
Creating a new Project
Click the Create a new project button 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 a list created by your database administrator using the relevant PlanChest Configuration Tables.
Status: This is a Self-Building List.
Current Project stage: This is limited to the list in the relevant PlanChest Look-Up Table.
Sub-Forms
Project Directory: See Project Directory page.
Project Staffing: Guidance not yet available.
Project Marketing: Guidance not yet available.
Project Reviews: See Project Reviews page.
Project Evaluation: Guidance not yet available.
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.