Define general project properties (General tab)
To define project locations for a project or project template
- Open the General tab of the Project or Template window.
- Complete the window as described in the following table.
In this field: | Do this: |
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Project Number | For Templates, you might enter a phrase such as Enter project number here or information for your Project Administrator regarding how to assign a project number, as each project created from the template will have its own number. When creating a new project, if the Site Administrator enabled automatic project numbering during new company setup, this field will be pre-populated each time a new project is created. |
Setup Date | Populates automatically with the current date when the project or template is saved. |
Project Name | Enter a project name. For templates, you might enter a generic name or instructions such as Enter Project Name here. |
Description | Explain the purpose or intended uses of the project or template (especially if you have multiple templates). |
Administrator | Click Select to open the User/Group picker and select a Project Administrator. For templates, the user will automatically become part of the Project Administrator group for any project created from the template. (Additional administrators can be selected.) |
Construction Type | Choose New Construction or Retrofit/Remodel. |
Project Status | You can activate the project template immediately, or place it On-Hold or make it View-Only and activate later. A template that is On-Hold, View-Only, or Inactive cannot be used to create a project. It is good practice to leave a project or template On-Hold until you have completed the setup. Project Administrators/Users with "modify project status" rights are the only ones who can change the status. The project administrator will receive email notification when the status of a project changes. The change of project status could occur due to a manual change, bulk update, through Web Services or a CSV file, or through automatic update. Status definitions for projects are:
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Auto-update Status Setup | The selections on the drop-down list are defined automatic status update setups. These setups are defined at the Company level for use in specific projects. See Setting up Automatic Status Update for details. If you decide not to use the automatic status update, you can deactivate it by deselecting a setup (by literally selecting the word "Select"). |
Project Type | The selections on the drop-down list are defined in the data set of the Project Type data definition. The default is None. Contact your Company Administrator if you need additional Project Types defined. |
Last Published Friday, February 2, 2024