Forms Used to Work with Projects and Project Tasks

Form Name

FormID

Navigation

Usage

Search for Projects

W31P001B

Project Workbench (G31P12), Project Workbench

Complete any of the filter fields on the Search for Projects form, and click the Find button.

Alternatively, select a query from the Select a Query field and click the Find button.

Add new projects, review and select existing projects, and copy existing projects.

View All Tasks

W31P001I

On the Search for Projects form, select a project and click the View All Tasks button.

View all related project information. This is an inquiry-only mode.

Edit Tasks

W31P001I

On the Search for Projects form, select a project and click the Edit Tasks button.

Edit project tasks that are not locked by another user.

Note: If work orders that are associated with the project are locked outside the workbench, you access the List of Records Locked form. You are not able to work with these records inside the workbench.

Edit And Lock All Tasks

W31P001I

On the Search for Projects form, select a project and click the Edit and Lock All Tasks button.

On ETO Project Workbench - Edit and Lock All Task WARNING (W31P001O), select Edit and Lock All Tasks to continue.

Lock down the entire workbench while project tasks are edited.

Note: Edit And Lock All Tasks is primarily used for scheduling.

Note: If work orders that are associated with the project are locked outside the workbench, you access the List of Records Locked form. You are not able to work with these records inside the workbench.

Additional Task Information

W31P001D

Select a task on the Project Workbench form in Edit Tasks or Edit And Lock All Tasks mode, and then select Additional Info from the More Task Actions field.

Add category code information to a project.