1. Engineer to Order Implementation Guide
  2. Understanding Projects

Understanding Projects

After you have set up a project, you access the Project Workbench program to define the project details and requirements. On the Search for Projects form, you search for a project by entering search criteria in the header portion of the form or by using queries. You can save and edit queries to use for future project searches.

After you find and select the project, three modes are available for working with the project:

  • View mode: This is an inquiry only mode.

    You cannot edit the project or tasks in the project.

  • Edit Tasks mode: This is a change mode.

    The system places record reservation only on records that you have modified. Also, the system does not let you edit a record that has been locked by a different user or application.

  • Edit And Lock All Tasks mode: This is a change mode.

    All records in the project are locked as the lock is placed on the project. This mode is primarily used for scheduling. All records are locked and other applications or programs are not able to access them until you quit this mode. All the orders in the project are reserved by the project and you are allowed to perform scheduling.

After you select a project and mode, the List of Records Locked form appears for the Edit Tasks and Edit And Lock All Tasks modes if work order tasks are locked outside the workbench. In the Edit Task mode, if the records are locked by other applications or users, you can proceed to work with the project, but you do not have access to work with the locked record. The List of Locked Records form displays the order number, project number, program ID, and user name of the locked records. When in the workbench, any locked records are identified by a lock symbol on the row in the Edit Tasks mode.

The Project Workbench features a hierarchical grid (parent/child grid) where you edit project tasks. The hierarchical grid combines the functionality of a tree and grid into one form. You can indent, outdent, move up and down, insert, cut, copy, and paste tasks within the Project Workbench. The Project Workbench form also features tabs that group logically related fields.

When you run any report, such as Process Project, Process Task, and Close Project, the system saves the data and, with confirmation from the user, then quits the workbench.