2.0 Home

Here is a summary for these links in order.

1. Admin - This link gives you access to the Company Administration Tools menu page. Each company does have the ability to determine which users have access to this link and which users do not. How to setup which users have access to the Admin menu is covered in 9.0 Admin. There are new permissions per user to give limited Admin access to a variety of processes under the Admin tab.

2. Home - This link will bring a user back to this main project listing page from anywhere.

3. Issues - This link will open the Deficiencies/Issues screen for the "Selected Project."

4. Equipment - This link will open the Equipment screen for the "Selected Project."

5. Reports - This link will open the Reports screen for the "Selected Project."

6. File Cloud - This will open the File Cloud screen for the "Selected Project."

7. Analytics - This will open the Analytics screen for the "Selected Project." The Analytics will give numbers for Deficiencies/Issues, Equipment, & Project Overview.

8. Training - This will open the Training screen with uploaded training videos.

9. Tools - This will open the Tools tab for the Windows Field Tool and the BIM Import Tool downloads.

The Add Project screen below is displayed next. The location of each project is either created from the data you type in the window (City, State, & Country), leave blank, or Add Location with the Add Location link. Next enter the Project Number (optional), Project Name (required), and project address. More information can be typed in the Project Summary and Project Comments. Next select the folder in which you want the project to be saved in from the pull down list.

Project attributes & associated location attributes are extra fields to be used if you need more information than what is on the Project data.

Additional information about how to setup the project with systems & equipment go to 5.10 Project Setup.

3. Smart Search Filters for searching the Project List

In addition to the project filtering explained above, there are also smart search boxes in the project grid that will search for words or character strings within their respective columns that will return a list of projects that meet the current search criteria as you type. There are smart search boxes for Project Number, Project Name, Project Folder and Status. In the illustrations below you can see how the smart search box for the Project Name filters and searches the list as you type. A pop-up list will appear with your Project Name search criteria. You can click outside the text area to have the project grid display all projects with the text you have typed. You can then compare the projects listed before selecting a project. Otherwise, when you locate the Project Name you are looking for; you can select the Project Name from the pop-up list. At this point only the project that you selected will be displayed in the project grid. You can click on the Project Name to open and this will also be your "Selected Project" displayed at the top of screen. You can clear the smart search box by clicking the "Clear" icon in the upper left corner of the grid.

4. Check boxes column

First column checkbox works with the #6 Project Grid Tools at the bottom of the screen.

5. Page Navigation & Number of Projects Per Page

At the bottom of the Project Grid, there is a number of projects per page setting. Below you can see the number of projects per page size is set to 50 projects. In the screen shot below, there is only one page of projects displayed because there are 50 or below projects. If there were more than 50 projects, you would see more numbers at the bottom that you could click on or click on the other arrow buttons.

6. Project Grid Tools

There are grid tools, located below the Project Grid, that can be used by selecting the checkbox on the left side of the grid in the first column. When the selected box is checked for one or more projects there are grid tool actions that when executed will be applied all projects selected. Keep in mind that there are grid tool options that are tied to permissions, such as the ability to assign and unassign users to a project and the ability to move a project to the re-cycle bin.

The two bottom pull down menus work together to perform multiple tasks to one or more projects. The first pull down menu is displayed below. Some or all of these options may be shown depending upon your permissions. The available options are Set Status, Set Project Folder, Assign a Milestone Library Template, Move to Recycle Bin, Assign Project Users, & Unassign Project Users.

Project Grid "Actions"

If you select "Set Status" from the first pull down menu, the second pull down menu will have the project statuses created under the Admin for your company. Choose the status that you want to be applied to one or more projects checked in the Project Grid and click the Set Status button. The Status will be updated on all the projects that were checked in the Project Grid.

Set Project Folder

If you select "Set Project Folder" from the first pull down menu, the second pull down menu will have the project folders created under the Admin for your company. Choose the folder that you want to be applied to one or more projects checked in the Project Grid and click the Update Project Folder button. The projects checked in the Project Grid will be moved to the new folder selected.

Assign a Milestone Library Template

If you select "Assign a Milestone Library" from the first pull down menu, the second pull down menu will display the Milestone templates created under the Admin for your company. Choose the Milestone template that you want to be applied to one or more projects checked in the Project Grid and click the Assign to Project button. The new Milestone template will be added to all the projects checked in the Project Grid. This is the only place to assign Milestone templates to a project.

Move to Recycle Bin

If you select "Move to the Recycle Bin" from the first pull down menu, no second pull down menu will appear. Click the Recycle Selected Items button. The checked projects in the Project Grid will be moved to the recycle bin.

Assign Project Users

If you select "Assign Project Users" from the first pull down menu, the second pull down menu will display the users available to assign to the project. Select the user you want to assign to the project/projects. Click the Assign User button. The user will be assigned to all the projects checked in the Project Grid.

Unassign Project Users

If you select "Unassign Project Users" from the first pull down menu, the second pull down menu will display the users available to unassign from the project. Select the user you want to unassign from the project/projects. Click the Unassign Users button. The user will be unassigned from all the projects checked in the Project Grid.

Click on the project name that you need unarchived:

Click on the "Activate Project Now" link:

Click on OK button in the window:

Close the project has been activated successfully window:

For a project to not be archived, you will have to go into the project & make a change (like enter a value or make a comment) every so often. When programmers determine we need more room on servers, they we will take a set of time & any project that hasn’t been accessed or had any changes for that time the project is archived. This doesn’t happen very often.

Quick Navigation Icons

The four columns at the top are Project Number, Project Name, Project Folder, and Project Status. Project Folder is simply a way to organize related projects together. Project Status is a status indicator for each project. You can organize the columns in numeric or alphabetical order by clicking on the column headers of each column by Project Numbers, Project Name, Project Folder or Project Status.

Next to the door icon, you have the completion percentage indicator, which simply takes the number of Equipment Tree objects marked "Complete" and divides that by the total pieces of equipment and objects in the Equipment Tree to give you an estimate of progress. The "Marked Complete" indicator for each Equipment Tree Object is a manual toggle that can be set by a user from the Web Tool or any Field Tool. Therefore, the percentage indicator is only as accurate as the people that are marking objects complete.

The yellow post note with pencil icon is the edit project quick link. This icon will not be present if you do not have permission to edit project information. If you have permission to edit project information then you will see this icon in your Project Grid. When you click on the edit project icon; it will open a web page allowing you to edit Project Name, Project Number and other relevant project information.

1. The project name is a quick link to a Project's Equipment Tree. For more information on the Equipment Tree, go to 5.0 Equipment. The green check mark with numbers above is a quick link to a Project's Equipment Tree. The numbers above the icon indicate the number of checklist values that have been entered out of the total values to be entered which also displays with a tool tip when you hover over the icon with your cursor. For more information on the Equipment Tree, go to 5.0 Equipment.

2. The yellow triangle with the number above is a quick link to a Project's Issues. The number above the icon indicates the number of Open Issues which also displays with a tool tip when you hover over the icon with your cursor. For more information on the Project's Issues, go to 3.0 Issues.

3. The red octagon with the number above is a quick link to a projects Milestones. The number above the icon indicates the number of Past Due Milestones which also displays with a tool tip when you hover over the icon with your cursor. For more information on Milestones, go to 4.0 Milestones.

4. The notebook icon is a quick link to a Project's Reports. When you hover over this icon it says "View Reports." For more information on the Reports, go to 6.0 Reports.

5. The 2 people icon with a number above is a quick link to view a Project's Contacts/Assigned Users. The number is the number of contacts/users assigned to the project.

The cell phone icon indicates if the Field Tools are enabled. If a red dot appears with the cell phone, the Field Tools are disabled. If no red dot appears with cell phone, the Field Tools are enabled.

The More Info link simply opens up three additional icons for Project Priorities, Office Tasks and Project Status. These are 3 different manual ways to track project status. With the new Milestone feature these three ways for additional project status tracking may become obsolete.

Please continue to 5.0 Equipment tab for information about equipment tree.