2.01 New Home Page

The Building Start Home page is designed for SINGLE PAGE NAVIGATION.

This single page strategy is designed to show a user all projects that are assigned to them, and allow them quick navigation for a specific project to Deficiencies, Issues, Reports, Equipment Tree, File Cloud, & Analytics.

Show Archived check box & Unarchive Project

By checking the archived check box, all unarchived & archived projects will be displayed in the Project Grid.

To activate an archived project, click the project name in the list where it says in red "Click here to unarchive."

Add New Project Link:

At the top of the Project Grid you will notice the "Add new project" button as shown below.  Click the "Add new project" button to get the Add Project screen.

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 Group and Project 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.

Check boxes column (1)

First column checkbox works in conjunction with the Grid Tools button.

Select the checkboxes you want, and then select the Grid Tools (2) button.

Project Grid Tools

There are grid tools, located above 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.

Selected Projects:  Select the drop down menu to select which projects you would like to apply changes to.

General Tab  & Assign Users Tab:  Select the General Tab to see  project  options, and the select the Assign Users tab to  assign/unassign users from the project.

Status Type:  Select the drop down menu to choose the Status Type, and then select the Update Status button.

Project Group:  Select the drop down menu to choose the Project Group, and then select the Update Project Group button.

Project Owner:  Select the drop down menu to choose the Project Owner, and then select the Update Project Owner button.

Set Complete & Not Complete:  Select the Complete or Not Complete button.

Enable Field Tool & Disable Field Tool:  Select the Enable or Disable button.

Delete Projects:  Select the button to send the selected projects to the Recycle Bin.

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.

Quick Navigation Icons 

Edit Project Post Note Icon:  click this icon to quickly see the Edit Project window

Report Book Icon:  click this icon to quickly navigate to the Reports tab

Open Deficiencies Warning Icon:  click this icon to quickly navigate to the Deficiencies tab

Notes Pencil Icon:  click this icon to quickly  navigate to the project Notes page

User Icon:   click this icon to quickly access the Users page to assign/unassign users from projects

Field Tool Phone Icon:  click this icon to quickly Enable/Disable field tool access

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 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.

Column Descriptions

New Home Screen Customization & Improvements

• Users can customize their own home screen with selection of columns, organize columns, set margins, and set filters. This will allow each user to view the information that is most important to them and use more of the screen horizontally.

• Customized settings are saved per user in browser settings

• Assign users or turn field tools On/Off right from the home screen

• Several hot links to different screens like deficiencies/issues, equipment, and reports

• New Home screen has new feature to export project listing to Excel

• New Grid Tools feature to change multiple settings for multiple projects at once

• New add project and edit project windows with ability to select Project Owner and Save button at top of window.

• New dynamic text search on project number and project name

Please check out the videos for detailed directions on how to take advantage of the new features. Short video shows the new customization. Full video shows the new customization and detailed descriptions of columns and new features.

Home Screen Short Version Video:
https://vimeo.com/1164472003

Home Screen Full Version Video:
https://vimeo.com/1164463194

Feature Summary:

Below is a list summarizing all upgrades to the all projects Home page in the web tool.

• Expanded use of entire screen horizontally to improve viewability without scrolling

• Added many fields from Add/Edit Project window to page view

• Added the ability for the user to customize the fields they see

• Added the ability for the user to optimize the column order and column widths

• Customization settings are saved to browser so different users can have different views

• Improved search, sort and filter options to many fields

• One click to deactivate/activate field tools

• Included “Export to Excel” button

Customize Your Home Page View In This Order:

1. Use the "Column Setup" button to setup the project information that is important to you.

2. Add new fields that are helpful and hide fields that are not helpful.

3. Order the columns the way you like by dragging a column header field and dropping it in the order of the column headers you want.

4. Click "Save Changes" to save your current settings.  Click "X" to close column setup window. ("Default Column Setup" will return columns to a default setup.)

5. Once you have your fields selected and column order set, you can optimize column widths by dragging the column margins until data no longer wraps.  All project data is on one line which allows for maximum projects to be viewed vertically.

6. Changes to your page view are saved to your browser for your convenience.