2.01 New Home Page

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.

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 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.

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.

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 "Activate Project Now" link:

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. 

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.