Logilab ELN -Project Master

1 Project Master

Project master screen helps to create, edit and retire projects. In addition, you can map the project team to the project in the project master.

  1. On the main menu click and then click Project Master. The Project Master tab appears as shown in the figure:

FIGURE: Project Master Screen

List of projects added appears. Options to add, edit and retire projects appear as shown in the above figure.

  1. Use the arrows to navigate to the next, previous, first and last pages. Click the dropdown arrow and select the number of records to display on the screen.

Note: For administrators the ActiveSite field will appear. Hence, administrator user can create site specific projects.

1.2.1 Adding a Project to the Project Master

To add a new project to the Project master, follow these steps:

  1. On the Project master screen, click ADD. The Add New Projectdialog appears as shown in the figure:

FIGURE: Add New Project Dialog

  1. In the Project Name field, type the project name you want to add.
  2. In the Select a Project Team field, select the project team to add to the project.
  3. Click SUBMIT.

The project is added to the project list. You can see a confirmation message.

1.2.2 Editing Project

  1. On the project master screen, select a project you want to edit and then click Edit .
  2. In the Select a Project Team field, change the project team mapped to the project if required. You can change the project team until the project members are assigned with a task/job.
  3. Do the required edit and then click SUBMIT. You can see a confirmation message.

1.2.3 Retiring Project

You cannot retire a project if the project is used in transactions.

  1. On the Project master screen, select a project you want to retire and then click Retire.
  2. In the Confirm dialog, click Yes.

The selected project is retired, and you can see a confirmation message. The Task Status  appears as Retired, and you cannot activate the retired project. You cannot use the retired project in the transactions.

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