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.
- 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.
- 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:
- On the Project master screen, click ADD. The Add New Projectdialog appears as shown in the figure:
FIGURE: Add New Project Dialog
- In the Project Name field, type the project name you want to add.
- In the Select a Project Team field, select the project team to add to the project.
- Click SUBMIT.
The project is added to the project list. You can see a confirmation message.
1.2.2 Editing Project
- On the project master screen, select a project you want to edit and then click Edit .
- 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.
- 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.
- On the Project master screen, select a project you want to retire and then click Retire.
- 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.