Project Listing
Navigation: |
Projects > Project Listing |
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Access Right: |
Project Related Functions > Project Listing |
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Additional Access Rights: |
The following access rights are also applicable to the Project Listing can can be found by navigating to Project Related Functions > Project Views and Reports > in your access rights.
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Purpose
The Project Listing grid provides access to a list of projects with the ability to view, edit and report on project details. Once in the project page, the current project is shown in the project banner and all project editing and reporting functions are available from the project’s sub menu via right clicking the project line.
The access rights to edit project will be limited by your system administrator, so although you may have access to the project listing, you may be limited in what you may actually carry out in it.
The project listing provides multiple views and depending on your role within the organisation, client manager, project manager, administrator etc., you should find one that suits your need as an everyday project tracker. The system will remember the view you were last using and always open that view first.
Operation
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The grid contains a list of projects you have access to. The projects included in your list are determined by matching service involvement in the project with the service you provide and can book time to on the timesheet.
The columns in the grid can be customised – please see the topic on customising grids.
The project listing option contains three additional views which you can switch between:
The switch between views is carried out by changing the View drop down on the right hand side.
This view is only available if the Project Management module is installed. This view shows a summary of predicted profitability for each project along with a traffic light of expected profit or loss. This view takes longer to load than the project list because of the background calculations required to calculate the profitability. |
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This view is only available if the Project Management module is installed. This view shows a comparison of expected expenditure (cost expenses so far + cost to complete) against a baseline target, along with a traffic light of expected overrun. This view takes longer to load than the project list because of the background calculations required to calculate the predicted spend. |
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This view shows a comparison of expected income against an agreen project invoice limit, along with a traffic light of expected overrun. This view takes longer to load than the project list because of the background calculations required to calculate the predicted spend. |
The projects page contains a banner showing the currently selected project. This is the "current" project and all operations using the Project Management+ and Reports+ related links will be carried out on the current project shown in the banner.
Once you have selected the project you are currently interested in, you can move between all the different project functions using the menu shown above. Ie, edit fees, change dates, obtain reports, etc. Once you have finished with a project and wish to use a different one, click the Projects List related link to return you to the project listing page where you can then select a different project.
Option |
Function |
Access Right |
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Project List |
Returns to the project listing page |
Project Listing |
Create New Project |
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Creates a new project |
Create Project |
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Edit Project menu |
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The project editing functions have been split into various functions in order to restrict some parts |
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Edit project details (main page) |
Edit Project Details |
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Allows fee bidding details to be entered |
Edit Project Fee Bid Details |
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Defines whether the project is available to all staff and if not, the list of staff it is restricted to |
Edit Staff Restrictions |
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Allows system flags to be edited on a project, such as whether activities or notes required. |
Edit Project Settings |
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Only applicable for task-less projects. Used to set up the projects Charging, Percentage Completion and Targeting parameters. {Edit Project Charging Parameters} |
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Only applicable for task-less projects. Used to set up the projects Invoicing, Container, Currency & Tax, and Rate table parameters. {Edit Project Invoicing Parameters} |
Edit Project Invoicing Parameters |
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Edit the construction value for the project |
Project Value |
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Allows project notes to be edited |
Edit Project Notes |
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Allows user field values to be edited |
Edit Project User Fields |
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Manage User Favourites |
Provides a way of assigning the project to users favourites |
Allocate to Users |
Gives the user the ability to mark a project as 'Hidden' or permanently delete the project. |
Hide Projects or Delete projects |
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Open the project folder |
Allow access to Project Folder in Web |
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Add to Favourites |
Clicking this option adds the selected project to your favourites list. |
View Projects Other Than Favourites |
Project Management |
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Edit project services. If the Project Management module has not been purchased, this option moves to the New & Edit menu drop down. |
Edit Project Services |
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Edit project fees and invoicing methods |
Project Fees |
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Provides a simple method of updating percentage completions for all tasks on the selected project. |
Project Related Functions > Project Management Functions > Percentage Completions |
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Open the Tasks Dates window to allow target dates and target hours to be entered |
Edit Tasks (view option) |
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The purpose of the project estimating screen is to create a quote to bid for new prospective work. |
Edit Project Estimates |
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Reporting |
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The profitability bar-chart report is useful for multi-service organisations who have multiple services on a project as it compares profitability between each service and gives an overall profitability. |
Project Profitability View in Web (income and profit lines) Or Project Targeting View in Web (cost lines) |
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The profitability timeline graph shows a linear graph of project profitability over time. |
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The profitability schedule provides a schedule of income, expenditure and profit for an individual service on a project with a monthly profile. |
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The profitability details report shows a detailed list of transactions for the project; timesheet costs, expense costs, invoices and profit. |
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Displays the actual progress against targets graphically |
Project Targeting View in Web
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Provides a grid view various targeting information for each task. |
Project Targeting View in Web |
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Task Resource Estimates |
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Target Hours Drilldown |
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Shows a list of all time booked to the selected project. |
One or more of the ‘View Timesheet Enquiry’ rights |
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Expenses Enquiry |
Shows a list of expenses specific to the selected project. |
Reports > Timesheet Enquiries > Expense Costs Enquiry |
Shows a list of invoices specific to the selected project. |
Project Views and Reports > Invoice Enquiry |
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Shows a list of write-offs and their comments specific to the selected project. |
Reports > Project Enquiries > Write-Off Summary |
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User Fields
The project list may also be used to display user fields by selecting them from the Customise Grids option, however, user fields are not added to the customisable fields by default, they must first be defined by the system administrator as being available within the web application. For more information, please read the topic on project user fields in the Windows Online Help. (The section you need in the Windows Help is Setups > Project Related Codes > Project User Fields).