Difference between revisions of "Project Management Maintenance"

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=='''Overview of NA310UPD'''==
 
=='''Overview of NA310UPD'''==
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The Project Management Maintenance screen allows you to add new projects, as well as modify existing projects. You can add projects or sub projects (sub projects are smaller projects within an overreaching larger project).
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* From the DDI Connect main menu, double-click Project Management
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* Double-click Project Management Maintenance. You will see this screen:
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[[File:Proj Maint 1.png]]
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==Adding a New Project==
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To add a new project, click the New button on the toolbar. The screen will now look similar to this:
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[[File:Proj Maint 2.png]]
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'''NOTE: The attributes that you see on the Attributes tab will vary, depending on the [[Project Attributes|setup]] your organization performed'''
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The following fields are available on the top of your screen:
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[[File:Proj Maint 3.png]]
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{| class="wikitable"
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|-
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! '''Field''' !! '''Description'''
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|-
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| '''Project #''' || The project number will automatically default to the next available project number. However, if you wish, you can enter a new project number here
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|-
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| '''Project code''' || If you have elected to [[Project Management Setup|utilize project code functionality]], this field will be present. If not, you will not see it. Enter the appropriate project code, if applicable
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|-
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| '''Category''' || Click the drop down arrow to select the appropriate project category (project or sub project)
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|-
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| '''Title''' || Enter the project title
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|-
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| '''Start dt/thru''' || Enter the beginning date of the range you wish to report on. You can type it in mm/dd/yyyy format or click the calendar icon to select the date. You can also enter an ending date for the project, if applicable
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|-
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| '''Summary''' || This is a free form text field that allows you to summarize the project
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|-
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| '''Fiscal yr''' || Enter the fiscal year that the project '''begins''' in
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|-
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| '''Funding start yr''' || Enter the year that the funding for this project will begin
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|}
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Once you have entered that information, you have several additional tabs of information that you can or must complete.
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===Attributes tab===
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Attributes are fields that further categorize a project. They will vary according to the [[Project Attributes|attributes that your organization has configured]], and can be set to be either required or optional. The attributes tab looks like this:
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[[File:Proj Maint 4.png]]
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To add a new attribute to the project, click the Add button. The fields now look like this:
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[[File:Proj Maint 5.png]]
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{| class="wikitable"
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|-
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! '''Field''' !! '''Description'''
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|-
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| '''Attribute''' || Click the drop down arrow to select the [[Project Attributes|attribute]] you are adding
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|-
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| '''Value''' || If you selected an attribute that is linked to another code set, you will be able to click the list icon to select from a list of values. If the attribute value isn't present, you will be able to enter the value. See the information/instructions below
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|}
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Within the Value field, you can either click the drop down to select existing values, or you can add or edit values by clicking the Edit button:
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[[File:Proj Maint 6.png]]
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When you click the icon, the Resource Codes box appears:
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[[File:Proj Maint 7.png]]
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If you click New, the appropriate code box will appear. An example is the [[Project Regions|Project Region Codes]]
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===Linked Constituents tab===
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===Budget & Funding tab===
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===Connect-FR tab===
  
  
  
 
[[Category:Project Management]]
 
[[Category:Project Management]]

Revision as of 14:39, 22 August 2012

Overview of NA310UPD

The Project Management Maintenance screen allows you to add new projects, as well as modify existing projects. You can add projects or sub projects (sub projects are smaller projects within an overreaching larger project).


  • From the DDI Connect main menu, double-click Project Management
  • Double-click Project Management Maintenance. You will see this screen:


Proj Maint 1.png


Adding a New Project

To add a new project, click the New button on the toolbar. The screen will now look similar to this:


Proj Maint 2.png


NOTE: The attributes that you see on the Attributes tab will vary, depending on the setup your organization performed


The following fields are available on the top of your screen:


Proj Maint 3.png


Field Description
Project # The project number will automatically default to the next available project number. However, if you wish, you can enter a new project number here
Project code If you have elected to utilize project code functionality, this field will be present. If not, you will not see it. Enter the appropriate project code, if applicable
Category Click the drop down arrow to select the appropriate project category (project or sub project)
Title Enter the project title
Start dt/thru Enter the beginning date of the range you wish to report on. You can type it in mm/dd/yyyy format or click the calendar icon to select the date. You can also enter an ending date for the project, if applicable
Summary This is a free form text field that allows you to summarize the project
Fiscal yr Enter the fiscal year that the project begins in
Funding start yr Enter the year that the funding for this project will begin


Once you have entered that information, you have several additional tabs of information that you can or must complete.


Attributes tab

Attributes are fields that further categorize a project. They will vary according to the attributes that your organization has configured, and can be set to be either required or optional. The attributes tab looks like this:


Proj Maint 4.png


To add a new attribute to the project, click the Add button. The fields now look like this:


Proj Maint 5.png


Field Description
Attribute Click the drop down arrow to select the attribute you are adding
Value If you selected an attribute that is linked to another code set, you will be able to click the list icon to select from a list of values. If the attribute value isn't present, you will be able to enter the value. See the information/instructions below


Within the Value field, you can either click the drop down to select existing values, or you can add or edit values by clicking the Edit button:


Proj Maint 6.png


When you click the icon, the Resource Codes box appears:


Proj Maint 7.png


If you click New, the appropriate code box will appear. An example is the Project Region Codes


Linked Constituents tab

Budget & Funding tab

Connect-FR tab

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