General Panel Fields
The General panel is where you can view and edit all the main project information on a new or existing project.
- Name: Enter the name of the project.
- Description: Enter a description.
- Budget/No Budget: Enter the budget if there is one. If there is no budget, select No Budget.
- Approved By: Select the employee who approved the project.
- Assigned To: Select the employee assigned to the project.
- Start Date: Enter the date the project started.
- Finish Date: Enter the date the project finished.
- Last Modified: The date the project was last modified. This is automatically generated.
- Status: Select the current status of the project. The contents of this list are populated by the administrator in Designer under Preferences > Custom Codes > PRJTSTAT.
- Active Project: If selected, the project is marked as currently active, and will show up in the project tree hierarchy on service requests and work orders.
- Cancelled: Select if the project is canceled.
- Comments: Enter any comments related to the project.
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Last updated 3/22/2019.
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