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 PreferencesCustom CodesPRJTSTAT.
  • 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.

 

Last updated 3/22/2019.

Copyright© 20102019 by Azteca Systems, LLC. All rights reserved.