Difference between revisions of "Project Details"
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__NOTOC__ | __NOTOC__ | ||
{| style="width:100%" | {| style="width:100%" | ||
| − | |[[Main Page|Home]] > [[Project Manager]] > Project Details | + | |[[Main Page|Home]] > [[Project Manager]] > [[Project Portfolio]] > [[Project]] > Details |
|style="text-align:right;"|[[:Category:Project Manager|Index]] | |style="text-align:right;"|[[:Category:Project Manager|Index]] | ||
|} | |} | ||
</div> | </div> | ||
| + | [[File:pmProjectsMainTabsDetailsIcon.png|left|70px]] | ||
{|style="width: 100%" | {|style="width: 100%" | ||
|- valign="top" | |- valign="top" | ||
|style="width:73%"| | |style="width:73%"| | ||
| − | ==Introduction== | + | |
| + | == Introduction == | ||
| + | |||
A summary of all the Project details. Use the '''Pencil''' icon to edit details in any of the details sections | A summary of all the Project details. Use the '''Pencil''' icon to edit details in any of the details sections | ||
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== Related Articles == | == Related Articles == | ||
| − | * [[Project | + | * [[Project|Project]] |
| − | + | * [[Project Audit History|Project Audit History]] | |
| − | * [[ | ||
| − | |||
|} | |} | ||
| − | == | + | <div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More"> |
| − | [[File: | + | <div id="Details"></div> |
| + | |||
| + | == Details == | ||
| + | |||
| + | <div class="mw-collapsible-content"> | ||
| + | <div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;"> | ||
| + | ::{| | ||
| + | |- valign="top" | ||
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| + | [[File:pmProjectsMainTabsDetails.png|right|800px]] | ||
| − | ===Basic Details=== | + | === Basic Details === |
* '''Name''' | * '''Name''' | ||
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* '''Sub Status''' | * '''Sub Status''' | ||
| − | ===Additional Details=== | + | === Additional Details === |
* '''Project Scope''' | * '''Project Scope''' | ||
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* '''Reasons''' - Not visible by default, please use the form designer to make it visible | * '''Reasons''' - Not visible by default, please use the form designer to make it visible | ||
| − | ===Dates=== | + | === Dates === |
* '''Scheduled Start and Finish Dates''' | * '''Scheduled Start and Finish Dates''' | ||
* '''Actual Start and Finish Dates''' | * '''Actual Start and Finish Dates''' | ||
| − | ===Financial Information=== | + | === Financial Information === |
* '''Project Currency''' | * '''Project Currency''' | ||
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All changes to the project details are audited and available for review in the '''Project Audit History''' | All changes to the project details are audited and available for review in the '''Project Audit History''' | ||
| − | ==Form Designer== | + | === Form Designer === |
Users with the '''Form Designer''' role are able to manage the project details form. | Users with the '''Form Designer''' role are able to manage the project details form. | ||
| − | ===Add Custom Fields=== | + | ==== Add Custom Fields ==== |
* Click on '''Design''' and use the '''+''' button in the section on the form, into which you want the new custom field to be added. | * Click on '''Design''' and use the '''+''' button in the section on the form, into which you want the new custom field to be added. | ||
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* Once the new field is added click on it's '''Cog''' icon to edit it's properties, including visibility, mandatory and regex validation (if desired) | * Once the new field is added click on it's '''Cog''' icon to edit it's properties, including visibility, mandatory and regex validation (if desired) | ||
| − | ===Manage Fields=== | + | ==== Manage Fields ==== |
A set of fields are displayed by default (defined above), however additional default fields maybe available to be added to a given section. | A set of fields are displayed by default (defined above), however additional default fields maybe available to be added to a given section. | ||
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* Drag and Drop any field to change it's position in it's existing section on the form or move it into a different section on the form. | * Drag and Drop any field to change it's position in it's existing section on the form or move it into a different section on the form. | ||
* Click '''Apply Changes''' | * Click '''Apply Changes''' | ||
| − | + | <br> | |
| − | + | |} | |
| − | + | </div> | |
| − | + | </div> | |
| − | + | </div> | |
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Revision as of 13:17, 19 January 2021
| Home > Project Manager > Project Portfolio > Project > Details | Index |
IntroductionA summary of all the Project details. Use the Pencil icon to edit details in any of the details sections |
Related Articles |
Details
Basic Details
- Name
- Description - Long Text field and supports wiki markup
- Project Type
- Status
- Sub Status
Additional Details
- Project Scope
- Quality Statement
- PM Comments - Only editable by the project manager
- Business Reasons - Not visible by default, please use the form designer to make it visible
- Lessons Learnt - Not visible by default, please use the form designer to make it visible
- Reasons - Not visible by default, please use the form designer to make it visible
Dates
- Scheduled Start and Finish Dates
- Actual Start and Finish Dates
Financial Information
- Project Currency
- Project Budget
All changes to the project details are audited and available for review in the Project Audit HistoryForm Designer
Users with the Form Designer role are able to manage the project details form.
Add Custom Fields
- Click on Design and use the + button in the section on the form, into which you want the new custom field to be added.
- Select from the 20 custom fields (5 Date / Time, 5 Text, 5 Integer and 5 Varchar type)
- Give the field a display name
- Choose the control type for the new field
- Click Apply and then Apply Change to add the new field
- Once the new field is added click on it's Cog icon to edit it's properties, including visibility, mandatory and regex validation (if desired)
Manage Fields
A set of fields are displayed by default (defined above), however additional default fields maybe available to be added to a given section.
- Click on Design this will expose all available default fields (visible or not on the form)
- Click on the Eye icon next to a field to change it's visibility
- Click on the cog icon next to a field to:
- Change it's visibility
- Mark if it is a mandatory field
- Mark if it is displayed even if empty
- Mark if it is a field which can't be edited
- Configure validation for field value input
- Edit the display label for the field
- Drag and Drop any field to change it's position in it's existing section on the form or move it into a different section on the form.
- Click Apply Changes
