Project Manager Progressive Capture

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Index

Introduction The Progressive Capture allows you to define which elements of the project that you want to capture at the point of creation.

Related Articles Project Manager Progressive Capture Designer Customised Forms Project Details View

Project Manager Progress Capture Forms

• Project Budget

Record the project's budget and its budget currency

• Project Dates

Record the planned Start and Finish dates for the project

• Project Details

Capture the main details or description of the project

• Project Scope

Capture the details that describe the scope of the project

• Project Status

Select the status under which this project will be at once created. Options include Draft, Active, Completed, and Cancelled.

• Project Template

Select the project template which contains a pre defined project configuration such as details, stakeholders, risks and more.

• Project Type

Set the type of Project which will be used. The list of available Types is governed by the Project Types you have defined and are currently marked as Active

Customised Forms

Using the progressive capture designer, you can add in custom forms, then ask custom questions and in turn map, the answers to your custom fields on the project details view on your projects.

In your custom forms, use the custom question field id to set your mapping to the required custom field on your project details view.

Example of mapping to a date/time custom field below:

The table below gives you the field types for each of the custom fields.

Available Columns	Data Type/Capacity	Description
customA1 - customA5	VARCHAR/255 characters	VARCHAR custom fields a - o each suitable for holding up to 255 characters of any type.
customB1 - customB5	TEXT/unlimited*	TEXT custom fields p - t each suitable for holding large amounts of text characters of any type.
customC1 - customC5	DATETIME/a single date-time stamp	DATETIME custom fields 21 - 25 each suitable for holding a single date-time stamp (YYYY-MM-dd HH:mm:ss). These columns should ONLY be used in conjunction with a date-time picker.
customD1 - customD5	INTEGER/any whole number	INTEGER custom fields 26 - 30 each suitable for holding whole numbers. When mapping to these columns, ensure the following RegEx is specified in your Custom field settings: [0-9]

unlimited* - TEXT fields have a maximum capacity of 65000 characters.

More information on managing customized forms can be found here

If you have mapped custom questions to the custom fields on the details of the project, remember to use the form designer to expose the custom fields to see any values which mapped to them, more info here

Progressive Capture Admin

By default when Project Manager is installed, a new project Progressive Capture is provided. This can be edited, and new one's added. To change which Progressive Capture which is used for creating new projects, update the value in the following system setting

• app.com.hornbill.projectmanager.progressiveCapture.newProject