The project record stores all the information about a project you need to track and manage, such as project status, type, start and end date, contact information, as well as any notes and actions you want to associate with the project.
Note: From a project record, you can delete the project and add alerts.
Detailed information about the project appears in the tiles on the record. You can open and close these tiles to view or hide the information. Each tile is described below.
The Activity tile displays a summary of project activity information, including beginning and ending balances, revenue, expenses and net change. The full summary amount displays, regardless of the account security in place. When you drill down into a period, all amounts that make up the summary number are displayed, however, the account ID and account description are masked.
You can filter the information using the Actual/encumbrance and Fiscal year filters.
The Budget tile displays a summary of budget activity information, including actual and budgeted amounts for a specified time period. The full summary amount displays, regardless of the account security in place. When you drill down into a category, all amounts that make up the summary number are displayed, however, the account ID and account description are masked.
The Fav/(unfav) column displays the difference between actual and budget amounts. You can filter the information using the Actual/encumbrance, Fiscal year and Budget scenario filters.
Note: The Budget scenario filter shows only budgets that exist for the selected fiscal year on the selected project. If there are no budgets that exist for the selected fiscal year on the selected project, the drop-down menu is disabled.
From the Attachments tile on a project record, you can now upload or link to files you want attached to the project - such as images, PDFs, Word documents, Excel spreadsheets, and other files. For more information about media, see Attachments.
Tip: In the database view, you can attach files to projects from the Media tab. If a file saved on the Media tab doesn't open correctly under Attachments, verify it looks OK in the database view and then reattach it to the record in the web view.
The Contacts tile displays any contacts associated with this project. To add contact information, select Add. For more information, see Contacts.
The History tile displays all the history and changes made to the project, including date created, any changes made, and who changed it. You can filter this information using the date drop-down selections.
The Notes and actions tile displays the notes and actions you've created for the project. To add notes or actions to the project, select Add note or Add action. For more information about notes and actions, see Notes and Actions.
The Custom fields tile displays any custom fields you've created for the project. Use custom fields to add additional information to a record, and to further filter records when you search. For information on how to add custom fields, see Custom Fields.
To edit a project, access and open the project from the Projects list. From the project record, select Edit on the action bar and make your changes. For example, you might want to change the project description or department associated with the project.
To add an alert to a project, access and open the project from the Projects list. From the project record action bar, select Add an alert. For more information about alerts, see Alerts.
To delete a project, access and open the project from the Projects list. From the project record action bar, select Delete. Keep in mind, you cannot delete projects that have transaction activity or are in use by other records. You must also have security rights to delete a project.