Project Setup Screen/Layout

Allow Consultant Access field is used to grant consultants access to certain part of the project.  The constultant can review project reports and cannot modify it.

The save button is used to save changes entered/made to the screen.

The reload button will disregard changes made to the screen since the last save was initiated.

This the Project Name.  Once created, the name can be changed anytime, by simply typing over the existing text.

The delete button will delete an empty project.  An empty project with no contracts/subcontracts, no documents, no members, etc.

Project Status is not a required data field. Do not complete unless required by your project.

Sub-Project Name.  If this project is part of a larger project, use the drop down to select the main project.

Project Type selection is not required data.  Use only if your contract has this requirement.

The advocates button is used to establish assist agencies at the project level.  This function can be performed at the organizational level.  When established at this level, all subsequent project would inherent the settings, unless those with project level setup.

This button is used to add members to the project. 

The project information button will return back this screen.

The documents button is used to perform various functions from adding a new document to the project to importing an existing documents to the project.

This button is used to create a sub-project. It follows the same process as creating a project.

This button is used to access the contract screen where new contracts/subcontracts can be created.

This button returns the primary project screen that lists all the organizational projects.

Project Code is not a required data field.  Use only if your contract has such requirement.

Diversity Program Code is not a required data field.  Use only if contract has such requirement.

Grant/Contract Number is optional data field. Use only if contract has such requirement.

Total Amount Awarded is an optional data field. When "Project Amount" is documented, the field provide value of awarded contracts/subcontracts provide information, by simple subtraction, the outstanding contract/subcontract value.

Project start date is an optional data field.

Project end date is an optional data field.

Grant start date is an optional data field.

Project Description is an optional data field , but useful information about the scope of the project.

Project information.

Actions button is reserved for future use.

Project Amount is an optional data field.  The total project value may be entered here.  The informational value cannot be overstated if it a multi-layered project (projects with sub-projects).