Contacts-Projects

See Also

 

Use this portal to view a chronological history of a contact's projects. You can add new projects via this portal or drill-down to view details of listed projects.

 

 

 

Grid

Project No:

Displays the project number associated with the contact. The Project Number is created when the project is created.

 

Project Name:

The name of the project associated with the contact.

 

Type:

Type of the project, such as Residential, Commercial, etc.

 

Category:

The type of work done on a project and its category-Billable, RFP or Internal.

 

Status:

Specifies the status of the project-Active, Inactive, Cancelled, Completed, Awarded and so on.

 

Principal:

Displays the employee assigned with the role of a Principal for the project.

 

Leader:

Displays the employee responsible for leading the project.

 

Edit

Click a row to view or edit the detail of a project.

 

Delete

Click to delete a selected item from the portal.

 

Sort

Click a column header to sort the grid by the information in that column.

 

Button Panel

Filter

Use the Category and Status portal filters to only show projects matching your filter criteria.

 

Action

 

Help:

Opens the EngineerOffice 2016 Help in the Contacts section.

 

New:

Select to create a new project for a contact.

 

Add:

Select to assign a contact to a project selected in the Project drop-down list on the button panel. The contact is added to the project's contact list.

 

List:

Select to view all the projects to which you have assigned.

 

Find:

Select to locate a particular project and return a Found Set displaying the results in a List View.

See Also