Projects - General Overview

See Also

From the Projects - General screen, make a selection from the drop-down list to access and view the following information and features:

 

Info - Select this option to set up a list of project contacts, key people, and project milestones.

 

Misc - Choose this option to access the Miscellaneous screen in which you can add secured project notes your firm wants to keep confidential from other viewers. In addition, this screen displays custom fields used to store information at the project level.

 

Data - Select this option to view or edit descriptive information about the project, typically after the project has been completed.

 

Charts - Select this option to view performance charts for a specific project (for example, profitability, receivables, and project fees).

 

SF330- Architects must provide an SF330 document (that is, Standard Form 330) when bidding on government projects. This form requires a firm to detail its relevant disciplines and experience using Function and Profile codes. When applying for such jobs, select this option to enter SF330 detail and store this information with a project record.

 

Button Panel

Search :

Use this search field to quickly find projects. The field's predictive search instantly display results as you type in it.

 

Mark the Active Only check box to search for the active projects only.

 

Previous:

Click to display the previous project record.

 

Next:

Click to display the next project record.

 

Save:

Click to save changes made to a project's record.

 

Help:

Opens the ArchiOffice Online Help in the Projects section.

 

Action

 

New:

Select to create a new project.

 

Duplicate:

Select to duplicate an active project record.

 

Delete:

Select to delete a project. This requires proper security permissions (provided in the Preferences screen).

 

My List:

Select to view the projects assigned to you.

 

List:

Select to view a list of all projects.

 

Find:

Use this option to search for rojects matching specific criteria, with the resulting Found Set displayed in the List View.

 

Re-Find:

Select to return to the last Find criteria so you can modify the requests before executing the search.