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PDWare Customer Success Center

Project Info Page

This article highlights the Project Info page, where project attributes and status can be maintained via forms.

Overview

You can view and edit current project attributes on this page using pre-defined forms created by your ResourceFirst administrators. The page defaults to the form you used most recently.

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All project attribute fields in Views on the Projects > Data page can be made available on one or more forms for the Project Info page. Values can be edited on either page.

The only exceptions are phase and milestone dates; these can be viewed and edited only in a form on the Project Info page.

Changing Forms

Select a form from the Forms drop-down box at the upper right of the page.

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Showing Parents

Click the Show Parents button to activate the Projects > Data page with a filter showing ALL parents of the current project. That is, if a parent has a parent, all projects up the branch of the organization tree will be visible.

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Saving and Submitting Status

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Click the Save button after modifying project attributes, just as you would on the Projects > Data page. The changed data are saved to the database and the changes propagate to all other pages displaying those fields.

Submit Status

If your organization requires a regular, periodic status update, or if you yourself wish to have a record of outcome forecasts throughout the project, you will click the Submit Status button periodically.

This executes a normal Save operation. In addition, it saves all current project attributes to a separate status database table, whether or not there were changes in this session.

See the article Project Status Reporting for more detail.

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