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The Project Details Object consists of three tabs:  

  • Details tab

  • Expenditure tab

  • Phase tab

This object

  • is mandatory for Project Creation and thus a workflow cannot exist without this object.

  • can be renamed.

All tabs in this object can also be

  • Renamed or

  • Individually switched off if not required for your workflow.

Info

IMPORTANT: In project creation, the 'Details' tab is displayed even if it is switched off via the Object Editor so that mandatory information can be entered at a minimum and saved. If you attempt to view the project record at a later time, the details tab will not be visible.
The fields in the details tab can be re-ordered to meet your organisational requirements.

Prerequisites and Dependencies

  • Details: Staff records must exist in the system.

  • Details: If Service Profiles are to be associated with the project, Service Profile records must exist in the system. 

  • Details: Project Types (linked to Workflows) must exist in the system.

  • Details: If Custom Lists are to be used, they must be defined.

  • Details: If Assets are to be linked to the project, they must be configured.

  • Project Expenditure: Budget Types must be defined.

Details Tab

Field Name

Field Type

Default Display Name

Default Help Text

Default Settings

Field Enable

Field Visible

Field Compulsory

Field Visible in Quick Update

Field Enable in Quick Update

Project Type

Dropdown -options are configured via Project Type area and linked to workflows via the Workflow Link area.

Project Type:

Select a Project Type.

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Configurable

Configurable

Project Title

Single Line Text Field.

Project Title:

Please enter the project title.

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Configurable

Configurable

Project Ref

Single Line Text Field - can be set to auto populate as per rules configured via Project Code area.

Project Ref:

Please enter the project reference number.

Configurable

Configurable

Configurable

Configurable

Configurable

Short Title

Single Line Text Field.

Short Title:

Please enter a short title for this project.

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Configurable

Configurable

Project Description

Multi Line Text Field.

Description

Please enter a description.

Configurable

Configurable

Configurable

Configurable

Configurable

Category

Dropdown -options are configured via Custom Lists area.

Project Category:

Please select a project category.

Configurable

Configurable

Configurable

Configurable

Configurable

Owner

Dropdown - options provided are from Staff list.

Project Owner:

Please select the project owner.

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Configurable

Configurable

Submitted

Dropdown - options provided are from Staff list.

Submitted By:

Please select the person who first submitted this project.

Configurable

Configurable

Configurable

Configurable

Configurable

Sponsor

Dropdown - options provided are from Staff list.

Project Sponsor:

Please select the project sponsor.

Configurable

Configurable

Configurable

Configurable

Configurable

Project Group

Radio buttons - options allow identification of project as parent, child or independent.
If deactivated and/or invisible project defaults to independent.

Project Group:

Please select the project group.

Configurable

Configurable

Configurable

Configurable

Configurable

Timeframe

Date selection (To and From).

Project Timeframe:

Select a project timeframe.

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Configurable

Configurable

Project Dates

Date display
(To and From).

Project Dates:

Please select project dates.

ALWAYS DISABLED
-
SYSTEM CONSTANT

Configurable

ALWAYS DISABLED
-
SYSTEM CONSTANT

Configurable

ALWAYS DISABLED
-
SYSTEM CONSTANT

Projected Status

Dropdown -options provided are determined during Scoping. Default values are Not Started, In Progress, Completed, Ongoing, Deferred.

Status:

Please select status.

Configurable

Configurable

Configurable

Configurable

Configurable

Percent Complete

Numeric value between 0-100 both inclusive.

% Complete:

Please enter % complete.

Configurable

Configurable

Configurable

Configurable

Configurable

Project Status Graph

Displays the current project status in a visual form including icons for progress, budget and RAG status.

Project Status Graph:

Project Status Graph.

ALWAYS DISABLED
-
SYSTEM CONSTANT

Configurable

ALWAYS DISABLED
-
SYSTEM CONSTANT

Configurable

ALWAYS DISABLED
-
SYSTEM CONSTANT

Baseline Start Date

Date selection.

Revised Start Date

Please Select Revised Start Date.

Configurable

Configurable

Configurable

Configurable

Configurable

Baseline End Date

Date selection.

Revised End Date

Please Select Revised End Date.

Configurable

Configurable

Configurable

Configurable

Configurable

Councillor

Tickbox

Councillor Interest:

Is this project of Councillor Interest.

Configurable

Configurable

Configurable

Configurable

Configurable

Custom Tick Box

Tickbox

Custom Tick Box:

Custom Tick Box.

Configurable

Configurable

Configurable

Configurable

Configurable

Custom Text Area

Multi Line Text Field.

Custom Text Area

Custom Text Area.

Configurable

Configurable

Configurable

Configurable

Configurable

Custom Date Control (1-2 available)

Date selection.

Custom Date Control1:

Custom Date Control.

Configurable

Configurable

Configurable

Configurable

Configurable

Asset

Dropdown -
options are configured via Asset Setup area.

Asset:

Select a Asset.

Configurable

Configurable

Configurable

Configurable

Configurable

Dropdown Service Profile

Dropdown - options provided are from Service Profiles list.

Service Profile:

Please select Service Profile.

Configurable

Configurable

Configurable

Configurable

Configurable

Secondary Service Profile

Dropdown - options provided are from Service Profiles list.

Potential Service Profile:

Please select Potential Service Profile.

Configurable

Configurable

Configurable

Configurable if Visible in Project Details screen

Configurable if Enabled in Project Details screen

Capital Amendment:

Multi Line Text Field.

Capital Amendment:

Please enter Capital Amendment.

Configurable

Configurable

Configurable

Configurable if Visible in Project Details screen

Configurable if Enabled in Project Details screen

Exception:

Text Box

Exceptions:

Please enter exceptions.

Configurable

Configurable

Configurable

not Configurable

not Configurable

Programme Summary:

Multi Line Text Field.

Programme Summary:

Please enter programme summary.

Configurable

Configurable

Configurable

Configurable if Visible in Project Details screen

Configurable if Enabled in Project Details screen

Hyperlink URL:

A hyperlink (e.g. to your financial system) - URL is configured via Hyperlink area.

Go to Hyperlink:

Please click the Hyperlink to browse the URL.

Configurable

Configurable

Configurable

Configurable

Configurable

Custom List
(1-5 available)

Dropdown -options are configured via Custom Lists area.

Custom List:

Please select a value from Custom List.

Configurable

Configurable

Configurable

 

 

Budget Overall

Displays the total value of the Project Cost Estimate.

Budget Overall:

Budget Overall.

ALWAYS DISABLED
-
SYSTEM CONSTANT

Configurable

ALWAYS DISABLED
-
SYSTEM CONSTANT

Configurable

ALWAYS DISABLED
-
SYSTEM CONSTANT

Custom Numeric Field (1-2 available)

Number Field.

Custom Numeric:

Please enter number for Custom Numeric.

Configurable

Configurable

Configurable

Configurable if Visible in Project Details screen

Configurable if Enabled in Project Details screen

Custom Text Field
(1-2 available)

Single Line Text Field.

Custom Text Field4:

Please Enter Custom Text Field4.

Configurable

Configurable

Configurable

Configurable if Visible in Project Details screen

Configurable if Enabled in Project Details screen

Custom Tickbox
(1-2 available)

A tickbox with True/False value.

Custom Tickbox:

Please tick the Custom Tickbox.

Configurable

Configurable

Configurable

Configurable if Visible in Project Details screen

Configurable if Enabled in Project Details screen

Custom Staff List
(1-5 available)

Staff Dropdown.

Custom Staff List:

Please Select Custom Staff List.

Configurable

Configurable

Configurable

Configurable if Visible in Project Details screen

Configurable if Enabled in Project Details screen

Custom Text Field
(3-10 available)

Single Line Text Field.

Custom Text Field4:

Please Enter Custom Text Field4.

Configurable

Configurable

Configurable

Configurable if Visible in Project Details screen

Configurable if Enabled in Project Details screen

Custom Area Field
(2-10 available)

Multiline Text Field.

Custom Area

Please enter text for Custom Area.

Configurable

Configurable

Configurable

Configurable if Visible in Project Details screen

Configurable if Enabled in Project Details screen

Custom Tickbox
(4-10 available)

A tickbox with True/False value.

Custom Tickbox:

Please tick the Custom Tickbox.

Configurable

Configurable

Configurable

Configurable if Visible in Project Details screen

Configurable if Enabled in Project Details screen

Custom Date Control (3- 5 available)

Date selection.

Custom Date Control1:

Custom Date Control.

Configurable

Configurable

Configurable

Configurable

Configurable

Custom List
(6 -10 available)

Dropdown -options areconfigured via Custom Lists area.

Custom List:

Please select a value from Custom List.

Configurable

Configurable

Configurable

 

 

Custom Numeric Field (3-10 available)

Number Field

Custom Numeric:

Please enter number for Custom Numeric.

Configurable

Configurable

Configurable

Configurable if Visible in Project Details screen

Configurable if Enabled in Project Details screen

Related Projects

A tickbox and a Multi-Line Text Field.

Are there Related Projects:

Please Enter Related Projects.

Configurable

Configurable

Configurable

Configurable

Configurable

Section Header1

Displays a textual label which can be used to break up the screen into logical sections.

Section Header1

Section Header1

ALWAYS DISABLED
-
SYSTEM CONSTANT

Configurable

NEVER MANDATORY -
SYSTEM CONSTANT

Configurable

ALWAYS DISABLED
-
SYSTEM CONSTANT

Project Comment

Multi Line Text Field with Append Task Comments button.

Overall Project Comment.

Please select Overall Project Comment.

Configurable

Configurable

Configurable

Configurable

Configurable

Section Header (2-5 available)

Displays a textual label which can be used to break up the screen into logical sections.

Section Header2

Section Header2

ALWAYS DISABLED
-
SYSTEM CONSTANT

Configurable

NEVER MANDATORY -
SYSTEM CONSTANT

Configurable

ALWAYS DISABLED
-
SYSTEM CONSTANT

Justification

Multi Line Text Field.

Project Justification.

Enter Project Justification.

Configurable

Configurable

Configurable

Configurable

Configurable

Expenditure Tab

Field Name

Field Type

Default Display Name

Default Help Text

Default Settings

Field Enable

Field Visible

Field Compulsory

Project Expenditure

Dropdown -options are configured via Budget Types area.

Expenditure Type:

Project Expenditure

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Phase Tab

Field Name

Field Type

Default Display Name

Default Help Text

Default Settings

Field Enable

Field Visible

Field Compulsory

Phase Code

Single Line Text Field.

Phase Code:

Enter a Phase Code.

Configurable

Configurable

Configurable

Phase Name

Single Line Text Field.

Phase Name:

Enter a Phase Name.

Configurable

Configurable

Configurable

Phase

Displays a textual label at the top of the screen.

Phase:

Phase

Configurable

Configurable

Configurable

View other articles under this section:

Child pages (Children Display)
pageProject Workflows – Configuring Objects

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