This article contains:

This object is used to capture key information about a project at its inception. Its inclusion in a project workflow is mandatory.

The Project Details object includes three tabs namely Project Details, Project Expenditure and Project Phase although the latter two can be switched off by your Administrator if not required.

Figure 1

See how to configure this object under Project Workflows under this admin guide: Configuring Project Details.

1. Project Details tab

The Project Details section allows you to define the important elements required to initiate the project.

STEP 1: Specify the following details to record project related information.

Figure 1.1

The visibility of the fields and their order can be controlled by IPM Administrator within the Framework area.

Field	Description/Instructions	Mandatory/Optional

Field	Description/Instructions	Mandatory/Optional
Project Type	Select the relevant project type from the dropdown. Selection determines the phases and steps of the project as it is linked to a workflow. These are defined by the IPM Administrator within Settings Configuration > Project Type section.	Mandatory
Project Title	Enter the title of the project.	Optional
Project Reference	Project reference number will be automatically assigned depending on the setting in Settings Configuration > Project Code section. This is accessible only by the IPM Administrators. You can modify the project code as per your organisational requirements.	N/A
Is this a parent project? Is this a child project? Is this a standalone independent project?	This selection allows you to build a project hierarchy within all projects in the system. Select ‘Is this a parent project?’ if the project has/may have one or more sub-projects. Select ‘Is this a child project?’ if the project is a sub project of another project. Selecting this would enable the adjacent dropdown that would display all active parent projects in the system. Select the corresponding parent project. Select ‘is this a standalone independent project’ if the project is not linked to any other project. An independent project is not associated with any parent or child project.	Mandatory
Short Title	Add a short title for the project.	Optional
Project Description	A brief description regarding the purpose of the project.	Optional
Project Category	Select the correct project category. Used to categorise the project as per list of categories defined by your administrator via Settings configuration > Custom Lists section.	Optional
Project Owner	Specify the staff member who is the owner/ responsible person of the project. Staff members are defined by interplan® Administrator.	Mandatory
Submitted By	Specify the staff member who initiates the project.	Optional
Project Sponsor	Allows you to select a staff member as the sponsor, who provides high level advice and support for the project.	Optional
Time Frame	Start and expected End date of the project.	Mandatory
Project Start and End Date	Allows you to define the project start and end dates.	Mandatory
Project Justification	A brief justification for initiating the project.	Optional
Councillor Interest	Selecting this tick-box indicates whether the 'Councillor' is interested in the project.	Optional
Asset	Select an asset for the project.	Optional
Dropdown Service Profile	Select a primary service profile to be linked to the project.	Optional
Secondary Service Profile	Select one or multiple secondary service profile(s) to be linked to the project.	Optional
Capital Amendment	Enter a comment on capital amendment of this project.	Optional
Exception	Enter a comment on any exceptions.	Optional
Programme Summary	Enter a programme summary.	Optional
Hyperlink URL	Enter a URL of a related hyperlink.	Optional
Budget Overall	Enter the overall budget of the project.	Optional
Related Projects	Enter information on related projects, if any.	Optional
Projected Status	Select the status of the project.	Optional
Project Status Graph	View a graphical interface on how the project progresses.	Optional
Percent Complete	View the progress percentage of the project.	Optional
Project Comment	Enter a comment on the project's progress.	Optional
Working Hours	View the no working hours in the organization.	Optional
Risk Traffic Light	Select the status of risks associated with the project.	Optional
Issue Traffic Light	Select the status of issues associated with the project.	Optional
Scope Traffic Light	Select the status of the scope associated with the project.	Optional
Risk Comment	Enter a comment on the risk status.	Optional
Issue Comment	Enter a comment on the issue status.	Optional
Scope Comment	Enter a comment on the scope status.	Optional
Look Ahead	Enter a comment on the project's future status.	Optional
Financial Comment	Enter a comment on the financial status.	Optional
Current Financial Year Percent Complete	View the progress percentage of the project for the current financial year.	Optional
Custom Text Field 1-10	Customisable text fields.	Optional
Custom Tick Box 1-10	Customisable tick boxes.	Optional
Section Header 1-5	Customisable sectional header fields that can be used to separate sections in the Details object.	Optional
Custom Staff List 1-6	Allows you to add staff members.	Optional
Custom Traffic Light Field1-10	Traffic Light fields which allow you to use customized options for performance. The options shown here are defined through the Project Settings > IPM Lists page by your administrator.	Optional
Custom Numeric Field1-10	Customisable numeric fields.	Optional
Custom List1-10	Customisable dropdown list fields. The options shown here are defined through the Project Settings > IPM Lists page by your administrator.	Optional
Custom Date 1-5	Customisable date fields.	Optional
Custom Area Field 1-10	Customisable text area fields.	Optional

STEP 2: In order to record asset details, click on the Select button.

STEP 3:

STEP 4: Select an asset from the grid and click on the Confirm button.

Please note that a project can be associated with Only one Asset.

A project can be linked to multiple service profiles in Camms.Strategy from which one would be selected as the primary service profile. This link establishes a project link to the organisational hierarchy in Camms.Strategy.

STEP 5: In order to define a primary service profile, click on the Select button next to 'Service Profile' field. A popup will open allowing you to select the Primary Service Profile from the hierarchy tree.

STEP 6: Similarly, secondary service profiles can be added.

Clicking on the Remove button adjacent to secondary service profiles will remove all selected service profiles. To remove a particular service profile, click on the Select button and deselect the service profiles that need to be removed.

STEP 7: Click Save icon to save the details.

2. Project Expenditure Tab

STEP 1: Click on the Project Expenditure tab.

This section allows you to record multiple expenditure types for a project. The Expenditure type defines the major budget type of the project.

The budget types are defined by the IPM Administrator in Setting Configuration > Budget Type section.

STEP 2: Select the relevant 'Expenditure Type' from the dropdown. Click on the Add button.

STEP 3: For each expenditure type, specify the weight. Click Save to save the details.
STEP 4: If you want to delete an expenditure type, click on the adjacent Delete button.

3. Project Phase Tab

The Project Phase tab within Project Details object has a very limited functionality. It was developed as part of the very first version of Camms.Project before workflows were introduced. Since then, workflows are further developed by adding sign offs.

STEP 1: Click on the Project Phase tab.

The timeline for each project phase can be configured within this section. You can specify a 'Start date' and 'End Date' for each and every phase of the 'Project Workflow'.

STEP 2: Click on the Add new Phase button.

STEP 3: Enter the Phase Name and Phase Code. Then click Insert.
STEP 4: After defining a project phase, you can add start and end dates for the particular project phase.

STEP 5: Once saved, you can move the phases using the up and down arrows.

4. Exporting Details

You can export information available in Project Details, Project Expenditure and Project Phases tabs directly to PDF, Microsoft Word or Microsoft Excel files by clicking on the Export button available on the top toolbar.

Upon clicking the export icon, you will see a preview of information within the respective object on a new browser tab (shown below).

Click on export dropdown menu icon and select the preferred export format from the menu to download the file in the selected format.

View other articles under this section:

<< Back to main section
Project Objects

Table of Contents