Adding and Editing Projects
This article shows how to add projects and edit project information.
Step 1: Select Projects>Project Data as shown in the menu dropdown below:
The Project Data page is activated.
Step 2: Click the + sign in the upper left.
Note: If your administrator has “Show level on Project Add Dialog” checked in Administration > Server Settings, then you will see an extra field at the top, in which you can enter the project’s owning project OBS node in “Parent Level”: This is useful if you want to limit the Owner field to only show nodes below a certain OBS level (if you have a deep Project OBS).
Step 3: Select the project OBS node where the project should be created and click apply.
Step 4: Specify a name for the project in the Project Name field.
Step 5: Click + Add to add the project.
A row for the project is added to the Project Data page; you can now fill in additional fields.
Note: If you wish to add this as a proposed project, click Initiate instead of Add. This will add the project to the Initiate page and activate the Initiation page where the project form can be filled in. The project can be saved in initiation state for further planning or submitted for approval.
Step 6: Click the Save button in the upper right.
Drill Down to the Project Workspace
Click on the project name.
You’ll see a small arrow to the right of the project. Click on the arrow and the Project Info page in the Project Workspace is displayed, where you can fill out project details, enter the project’s status, add labor and financial assignments, and more.
For more on the Project Workspace, see Project Workspace Overview and its related articles.
Edit Project Information
Fields (columns or cells) on the Project Data page can be modified. Click on a cell you wish to edit. If the field has a defined list of valid values, a drop-down arrow appears in the cell. Click on the arrow to enter a valid value. If the field is not otherwise restricted (e.g., by access rights), simply enter a value.
Note: As mentioned above, you can alternatively click on a project name and resulting arrow, and then update the project’s information in the form on the Project Info page.
Once you’ve entered or modified a field value, each edited field will have a small red marker in the upper left corner of the cell to indicate that a change has been made.
IMPORTANT: After making all your changes click the Save icon in the upper right of the screen to save to the database.
Lock Data for Projects
You can lock the entry or modification of forecasts or actuals on a given project by using the Lock Actual and/or Lock Forecast fields. For more on the types of data locks available in ResourceFirst, see Data Locking in ResourceFirst.
If the fields are not visible on the Project Data page, use the Edit Views dialog to add them to an existing view or to create a new custom view that includes them.