Project Detail Overview
This article describes the Project Detail mode, where project managers can plan and update their projects and stakeholders can access all data associated with the project.
Accessing Individual Project Detail Pages
There are two ways of accessing Detail Mode pages:
- Click the Detail mode icon (second from left) on the Project Data page,
- Clicking on the chevron at the left of project name text on pages that display the Project Name field.
See ResourceFirst User Interface for more on Grid mode versus Detail mode.
The Project Detail mode is pictured below, with the project Forms page selected.
Detail page collapsed, project list showing:
Detail page expanded, project list hidden:
Width of project list can be adjusted:
The ellipsis (. . . ) icon in the Detail Page Menu Bar activates the Project Detail Page dialog where you can turn display of Detail page icons on and off.
The use of each page is described in separate articles, as indicated below.
Forms – Displays project forms for updating project attributes and status. See Project Info Page.
Labor – View, create, and request skill and resource assignments for the project. See Assignments Overview and its related sub-articles.
Financial – View, create, and request financial assignments for the project. See Project Financials.
Asset – View, create, and request asset assignments for the project. See Managing Assets in ResourceFirst.
Demand – Displays a chart and a table (grid) of demand and shortfall for the project. See Project Demand.
Events – Enter and update project risks, issues, outcomes, and other events. See Project Events.
Gantt – Create and maintain a detailed project task schedule. See Project Task Scheduling – Gantt.
Ranking – Enter scores for project criteria, such as strategic fit, NPV, financial impact, and more. See Project Ranking and Scoring. Also see Setting up Scoring and Ranking Criteria in Administration for how to configure scoring criteria.
Status History – Display the history of status submissions and baselines in most recent first order. All project fields can be displayed on this page in addition to submitter, submit date, and baseline name. See Project Status Reporting.
Audit – Displays the history of changes to fields the customer requests PDWare to track. There is currently no limit to the number of changes displayed on this page. See Project Audit (coming soon)
Distribution – Specify percent distribution of project forecast and actual financials to selected categories. See Project Distribution.
Documents – Upload documents associated with the project. See Project Documents.
Comments – Enter comments in the comment thread associated with the project. See Project Discussion.
Project List Controls
List Width
In the screenshot at the beginning of this article, the project list is wide. You can control the width of the left list pane by hovering over the right border until you get the two pipe, two arrow cursor and then moving the cursor left or right.
