Home > SI 2015 Documentation > User Guide > Projects > Project Editor > Home Tab

Home Tab

Details

 

The Home Tab within the Project Editor has many features/functions.

 

home tab.png

 

Adding Items to a Project

 

 

The primary reason for a Project's existence is so that you can add Items to it. There are many ways to add Items to an SI 2015 Project, click here for details.

View

 

 

Here you can change how your Items within a Project display. Click here for details.

Filter

 

You can use the Quick Filter to filter your list of Items within the Project Editor:

 

 

Depending on your view, you can also use the Search field to filter or use column filters:

 

search_field.png

 

Project Information

 

information_button.png

 

Project Information form contains general information about the Project, some of which was entered when creating a new Project.

 

project_information_form.png

 

To edit other settings like Locations, Systems, and Contract Percentages, click the Settings tab in the Project Editor.

Scope of Work

 

scope_of_work_button.png

 

To add/edit the Scope of Work for a Project, click the [Scope of Work] button in the Open section of the Ribbon, click here for details.

Comments

 

comments_button.png

 

The Project Comments form allows you to add any information you wish to track. Each entry is automatically tagged with the date, time, and User name of who made the comment. You can export your comments to PDF if desired.

 

comments_form.png

History

 

history_button.png

 

The History button will open a form that will show the Check In/Out history of the Project, as well as list any changes to fields:

 

project_history_form.png

Link to Mobile Quote

 

link to mobile quote button.png

 

This will open a form that will let you choose a Mobile Quote that you want to link to the Project.

Update From Tasks

 

update_from_tasks_button.png

 

This will open a prompt that will allow you to update the install fields from the Tasks associated with this Project.

 

 

These fields automatically update when the Project Editor is opened so this function is only necessary if you already have the Project Editor open when the Task is updated.

Last modified
17:12, 8 Jul 2015

Tags

This page has no custom tags.

Classifications

This page has no classifications.