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

Home Tab




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


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Adding Items to a Project


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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.



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



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


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




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Project Information




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




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

Scope of Work




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.





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.







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:



Link to Mobile Quote


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

Update From Tasks




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


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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.

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