The Project Information window is the starting point of creating a project and holds the basic information about a project including the name, status, project manager, salesperson(s), Scope of work and Contacts associated with the project.
You can get to the Project Information window by double clicking on a project from any grid or tree that lists projects, by right clicking on any project from any tree or grid that list projects, or by using the Quick Search on the bottom of the e-manage main window. Don’t forget to use your Function Key Shortcutsto quickly access the Quick Search and your Project(s).
Users can also use the e-manage Web Portal to view and edit project information.
In this section we will go through the elements of the Project Information window and how each piece of information is used in e-manage|ONE.
Project Name
The Project Name field is searchable in the Main Search and other searches throughout e-manage so it should have enough information to mean something to other users that will see the project in Current Opportunities, Backlog and other grids. This is a required field for the initial entry of a project. We highly recommend creating consistencies and naming conventions. If you need help coming up with any consistencies please reach out to us for support!
Project Name Search from Search e-manage will find any project with a project name that "contains" the text you type in.
Project Name shows in all grids that display projects and orders and prints on Quotes, Acknowledgments, Packing Slips, Work Orders, Invoices, and Final Profit reports.
Corporate Division
The Corporate Division drop down list box will have all of the corporate divisions defined by your administrator that you have been granted access to. If you only have one division, this box will automatically fill itself out. It is important that you choose the correct Corporate Division, as the available drop down lists for the entire project are determined by which Corporate Division is chosen. The Corporate Division drop down list box choice also determines the QuickBooks file that the orders and vendor invoices will be sent to. This is a required field for the initial entry of a project.
Project Type
The Project Type drop down list box controls whether or not the project requires implementation (although this can be overridden after the project type is chosen) and also determines what Work Flow Action Items will be available to request throughout the process. One of the side benefits of this work flow association is that you can set the project to different types during your entire process and only the work flow action items associated with it will be available to choose from. So, you could have a project type called "Preliminary" to set the project before it becomes an order and have a completely separate work flow than when it becomes and order switching it to "Order". The Project Type also determines the Surveys that are available to the project. Your administrator builds the surveys, so if you see changes that need to be made, see your administrator.