Projects

Using the Project module within Function Point is a way of grouping (or filtering) multiple estimates and jobs.

  • Your company may be heading up a large-scale branding campaing for one of your clients and want all the individual jobs associated to the campaign to be grouped together as an individual project. 
  • You may  have an event that encompases several jobs and want to group them in the same project.   
Think of the project section within the system as a "file-folder" to group your related jobs together.

Table of Contents

Click on any of the titles below to navigate directly to related information or scroll down to view the entire page.

 
 
 
 

Find Project

Project Find

Enter your search criteria on the find page.

  •  This can be any information you know about the contact.
    • Part of the contact person's name (first or last.)
    • Part of the contact person's address.
    • The staff member who created the file.
    • The company that the contact person works for.
    • The contact person's phone number or e-mail address.
    • The status of the company.
    • Any type of contact information you have for the person.
    • Specific details that may be in the overview field.

This will result in one of three potential pages being displayed: 

  • If there are multiple people are found, then the list page will be displayed.
    • Select the desired person to go straight to the details.
  • If only one person is found, then the detail page will result.
  • If there are no people found, a red stop sign with the words "Sorry, no contact was found" will be displayed.

Tips on Finding Specific Records.

  • Enter just the first few letters of a name or other information (such as city) being used to query.
    • This will ensure that spelling errors do not occur in the search and an inaccurate result.
  • To find a range of Job Numbers or Dates use three dots between the values.
    • For example July 1, 2007 ... July 31, 2007. 
      • Leaving the second value blank will go to todays date or most recent job number.
      • Leaving the year black will default to the current year.
  • If you are searching for something specific always click "find" as "find all" will always show you the entire list.
  • You can choose to search by text that "begins with," "ends with" or "contains" by selecting the appropriate radio button. 
  • Clicking a date on the calendar will populate the date field with the specific date you choose.
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List Projects

Project List

The list view displays multiple rows of records from the module selected.

  • Selecting, Sorting, and Printing are the primary actions taken from a list view.
  • The number of rows in the found set is displayed just below the header.
    • The system default is usually set to show only 25 rows which can be changed in the admin section.
    • If a search of the module results in more than 25 records, a double arrow button with page numbers will be show above the column headings. This allows paging through the records.

You have the ability to sort through the list to present the information in a more meaningful fashion.

  • Always remove the previous sort order by clicking on the eraser icon to avoid confusion.
  • Click on the column header you want to sort by and you will see a ascending or descending arrow.
    • To change the direction of the sort, click on the column header.
    • To sort by multiple columns click on each column you would like to search by.
      • For example, you can sort by company type, then alphabetize within the company type by clicking on the company name column.

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View Project

Project Detail
The detail page shows an individual record from the module. There are specific sections and features of the detail page that are consistent across all detail pages in the system.
  • These include:
    • The location of the page name.
    • The upper page details and functional icon placement.
    • The view variable lower inserts.
The page name is always in the left hand side of the white bar just below the primary navigation icons companies and contacts. This title represents the upper page details. The company details page holds the main information about name, address and phone number.
  • The icons on the upper right hand side will allow you to navigate directly to other components of the system.
    • Place your mouse over each icon to see pop up balloons with associated titles.
The variable lower insert provides access for viewing and navigating to related contacts and notes for the individual.
  • Each View permits the user to see related information.
    • Selection of the Contact icon will display all of the employees for the contact's company.
    • Selection of the Notes icon will display all notes that have been made for the individual within the system.
When viewing this related information the user may select an item to navigate to its detail page.
  • Try selecting a contact. Then select the company name on the contact details page to navigate back to the company detail page. This is an example of navigation using internal related links.

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Add Project

Project Add

Projects can be added by clicking on the Add Projects buttonon the top navigation bar.

On the Project Detail page, the following fields are manditory:
  • Project Name: A name to identify the project.
  • Code: A  max. 5 character code to identify projects in areas where the full name won't fit.
  • Company Name: The company that is associated with the project.
  • Project Type: The type of project that the work fits into.
    • The drop-down menu is configurable and controlled in the List Maintenance area of Admin.
  • Status: The status of the project.
    • The drop-down menu is configurable and controlled in the List Maintenance area of Admin.

Optional fields can be filled out.

  • Remember, any field is searchable within Function Point so setting up a common way to use particular fields will make information easier to find and use later.

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