Configuring Project Details

The Project Details Object consists of three tabs:

Details tab
Expenditure tab
Phase tab

This object

is mandatory for Project Creation and thus a workflow cannot exist without this object.
can be renamed.

All tabs in this object can also be

Renamed or
Individually switched off if not required for your workflow

IMPORTANT: In project creation, the 'Details' tab is displayed even if it is switched off via the Object Editor so that mandatory information can be entered at a minimum and saved. If you attempt to view the project record at a later time, the details tab will not be visible.

The fields in the details tab can be re-ordered to meet your organisational requirements.

Prerequisites and Dependencies

Details: Staff records must existin the system.
Details: If Service Profiles are to be associated with the project, Service Profile records must exist in the system.
Details: Project Types (linked to Workflows) must exist in the system.
Details: If Custom Lists are to be used, they must be defined.
Details: If Assets are to be linked to the project, they must be configured.
Project Expenditure: Budget Types must be defined.

Details Tab

Field Name	Field Type	Default Display Name	Default Help Text	Default Settings
Field Name	Field Type	Default Display Name	Default Help Text	Field Enable	Field Visible	Field Compulsory	Field Visible In Quick Update	Field Enable In Quick Update
Project Type	Dropdown - options are configured via Project Type area and linked to workflows via the Workflow Link area.	Project Type:	Select a Project Type	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT	configurable	configurable
Project Title	Single Line Text Field	Project Title:	Please enter the project title	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT	configurable	configurable
Project Ref	Single Line Text Field - can be set to auto populate as per rules configured via Project Code area	Project Ref:	Please enter the project reference number	configurable	configurable	configurable	configurable	configurable
Short Title	Single Line Text Field	Short Title:	Please enter a short title for this project	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT	configurable	configurable
Project Description	Multi Line Text Field	Description	Please enter a description	configurable	configurable	configurable	configurable	configurable
Category	Dropdown - options are configured via Custom Lists area	Project Category:	Please select a project category	configurable	configurable	configurable	configurable	configurable
Owner	Dropdown - options provided are from Staff list	Project Owner:	Please select the project owner	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT	configurable	configurable
Submitted	Dropdown - options provided are from Staff list	Submitted By:	Please select the person who first submitted this project	configurable	configurable	configurable	configurable	configurable
Sponsor	Dropdown - options provided are from Staff list	Project Sponsor:	Please select the project sponsor	configurable	configurable	configurable	configurable	configurable
Project Group	Radio buttons - options allow identification of project as parent, child or independent. If deactivated and/or invisible project defaults to independent.	Project Group:	Please select the project group	configurable	configurable	configurable	configurable	configurable
Timeframe	Date selection (To and From)	Project Timeframe:	Select a project timeframe	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT	configurable	configurable
Project Dates	Date display (To and From)	Project Dates:	Please select project dates	ALWAYS DISABLED - SYSTEM CONSTANT	configurable	ALWAYS DISABLED - SYSTEM CONSTANT	configurable	ALWAYS DISABLED - SYSTEM CONSTANT
Projected Status	Dropdown - options provided are determined during Scoping. Default values are Not Started, In Progress, Completed, Ongoing, Deferred	Status:	Please select status	configurable	configurable	configurable	configurable	configurable
Percent Complete	Numeric value between 0-100 both inclusive	% Complete:	Please enter % complete	configurable	configurable	configurable	configurable	configurable
Project Status Graph	Displays the current project status in a visual form including icons for progress, budget and RAG status	Project Status Graph:	Project Status Graph	ALWAYS DISABLED - SYSTEM CONSTANT	configurable	ALWAYS DISABLED - SYSTEM CONSTANT	configurable	ALWAYS DISABLED - SYSTEM CONSTANT
Baseline Start Date	Date selection	Revised Start Date	Please Select Revised Start Date	configurable	configurable	configurable	configurable	configurable
Baseline End Date	Date selection	Revised End Date	Please Select Revised End Date	configurable	configurable	configurable	configurable	configurable
Councillor	Tickbox	Councillor Interest:	Is this project of Councillor Interest	configurable	configurable	configurable	configurable	configurable
Custom Tick Box	Tickbox	Custom Tick Box:	Custom Tick Box	configurable	configurable	configurable	configurable	configurable
Custom Text Area	Multi Line Text Field	Custom Text Area	Custom Text Area	configurable	configurable	configurable	configurable	configurable
Custom Date Control (1-2 available)	Date selection	Custom Date Control1:	Custom Date Control	configurable	configurable	configurable	configurable	configurable
Asset	Dropdown - options are configured via Asset Setup area.	Asset:	Select a Asset	configurable	configurable	configurable	configurable	configurable
Dropdown Service Profile	Dropdown - options provided are from Service Profiles list	Service Profile:	Please select Service Profile	configurable	configurable	configurable	configurable	configurable
Secondary Service Profile	Dropdown - options provided are from Service Profiles list	Potential Service Profile:	Please select Potential Service Profile	configurable	configurable	configurable	Configurable if Visible in Project Details screen	Configurable if Enabled in Project Details screen
Capital Amendment:	Multi Line Text Field	Capital Amendment:	Please enter Capital Amendment	configurable	configurable	configurable	Configurable if Visible in Project Details screen	Configurable if Enabled in Project Details screen
Exception:	Text Box	Exceptions:	Please enter exceptions	configurable	configurable	configurable	not configurable	not configurable
Programme Summary:	Multi Line Text Field	Programme Summary:	Please enter programme summary	configurable	configurable	configurable	Configurable if Visible in Project Details screen	Configurable if Enabled in Project Details screen
Hyperlink URL:	A hyperlink (e.g. to your financial system) - URL is configured via Hyperlink area.	Go to Hyperlink:	Please click the Hyperlink to browse the URL	configurable	configurable	configurable	configurable	configurable
Custom List (1-5 available)	Dropdown - options are configured via Custom Lists area	Custom List:	Please select a value from Custom List	configurable	configurable	configurable
Budget Overall	Displays the total value of the Project Cost Estimate	Budget Overall:	Budget Overall	ALWAYS DISABLED - SYSTEM CONSTANT	configurable	ALWAYS DISABLED - SYSTEM CONSTANT	configurable	ALWAYS DISABLED - SYSTEM CONSTANT
Custom Numeric Field (1-2 available)	Number Field	Custom Numeric:	Please enter number for Custom Numeric	configurable	configurable	configurable	Configurable if Visible in Project Details screen	Configurable if Enabled in Project Details screen
Custom Text Field (1-2 available)	Single Line Text Field	Custom Text Field4:	Please Enter Custom Text Field4	configurable	configurable	configurable	Configurable if Visible in Project Details screen	Configurable if Enabled in Project Details screen
Custom Tickbox (1-2 available)	A tickbox with True/False value	Custom Tickbox:	Please tick the Custom Tickbox	configurable	configurable	configurable	Configurable if Visible in Project Details screen	Configurable if Enabled in Project Details screen
Custom Staff List	Staff Dropdown	Custom Staff List :	Please Select Custom Staff List	configurable	configurable	configurable	Configurable if Visible in Project Details screen	Configurable if Enabled in Project Details screen
Custom Text Field (3-10 available)	Single Line Text Field	Custom Text Field4:	Please Enter Custom Text Field4	configurable	configurable	configurable	Configurable if Visible in Project Details screen	Configurable if Enabled in Project Details screen
Custom Area Field (2-10 available)	Multiline Text Field	Custom Area	Please enter text for Custom Area	configurable	configurable	configurable	Configurable if Visible in Project Details screen	Configurable if Enabled in Project Details screen
Custom Tickbox (4-10 available)	A tickbox with True/False value	Custom Tickbox:	Please tick the Custom Tickbox	configurable	configurable	configurable	Configurable if Visible in Project Details screen	Configurable if Enabled in Project Details screen
Custom Date Control (3- 5 available)	Date selection	Custom Date Control1:	Custom Date Control	configurable	configurable	configurable	configurable	configurable
Custom List (6 -10 available)	Dropdown - options are configured via Custom Lists area	Custom List:	Please select a value from Custom List	configurable	configurable	configurable
Custom Numeric Field (3-10 available)	Number Field	Custom Numeric:	Please enter number for Custom Numeric	configurable	configurable	configurable	Configurable if Visible in Project Details screen	Configurable if Enabled in Project Details screen
Related Projects	A tickbox and a Multi Line Text Field	Are there Related Projects:	Please Enter Related Projects	configurable	configurable	configurable	configurable	configurable
Section Header1	Displays a textual label which can be used to break up the screen into logical sections	Section Header1	Section Header1	ALWAYS DISABLED - SYSTEM CONSTANT	configurable	NEVER MANDATORY - SYSTEM CONSTANT	configurable	ALWAYS DISABLED - SYSTEM CONSTANT
Project Comment	Multi Line Text Field with Append Task Comments button	Overall Project Comment	Please select Overall Project Comment	configurable	configurable	configurable	configurable	configurable
Section Header (2-5 available)	Displays a textual label which can be used to break up the screen into logical sections	Section Header2	Section Header2	ALWAYS DISABLED - SYSTEM CONSTANT	configurable	NEVER MANDATORY - SYSTEM CONSTANT	configurable	ALWAYS DISABLED - SYSTEM CONSTANT
Justification	Multi Line Text Field	Project Justification	Enter Project Justification	configurable	configurable	configurable	configurable	configurable

Expenditure Tab

Field Name	Field Type	Default Display Name	Default Help Text	Default Settings
				Field Enable	Field Visible	Field Compulsory
Project Expenditure	Dropdown - options are configured via Budget Types area.	Expenditure Type:	Project Expenditure	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT

Phase Tab

Field Name	Field Type	Default Display Name	Default Help Text	Default Settings
Field Name	Field Type	Default Display Name	Default Help Text	Field Enable	Field Visible	Field Compulsory
Phase Code	Single Line Text Field	Phase Code:	Enter a Phase Code	configurable	configurable	configurable
Phase Name	Single Line Text Field	Phase Name:	Enter a Phase Name	configurable	configurable	configurable
Phase	Displays a textual label at the top of the screen	Phase:	Phase	configurable	configurable	configurable

Last revised: November 26, 2017