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Projects

The Projects Module is designed to allow the management of a range of Tasks that are grouped together under a single project banner. Concept Evolution provides multiple levels of authorisation for each Project and access to all of the standard Task features to allow for efficient assignment, management and tracking of all your Project Tasks.

Modules > Projects

The link will open the Projects grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Project click New , to edit an existing Project click Edit . A pop up window will appear which will allow the creation or amendment of a Project.

Click to view - Projects Fields and Descriptions

Field Name	Description
Project
Name	The name of the Project.
Client Reference	The client reference for the Project.
Description	The description of the Project.
Details
Type	From the drop down select the Project Type - for more information see Project Types
Category	From the drop down select the project Category - for more information see Project Categories
Status	From the drop down select the Project Risk Status - for more information see Project Risk Statuses
Authorisation Model	From the drop down select the Authorisation Model - for more information see Project Authorisation Models
Start Date	Enter the start date for the Project.
Finish Date	Enter the finish date for the Project.
Priority	From the drop down select the Priority - for more information see Project Priorities
Project Manager	From the drop down select the Project Manager - this is connected to User Accounts.
Funding Source	From the drop down select the Project Fund Source - for more information see Project Fund Sources
Owner	Auto populated with the User Name of the person that raised the Project.
User Defined 1	User defined field.
User Defined 2	User defined field.
Original Budget	Enter the original budget - this will lock down when the Project is authorised.
Current Budget	Enter the current budget - this can be amended throughout the Projects life cycle until it is complete.
Estimated Duration	Enter the estimated duration of the Project in hours.
Sum of Task Est. Durations	Auto calculated from the Time Records assigned to the Project.
Original Subcontractor Budget	Enter the original budget for sub contractors.
Current Subcontractor Budget	Enter the current budget for sub contractors.
Original Subcontractor Fees	Enter the original sub contractor fees.
Current Subcontractor Fees	Enter the current sub contractor fees.
Original Other Costs	Enter the original other costs.
Current Other Costs	Enter the current other costs.

Project Tasks can be set default values to speed up the process of creation. When a Project Task is subsequently raised the default values will auto populate.

Click to view - Task Defaults Tab Fields and Descriptions

Field Name	Description
Contract	From the drop down select the Contract - for more information see Contracts
Priority	From the drop down select the Priority - for more information see Priority
Category	From the drop down select the Category - for more information see Task Category
Discipline	From the drop down select the Discipline - for more information see Discipline.
Building	From the drop down select the Building - for more information see Building Register
Location	From the drop down select the Location - for more information see Location Register
Cost Centre	From the drop down select the Cost Centre - for more information see Cost Centres
Cost Code	From the drop down select the Cost Code - for more information see Cost Codes
Asset	From the drop down select the Asset for more information see Assets
Source	From the drop down select the Caller Source - for more information see Caller Source

Click to view - Notes Tab Fields and Descriptions

Field Name	Description
Notes	Notes relevant to the Project.

Complete the fields and click Save . Once the Project header has been completed and saved a sub navigation will appear to allow additional entities to be assigned.

These include:

Project Task Groups
Project Risk Log
Authorisation Progress
Project Contacts
Recharge Codes
Cost Summary
Recharge Summary
Projects Contacts

Project Contracts

Project Recharge Codes

Task Groups

Project Risk Log

Authorisation Progress

Cost Summary

Recharge Summary

Project Contacts

Additional Icons

Icon	Feature	Description
	Open report	Print the Project Details Report.
	Open Gantt Chart	Open the Project Gantt Chart.
	Export to MS Projects	Export the Project to Microsoft Projects.
	Project back to Dormant	Move the Project back to a dormant status.
	Request Authorisation	Request authorisation for the Project
	Approve	Approve the Project.
	Reject	Reject the Project.
	Cancel	Cancel the Project.
	Complete	Complete the Project.

Projects

Modules > Projects

Click to view - Projects Fields and Descriptions

Click to view - Task Defaults Tab Fields and Descriptions

Click to view - Notes Tab Fields and Descriptions

Project Contracts

Modules > Projects - Project Contracts

Project Recharge Codes

Modules > Projects - Recharge Codes

Task Groups

Modules > Projects - Task Groups

Project Risk Log

Modules > Projects - Project Risk Log

Authorisation Progress

Modules > Projects - Authorisation Progress

Cost Summary

Modules > Projects - Cost Summary

Recharge Summary

Modules > Projects - Recharge Summary

Project Contacts

Modules > Projects - Project Contacts

Additional Icons