Home Project List

Question:

The Project List on the Home Dashboard shows columns of information. How can we edit this information? Where does this information come from?

Answer:

The information on the Project List (Photo; Project Name and ID; Start and Completion dates; Description; Location; Status; and Schedule) cannot be edited directly. The information comes from several places, mostly on the Project Setup document, and must be edited at the source.

Select

This is the Site Photo/Image that appears on the Project Dashboard for this project.

  • For instructions on how to add a Site Photo, see Adding Project Photo.  (See also KBA-01337).
  • If there is no Site Photo/Image part on your Project Dashboard, it has likely been hidden through the ProjectConfig | ExcludedParts rule. If it is important to have Photos show up on the Project List, you’ll need to allow the Photos part to appear on the Project Dashboards.

Project Name

The name and ID of the project come from the Project Setup document.

Start and Completion

These dates come from the Project Current dates on the Project Setup document.

Description

The description comes from the Description field on the Project Setup’s Project tab.

    1. To add a Description field to the Project tab, use the UI Configuration tool.  Start by selecting Project Setup Doc Tab as the Part. Do not select a Doc type.
    2. Note:  if there is no Description field on the Project tab, the description comes from the Scope note on the Project Setup document.

Location

The location listed here is the Site address on the Project Setup document.

Status

The Public Status comes from a drop-down choice on the Project Setup’s Project tab.

    1. To add a Public Status field to the Project Setup document, use the UI Configuration tool.  Start by selecting Project Setup Doc Tab as the Part. Do not select a Doc type.
    2. To add choices to the Public Status drop-down, use the Code Maintenance tool. Add to the ExternalStatus code set for the Project Setup Doc type.

Schedule

The Public Schedule comes from a drop-down choice on the Project Setup’s Project tab.

    1. To add a Public Schedule field to the Project Setup document, use the UI Configuration tool.  Start by selecting Project Setup Doc Tab as the Part. Do not select a Doc type.
    2. To add choices to the Public Schedule drop-down, use the Code Maintenance tool. Add to the ExternalSchedule code set for the Project Setup Doc type.