Help on Project_Sub Project

Help On Project / Sub Project

This screen presents you with search criteria to search and select the project or sub project and transfers the same to the main page. You can specify whether the search operation is for project or sub project. You can also specify other details such as project code, project name, project type, project category and initiate the search operation. On initiating the search operation, the system retrieves the corresponding results in the multiline and these details are transferred to the main page when it is confirmed.

Click the lens icon positioned along the Project field.

The Help on Project / Sub Project page appears.

Enter the following details in the "Search Criteria" group box:

Help For	Use the drop-down list box to select the help needed for project / sub project. The values "Project" and "SubProject" get populated.
Status	Use the drop-down list box to select the status of the project / sub project. The values Shortclosed, Closed, Deleted, Approved, Inprogress get populated.
Project Code	The unique code identifying the project. (Alphanumeric, 70).
Project Name	The name of the project. (Alphanumeric, 150).
Parent Project Code	The unique code identifying the parent project. This code is to identify the parent project of the sub project entered. (Alphanumeric, 70).
Parent Project Name	The name of the parent project for the parent project code entered. (Alphanumeric, 70).
Revision No.	This drop down lists loads with ALL and Latest. (Alphanumeric, 4).
Project Type	Use the drop-down list box to select the project type. The values Billable and "Non-Billable gets populated.
Project Category	Use the drop-down list box to select the project category. The values Small, Medium and Big get populated.
Project Currency	Use the drop-down list box to select the project currency. The currency values get populated.
Proj. Initiated Date From	The starting date of the project initiation. The system retrieves the project details whose initiation date is equal or greater than the date entered here. (Date format).
Proj. Initiated Date To	The ending date of the project initiation. The system retrieves the project details whose initiation date is equal or lesser than the date entered here. (Date format).

Note: Ensure that the Proj. Initiated Date From is not greater than Proj. Initiated Date To".

Scheme Code	The unique code identifying the scheme code. (Alphanumeric, 70).
Proposal ID	A unique number identifying the proposal for which you wish to search and retrieve the details.

Click the "Search" pushbutton to search the project details according to the search criteria(s) entered.

The system displays the following details in the "Search Results" multiline:

Project Code	The unique code identifying the project.
Project Name	The name of the project.
Parent Project Code	The unique code identifying the parent project.
Parent Project Name	The name of the parent project for the parent project code entered.
Scheme Code	The unique code identifying the scheme.
Scheme Description	The descriptive information of the scheme.
Project Type	The type of the project. The values Billable or Non-Billable get displayed.
Project Category	The category of the project. The values Small, or "Medium or "Big get displayed.
Project Currency	The currency of the project.
Revision No.	The unique code identifying the revision.
Project Initiated On	The date on which the project was initiated.
Detailing Required	Indicates Yes if project detailing is required and No when project detailing is not required.
Proposal ID	A unique number identifying the proposal.

Click the OK pushbutton to transfer the project/ sub project to the main page.