Tutorial - Project Administration

eJobfile's Project Administration screen allows administrators to create, edit, and remove projects. Convenient search, browse and navigation buttons allow easy movement within this screen.

To Create a new project:

1. If a project is currently being displayed, click the Clear/New button at the bottom of the screen.
2. Enter the project information starting with the Project Name. The Project ID is automatically assigned by the system when a new project is created.
   • The project's name, address, date and status information apply to the project itself.
   • The Primary Contact, E-mail and Phone fields apply to the representative within your company that your client can contact concerning the project and/or project reports.
3. If you have already configured the users for the project, you may give them access to the project right now using the Project Users selection box. If not, skip to step 4 and set up the project's users in the User Administration page. 
   Click on the user to which you want to give to the project. Only users you highlight in the list will have access to the project, with the exception of your administrative user(s) who have access to all of your projects. If you wish to give multiple users access to the project, you may make multiple selections by holding down the Ctrl key while clicking on each of the desired users.
4. When you have completed entering the project information, click the Add/Update button to save the project. After doing so, you will note that the system has assigned a Project ID.

To Edit an existing project:

1. Open the desired project using one of the following methods:
   • Enter the Project ID or a portion of the Project Name and click the Open button to the right of the selected field. If a project matching your search criteria exists, it is then displayed. If no projects exist that match your search criteria, the Browse Projects screen is displayed, allowing you to select the desired project and return to the Project Administration screen with the selected project displayed.
     -- OR --
   • Click the Browse button at the bottom of the screen to display the Browse Projects screen. Select the desired project from the list to return with the selected project displayed.
     -- OR --
   • Open your first or last project by clicking the |< or >| buttons at the bottom of the screen. Then, use the < or > buttons to scroll through your projects until the desired project is displayed.
     
2. Once the desired project is displayed within the Project Administration screen, you may make your desired changes and click the Add/Update button to save those changes.

To Delete an existing project:

1. Select the desired project using one of the methods outlined above and click the Delete button. Please be very careful as deleting a project also destroys all of its reports.

Once the project has been created, you may either configure the project's authorized users, or start entering reports right away. To configure the project's authorized users, click the User Admin. button. To start entering reports, click the Report Maint. button. 

<< Logging In | Project Report Maintenance >>

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