This tool is located on the Projects internal tab; it can be accessed by navigating to the Manage tab, selecting the Projects icon (), and clicking the "Select Projects from PINFO" button at the top right of the Projects internal tab.

Function

The Select Projects from PINFO interface is used to add projects to the STIP from PINFO.

Workflow

After selecting the "Select Projects from PINFO" button on the Projects internal tab, a pop-up window will appear on the user's screen. In this window, the user can select filter options (STIP, Search By, and Projects) to fill the table with the associated information. The filter selections from the previous screen, the Projects internal tab, are copied into the search criteria on this window initially, but they can be altered if desired. When the correct filters are entered, the user can click the Search button to return all related PINFO projects that have not previously been selected as a TIP/STIP candidate. Once the table is populated, the user can create "What If" scenarios to determine the needed projects for the STIP/TIP by first selecting the checkbox for the desired row. When selected, the row is highlighted in green and the text is italicized, indicating the row is enabled for modification of dollar amounts and may be added to the TIP/STIP. The Add to STIP button can be selected once all the desired rows have their checkboxes clicked.

More Filters

The user can use the "More Filters..." link to open an extended search box. This pop-up will copy the selections from the other screen, but they can be altered and added to here. Beyond the STIP, Search By, and Projects filters, the More Filters pop-up hosts the Project ID, TFPC, Scheduled Ad Date, and Design Status fields. These filters provide the user with these capabilities:

After filling the desired filters, the user can click the Find button to run the search. Then, the PINFO projects that are not previous TIP/STIP candidates and that match the user-defined criteria will fill the table. Just as with the limited filters, the user can perform "What If" scenarios after selecting "Find" to determine the needed projects for the STIP/TIP by selecting the checkbox for the desired row, enabling the modification of dollar amounts and the addition of projects to the TIP/STIP. Finally, the user can select "Add to STIP" once all desired rows are selected.

Table & Totals

As the user enters funding for the project, these things will happen on the table and totals areas of the interface:

• The Program Target and balances are dynamically reflected in the “Totals” section of the interface.
• The AC checkbox can be selected to enter funding values across multiple years.
• The Adjusted TFPC column will automatically be updated depending on the first year the project is funded.

Projects Tab

Once the Add to STIP button is selected, the user will be redirected back to the Projects tab. The selected projects will now be displayed on this tab, and they will be highlighted in yellow, alerting the user that specific funding has not been assigned.