The Projects interface hosts ability to view, modify, or add new CIP projects and or project information. This module can be accessed from the Main menu.
Tabs
The Projects interface will have a landing page and three tabs:
- Details - Lists of all details related to a project.
- Refresh - List of all project refreshes along with their statuses.
- History - List of all changes made to CIP projects.
Key Functionality
The Projects interface has this key functionality:
| Functionality | Description |
|---|---|
| Inventory View | Displays an inventory of all projects in a table view similar to the Project Universe table. |
| Division View | Displays the summarized inventory view for the specific Division. Divisions can only see their division’s projects. |
| OTP View | Allows System Admins to view all projects. |
| Quick Filtering and Sorting | Allows users to search, filter, and sort all fields by Division, Division Grouping, Program, and Funding Level 3 Quick Filters. |
| Advanced Filtering | Allows users to specify a string of criteria by entering values into the Field, Operator, and Value fields. The Project tables will update once the "Apply Filters" button is clicked in the pop-up. Multiple rows can be added to the criteria using the Add Filter button. |
| CIP Inclusion/Exclusion | Filters and displays projects included in CIP or excluded from CIP. |
| Export | Allows users to export the Projects table. |
| Bulk Import Template | Provides a sample file template for users to utilize bulk imports. This file can also be imported here. |
| Column Management | Allows users to add/delete columns from the table view. |
| Project Details | Allows users to view a project’s details, including associated cash flows; accessed by clicking on the Division ID hyperlink. |
| Add Projects | Allows users to add new projects through a button. |
| Expand/Collapse Records | Enabling bulk expansion and collapsing of all project records. |
| Project Refresh Staging Environment | Allows users to view project updates in the "Project Refresh" list after saving their edits and serves as a submission workflow management tool. |
| Manage Project History | Enables users to access and control project history, versioning, and revision tracking. |
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