The Details tab allows the user to view and/or edit detailed information about the project. This interface serves as a profile page for each project and contains general project details, work phase information, location information, contact information, investment information, division details, alternative tags, custom fields, and internal notes/remarks for the selected project. To access the Details tab, the user can navigate to the Projects interface, then select a Division ID on the Projects table (landing page).
Once selected, the user will land on the Details tab. The tab title will be underlined to show the user's placement.
Tab Setup
The Project Details tab is composed of four parts: (1) Detail Header, (2) Project Header, (3) Subsections, and (4) Footer. Each of these are shown in the image with corresponding numbers to the list above, and they are described in detail below.
Details Header
The Details Header rests at the top of the tab and is "sticky", meaning it will stay stationary and viewable as the user scrolls. It includes navigational tools and the CIP window. The elements located here are:
- Back Arrow - Navigates the user back to the landing page.
- CIP Window - Indicates the CIP window the user is viewing.
- Project Tabs - Indicates that the user is on the Details tab and allows the user to navigate to the Refresh or History tab.
Project Header
The Project Header rests below the Details Header and is also "sticky" as the user scrolls. It includes the Project Name and Version.
- Project Name - Displays the given title for the project.
- Version - Displays the Version/Division ID.
Sections
Below these headers, the Details tab will be composed of expandable sections with project-specific information. Initially, the General Information section will be expanded and viewable, but it can be collapsed using the caret icon (). The scrollbar can be used to view the other sections; they can be expanded using the caret icon (
). To view more information about these sections, visit their articles in this section.
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General Information (
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Work Phase (
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Location (
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Contact Information (
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Investment (
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Division Details (
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Alternative Tags (
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Custom Fields (
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Notes/Remarks (
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Footer
At the base of the Details Tab, the user can choose to edit the project or delete the project.
| Button | Description |
|---|---|
| Delete Project | If this button is selected (left side), a pop-up will appear to confirm the user's choice (Delete button) or cancel the action (Cancel button). |
| Edit Project | If this button is selected (right side), the Details tab will become editable. See the Editing the Tab section below for more details on this button. |
Editing the Tab
To edit the sections of the Project Details tab, the "Edit Project" button can be selected. This selection will open the fields for editing, allowing users to modify the available fields. Once the desired fields are edited, the "Save Changes" button can be clicked to create a draft that is staged in the Project Refresh tab. This allows users to make edits to multiple projects before queueing them for approval and alerting System Administration. The application does not autosave or create a draft state if the user navigates away from the screen. The below alert will appear if the user attempt to exit the Details tab while unsaved changes still exist. The user can then choose to either go back to the Details tab to save the changes ("Go Back to Page") or exit and delete the former, unsaved changes ("Leave Without Saving").
When a field is edited and saved on the Details tab, it will be highlighted in blue, denoting a change to the project's original value. A message will also appear above the sections: "The latest version of this project is being shown. Saved changes are highlighted in blue." The far right of this message will host a "See Changes Details" button which, upon selection, will open a pop-up, presenting a summary of the change details.
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