When the user first enters the Projects interface, they will be placed on the Projects Landing Page. This page will list all projects within the selected CIP.
Filter
The landing page can be filtered using the Quick Search picklists or the Advanced Filters. Both of these options are described in the Quick Search and Advanced Filters article. The table below details the Quick Search filters available on this interface.
| Quick Search Field | Description |
|---|---|
| Division | This is a picklist of all values in the Division code list. It will be used to return all projects that are located within the selected Division. |
| Division Grouping | This is a picklist of all values in the Division Grouping code list. It will be used to return all projects that are located within the selected Division Grouping. |
| Program | This is a picklist of all values in the Program code list. It will be used to return all projects with Programs that are within a selected Division. |
| Funding Level 3 | This is a picklist of all values in the Funding Level 3 code list. It will be used to return all level 3 funding options within the selected Division. |
| CIP Inclusion | This is a picklist used to filter projects based on their inclusion/exclusion in the CIP. |
When values are selected in one of the Quick Search picklists, the Projects table will be populated with the relevant project list. The resulting projects will be sorted by Division ID.
Projects Table
The table on the landing page is initially specified by eighteen columns; however, the user can add and remove columns from the table view. To learn more about this process, visit the Manage Columns article. The user can view projects from both the Project Level (aggregate) and Fund Source Level (disaggregate) in this interface.
| View | Description |
|---|---|
| Project Level | Offers a summarized overview of each project. This is the default view on the table. |
| Fund Source Level | Displays disaggregated funding details that make up the project totals. This is the view once the |
A table footer will also be present at the base of the table, presenting totals for some of the listed columns.
Add Project
The "Add Project" button located at the top right of the Projects landing page will allow the user to create a proposed new Project record in the application. Once clicked, a pop-up will appear that allows the user to create a new project. For more details on this process, visit the Add Project article.
Other Tools
The Projects landing page also contains other tools and elements, including:
| Tool | Description |
|---|---|
| Actions (Button) | The Actions button allows the user to (1) manage columns, (2) export the displayed list of projects to Excel or CSV, (3) download the Bulk Import Template, and (4) import the completed Bulk Import Template. When selected, a picklist will open for the user to select which action they wish to take. If "Export to CSV", "Export to Excel", or "Download Bulk Import Template" is selected, the file will automatically be generated once clicked. |
| Rows per page (Count) | The "Rows per page" picklist allows the user to specify how many projects will be displayed on one page of results. |
| Page Indicator | The Page Indicator shows which projects the user is currently viewing and the total number of projects. |
| Arrows | The arrow keys allow the user to navigate through the pages of projects, if multiple pages exist. |
Details Tab
The user can select a Division ID hyperlink in the Projects table to open its Project Details Tab. Here, the user can view and edit details about the project.
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