Personnel |
The Personnel tab enables you to designate the key personnel associated with a capital project.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can search on capital project ID, description, capital project type ID, capital project status ID, capital program ID, and capital priority ID, among other values.
Capital project ID
Identifier of the capital project currently displayed in the grid or that you are defining. Maximum field length is 30 characters. May include some special characters (such as an ampersand: &). This field has a list box. The project description displays to the right of the ID. This field is required.
Note: If auto-numbering is enabled, a project ID is generated automatically when a project type is entered. Automatic numbering for project types is activated on the Basic Info tab of the Data -> Equipment Management -> Capital Planning -> Setup -> Capital Project Types screen.
Initiator: Name of the individual who initiated the project. This field has a list box. The individual's full name displays to the right of the field.
Champion: Identifier of the individual who championed the project. This field has a list box. The individual's full name displays to the right of the field.
Sponsor: Identifier of the individual who sponsored the project. This field has a list box. The individual's full name displays to the right of the field.
Project manager: Identifier of the individual who is the project manager. This field has a list box. The individual's full name displays to the right of the field.
Current approver: Identifier of the person specified as next in line of required approvers based on the stages of approval defined for the project on the Approvals tab. Automatically populates with the individual whose approval is PENDING and who has the lowest approval order in the hierarchy. This field has a list box. The individual's full name displays to the right of the field.
by user ID: Identifier of the employee who made the latest modification to the project. Defaults to the employee ID associated with the user ID that was logged in when the change was made. This field has a list box. The employee name displays to the right of the field.
at: Date and time (in MM/DD/YYYY HH:MM format) that the change was made. The current date and time display when the by user ID field is populated. This field is display only