Files (Multi-unit Projects - Primary Information) |
The Files tab enables you to view and insert links to files associated with multi-unit projects. Examples include a scanned document or a photograph. If a project has related files, they are transferred to subsequently generated work orders or service requests.
Note: Files added to the project after the work order or service request is generated are not transferred automatically.
The Primary Information screen supports location-level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on project ID, originator, begin/completion date, campaign number, and account ID, among other values. This tab displays a maximum of 500 group rows.
Detail View Header
The fields in the top section of this tab define the data that displays.
Project ID
Identifier of the project currently selected in the grid or that you are defining. This field has a list box. If the ID already exists, the project description displays to the right of the ID.
Status
The status of the project. This field is display only.
PENDING: There are no work orders or service requests associated with the project; the work orders or service requests associated with the project have a status other than CLOSED
COMPLETED: The work orders or service requests associated with the project have a status of CLOSED
Detail View
The Files screen group lists the data files associated with the project. These fields are optional.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save.
Path and file name
Navigation path and file name of the data file associated
with the project. The field allows both uppercase and lowercase letters
to support operating systems that are case-sensitive.
You can use this field to associate a procedures document, diagram, schematic,
and so forth with the project. This field has a file launch button 
.
Description
Description of the data file. Maximum field length is 50 characters.