Summary (Multi-unit Projects - Primary Information) |
The Summary tab displays an information summary for the project, including a count of equipment assigned to the project; number of work orders opened and completed; number of service requests opened and completed; and work orders by status.
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.
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
Data in the fields on the bottom section of this tab provide summary information. All fields are display only.
# Equipment assigned
Number of equipment units assigned to the project.
# Service requests opened
Number of service requests opened for the project.
# Service requests completed
Number of service requests for the project that are complete. When a service request on a project is set to WORK FINISHED status or a service request for an equipment unit on a project is set to FINISHED status, the value in this field increases by 1.
# Work orders opened
Number of work orders related to the project.
# Work orders completed
Number of work orders for the project that are complete. When a work order on a project is set to either CLOSED or WORK FINISHED status, the value in this field increases by 1.
Percent complete
Percentage of work orders completed. ([Number of work orders finished or closed/number of work orders opened] * 100.)
Status
Status of the project. The options are PENDING and COMPLETED. A project is considered complete when all work orders generated using the Multi-unit Project screen are closed.