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The Project section with Project Setup allows you to add, edit and view Project information. This Project information will be used throughout MetaField.
Project Search
- When you first access Projects, you will be taken to a screen that contains your recently viewed Projects.
- This screen also allows you to search for other Projects you may be interested in.
- Clicking on the edit icon will open the project record.
- Selecting New Project will open the screen to add a new project record.
- Selecting Upload Projects will open the project import screen.
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Field | Description |
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Project Number |
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Project Name |
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Address Address 2 Address 3 |
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City |
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State |
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Postal Code |
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Comments |
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Project Manager |
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Client Project Number |
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Client |
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Owner |
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Is Accreditation Project |
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Info | ||
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Each project record has an optional field called External Id. For customers using MetaField in a hybrid model - using both Project Setup and an external ERP system - this field contains the id of the project in the ERP system. If the record is imported from your ERP system through the adapter you should do nothing with this field. If you are manually entering the project record either through the UI or an upload you should include the id of the project in the ERP system so that the adapter will associate the records in both systems. |
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Select the pencil icon on the left side of the project grid to edit any project information.data
Accessing Project Specifications
Project specifications can be accessed through the Project Setup module using the Project Specification button.
- Select the Pencil from the Recent Projects grid.
- Select Select the Project Specification. This button - this will move you to the Project Specifications module.
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