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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.

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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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FieldDescription
Project Number
  • Must be a unique number across the system
  • Allows both alpha and numeric values
  • Required field
  • Can be edited if needed after a project record is created
Project Name
  • Enter the name of your project
  • Required field
Address
Address 2
Address 3
  • Enter the site address of your project
  • May enter an actual street address or more general geographic area
  • Only Address is required
City
  • Type in the city where the project is located
  • Required field
State
  • Select the State in which your project resides
  • Required Field
Postal Code
  • Enter the Zip Code for your project site.
Comments
  • Enter in any comments regarding the project.
Project Manager
  • Select from the list of MetaField users the Project Manager
  • Required Field
Client Project Number
  • If the client uses an alternative number for this project, you may enter it here.
  • If present, this number will appear on the client reports generated in MetaField.
Client
  • Select the Client for the project from the list of Active Clients in MetaField.
  • Required Field
Owner
  • In some instances, the Client for a project may be different than the project Owner.
    MetaField allows you to identify both. If your project does not have a separate Owner and Client, enter the same name for both.
  • Select the Owner for the project from the list of Active Clients in MetaField.
  • Required Field
Is Accreditation Project
  • Denotes the project as being a project that is used for Accreditation purposes and allows for Evaluation forms to be entered against it


Info
titleNote for Customers with a Hybrid Model of MetaField

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.Image Removeddata

Accessing Project Specifications

Project specifications can be accessed through the Project Setup module using the Project Specification button.

  1. Select the Pencil from the Recent Projects grid.Image Removed
  2. Select Select the Project Specification. This  button - this will move you to the Project Specifications module.

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