Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Table of Contents
Table of Contents

...

MetaField Project Informationlets you store project information on a mobile device for quick access, even when the device is offline.  The Project Information page can be bookmarked for offline use, making it particularly useful when field technicians are working in remote locations with limited wireless data connectivity.

Info
  • The most common examples are client contact information & project accounting information.
  • Project Information can be saved for up to 15 projects.
  • Information shown is read only
  • Project Information is populated from your company’s source systems.
    (i.e. other applications your company uses to manage their business – accounting, CRM , and / or Project project management systems.)

...

Save a Project to Project Information

  • After select Project Information from the Field home page, choose Search for Project.
  • Look-up a project using Search for Projects or select a project from the Recent Projects list.

   

Once a project is selected, it is automatically saved and displays on the Saved Projects list that is shown on the first screen within the Project Information area. 

...

Viewing Project Information

  • Select Project Information on the Field home page.
  • Select a project from the Saved Projects list. 
    • Current information will be displayed from your source systems when online. 
    • When accessing from a device that is offline, you will see the data that was cached the last time you accessed the project’s information with an active connection. 

 

Project Information SectionDescriptionExample
Project Details

Lists Project Code, Project Manager, Project Name, Work Location and Client Name

Tip

When viewing Project Information

  • Click on the Project Manager’s e-mail address to generate an email to the PM
  • click on the Work Location link to access driving directions or a Google map of the location
Work Breakdown Structure
List details as to what work was contracted to be performed.
Collaborators
Includes contact information for individuals associated with the project.

...

  1. To delete items one at a time, select the project from Saved Projects, then select Remove Projectat the bottomof the screen.
  2. To delete all items from Saved Projects, select Clear Local Cache at the bottom of the screen.

Project Information Offline Usage

...