Versions Compared

Old Version 2

changes.mady.by.user Karl Burkum

Saved on

compared with

New Version 3

changes.mady.by.user Karl Burkum

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Table of ContentsPages
Table of Contents
Child pages (Children Display)

Purpose

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 View will open the project record.
  • Selecting New Project will open the screen to add a new project record.

Adding a New Project

If you need to add a new project, click the New Project button from the Project Search screen. Complete all required fields and select Save.

...

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.

Uploading Projects

In addition to adding clients manually, you can also import clients directly into MetaField by using the Upload Clients button.  To upload clients, follow the steps below.

StepDescriptionExample
1.From the MetaField Project Setup Search screen, select Upload Projects. 
2.

An Upload dialog box will open.
Click Upload to search for the file containing the clients you would like to upload.

Tip
titleProject Upload File Structure

Keep the following items in mind when creating your client file:

  • Only csv file format is supported for upload into MetaField
  • File must contain the following fields, separated by a comma: Project Number, Project Name, Address, City, State, Project Manager, Client, Client Address, Owner, Owner Address, External Id (note that External Id is optional and may be omitted - this is only needed for customers using MetaField in a hybrid model and if used must be unique)
  • If a comma is needed for one of these fields (e.g., Client Name is ABC Company, Inc.), you need to enclose the comma in quotes (ABC Company"," Inc.)
  • Your file should not contain headers 
 
3.

Once the file name displays in the Upload dialog box, select Ok.

Tip
titleDuplicate Project Records

While uploading project records, MetaField will not upload Projects that may be duplicate records. During this process, it looks for records that match the project code.

If duplicate records are found, you will be prompted and can view the duplicate records at the end of the upload process.

 

Upload Sample Data

The attachment below, is an example of a properly formatted file, ready for Upload.

Info
titleSelect File

Project Sample Data

Editing Projects

Select the pencil icon on the right side of the grid to edit any project information.

Accessing Project Specifications

Project specifications can be accessed through the Project Setup module

...