Project Administration Practice

Owned by Brad Wieck
Last updated: Jul 17, 2019
Table of Contents

  • Project managers and administrative assistants will rely on data entered by field technicians, so the Field Practice exercises must be completed prior to the reporting exercises below. You may have your field technicians complete these exercises first, or you may complete the exercises yourself. We do recommend that engineers, project managers, and administrative staff perform the field exercises so they fully understand the field data entry process.

  • Use the same one or two projects for all exercises.
  • Exercises should be completed in the order listed on this page.
  • When creating reports, the Digital Signature option will not work unless you have already been set up with an AgileStamp® account.

While working on these exercises, utilize the Help feature in MetaField (located in the upper right corner) to answer any questions.

Project Setup

NOTE

You should not complete this section of the practice exercises if your installation of MetaField will include an adapter to your ERP system. This is only for customers who do not have an adapter and will be setting up project data in MetaField.

1.From Home, navigate to Project Administration > Project Setup > Clients and Contacts.
2.Create a new client in the page. Enter all required fields and click Save.
3.Optional: Click on Upload Clients. Create a spreadsheet with names, addresses, and phone numbers. Save it as a CSV file and upload it.
4.From the Client and Contacts screen search for one of the clients you just added and click the edit icon (pencil) to the left of the Client name.
5.Click on the Contacts tab below the breadcrumbs at the top of the screen.
6.Select Add Contact. Enter all required fields and click Save.
7.Go back to the Project Setup screen. Navigate to the Projects page.
8.Create a new project by selecting New Project. Associate the project with the client you created and enter all required fields and click Save.
9.Optional: Click on Upload Project. Create a spreadsheet with project numbers, project names, addresses, project manager name, client name, and client address. Save it as a CSV file and upload it

Project Specifications

1.From Home, navigate to Project Administration > Specifications.
2.Enter search criteria to locate a project.  Select Search.
4.Click on the View Specifications link to create unique project specifications for this project.
5.Under the General tab, select Edit and select an Owning Office. This will now be the default office when a report is created on the project. This will also allow you to filter by Office in the Scheduling module.
6.

Under the General tab, select Density Testing from the Location Context dropdown.

  1. Enable/Disable a couple locations.  This will add/remove these locations from the location dropdown for density testing on this project. 
7.Under the Scheduling tab, enter project related notes for the Technician and Scheduler. The notes will be auto-populated on any work orders created for this project.
8.Under the Density Test tab, enter some text in Field Instructions. These Field Instructions will be presented to field technicians as they begin creating a density test in the field.
9.Add a Soil Density Test Specification for the project. Enter values in all required fields and click Save.
10.Under the Concrete tab, add a new Sample Specification. Enter values in all required fields and click Save.
11.Create a set of Specimen Specifications. These will be automatically created when a field tech logs a concrete sample of that size for this project. Additional edits (adding another specimen, removing a specimen) can be done on the field screen.
12.Under the Supplier / Mix Designs tab, highlight a supplier you expect to use on this project. In the Mix Design grid below, enable a mix design that will be used in this project. This will pre-filter the mix design list available to the field technicians so they don’t have to scroll through the long list of all mix designs available for your selected supplier.
13.

Under the Distribution tab, create recipients for this project for the various report types.

  1. Select the Add Recipient button.
  2. Enter a valid email address. Toggle Email Access to "Yes". Optionally add other user information
  3. Unselect/Select report types for the recipient you created. Click Save.
14.Under the Distribution tab, Add Delivery Notes. Click Save. These notes will appear when the selected project is open in Delivery. This is a good way to communicate specific delivery needs for a project.
15.

Under the Reports/Labels tab, enable Field Signature on a few reports by marking the checkbox true. This will enable Field Signature capture upon report creation of the respective field report.

  1. Add a different digital signature configuration. Click the pencil icon for a report. Select a digital signature setting from the dropdown. Select Save.
  2. Add project specific report labels.Select the Add Label button and fill in the required information.
16.

Under the Project Security tab, make your project confidential. This will only allow the users you add to this project access to it through out MetaField.

  1. Select Edit, mark the Confidential Project checkbox true, and click Save.
  2. In the Users to Add field, type in a user who also has access to the sandbox from your team, and select Add Users.
  3. Delete the user you just added by clicking the "X" icon.
  4. Uncheck the Confidential Project flag.