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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.

FieldDescription
Project Number
  • Must be a unique number across the system
  • Allows both alpha and numeric values
  • Required field
Project Name
  • Enter the name of your project
  • Required field
Address
Address 2 
  • 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
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
Status
  • When adding a new project, this will default to Active.
  • Other statuses include Inactive and Deleted.

Note 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.

 

FireFox Browser

If you are using FireFox there is a known issue preventing the uploading of files. You will need to use a different browser, such as Chrome or Internet Explorer, to perform this function.

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.

Project 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.

Duplicate 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.

Select 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

  1. Select View from the Recent Projects grid.


  2. Select Project Specification. This will move you to the Project Specifications module.

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