Project Viewer


Create and maintain Projects that may be used to group Jobs for reporting purposes.


Optional for job cost reporting.

Referenced by: Jobs, Client Orders.


Create a project for each Client or Client Site's major project or division.

Important Fields:

Note: this Help Topic lists the standard configuration of all fields that may be included in this record. If you are using a customized system, the fields displayed on your screen may not exactly match the order or status (required, optional, default, display-only, hidden, etc.) of the fields described in this Topic.

Project Id: (15 character, only . and - special characters)
An Id uniquely identifying this project. This field is required.

Project Description: (40 character)
Briefly describes this project. Recommended but not required.

Security Id:
If multiple location security is implemented on your centralized database system, this informational field displays the Security Id of the local user that created this record. If multiple location security is not implemented on your system, or if this record was created by a global user, this field will be blank.

Project User1 Project User2
These optional fields enable you to retain additional information about this Project. User fields are typically used for reporting purposes.

If this field is checked, the record is considered Obsolete, and it may not be directly specified during data-entry (either by entering the Id or selecting it from a list). Obsoleted records can be edited and the Obsolete option can be un-done when necessary. When you check the Obsolete field, the following message box will be displayed:

“You have elected to obsolete this record. Would you like to see existing references to this record?”

If you click Yes, the system will display a viewer that provides click-through access to all tables referencing this record: see References List for details.


Also See...
 Job Viewer  Job Type