Project Item Groups

The Project Items Groups menu option allows for viewing, creating and assigning project items to groups.

Functionality

By choosing (new Group), you can create Project item groups.  This functionality allows you to assign many items to 1 group and that group to a project. This allows you to do "mass" assignments. By choosing the items at the left and pressing assign, they are now on the right and included in your group.  

BUTTONS

 Assign Button  – Moves all selected project items from the left pane (unassigned) to the right pane (assigned).

 Assign All Button  – Moves all project items from the left pane (unassigned) to the right pane (assigned).

 Unassign  - Moves all selected project items from the right pane (assigned) to the left pane (unassigned).

 Unassign All Button  – Moves all project items from the right pane (assigned) to the left pane (unassigned).

View project Item ID- Project Items default to the project item description. To see the project item defined by the project item name, use this checkbox.

VIEW Command - Select this button if you want to leave EDIT mode for the particular project object that you are maintaining.

Authorization Required - None.  If you have access to the project object via the object tool bar, you are automatically entered into the object display window in VIEW mode.

EDIT Command - Select this button if you want to edit the project object that you are currently viewing.  

Authorization Required - The current user must have Display/Modify assigned as 'Modify' within the project user tab of the currently selected project object.   If a user does not have 'Modify' authorization assigned to his/her user ID within the currently selected project object the EDIT command button is automatically disabled to limit access.

SAVE Command -  The SAVE command button will automatically enable when a change is made to the contents of one of the fields on the screen.  Please note:  If the save button does not enable, after modifying a field select another field on the screen with your mouse.  The SAVE button should then activate accordingly.

CANCEL Command -  The CANCEL command automatically removes any changes that were made to the screens fields that have not be previously saved.

Quick Tips:

To add a group

Step 1.  Choose the Add group button

Step 2. Enter a value in the Group Id box

Step 3.  Choose the necessary fields and move to the right using the provided arrows

Step 4. Save your work, the new group will appear on the left side of the screen

To change a group

Step 1.  Choose the appropriate group

Step 2.  Choose the Edit button

Step 3.  Make the necessary changes, save

Note: These custom fields are very flexible and can be customized to meet unique needs of many different companies

These fields can also be used for reporting