Summary
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The Main page of Project document displays the attributes of a project. These attributes are used to identify and define your project. The Project document must be in edit mode before you can modify these fields.
Important: The
attributes described below are the default attributes available
for all workspaces and they may not be displayed in your workspace. Each company
has the ability to modify and customize these attributes in Proliance
for their specific needs. If you encounter an attribute in Proliance that
is not defined in this help topic, contact your Administrator to obtain
the correct definition.
The information is grouped under the following sections:
This section displays summary information for the project. This information can be edited under different headings of the project document.
Current State:
Indicates the current state
of the project.
The short title of the project. You can edit this title under the Details section.
A string of characters that uniquely identifies the project document within
the workspace. You can edit the number in the Details section.
The company paying for the work specified in the project.
The company performing the work specified in the project.
Optionally type additional information about the project address. For
example, "Western Region Headquarters". The actual mailing address
is entered under project Address,
however you can enter it here if you wish to use an informal format. Type the approximate value of the project. A range for example, 23 million
to 30 million or a precise value for example, $45,000,000 can be entered
as a value.Type a brief description of the project.
Click the Magnifying Glass drop-down list. 
to
select the name of the client company.
The company that you wish to select as the client company is not listed
in the dialog box if the company document
is not in an Active state. Open
this company document from the Company register and activate
it.
The current state of the document. For more information on the states
your project can have, see "Projects Workflow States".
Type the fax numbers for the project.
Type a full description of the project.
Click the Magnifying Glass drop-down list. to select the name of the company
that is managing the project. Typically, the managing company
is the name of your company. If you hired a consulting company to manage
this project, enter its name here.
Note: You cannot
select a Company from the Organization or Portfolios work area.
The company that you wish to select as the managing company is not listed
in the dialog box if:
Type the maximum contract value that can be awarded without a bond.
Type a string of characters that uniquely identifies this project, or
leave it blank if Proliance is configured to supply one. You can configure
the format of this number by using Proliance
Local Admin. For details, refer to the Proliance Local Admin on-line help.
Enter the URL that points to the project's logo. The logo may be either
in a JPG or GIF format. By default, the logo defined in your organization
is automatically entered here. If you select a different one for this
project, it does not remove your organization's logo. Instead, both logos
will be used. Type the phone numbers of the project.
Enter the address where the project is located:
Type the street address. The lines can contain the street address, P.O.
Box number, or mail drop number.
Type the project's city or town.
Type the project's country.
Enter additional numbers or codes assigned by the owner of the project. The codes or numbers are used to sort or filter projects in a
list. You can create up to five alternate project numbers.Enter the title of the project.
Five areas where you can enter a classification for this document. If
you use assign a standard classification to your documents, you can use
it to search or organize your documents according to these classifications.
Select the user-defined values that define this document. These values
are created from the Proliance
Local Admin.
If this document was created in a workspace, this is the construction
initiative to which the workspace belongs. If this document was not created
in a workspace, you can optionally select a construction initiative name.
An area to enter additional information on this document.
The name for the specific portion of the workspace with which the document
is associated. For example, the "Civic Center" workspace consists
of five large buildings. Each building is a sub project.
Click the Magnifying Glass icon 
to select the awarding company
Click the Magnifying Glass icon to select the awarding contact
Click the Magnifying Glass icon to select the receiving company
Click the Magnifying Glass icon to select the receiving contact
Click the Magnifying Glass icon to select a grouping code that will be available on the Grouping tab of the ACR register view. For more information about grouping in the ACR, see Register Views - Grouping.
Click the Magnifying Glass icon to select a grouping code that will be available on the Grouping tab of the ACR register view. For more information about grouping in the ACR, see Register Views - Grouping.
Click the Magnifying Glass icon to select a grouping code that will be available on the Grouping tab of the ACR register view. For more information about grouping in the ACR, see Register Views - Grouping.
The Metrics section contains attributes that can be tracked for each project. You can use these metrics in roll-up calculations in Cognos reports. You can customize these attributes using the Proliance Local Admin application.
Select S for south or N for north in the drop down box, and then enter a value between 0 and 90.
Select W for west or E for east in the drop down box, and then enter a value between 0 and 180.
Enter an elevation in decimal format within a range of 0 and 1000000.
Enter a numeric value for each field.
Select Yes or No for each field.
Enter text up to a maximum of 236 characters.
Enter text up to a maximum of 1026 characters.
Enter a date for each field.
Use the Dates section to track all the start and finish dates in a workspace.
Click the Calendar icon 
to select the date when the project is agreed
to and expected to start.
Click the Calendar icon to select the date when the project is agreed
to and expected to finish.
Click the Calendar icon to select the date when work is currently expected
to be complete. This date is based on changes to the project since it
began.
Click the Calendar icon to select the date when the project started.
This date may be the same as the Original Start Date.
Click the Calendar icon to select the date when the project was completed.
Click the Calendar icon to select the date when the project is closed.
Click the Calendar icon to select the date when the project was sold.
Click the Calendar icon to select the completion date that appears on
the contract.
Enter your project's classification so that you may use the search and filtering tools in Proliance to organize and locate your project.
The following classifications are used to define your project's properties:
Classifies the project according to the type of contract, such as 'Cost
Plus Fixed Fee'.
Classifies the project according to the type of construction, such as
'Concrete Frame'.
Classifies aproject according to the type of building, such as 'Office
Building'.
Indicates the business territory where the project is located.
Indicates the region where the project is located. The region is based
on the project address or country.