Maintaining a Project

The Project Summary component contains all the general information currently recorded about the project, as well as its counties, districts, and other information related to the location where the project work will take place.

To access the Project Summary, locate the appropriate row on the Project Overview and click the Project link or choose Open from the row Actions menu.

The Project Summary contains the following tabs:

• Note: If the project has been added to a proposal, the component subheader includes a link to the proposal. You can click the link to go to the Proposal Summary component.

Once project items have been assigned to the project, you can no longer change information in the Spec Book and Unit System fields.

The value displayed in the Project Item Total field is the sum of the extended amounts of all project items and is automatically recalculated when you click the Save button. If you change information on the project (such as a unit price or quantity), the system clears the project item total amount until you save your changes.

Quick Links

• Overview - See Managing Projects.

• Categories and Items - See Managing Categories and Items.

• Cost Estimate - See Maintaining Project Information for a Preliminary Estimate.

• Fund Package Overview - See Managing Fund Packages in a Project.

• Funding: Assign to Items - See Managing Fund Packages in a Project.

• Item Alternate Summary - See Maintaining Project Item Alternates.

• Item Pricing - See Generating Bid Based Project Item Prices.

• Item Worksheet - See Managing Project Items in a Worksheet.

• Wage Decisions - See Maintaining Project Wage Decisions.

Actions

Select Add New to add a new project record. See Adding a Project.

• Note: If the new project you are adding is similar to an existing project, you can save time by creating a copy of the existing project.

Select Copy to create a new project by copying the current project. See Copying a Project.

Select Copy Project Snapshot... to create a new project and an associated cost estimate by copying information from a snapshot. See Creating a Project from a Snapshot.

Tasks

Select Change Project Spec Book to change the spec book for the project and update its items to a more recent spec year. You can only change the spec book for projects that have not yet been assigned to a proposal. See Changing a Project's Spec Book.

Select Check Out Project To Estimator to check out the project to Estimator. See Executing Processes.

Select Create Proposal to create a proposal from the project. See Creating a Proposal from a Project.

Select Export Project To Estimator to export the project to Estimator. See Executing Processes.

Select Lock Project to lock a project. You can lock a project record so that no other user can make changes to it while you are working. Locking the project locks all of its related information, including items, locations, funding, and so on. While a project is locked, the system displays all project information in read-only form to all other users. To unlock a project when you are finished making changes, select Unlock Project. See Managing Locked Records.

• Caution: Depending on how your agency has set an agency option, locking a proposal that is associated with a project might also lock the project and any other projects associated with that proposal.

Select Items: Renumber to renumber the items in a project. You can only renumber the items in a project if your agency has the Automatically Renumber Project Item agency option set to Off. See Renumbering Project Items.

Select Validate Project to validate the project. See Project Validation.

Views

Select Attachments to manage attachments. The Attachments link includes the number of files attached to this record. See Working with Attachments.

Select Tracked Issues to manage tracked issues for a project. See Maintaining Tracked Issue Information.

Select Links to manage links in a project. See Working with Links.

Reports

Related topics:

Managing Projects

Adding a Project