This section displays the contact details of the responsible person in the customer organization. The system displays the name, functional role, email, and work phone number of the contact person.
Use the Find action in this section to select the responsible person in the customer organization. In the Query window, the system displays all the available records retrieved from the associated business object in the People page. Select the required record and click OK. The system auto populates the fields of this section with the information from the selected record.
Note – Use the Add action in the Query window to include a new record.Use the Clear action to erase the displayed information.
Child Projects Section
If applicable, this section displays the child Facilities Project records associated with this Facilities Project record. Use the Find action in this section to associate a child Project. A Query window will appear, listing the available Project records (having no parent Program or Project). Select the appropriate Project record and click OK. The selection is displayed in this section as a line item.
Use the Add action to include a new child Project record.
Use the Remove action to delete the selected line item(s)
Reporting Section
Parent Program Displays the current parent Program record of the Facilities Project record being created. This field is a read-only field.
Parent Project If applicable, displays the current parent Facilities Project record of the Facilities Project record being created. This field is a read-only field.
Recorded By Section
This section displays the Name of the current user who is creating the Facilities Project record. The Search icon in this section allows you to select a different user ID, if required. On clicking the Search icon, the system displays a Query window that displays the list of available records in the People page. Select the required record and click OK. The selected record is displayed in this section.
Form Actions
The following table lists the common actions available and a description of each.
Action Name Description
Create Draft Click the Create Draft action to save all initial data entered in the new record.
The system changes the status of the record to Draft and displays
additional actions on the Action bar. The actions include Activate, Apply Template, Suspend, Save, Save & Close, More, Copy, Delete, and X (Cancel).
Save Click the Save action to save the changes made.
Save & Close Click the Save & Close action to save the changes and close the active window.
X Click the X (Cancel) action to terminate the changes made and also to close the active window.
Note – Clicking the Cancel action without saving the record will erase all the data you have entered in the record.Action Name Description
Copy Click the Copy action to create a copy of the selected record.
On clicking the Copy action, a copy of the record is created (in the Draft status) and displayed in the appropriate page wherein the details can be modified as required.
Apply Template Click the Apply Template action to copy the contents of the selected template to the current record.
On clicking the Apply Template action, the system displays a list of templates retrieved from the associated business objects. Select a template and click the OK action. The system copies the contents of the selected template to the current record.
Suspend Click the Suspend action to temporarily remove the record from active management list.
On clicking the Suspend action, the record which is in the Draft status is temporarily removed and held in suspended status.
The system also displays the Resume action on the Action bar.
Resume Click the Resume action to reactivate the suspended record from the active management list.
Activate Click the Activate action to add the record to the active management list.
On clicking Activate action, the system changes the status of the record to Review In Progress and after all the members in the distribution list have approved the record, the record status becomes Active.
The system refreshes the record and displays a different set of actions on the Action bar. These actions include Complete, Revise and Retire.
Complete Click the Complete action to complete the tasks associated with the record.
The system changes the status of the record from Active to Completed.
Delete Click the Delete action to remove the record permanently from the active management list.
More Depending on the record and its status, clicking the More action displays several more actions including those discussed above. Click the preferred action.
Scope Tab
Scope relates to the extent to which the project exists or is to be developed. Scope is defined as comprehensiveness or breadth of the project. The scope is defined based on what a group of individuals can do given a set budget and requirements from the Owner/Project Manager role.
For example, an individual wants to make changes to the interior of an office building with a budget of
$25,000. These changes may include changing wall coverings, carpet, furniture, etc. The extent of the changes that he believes can be accomplished based on his/her allocated budget will be the initial scope. The scope will change throughout the project based on various factors, such as, building costs, raw material cost, schedule, etc.
Note – In the General tab, if you select “Move” for Work Type, the Scope tab displays the Move Details and Requests sub-tabs.Depending upon your selections in the General tab, the Scope tab displays a different set of the following sub-tabs: Locations, Move Details, Procedures, Regulations, Requests, Checklists, and Checklist Items, which are explained below.
Locations Sub-Tab
The Locations sub-tab displays the locations associated with the Facilities Project record. On clicking the sub-tab the system displays the Locations section.