Project Page

Keeping Key Project Information In One Place

The Project Page provides a place to keep key project information where you can quickly access it. You can maintain information manually or use a custom plugin to import the information automatically. Financial numbers will only show if Internal Items has been selected in the View menu.

To open a project:

From the Project List Page, double-click the project row number.

To view project status information:

Click the Status tab from the Project Page.

Basic Project Information

Column	Description
Number	The project number is often a unique identifier used across multiple systems. In many cases Python scripts will use this number to find and relate project information.
Project Name	The project name should remain consistent across multiple systems. It should be a concise description of the project.
Client	The client the project work applies.
Primary Contact	The primary contact at the client.
Last Status	The last time the status report was ran.
Last Invoice	The last date an invoice was sent.
Budget	The overall budgeted cost of the project.
Actual	The actual cost of the project.
BAC	The budget at completion. The planned cost for all project work.
Project Status	The status of the project: Active or Closed.
Invoicing Period	The planned invoicing period for a project: Monthly or Milestone
Status Report Period	The planned status report period for a project: None, Weekly, Bi-Weekly, or Monthly. Once a project is complete and not closed, the None status will turn off indicators in the Project List Page.

Status Report Items

Status report items are temporary items. Once an item is not longer needed on a report it should be removed.

Column	Description
Category	The category of the status report item: In Progress or Complete
Description	The status item description.

To add a status report item:

Select New Item from the Edit menu.
Type the the Description.
Select the Category from the drop down.

To remove a status report item:

Click a cell in the status item row to select it.
Select Delete Item from the Edit menu.
Click Yes to confirm the deletion.

To edit a status report item:

Double-click the cell to activate the editor.
Type in or select the new value.
Click out of the cell or press Enter.

Team Members

Team members are setup under the Team tab of the Project Page. Team members appear in drop downs for meeting attendees, Action/Tracker Item assignments, Identified By, and Updated By fields. You cannot delete team members that are in use on a project.

Column	Description
Team Member	The person selected from values found in the People List Page.
Role	The role is an open text field. If a Role has been specified in the People List Page, it will auto populate with a value you can change.
Receive Status	When checked the Lua script that generates the status report can indicate who should receive it and email it to them.

To add a team member:

Select New Item, from the Edit menu..
Select the Team Member from the drop down.
Type the new text in the Role column, if the preferred role doesn't auto fill.
Check the Receive Status if the team member will receive a status report.

To add team members by dragging contacts:

You can drag one or more contacts from your system contacts application (Contacts on macOS, Outlook on Windows) and drop them directly onto the Team list. Project Notes will:

Create any new client company records needed (using the contact's company name).
Create any new people records needed (using the contact's name, email, phone, and company).
Add each person to the project team. People already on the team are skipped automatically.

This is the fastest way to add multiple team members at once, especially when their contact details already exist in your contacts application.

To remove a team member:

Click a cell in the team member row to select it.
Select Delete Item, From the Edit menu.
Click Yes to confirm the deletion. Note: You may not be able to delete the team member if it is associated with other project information. In this case clicking, Yes opens the Search Page. The File Menu topic explains how the Search Page works.

To edit a team member:

Double-click the cell to activate the editor.
Type in or select the new value.
Click out of the cell or press Enter.

Files & Folders

Links to project documents and web locations are setup under the Files & Folders tab. Keeping all of your commonly access file locations and documents in Files & Folders can save you a lot of time compared to navigating file folders. The Files & Folders section keeps links to all of your file and web locations. It is important to make sure locations of your file don't change in order to used the Files & Folders section reliably. You can create a custom plugin to search your standard project folder structure and populate the Files & Folders section or you can populate the area manually. >

Column	Description
Type	The type of file location determines how Project Notes handles the Location column. Using the incorrect Type can cause the Location column value to get corrupted. Custom Python scripts can use the Type files for specific operations. The types available are File Folder, Web Link, Microsoft Project, Word Document, Excel Document, PDF File, and Generic File (System Identified)
Description	An open description file. In some cases a Python script can look for specific values. Once example is "Project Folder". Python scripts use this location to automatically generate project files and folders.
Location	The location referred to by the Type column. The field must be formatted correctly according to its type. For example, "C:\MyFolder" would not work property for a Web Link, and "http://www.google.com" would not work correctly as a File Folder type.

To add a file or folder:

Select New Item, from the Edit menu..
Select the File from the three dot button. Note: The three dot button will only allow you to select a file. For selecting folders or web address you will need to type them.
Type the Description, if the preferred description doesn't auto fill.
Type the Type, if the preferred description doesn't auto fill.

To add files or folders by dragging:

You can drag one or more files or folders from Finder (macOS) or File Explorer (Windows) and drop them directly onto the Files & Folders list. A new row is created automatically for each dropped item with its full path pre-filled in the Location column. You can then set the Description and Type for each new entry. Web links can also be dragged from a browser's address bar or a bookmark and dropped onto the list in the same way.

To remove a file or folder:

Click a cell in the Files & Folders row to select it.
Select Delete Item, From the Edit menu.
Click Yes to confirm the deletion.

To edit a file or folder:

Double-click the cell to activate the editor.
Type in or select the new value.
Click out of the cell or press Enter.

To open a file or folder:

Click a cell in the Files & Folders row to select it.
Select Open Item, From the Edit menu.

Project Notes

Meeting notes associated with a project are kept under the Notes tab. All of your notes and their corresponding action items are kept with your projects. The note taking interface is designed to be quick for taking notes during a project meeting.

To add a note:

Select New Item, from the Edit menu. A new note is created with the default project manager as an attendee for the current date.
Type the in the Title.
Choose a different Date, if it is not the current date.
Open the note to begin entering meeting notes.

To remove a note:

Click a cell in the notes row to select it.
Select Delete Item, From the Edit menu.
Click Yes to confirm the deletion. Note: You may not be able to delete the note if it is associated with other project information. In this case clicking, Yes opens the Search Page. The File Menu topic explains how the Search Page works.

To edit a note:

Double-click the cell to activate the editor.
Type in or select the new value.
Click out of the cell or press Enter.
Open the note to begin editing the meeting notes.

To open a note:

Click a cell in the notes row to select it.
Select Open Item, From the Edit menu.

Often you will meet with the same people. The copy function will copy an existing meeting to a new date keeping the attendees and meeting title. The new note will be empty, an no action items will be copied.

To copy a note:

Click a cell in the notes row to select it.
Select Copy Item, From the Edit menu.