Manage projects

Admin users can add new projects, update existing projects, and delete projects. Projects are smaller parts of associated goals.
To add a new project:

1. Click Projects. The Project Management page appears.

   

2. Click Add Project. The Add New Project page appears.

   

3. Do the following:

        a.  Enter a Name.
        b.  Select the project Number.
        c.  Select a Priority.
        d.  Select a start and end date.
        e.  Select the Status.
        f.  Set the following costs:

   Cost	Description
   Project Soft Costs	Costs not related to construction, such as bid advertising, design fees, administration costs, insurance, and permits.
   Escalation	Expected cost increase that a project can expect over time as a result of an extended construction schedule or delays in project construction.
   Contingency	Part of the project budget set aside to cover all soft costs, escalation, and potential change orders.
   A/E Fees	Architect and engineering fees for pre-construction through project closeout services.
   Permits	Fees to cover building permits.
   Bidding	Fees to cover the advertisement and printing of bid documents.
   Overhead & Profit	Fees a contractor applies to a project change order to cover their administrative costs and other costs of business (typically a predetermined %  allowed by the project contracts).

         g.  Select the Assigned Department(s).
         h.  Select the Assigned Initiative(s).

4. Click Save.

To manage an existing project:

1. Click Projects. The Project Management page appears.

2. Next to the project you want, do any of the following: 

   To...	Then...
   Edit a project	a.  Click .  The Edit Projects page appears. b.  Make any desired changes. c.  Click Save.
   Delete a project Note: You can not delete a project with associated budget items.	a.   Click .  A pop-up appears. b.  Click Yes.