Advanced Enterprise Technologies, Inc.
Table of Contents

Add Project

Add Project

General Information

Structure Information

Resources

Amounts

Notes

User-Defined Fields

Add a New Resource to Your Project

 

Add Project

  1. Open the Projects Module of the account you plan to edit.
  2. In the Projects section, click Add Project.
  3. Fill out the information for each of the tabs.  You also have the option to view sections as expanding groups.

 

 

 There are two modes available to view sections when adding, editing, or viewing details: Tabs and Expanding Groups. Tabs are shown by default.  Read more about viewing sections.

 

 

Add General Information

  1. Select an Account.
  2. Select a Project Type.
  3. Select a Project Status.
  4. Type in a Project Number.
  5. Type in a Project Description.
  6. Select a date for Date Added. If the project is not yet completed, leave Date Closed blank. Otherwise, include a date.
  7. Select a Start Date and an End Date.
  8. Select a Percent Completed if needed.
  9. Continue to the next section.

Add Structure Information

  1. Select a Structure.  Once you select a structure, the Structure Type, Occupancy Type, and Square Footage fields will automatically fill in based on the values stored in the structure record.
  2. Continue to the next section.

 

Add Resources

This example involves adding a resource that is already in Quadra. Read more about adding a new resource.

  1. Select Add Resource.

  2. Select a Resource Type.
  3. Select the Resource.
  4. Select Add Existing Resources.
  5. Continue to the next section.

 

You can also add, edit, or remove resources using the Administration module.  If you need access, please contact your Quadra administrator.

 

Add Amount Information

  1. Type in the Estimate Amount.
  2. Type in the Approved Limit Amount.
  3. Type in or select an Approved Date.
  4. Type in the Actual Amount once the contract is approved or the project is completed.
  5. Continue to the next section.

 

Add Notes

The Notes section can be used for documenting the progress of a project. However, you can only add notes once you have created and saved the new project by clicking Add Project. Read more about adding a note from the main Projects module grid.

  1. Once you have saved the project, you can add a note by selecting Manage Notes from this section.  
  2. Select Refresh Notes to display any new notes that have just been added.
  3. Continue to the User-Defined tab or group, as needed.

Add User-Defined Fields

  1. Make selections according to the user-defined fields specific to your company.
  2. Select Add Project.

 

Add a New Resource to Your Project

If you don't see the resource you need in the Resources tab or group, you can add a new one.

  1. After selecting Add Resource on the Resources tab or group, select Add New Resource.

  2. Fill in the Add New Resource form:
    • Select a Resource Type.
    • Type in a Resource Name, which can be the name of a company or an individual.
    • Select a Trade or Specialty.
    • Type in the Contact Name.
    • Type in the address in the Address 1, Address 2, and Address 3 fields.
    • Type in the Zip, then click Lookup Zip Code. The City and State fields will fill in automatically.
    • Type in the Phone Number, Fax, and Email address.
  3. Select Add New Resource.