After logging in, navigate to the left-hand menu.
From the list of modules, click Projects. This opens the Projects section where all the created projects are listed.
Details of all the projects are tabulated via a number of columns that include Name, Start Date, Budget, Status, and Phase.
By default, the Summary View is displayed. To access phase view, click the Phase View button located at the top-right corner.
In the phase view, information is tabulated via different columns that include Name, Request for Proposals, RFP Review, Committee Review, Board Approval, Project Commencement, Work in Progress, and Completed.
To include archived projects in the list as well, mark the Include archived projects checkbox.
Furthermore, clicking the project name opens the details of the selected project.
Here, a number of fields depict the details of the selected project.
To archive the selected project, click the Archive Project button.
Scrolling down, the details of the phase are tabulated via a number of columns that include Phase, Status, Attachments, and Notes.
Moving further, the details of the components associated with the selected project are tabulated via several columns that include Component Name, Replacement Cost Estimate, Available Reserve Funds, Year Scheduled, and Useful life.
To add components, click the Add Components button.
Scrolling down further, you can see the Progress Payments grid. In this grid, information regarding the payments is tabulated via a number of columns that include Vendor Name, Description, Invoice Amount, % Applied to Project, Invoice #, GL Code, and Paid Date.
To add a payment, click the Add Payment button.
Towards the end of the screen is the Activity section. Here, you can add any additional notes by entering it in the Add a note field.
Historical notes can be viewed by clicking the History tab.
