 Project Manager Screen |
The Project Manager page is used in the AiRNAB system to view and organize all of your projects. It is where you find your projects and open them up for use. There are many features of the Project Manager page that help in organizing your projects so they are easy to find.
EditCurrent Project
At the top of the page, your current project will be listed. This is the last project that was opened by that particular user. You can quickly open this project by clicking on the link to that project at the top of the page. This current project is also the project that pertains to all of the menu options in the black Project Navigation Menu at the top of the page. All changes made on the Project Navigation Menu will be made to the current project.
EditProject Navigation Menu
The Project Navigation Menu has several options available: File, Edit, Settings, View, Tools, Reports and File Center.
 Project Navigation Menu |
File - Create New Project - Used to create a new project in the system.
File - Create Advanced / Multiple - Used to create multiple projects at once with more advanced features available.
Edit - Creat Copy - Used to create an exact copy of the current project.
Edit - Delete - Used to delete the current project. Once deleted, the project will go to the Project Recycle Bin which can be accessed by Administrators of the system. Projects can be permanently deleted or recovered from the Project Recycle Bin.
Settings - Edit Project - Used to edit all administrative aspects of the current project.
Settings - Edit Status - Used to edit the completed %, the completed status, the field device active status, the status flags, the priorities and the milestones for a project.
Settings - Assign Project Users - Used to assign which users have access to the current project.
Settings - Edit Project Logs - Used to keep track of project-level logs or notes.
Tools - Data Exceptions Tool - Used to check your project for missing required parameters and open deficiencies.
Tools - Audit Verification Tool - Used to provide a detailed list of all data entered into the system with date, time and user stamps.
Tools - Excel Export Tool - Used to export all data for your project into a Microsoft Excel Spreadsheet.
Reports - Select Visible Equipment - Used to select which equipment to include and not include on your reports.
Reports - Report and Document Center - Used to create and print all reports in the AiRNAB system.
File Center - Project File Center - Used to upload and store files on the AiRNAB server for your project.
EditOrganize Projects
Under the Project Navigation Menu is the Organize Projects area where you can organize projects by folder, search for projects and also filter which projects show up in the project list.
 Organize Projects |
Select Folder - Projects can be organized into folders so the projects can sorted and grouped together. You can setup as many folders as you wish and design the name and order of these folders. Use the Select Folder option to choose which folder you would like to view the projects for. The
Edit link to the right of the folder drop down will allow you to setup new folders and also rename existing folders.
Search Box - You can search for projects by using the search box. Simply type in any portion of a project name and hit the red Go link to have the projects that match your search show up in the project list. This search will only search the current folder for projects. The Advanced Search allows you to search for projects across all folders in your system. To clear the current search and bring back all projects to the project list, simply hit the red X.
Filters - Projects can be filtered based on many different options. By using the filters, the projects listed in the project list, will be limited to the items that match your current filter status.
User Filter- Used to filter projects based on individual users.
Location Filter - Used to filter projects based on different locations or branches of your company.
Open/Completed Filter - Used to filter projects based on their Open/Completed status.
Field Inactive Filter - Used to filter projects based on the Field Tool being active or not active.
Data Exceptions Filter - Used to filter projects based on if there are Data Exceptions for a project or not.
If a project is not showing up that you believe should be in that folder, make sure you check all of these filter settings to ensure that one of them is not filtering out the project in question.
EditProject List
The Project List area is used to display all of your projects and allow you to open and begin working with your projects. There are many columns giving you information about each project.
 Project List |
Select Check Box - The column on the far left is the select check box. This will be used in conjunction with the Grid Tools at the bottom of the screen to perform tasks to selected projects. You will select the projects with this check box and then pick what function you want to perform to the selected projects at the bottom of the page with the Grid Tools.
Percent Completed - The percent completed is an automatic calculation based on the number of equipment items marked as completed divided by the total number of equipment items on the project. This percentage can be over-ridden as well in the Edit Project menu item.
Open/Completed - A project can be marked as open or completed. An open project will show an open door icon while a completed project will be represented with a closed door icon. Projects can be filtered based on the open/completed status.
Project Number - The number associated with a particular project. This can be assigned when creating a project or in the Edit Project menu.
Project Name - The name given a project when it is first created. This can be edited in the Edit Project menu.
Field Device Status - This is the status of the Field Devices on a particular project. Field devices can be active or inactive. If the field devices are active for a project, this project will show up on the field devices for users who have been assigned to this project. If the field devices are not active for a project, this project will not show up on any field devices. The number of users assigned to this project is listed below the field device icon.
Status Flags - Status flags can be setup and associated with projects. You can have up to 7 different colors and can name the status flags whatever you wish. Status flags are setup in the Global Navigation Menu in the Company Settings area. Status flags can be assigned to projects in the Edit Project menu.
Priority - Priorities can be setup and associated with projects. You can have up to 3 different icon levels and can name the priorities whatever you wish. Priorities are setup in the Global Navigation Menu in the Company Settings area. Priorites can be assigned to projects in the Edit Project menu.
Milestone - Milestones can be setup and associated with projects. You can have up to 5 different icon levels and can name the milestones whatever you wish. Milestones are setup in the Global Navigation Menu in the Company Settings area. Milestones can be assigned to projects in the Edit Project menu.
Item Count - Item Count will list the number of equipment items, the number of Areas and the number of Zones on each project.
Unit/Data Count - Unit/Data Count will list the total number of parameters on a particular project and how many of those parameters have been filled in. It will also list the total number of required parameters on a project and how many of those required parameters have been filled in.
Note Count - Note Count will list the total number of notes on a project, how many are marked completed, and what percentage of the notes are marked as completed.
Deficiency Count - Deficiency Count will list the number of deficiencies for each status on a project - Open, Recheck, Fixed and Accepted.
Contact Settings - Contact Settings will list the Project Owner, the Main Assigned User and the Completed By User that have been assigned to each project.
Date Settings - Date Settings will list the Date Started, the Date Due and the Date Completed that have been assigned to each project.
Date Timestamps - Date Timestamps will list the date the project was created, the date the project was tested and the date the project was last modified. These are automatic date timestamps and cannot be adjusted manually.
EditRight-Click Menu
The Right-Click Menu on the Project Manager Screen is designed as a quick way to do some commonly used functions. To perform this task, you simply will right-click your mouse on the project you wish to work on. When you do this a small menu will appear allowing you to do several tasks.
 Right-Click Menu |
Select - Select will open the project that you have chosen.
Copy - Copy will open the Copy Project page which allows you to make an exact copy of the project you have chosen and create a new project with all of the same equipment and data.
Delete - Delete will open the Delete Project page which allows you to delete the project you have chosen to the Recycle Bin. Only Administrators can retrieve deleted projects from the Recycle Bin.
Edit - Edit will open the Edit Project page which allows you to edit various aspects of the project you have chosen.
Assign Users - Assign Users will open the Assign Project Users page of the project you have chosen and allow you to assign which users in your system will have access to this project.
Status - Status will open the Edit Status page for the project you have chosen and allow you to make various changes to the selected project such as Completed Status, Completed %, Field Device Enabling, Status Flags, Priorities and Milestones.
Comment Log - Comment Log will open the Edit Project Logs page for the project you have chosen and allow you to enter in comments for Main Comment Log, Project Location Log and Project Information Log.
Data Exceptions - Data Exceptions will open the Data Exceptions Tool for the project you have chosen and show you any missing required parameters and any open deficiencies.
View Reports - View Reports will open the Report and Document Center for the project you have chosen and allow you to begin printing reports.
EditGrid Tools
The Grid Tools area at the bottom of the Project Manager Screen is to be used to make changes to multiple projects at the same time. It allows you to select as many projects as you wish and make changes that apply to all of the projects that you have selected at the same time. This will save a lot of time if you are trying to make mass changes to many projects.
 Grid Tools |
# of Records - The # of Records option allows you to decide how many projects will appear on the Project Manager Screen per page. You have several options ranging from 1 project up to 100 projects per page.
Grid Tool Options - All of the Grid Tool options require that you use the Select Check Box on the far left side of the Project Manager Screen. You will select each project by checking this box and then when you apply the Grid Tool function, it will apply to each of the projects that you have chosen.
Move To Folder - Move To Folder allows you to move multiple projects to different folders that you have setup. You will choose the Move To Folder option and then select which folder you want to move these projects to. When you hit the Move button, all of the projects that you have selected will be moved from the current folder into the new folder you have selected.
Set Open/Completed Status - This will allow you to set a project status as Open or Completed. Once you hit the Save Status button, all of the projects you have selected will have their status changed to either Open or Completed.
Set Percent Completed - This will allow you to over-ride the percent completed for projects or clear the manual calculation and set the projects back to the automatic calculation. To over-ride the automatic calculation, pick what percentage you would like to set the projects to and then click on the Set Percent Completed button. To cancel the manual calculation and set the percentage back to the automatic calculation, simply hit the Clear / Auto-Calc button.
Set Project Status Flag - This will allow you to assign a Status Flag to the projects you have selected. Choose which Flag you want to set and click on the Set button.
Set Project Priority Flag - This will allow you to assign a Priority status to the projects you have selected. Choose which Priority you want to set and click on the Set button.
Set Project Milestone Flag - This will allow you to assign a Milestone status to the projects you have selected. Choose which Milestone you want to set and click on the Set button.
Assign Office Users - This will allow you to assign an Owner/Started By, an Assigned To and a Completed By user to the projects you have selected. Choose which person you would like to assign and then click on which button you would like to assign them to.
Assign or Clear Project Users - This will allow you to assign which users will have access to the projects you have selected. Choose which person you would like to assign and then click on the Assign To Project button to assign that person to the projects you have selected. You can also assign all users to projects by clicking on the Assign All button and you can clear all users from projects by clicking on the Clear All Assignments button.
Delete to Recycle Bin - This will allow you to delete projects to the recycle bin. Clicking on the Delete Selected button will delete the projects you have selected to the Recycle Bin. Only Administrators have access to the recycle bin to undelete or permanently delete a project.