New Project Request dialog box
All Project Analyzer projects are imported from your financial system. Use this dialog box to request a new project be created in the financial system for use in Project Analyzer.
Unless otherwise noted, all drop-down list values come from the financial system.
To access this dialog box
Click Request Project on the ribbon bar Home tab.
General Project Information
| Field | Description |
|---|---|
| Office | Select the office to which the project is assigned |
| Client Name | Select the project client |
| Project Name | Type in a name for the project. |
| Principal | Select the principal assigned to the project. |
| Project Manager | Select the project manager assigned to the project. |
| Project Type | Select the type of project. |
| New Construction | Select this check-box for new construction projects. |
| Addition | Select this check-box for addition projects. |
| Renovation | Select this check-box for renovation projects. |
Budget Information
| Field | Description |
|---|---|
| Office | Select the office to which the project is assigned |
| Client Name | Select the project client |
| Project Name | Type in a name for the project. |
| Principal | Select the principal assigned to the project. |
| Project Manager | Select the project manager assigned to the project. |
| Project Type | Select the type of project. |
| New Construction | Select this check-box for new construction projects. |
| Addition | Select this check-box for new construction projects. |
| Renovation | Select this check-box for new construction projects. |
| Initial Building Budget |
Type in the amount budgeted for building costs associated with the project. |
| Project Budget | Type in the amount budgeted for overall project costs. |
| Estimated Fee |
Type in the fee amount estimated for the project. For more information on estimating project fees, please see the Estimating Fees Overview. |
| Fee Type |
Select the appropriate fee type (Hourly, Lump Sum, Fixed Fee, etc.) from the drop-down list. Available fee types are configured on the System Configuration Options Text tab. |
Additional Information
Address Field - Type in the address information for the project in the Address Line 1, 2, 3 and City, State, Zip Code fields as needed.
Project Notes - Type in any additional notes for the project.
Request - Click to send the project creation request.
Send Request Immediately - Do Not Display in Outlook - The process can be automated further by marking the check-box - Send Request Immediately, Do Not Display in Outlook First. This process sends an email to the accounting contact to request a new project to be added to the financial system and by extension to Project Analyzer.