Procedures

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Create a Project Event

Project Events are details that are manually added by Team Members to provide additional information.  Events can be added to both the main Project record and / or Task records

Add Event to Project Record using Team / Events tab:

1. Open a Project you want to view and click the Team / Events tab
2. In the Events grid, click the ADD icon.  A new Project Event record opens with the “Project Event No.” and “Entered By” fields auto-populated
3. Add all relevant information.  Note: the Public Flag checkbox allows you to specify if the Event should be visible to External Users
4. Click the SAVE icon

Add Event to a Project Task:

1. Open a Project you want to view and click the Tasks tab
2. Drill into a Task and open Events tab of the Task
3. Click the ADD icon
4. Add all relevant information.  Note: the Public Flag checkbox allows you to specify if the Event should be visible to External Users
5. Click the SAVE icon