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Add Projects

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Argenta has a project management system built in to help you plan and manage projects. While projects can be chaotic, using a tool to help organize all your tasks, files, notes and information in one place can be help to control the process.

 

To Add A Project

 

From the Argenta main menu, on the left hand side of the screen, select Operations/Workflow > Projects

 

This will redirect you to the Project Management Tool...

 

 

Click the "Add A New Project" button above the list.

 

This will redirect you to the Add A New Project screen.

 

 

Any field with a red asterix  *  indicates a required field that must be completed before the project can be submitted. 

 

Click the "Look Up" button to pop up a window allowing you to search and select constituents designated as Board Members, Staff Members, Volunteers and Users. These groups represent affiliates of your organization and may have a project assigned.

 

When the look up window closes the Project Assigned To field will display the corresponding ID # for the affiliate primarily responsible for this project or the project owner. You will also notice the affiliate's name displayed to the right of the button. The default value is "Unassigned*". If you do not have a project owner, you should leave the project in the unassigned state.

 

Enter the date the project was requested or created in the Date of Request field. This field is required.

 

Choose a priority from the Priority drop down list. This field is required.

 

Assign a current status for the project from the Current Status drop down list. The status field is important. It carries the project through its life-cycle. Typically when you enter a project it is "New", but another status code my apply. Other status codes include...

 

Pending Initial Approval

Approved In Spec

Assigned

In Process

Waiting On Client

In Testing/QA

Needs Final Approval

On Hold

Completed

Cancelled/Void

 

Enter a title for your project in the Project Title field. This is a required field and will allow no more than 140 characters.

 

Enter a description for the project in the Description field. Type a brief description of the project and any important details the project owner may need to know. This is not a required field but it is recommended.

 

Enter a justification for the project in the Justification field. Type a reason why the project is being requested and give justification for the priority assigned. This is not a required field.

 

If you have a file that relates to the project click the browse button to search your machine for the file.

 

If someone requested the project you can enter their information in the Requestor’s First Name, Last Name, Email Address, and Phone fields. These fields are not required.

 

Enter the date the requestor or project initiator would like to have the project completed in the Desired Due Date field. This may not be the final due date, but a projection. This is a required field.

 

Enter the actual due date. You can enter the same date as the desired due date or indicate an actual date. The actual due date can be changed in the Project Workspace after the project has been entered. This is a required field.

 

If the project you're entering is already complete you can enter a completion date, otherwise leave it blank. This field is not required.

 

Enter the projected number of hours it will take to complete the project in the Projected Number of Hours field.

 

Click the "Add This Project" button.

 

You will be redirected back to the Project List. The project you entered will appear in the list where it will appear at the top of the list with a Project Number, automatically assigned.