Project Drivers

Project drivers are used to determine what initiated a project, for example, New Construction or Capital Improvements. These values populate the Project Driver drop-down menu on the Project module's Edit Project Details page.

To open the Project Drivers page:

  1. Open the Administration Menu page.

  2. Under the PROJECT ADMIN heading, click Project Drivers.

ClosedAdd a Project Driver

To add a project driver:

  1. In the Project Driver field, enter the name of the project driver.

    This is the value that will be displayed to users.

  2. Click ADD.

ClosedEdit a Project Driver

Once you have created a project driver, you can further define it or edit it. To edit a project driver:

  1. In the Project Driver field, select the project driver to edit.

  2. To change the name of the project driver, enter a value in the Rename field.

    All historical information will reflect the new value.

  3. To change the display order, enter a value in the Tab Order field.

    The Tab Order indicates the position, in menus, where this value will be listed. Lower numbered values are displayed toward the top of the list. Values will the same tab order will be sorted alphabetically.

  4. To change the status, select a value in the Status field.

    Project drivers with a status of Inactive are not displayed to users. However, inactivating a project driver does not affect the existing projects that utilize it.

  5. Click UPDATE.

ClosedDelete a Project Driver

Project drivers that have not been used can be deleted from the system.

Project drivers that have been associated with a project cannot be deleted, but they can be inactivated to prevent users from accessing them.

To delete a project driver:

  1. In the Project Driver field, select the value to delete.

  2. Click DELETE.

    A dialog box opens asking you to confirm your choice.

  3. Click OK.

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