Add/ Edit Project Page

The Add/Edit Project page allows administrators and users with Add New Project permissions to add a new project and those with the Update Project Details permission to modify the details of an existing project.

Projects within e-Builder represent actual projects going on in the field and they are typically created just as soon as a decision is made to move forward on a project. The sooner a project is created within e-Builder, the better, as this will give account and project administrators enough lead time to set up project roles and permissions so project members can start contributing right away. Most of the details of a project can be modified at any time, which may be necessary if there's a new project administrator or the status of the project has changed, for example.

For instructions on how to access the Add Project page and add a new project, see Add New Projects. For instructions on how to access the Edit Project page and edit the project details of an existing project, see Edit Project Details.

The toolbar buttons and project settings available at the top of the Add/ Edit Project page are:

  • Check Spelling: Click to check the spelling of form field entries.
  • Save: Click to save any changes.
  • Cancel: Click to discard changes.
  • Project Name: Enter the project name.
  • e-Builder Project Administrator: If the project setting is configured to default to a specific project role, only users in that role display for you to choose from. See Complete Project Settings for more information. If user options do not already display, choose an administrator for this project.
  • Description: Enter a description of this project. This can be used to give project administrators and members of the project additional information about the project.
  • Project Status: Choose a project status from this drop-down menu. Default statuses are available, but the list of statuses may be customized by account administrators. For more on this setting, see Managing Project Statuses.
  • Project Photo: Click Browse to select a picture of this project.
  • Address: Enter the address of the project site. This information will be available from the Project Details page.
  • City: Enter the city location of the project site.
  • State / Province: Enter the state location of the project site.
  • Zip / Postal Code: Enter the zip code of the project site.
  • Country: Enter the country of the project site.
  • Map location: Click Choose from map to add the map location for this project. This can be set to a different location than the project address. Click XYZ coordinates to view the coordinates along the three axes.
  • Start Date: Enter the date that the project will begin.
  • Target Date: Enter the date that the project is scheduled to end.
  • Project Webcam URL: If available, enter the URL of the webcam at the project site.

The tabs available on the Add/ Edit Project page are:

If there are project custom fields available, they display on this tab. Custom fields allow you to group or filter information according to specific business processes in your reports. For more information, see About Global Custom Fields.

  • Project Access:
    • Yes - This is the default selection. Select this option to allow users to log in to this project.
    • No - Select this option to restrict users from logging into this project. If a project is still being set up, administrators may choose to temporarily restrict access.
  • Deny Techsupport Access?:
    • Yes - Select this option to disallow e-Builder technical support from accessing this project. Tech Support access may be necessary for troubleshooting issues users might experience. However, projects that include confidential content may need to be restricted.
    • No - This is the default selection. Select this option to allow e-Builder technical support to access this project whenever necessary. Tech support might need access to assist users when troubleshooting issues that might arise.
  • Enable Document Control?: Document control makes document custom fields available on a project. Even if document custom fields exists, unless this setting is enabled, users will not be able to complete these fields on a project.
  • Equipment Management Tool Integration?: The Equipment Management feature allows you to keep track of the costs associated with items that have been purchased by the owner and installed by either the owner or a contracting company. Optionally, equipment purchases can be tied to commitments for a more accurate representation of project costs. To learn more, see About Equipment Items.
    • Yes - Select to enable equipment management integration on this project. This setting will restrict the Equipment Manager feature so that all updates to the equipment list can only be done outside of e-Builder. This feature would be used strictly for budgeting and viewing the equipment list and the status of equipment items. When this setting is enabled, the equipment list cannot be compiled or managed in e-Builder, but items can still be tied to the budget.
    • No - This is the default selection. Select to maintain full use of the Equipment Management feature.
  • Plan Room Access: This setting allows you to determine how the plan room will be accessed. For more information, see About the Plan Room.
    • None - This is the default selection. Select to restrict all access to the plan room.
    • Internal Only - Select to limit plan room access only to those users who can access e-Builder. If this option is selected, users will only to able to access the plan room through e-Builder; a URL will not be generated.
    • Public - Select to automatically generate a URL from which users can access the plan room. After changes are saved, this URL displays in the External Plan Room URL field located on the Project Details page.
    • Shared Password - Select to create a shared password for users to enter when accessing the plan room.
      1. Enter a password in the Shared Password field.
      2. Re-enter this password in the Confirm Password field.

This section is displayed only if the multi-currency feature is enabled for the account. This section is visible only to users with View Cost permissions.

  • Project Currency: Select the currency to use for the project. The project currency indicator (currency code) will be displayed on the top of every Cost page. The project currency is set to the account currency by default if no project currency has been specified during project creation. This setting can be edited by Project Administrators and can be changed to any of the pre-defined currency types on the account as long as there is no cost data set up (eg., line items or funding allocation).

    To find a currency quickly, enter the currency name in the Project Currency text box and select it from the search results.

  • Workflow Due Date Offset: Enter the number of days that the workflow forms are due after it has been initiated. For example, if workflow forms should be submitted, within seven days of being received, enter "7" in this field.

This setting allows you to configure calendar settings, which will influence the project calendar and schedule.

  • Work Day Start Time: Enter the time that the work day will begin for this project.
  • Work Day End Time: Enter the time that the work day will end for this project.
  • Work Week: Choose the days of the week that will make up the work week for this project.

This section allows you to determine the days that will be treated as an exception to the general rule, such as holidays that fall on typical working days. From this page you can choose particular dates and mark them as working or non-working days. Identifying these days at the onset of a project helps managers plan more effectively.

  • Date: Enter a date to add as an exception or click the calendar icon to choose one directly from the calendar. In the adjacent box, choose whether this is a working or non-working day.
  • Add: Click to add the entered date exception to the list of calendar exceptions.
  • Delete: Click to delete the selected calendar exception date.