Project Details Page

The Project Details page may be the most frequently viewed page among project members, as it provides key information about the project, such as project name, the administrator, the status of the project and the start and target dates, for example. All project participants have access to this page, although certain data will be exclusive to administrators and users with certain project permissions.

The toolbar buttons and sections on the Project Details page are:

  • Export Address Book: Click to export the project address book either as a VB Script, which can be used to import contacts into Outlook or an Excel spreadsheet.
  • Printable Participants Directory: Click to generate a printable directory of project participants.
  • Edit: This button is only available to administrators and users with Update Project Details permissions. Click to edit project details.
  • Cancel: Click to discard changes.
  • Project Name: Displays the name of the project.
  • e-Builder Project Administrator: Displays the name of the project administrator.
  • Description: If available, displays a description of this project.
  • Project Status: Displays the status of the project.
  • Address: Displays the address of the project site..
  • Country: Displays the country where the project is taking place.
  • Start Date: Displays the date that the project will begin.
  • Target Date: Displays the date that the project is scheduled to end.
  • Project Webcam: If available, displays the URL of the webcam at the project site.
  • Web Links: If available, displays the web address of a project-related website.

The tabs on the Project Details 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 level options are available for projects that have a Drop Down, Multiple Pick, Radio Button or a Checkbox data type selected. This is available for custom fields and Process Data Fields only. When configuring a field of one of these types, you now have the ability to set the options at the:

  • Account Level
  • Project Level: Options can be different project by project

This tab displays all available notes and allows you to add new notes about the project. Once notes are added, they cannot be edited or deleted. Users with 'Manage Private Notes permissions are able to add and view private project notes.

This tab displays all documents that have been attached to this project. From here you are also able to attach documents to the project. For instructions, see Attach Documents to Project Details.

This tab displays all forms that have been attached to this project. From here you are also able to attach forms to the project. For instructions, see Attach Forms to Project Details.

This tab displays all processes that have been attached to this project. From here you are also able to attach processes to the project. For instructions, see Attach Processes to Project Details.

  • Project Access: This field is visible only to administrators and users with Update Project Details permissions. This setting indicates whether or not users are allowed to log in to the project. If a project is still being set up, administrators may choose to temporarily restrict access.
  • Deny Techsupport Access?: Indicates whether or not e-Builder Technical Support is able to access 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.
  • Enable Document Control: This field is visible only to administrators and users with Update Project Details permissions. This setting indicates whether or not document control is enabled. Document control allows document custom fields to be completed on a project. Even if document custom fields are available, unless this setting is enabled, users will not be able to complete these fields on a project. For more information, see Add Document Custom Fields.
  • Plan Room Access: Displays the level of access for the Plan Room. For more information on this feature, see About the Plan Room. Options include the following:
    • None: Access to the Plan Room is restricted.
    • Internal: Plan Room access is limited to licensed e-Builder users only. Users are only able to access the plan room through e-Builder; a URL is not generated with this access type.
    • Public: The Plan Room is publicly enabled and can be accessed via the URL that appears in the following External Plan Room URL field.
    • Shared Password: The Plan Room can only be accessed using a password, which can be obtained by an account or project administrator.
  • Equipment Management Tool Integration?: Indicates whether or not the project is integrated with a third party equipment management tool. For more information, see About Equipment Items.The options are as follows:
    • Yes: This project is integrated with a third-party equipment management tool; therefore the use of this feature within e-Builder is limited. Updates to the equipment list can only be done outside of e-Builder. Within e-Builder, this feature can only be used for budgeting and viewing the equipment list and the status of equipment items.
    • No: This project is not integrated with a third-party tool and maintains full use of the Equipment Management feature.
  • 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 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.

This section includes general information about the project's calendar, such as the start and end times of the work day and the days that make up the work week. These settings influence the project calendar and schedule modules only. They do not affect due dates and escalation calculations in areas such as processes, submittals and forms.

  • Work Day Start Time: Displays the time that the work day begins.
  • Work Day End Time: Displays the time that the work day ends.
  • Work Week: Displays the days of the week that makes up the work week.

This section lists all the days that are treated as exceptions to the general rule, such as holidays that fall on typical working days. Knowing these days early on allows you to plan effectively. Calendar Exceptions can also be created at the account level by the administrator. These exception dates apply to every project in the account. When you edit the Settings tab, exceptions with a grayed out checkbox are account level and cannot be changed.

If the Multiple Calendar or Resource Management features are activated, then Calendar Exceptions from Project Details are no longer connected to the schedule module. Non-working time is defined on each individual calendar from the Working Time button on the schedule toolbar.