Integration of New Fields in Project Printout (12/11/24)

ByDanielle

Several of the new fields that were added to the General Tab of Project Container on 10/15/24 have been incorporated into the Project printout, making it even easier to share this information internally. They will automatically display on the first page of the printout when the Print Project Container Print Option is selected.

C&I Project Model

Holophane Project Model

View-Only Corporate Copies of Rep Projects

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Project Container Release Notes (09/13/22)

ByMichael

This morning a new version of Project Container was deployed. This release includes the following update(s): Address an issue that was preventing users from executing a “Spec Registration Search” due to the action buttons being cut Addresses an issue accepting Mexico or Canada Specification Registrations and linking them to existing projects due to a NULL…

Check it out….More Project Container Enhancements…

ByLinda

We are on a roll making enhancements to agile!  Check out these new features in Project Container:

  • Assignment of more than one Follow-Up Salesperson: You now have the ability to assign more than one salesperson as the follow-up salesperson on a project.
  • Project Container Read Only Role:  Do you have people in your agency who just need visibility of jobs?  There is now a new role called Project Container – Read Only that can be assigned to users who only need the ability to view Project Container information with no editing capability.
  • Job Alias Visibility:  You can now hover the cursor over the job name field on the dashboard to quickly view the job aliases assigned to a Project Container. This will also help clarify search results when projects with job aliases are returned.
  • Project Search Change: We addressed your request to display your selections in the various search boxes versus displaying ‘Select One’.  You will now see your selection displayed in the box and if there are multiple selections, you will see ‘multiple’ displayed in the box.

Stay tuned for more enhancements coming soon!

New Project Scope Field in Project Container (10/15/24)

ByDanielle

A new field called Project Scope has been added to the General Tab of Project Container to enable enhanced tracking capabilities. Selections made to this field will be captured in the Project Container Audit Log. There will also be a series of follow-up releases integrating this new field into the various other elements of Project…
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Request for Assistance – Post-Installation Services

ByLinda

You can now request post-installation services on your project’s orders through the Request for Assistance application!  This option is available for new requests.  You will find both Startup Scheduling and Graphical Interface options under the Post-Installation dropdown in the Request wizard. Startup scheduling advises your PM that you need a startup scheduled on the date…

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