Local Project Information

Description

Local Project Information is part of the Project Services subsystem and is used to view a Local project's information. The view function can be accessed by all PennDOT users from the results of a Local Project search or by entering a local project number in the Project Number field in the header of a screen and clicking on GO. District Portfolio Manager and Design ADE users can edit or delete local project information for projects with organization codes matching their own.

Local projects are a separate group of projects, included in ECMS so that they can be included in reporting. However, the information retained about them and the functionality surrounding them is very different from ECMS projects (which includes the 'Local Partial ECMS' project type). The method for searching for a local project differs from that used to search for another type of project. Local project information is displayed in its own Local Project Information screen.

The View Local Project Information function is part of the Project Services functionality and can be accessed by PennDOT users only. There is no contractor or public access to this information.

The functional buttons and links that appear at the bottom of the screen (and are common to all tabs) are described in the Actions table.

Fields

Field Name	State	Description
Project Number	Header Field	The unique number that identifies the local project throughout ECMS. This is usually the same as the MPMS number designated when the project was initially saved in ECMS. Throughout ECMS, the project number provides key data to relate all of the elements of the project. When the user first creates the Local Project Information by clicking the Create Local Project link on the Project home page, the Project Number field is filled when the user designates the MPMS number. From that point, the field is display only until the project information is saved. When Local Project Information is retrieved and displayed in this screen, another local project number can be entered into this field and, by clicking on the GO button to the right of the field, the new local project's information will be displayed. However, this number is the key identifying field for local projects, and therefore, cannot be changed. IMPORTANT: The ability to edit local project information is controlled by matching the user's organization code to the Admin Org code on the project. For example, only the District Portfolio Manager for District 8-0 can only edit local projects assigned to District 8-0. This restriction does not pertain to the BOD CMD user.
District	Editable – Required	The PENNDOT Engineering District associated with the lead MPMS number. Note: This field is automatically filled with the District from MPMS when the MPMS number is entered, but it can be changed by the user. Also, in order to edit local project information, the Portfolio Manager or Design ADE must have organization codes identical to the organization code on the project. Changing the district may render it uneditable. Upon saving this kind of change, a warning message is displayed.
County (embedded table)	Editable – Required	Related county as specified in MPMS for the associated MPMS number. Note: This field is automatically filled with the County from MPMS when the MPMS number is entered, but it can be changed by the user.
SR	Editable	The State Route associated with the project as identified by the lead MPMS number. This field can be edited. Note: This field is automatically filled with the SR from MPMS when the MPMS number is entered, but it can be changed by the user.
Short Description	Editable – Required	This field allows the user to enter the project short description, for example, “Dauphin Bypass”. Note: This field is automatically filled with the Project Definition from MPMS when the MPMS number is entered, but it can be changed by the user.
Estimated Let Date	Editable	This field allows the user to enter the anticipated let date for the local project. An icon on the right displays a pop-up calendar for the user to choose a date via point and click. Note: This field is automatically filled with the Estimated Let Date from MPMS when the MPMS number is entered, but it can be changed by the user.
Estimated Bid Amount	Editable	The field allows the user to enter an estimated bid amount for the local project. Note: This field is automatically filled with the Estimated Bid Amount from MPMS when the MPMS number is entered, but it can be changed by the user.
Actual Let Date	Editable	This field allows the user to enter the actual let date for the local project. An icon on the right displays a pop-up calendar for the user to choose a date via point and click. Note: This field is automatically filled with the Actual Let Date from MPMS when the MPMS number is entered, but it can be changed by the user.
Actual Bid Amount	Editable	The field allows the user to enter an actual bid amount for the local project.
Prime BPID	Display Only	This field displays the Business Partner ID number corresponding to the BP chosen in the Prime Name field. If no Prime is chosen, this field is blank. If a prime contractor who is not registered is keyed into the Prime Name field, this field is again left blank. This field is display only and cannot be edited directly.
Prime Name	Editable	This field allows the user to designate the prime contractor for the local project. A drop-down list of all registered BP's who can do business as contractors is provided. However, as it is likely that a non-registered contractor is prime on a local project, the user can key in the BP's name. In this case, the BPID field above is left blank.
MPMS Information	Display Only	The original MPMS information is displayed at the bottom of the local information screen. The editable fields may be reset to these values using the Reset button. This information is display only and cannot be edited by any user.

Actions

Action Description ? (icon) When the user clicks this icon, they are taken to the screen’s “Tell Me About” Help document, which provides a brief screen description, a definition of each field, and a definition of each ‘action’ (link, button, icon). Up/Down Arrows (icon) When the user clicks the up arrow at the top left corner of the display, they are taken to the top of the screen view. When the user clicks the down arrow at the top left corner of the display, they are taken to the bottom of the screen view. TIP: The function buttons such as BACK, EDIT, and SAVE are always located at the extreme bottom of the screen. Use the down arrow to quickly move to the buttons you need. Go (button in header) When the user enters a local project number and clicks the Go button, they are taken to the new local project's information screen. Back (button) When the user clicks this button, they are returned to the previous screen in the browser history. Edit (button) When the user clicks this button, the screen switches to edit mode. The button is only displayed when the user has edit authority and only when the screen is in read mode. Save (button) When the user clicks this button, any changes to the screen are saved to the database, and a message is displayed informing the user that the save was successful. When the user clicks OK on the message box, control remains on this screen. Save & Exit (button) When the user clicks this button, any changes to the screen are saved to the database, and a message is displayed informing the user that the save was successful. When the user clicks OK on the message box the Projects home page is displayed. Refresh (button) When the user clicks this button, all the original data associated with the MPMS number is entered in the local project information fields, as it is when the local project is first created. This button is only available when the screen is in Edit mode. Del Proj (button) When the user clicks this button, a message is displayed asking the user to confirm that they want to delete the entire project. If the user clicks OK on the message, the project and all its related data is physically deleted from the database, and the user is returned to the Project home page. This button is only available to users in the user groups ADE for Design and Portfolio Manager who are associated with the District (via Admin Org Code) and to BOD CMD users. This button is only available when the screen is in Edit mode.

Related Help Topics

Topic	Help Document
Search for local projects	How Do I... Search for Local Projects
Delete local projects	How Do I... Delete Local Projects
Create local projects	How Do I... Create Local Projects
View local projects	How Do I... View Local Projects
Edit local projects	How Do I... Update Local Projects

Created by
Joseph D Howe/PennDOT on 03/16/2005 at 10:53:58 AM