View Local Projects

<H2 class=form>Description</H2>
<BLOCKQUOTE>This function is part of the Project Services subsystem and is used to view a Local project's information. The view function can be accessed 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.
<P><BR>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.<BR><BR>The View Local Project Information function is part of the Project Services functionality and can be accessed by PennDOT users only. </P></BLOCKQUOTE><BR>
<H2 class=form>Step-by-Step Directions</H2>
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<TD width=151><B><FONT face=Arial size=2>User Action</FONT></B></TD>
<TD width=439><B><FONT face=Arial size=2>Result</FONT></B></TD></TR>
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<TD width=151><FONT face=Arial size=2>Open your browser software and access the ECMS Welcome page.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The ECMS Welcome page is displayed with the navigation bar on the left.</FONT></TD></TR>
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<TD width=151><FONT face=Arial size=2>Using the Registered Users Login fields at the top of the navigation bar, enter your user ID and password. Click GO or tap the Enter key.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The ECMS Welcome page appears. Your user name now appears at the top of the navigation bar, and the navigation bar options are tailored to your security group(s).</FONT></TD></TR>
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<TD width=151><FONT face=Arial size=2>From the navigation bar, select the Project Services option. </FONT></TD>
<TD width=439><FONT face=Arial size=2>The Project Services options available to your user group are displayed.</FONT></TD></TR>
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<TD width=151><FONT face=Arial size=2>Select the Project Home Page option.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The Projects home page is displayed.</FONT></TD></TR>
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<TD width=151><FONT face=Arial size=2>Enter search criteria to find the project to be deleted and click on Search.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The search results appear on a Projects list. No drop-down list appears in the header when local projects are listed. </FONT>
<P><B><I><FONT face=Arial size=2>Note:</FONT></I></B><I><FONT face=Arial size=2> You must select the Project Type 'Local' from the drop-down list in order to search for local projects.</FONT></I></P></TD></TR>
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<TD width=151><FONT face=Arial size=2>Click on the project number link for the project to be deleted.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The Local Project Information screen is displayed. If the organization code of the project matches the organization code of the Portfolio Manager or ADE user, an Edit button will appear. BOD CMD will always see the Edit button.</FONT></TD></TR>
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<TD width=151><FONT face=Arial size=2>Optional: Click on the Edit button.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The Local Project Information screen is displayed in Edit mode. </FONT></TD></TR>
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<TD width=151><FONT face=Arial size=2>Click on the Back button.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The results of the local project search are re-displayed.</FONT></TD></TR></TBODY></TABLE><FONT face=Helvetica size=2></FONT></TD></TR></TBODY></TABLE></BLOCKQUOTE><BR>
<H2 class=form>Related Help Topics</H2>
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<TD width=174><B><FONT face=Arial size=2>Topic</FONT></B></TD>
<TD width=414><B><FONT face=Arial size=2>Help Document</FONT></B></TD></TR>
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<TD width=174><FONT face=Arial size=2>Search for local projects</FONT></TD>
<TD width=414><FONT face=Arial size=2>How Do I... Search for Local Projects</FONT></TD></TR>
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<TD width=174><FONT face=Arial size=2>Delete local projects</FONT></TD>
<TD width=414><FONT face=Arial size=2>How Do I... Delete Local Projects</FONT></TD></TR>
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<TD width=174><FONT face=Arial size=2>Create local projects</FONT></TD>
<TD width=414><FONT face=Arial size=2>How Do I... Create Local Projects</FONT></TD></TR>
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<TD width=174><FONT face=Arial size=2>Edit local projects</FONT></TD>
<TD width=414><FONT face=Arial size=2>How Do I... Update Local Projects</FONT></TD></TR>
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<TD width=174><FONT face=Arial size=2>Local project information</FONT></TD>
<TD width=414><FONT face=Arial size=2>Tell Me About... Local Project Information</FONT></TD></TR></TBODY></TABLE></P></BLOCKQUOTE>

Description

This function is part of the Project Services subsystem and is used to view a Local project's information. The view function can be accessed 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.


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.


Step-by-Step Directions

User Action Result
Open your browser software and access the ECMS Welcome page. The ECMS Welcome page is displayed with the navigation bar on the left.
Using the Registered Users Login fields at the top of the navigation bar, enter your user ID and password. Click GO or tap the Enter key. The ECMS Welcome page appears. Your user name now appears at the top of the navigation bar, and the navigation bar options are tailored to your security group(s).
From the navigation bar, select the Project Services option. The Project Services options available to your user group are displayed.
Select the Project Home Page option. The Projects home page is displayed.
Enter search criteria to find the project to be deleted and click on Search. The search results appear on a Projects list. No drop-down list appears in the header when local projects are listed.

Note: You must select the Project Type 'Local' from the drop-down list in order to search for local projects.

Click on the project number link for the project to be deleted. The Local Project Information screen is displayed. If the organization code of the project matches the organization code of the Portfolio Manager or ADE user, an Edit button will appear. BOD CMD will always see the Edit button.
Optional: Click on the Edit button. The Local Project Information screen is displayed in Edit mode.
Click on the Back button. The results of the local project search are re-displayed.

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
Edit local projects How Do I... Update Local Projects
Local project information Tell Me About... Local Project Information


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Created by
Joseph D Howe/PennDOT
on 03/16/2005 at 10:57:32 AM