Search for Local Projects

<H2 class=form>Description</H2>
<BLOCKQUOTE>This function is part of the Project Services subsystem and is used to search for a Local project's information. The search function can be accessed from the Projects home page.
 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). Therefore, in order to search for local projects based on any other or no search criteria, the 'Local' Project Type search criteria must be used. The Local Project Information is part of the Project Services functionality and can be accessed by PennDOT users only. </BLOCKQUOTE> 
<H2 class=form>Step-by-Step Directions</H2>
<BLOCKQUOTE>
<TABLE border=1>
<TBODY>
<TR vAlign=top>
<TD width=151>User Action</TD>
<TD width=439>Result</TD></TR>
<TR vAlign=top>
<TD width=151>Open your browser software and access the ECMS Welcome page.</TD>
<TD width=439>The ECMS Welcome page is displayed with the navigation bar on the left.</TD></TR>
<TR vAlign=top>
<TD width=151>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.</TD>
<TD width=439>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).</TD></TR>
<TR vAlign=top>
<TD width=151>From the navigation bar, select the Project Services option. </TD>
<TD width=439>The Project Services options available to your user group are displayed.</TD></TR>
<TR vAlign=top>
<TD width=151>Select the Project Home Page option.</TD>
<TD width=439>The Projects home page is displayed.</TD></TR>
<TR vAlign=top>
<TD width=151>Click on the arrow to open up the drop-down box for the Project Type selection criteria.</TD>
<TD width=439>The Project Types that can be selected are displayed.</TD></TR>
<TR vAlign=top>
<TD width=151>Choose the Local project type by clicking on it.</TD>
<TD width=439>The Local Project Type is the first selection criteria chosen.</TD></TR>
<TR vAlign=top>
<TD width=151>Enter any other search criteria to find the desired project and click on Search.</TD>
<TD width=439>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.</TD></TR>
<TR vAlign=top>
<TD width=151>Click on the project number link to view a project.</TD>
<TD width=439>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.</TD></TR>
<TR vAlign=top>
<TD width=151>At this point, the Project Information can be viewed, updated, or deleted, depending upon access rules.</TD>
<TD width=439>The Local Project Information screen is displayed. </TD></TR>
<TR vAlign=top>
<TD width=151>Back Button</TD>
<TD width=439>Re-displays the results of the search.</TD></TR></TBODY></TABLE></BLOCKQUOTE> 
<H2 class=form>Related Help Topics</H2>
<BLOCKQUOTE>

<TABLE cellSpacing=0 cellPadding=0 border=0>
<TBODY>
<TR vAlign=top>
<TD width=708>
<TABLE border=1>
<TBODY>
<TR vAlign=top>
<TD width=174>Topic</TD>
<TD width=414>Help Document</TD></TR>
<TR vAlign=top>
<TD width=174>Edit local projects</TD>
<TD width=414>How Do I... Update Local Projects</TD></TR>
<TR vAlign=top>
<TD width=174>Delete local projects</TD>
<TD width=414>How Do I... Delete Local Projects</TD></TR>
<TR vAlign=top>
<TD width=174>Create local projects</TD>
<TD width=414>How Do I... Create Local Projects</TD></TR>
<TR vAlign=top>
<TD width=174>View local projects</TD>
<TD width=414>How Do I... View Local Projects</TD></TR>
<TR vAlign=top>
<TD width=174>Local project information</TD>
<TD width=414>Tell Me About... Local Project Information</TD></TR></TBODY></TABLE></TD></TR></TBODY></TABLE></BLOCKQUOTE>

Description

This function is part of the Project Services subsystem and is used to search for a Local project's information. The search function can be accessed from the Projects home page.

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). Therefore, in order to search for local projects based on any other or no search criteria, the 'Local' Project Type search criteria must be used.

The Local Project Information 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.

Click on the arrow to open up the drop-down box for the Project Type selection criteria. The Project Types that can be selected are displayed.

Choose the Local project type by clicking on it. The Local Project Type is the first selection criteria chosen.

Enter any other search criteria to find the desired project 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 to view a project. 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.

At this point, the Project Information can be viewed, updated, or deleted, depending upon access rules. The Local Project Information screen is displayed.

Back Button Re-displays the results of the search.

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.
Click on the arrow to open up the drop-down box for the Project Type selection criteria.	The Project Types that can be selected are displayed.
Choose the Local project type by clicking on it.	The Local Project Type is the first selection criteria chosen.
Enter any other search criteria to find the desired project 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 to view a project.	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.
At this point, the Project Information can be viewed, updated, or deleted, depending upon access rules.	The Local Project Information screen is displayed.
Back Button	Re-displays the results of the search.

Created by
Joseph D Howe/PennDOT on 03/16/2005 at 10:56:02 AM