Project Details

The set of tabs displayed on the Project Details screen allow you to configure the way that each Project on your system works.

Location in standard build: Admin menu > Projects & Referrals > Project Set Up > click on name of Project

General tab

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Here you can give the project a name and description, link to a module (using the "Type of Project" field), etc. See the Project Details - General tab page for full details.

Record a Contact tab

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The Record a Contact tab allows you to choose how the Contact Management part of the Project will operate. See the Project Details - Record a Contact tab page for full details.

Code Settings tab

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Choose whether to use Classification Codes in this project, and whether to force users to enter them. See the Project Details - Code Settings tab page for full details.

Funding tab

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Record who funds this project, and the related amount(s). See the Project Details - Funding tab page for full details.

Types Of Orgs & People tab

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Choose which Organisation and People types this project works with. See the Project Details - Types Of Orgs & People tab for full details.

Additional Data Collection tab

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Select which Assessment Forms, Extension Databases and Ladder Outcomes to link to this project. See the Project Details - Additional Data Collection tab page for full details.

3rd Party Systems tab

Select options for links to third party software. See the Project Details - 3rd Party Systems tab for full details.

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Rob Kay - manual author (talk) 15:19, 30 August 2017 (BST)