Projects Common Fields

This topic describes the common fields in the Projects view.

Field	Description
Find Project	(Detail view only) Use this field at the top of the view to search for the project that you want to review or edit. To find records in the List view, use the grid filter. When you enter text that the currently selected record does not match, Touchstone displays an Information icon to the right of the Search field that you can hover over to see a message confirming that the current record does not include the search text.
	(Detail view only) Use the arrows to scroll through the projects. The numbers show you which project you are viewing out of the total number of projects in the search results.
<x records>	(List view only) This lists the total number of projects that are in this view.
+ New Projects	Click to create a new project. A blank project template displays in Detail view edit mode.
or	Toggle between the List view () and Detail view () by clicking the relevant icon in the top right area of the page.
Edit	(Detail view only) When you click this button, the fields change to edit mode. To edit a record from the List view, hover over the line in the grid that you wish to edit, click the Options icon () that displays on the right side of the line and click Edit.
Other Actions	Create Copy: (Detail view only) Click to create a copy of the current project. A copy of the project displays in Detail view edit mode. You can edit the fields and save the new project. This is useful if you want to use an existing project as a template for a new project. Add Missing Snapshots: (Detail view only) A snapshot is missing when a project schedule is not uploaded in the Submittals view by the Window Close Date. As a project owner, you may want to see the snapshots that are missing from the project. You may also want to be able to enter the benchmark attributes for missing snapshot periods. You must have a Contract Start Date (Project's Overview tab) in order to add missing snapshots. There are two ways to add missing snapshots to a project: Add missing snapshot placeholders. Click OtherActions > Add Missing Snapshots to add missing snapshot placeholders to the grid. On the Add Missing Project Snapshots dialog box, select the date range for which you want to add the missing snapshots. The From date cannot be earlier than the Contract Start Date. A message displays either letting you know how many snapshots were added to the grid, or that no missing snapshots were found. For each missing snapshot placeholder that is added: The Window Close Date column displays the close date The Status column displays Missing The Last Updated column displays today's date The Updated By column displays the logged in user's name The Schedule column is blank since no file was uploaded This does not upload a schedule but it does allow you to enter the benchmark attributes for the missing snapshot periods. Note: This field is disabled if you have read-only access to the project. Upload a schedule for a prior period. If you are the owner, owner-delegate, or in the SYSADMIN group, you can upload a schedule for a period that has already closed. In addition to the schedule, Touchstone also adds snapshot placeholders on the Snapshots tab for any other missing snapshots. You perform this task from the Submittals view. After the missing snapshots are added, you can edit the benchmark attributes on each one. Export All: (List view only) Click to download all projects to a .csv file. Delete: Click to delete the selected projects (List view) or current project (Detail view). A message displays letting you know that this action will delete <project>.
	Click Maximize / Minimize to hide the Navigation pane so that more of the grid is visible. When you click the icon again, the grid returns to the original size and the Navigation pane displays again.
	(List view only) Click Filter in the grid header to filter the grid results. The grid updates to display the projects that fit the criteria that you enter. A filter icon displays to the left of the column name to indicate that you are filtering by a value in that column. To hide the filter fields, click Filter again. To remove the filter criteria, delete the text from the filter field. The filter remains in effect as long as you are in that view. However, if you leave the view and then return, the filter is no longer in effect
	(List view only) Click the Export icon in the grid header to download all projects to a .csv file.
	(List view only) Click Grid Settings in the grid header to display the Select Columns dialog box where you can add, remove, or reorder columns in the grid. In the dialog box, enter a character or word in either of the filter boxes at the top of the Available Columns and Selected Columns areas to filter the lists. A filter icon displays next to the heading when a filter is applied. Delete the text from the filter field to remove the filter criteria.