The Project Details Page

In This Article

• Introduction
• Accessing the Project Details Page
• The Project Details Page
• Change Log
• Project Information Panel
• Leads & Opportunities Panel
• Companies Panel
• Associate Existing Company
• Manage Company
• Activities Panel
• Activity Filters
• Customer Equipment Panel
• Associate Existing Equipment
• Notes Panel
• Add/Edit Note

Introduction

 

The Project Details page in Equipment CRM contains detailed information about a single Project. From here, you can view and modify a Project’s location, owner, assignee, associated Customers and equipment, and other information. You can also browse and create Activities, Leads, and Opportunities associated for the Project.

Accessing the Project Details Page

The Project Details page can be accessed via the Project List in Equipment CRM (Sales Rep and Executive). Locate the Project you’d like to view, then click anywhere on its row to view its details.

The Project Details Page

1. Back to List Button
   Click to return to the Project List.
2. Project Name
   The Project’s name.
3. Project Status
   The Project’s current status. Click the dropdown to select a new status. Project statuses can be managed via the Settings menu, under Manage Dropdowns → Project Status.
   
   Setting a Project’s status to Completed will disassociate all equipment from that Project. For this reason, an additional confirmation window will appear when selecting this option from the dropdown. Click “Complete Project and Disassociate Equipment” to proceed, or “Cancel” to cancel.
   
4. Project ID
   The Project’s unique ID. This is automatically assigned when the Project is created and cannot be changed.
5. Change Log Button
   Click to view the Project’s Change Log.
6. Project Information Panel
   Contains basic information about the Project, including its location, owner, assignee(s), details, related projects, and revenue information.
7. Leads & Opportunities Panel
   Lists the Leads and Opportunities associated with this Project.
8. Companies Panel
   Lists the Customer companies associated with this Project.
9. Activities Panel
   Lists the sales Activities associated with this Project.
10. Customer Equipment Panel
    Lists the pieces of customer equipment associated with this Project - for example, those that are in use at the Project site.
11. Notes Panel
    Contains notes about the Project left by Equipment CRM users.

Change Log

Click the Change Log button at the top of the Project Details page to view the Change Log. This screen allows you to view the timeline of changes that other Equipment CRM users have made to the Project.

1. Back Button
   Click to return to the Project Details page.
2. Category Filters
   Click to filter changes by category.
3. Rows Per Page
   Use the dropdown to modify how many changes are displayed on a single page.
4. Change Log
   Each change made to the Project is logged as a row in this table. Information available for each change includes:
   • Date/Time: The time at which the change was made.
   • Changed By: The Equipment CRM user who made the change.
   • Category: The type of information that was modified.
   • Summary: A summary of the changes made.
5. Previous / Next Page
   Use these buttons to navigate between pages of changes.

Project Information Panel

This panel contains basic information about the Project.

1. Edit Button
   Click to edit the information in this panel. See “Create or Edit a Project” for more information.
2. Location
   The Project’s location. This can be expressed as a street address or as a set of coordinates. If both a street address and coordinates exist, the street address will be shown by default.
3. Address / Coordinates Toggle
   Use these buttons to toggle between viewing the Project’s location as a street address or as latitude/longitude coordinates.
4. Project Owner
   The company that owns this Project. This must be an existing Customer in Equipment CRM. Click on the owner’s name to jump to their Customer Profile.
5. Contact(s)
   The project owner’s primary contact(s) for this Project. More than one contact can be specified. Click on a contact’s email address to start composing an email.
6. Assignees
   The Equipment CRM user(s) currently assigned to this Project.
7. Description
   A brief description of the Project.
8. Valuation
   The Project’s total valuation.
9. Primary Stage
   The Project’s primary stage (pre-construction, bidding, completed, etc.) Primary stages can be managed via the Settings menu, under Manage Dropdowns → Primary Stage.
10. Bid Date
    The Project’s bid deadline date.
11. Target Completion Date
    The Project’s target completion date.
12. Ownership Type
    The Project’s ownership type (private, public, governmental, etc.) Ownership types can be managed via the Settings menu, under Manage Dropdowns → Ownership Type.
13. Primary Project Type
    The Project’s primary project type (commercial, residential, industrial, etc.) Primary project types can be managed via the Settings menu, under Manage Dropdowns → Primary Project Type.
14. Target Start Date
    The Project’s target start date.
15. Related Projects
    Other Equipment CRM Projects related to the current Project are listed here. Click on a Project’s name to open its details.
16. Dodge Data & Analytics
    The name and number of the Dodge project from which this Project was created, if any. Click on the Dodge project’s name to open its Dodge Project Detail page.
17. Open Leads & Opportunities
    The number of open Leads and Opportunities associated with this Project.
18. Total Leads & Opportunities
    The total number of Leads and Opportunities, open and closed, associated with this Project.
19. Pipeline Revenue
    The total revenue represented by the open Leads and Opportunities for this Project.
20. Won Revenue
    The total revenue of all won opportunities for this Project.

Leads & Opportunities Panel

This panel lists the Leads and Opportunities associated with this Project.

1. Filters
   Use the dropdowns to filter the list of Leads and Opportunities by stage, Division, type, sales rep, and company.
   
   The values available in these dropdowns will be limited to the values present in the Opportunity records associated with this Project. For example, if your organization has 5 Divisions, but all the Opportunities associated with this Project belong to the same 2 Divisions, only those 2 Divisions will appear in the “Divisions” dropdown.
2. Show Open Only
   Disable this toggle to show Leads and Opportunities in the stages of Won, Closed, No Lead, and No Deal.
3. Leads & Opportunities Table
   Leads and Opportunities associated with the current Project are listed here. Click on a record’s description to jump to its Opportunity Details page.
4. Total Estimated Revenue
   The total estimated revenue of the Leads and Opportunities matching the current filters. Equal to the sum of values under the “Est. Revenue” column.

Companies Panel

This panel lists the Customer companies associated with the Project.

1. Customer # Toggle
   Enable this toggle to display the “Customer #” column.
2. Create New Button
   Click to create a new Customer record and associate it with the current Project.
3. Associate Existing Button
   Click to associate an existing Customer record with this Project. See “Associate Existing Company” for more information.
4. Company Name
   The company’s name. Click on a company’s name to open their Customer Profile. Prospect companies will be indicated by a yellow “Prospect” label .
5. Manage Company
   Click to manage the Customer’s details as they pertain to this Project, including roles and contacts. See “Manage Company” for more information.
6. Remove Company
   Click to disassociate the Customer from this Project. This will not delete the Customer record, only remove the company and all its contacts from the Project. This action cannot be undone.
7. Expand / Collapse
   Click the right / down arrow / next to a company’s name to expand or collapse it, revealing additional information as well as the list of contacts for that company.
8. Company Contact Information
   The company’s street address, phone number, and primary contact email. Click on the email address to compose an email.
9. Company Contact
   Expand a company’s details (7) to view contacts for that company. The company’s primary contact will be indicated by a blue star and solid border. Click on a contact’s email address to compose an email.
10. New Opportunity Button
    Click to create a new Opportunity for this contact and Project. This will pre-fill the Add New Opportunity screen with information from this Project, including the Customer, Address, Contact, and Project fields. Note that the Address will be the address of the Project, rather than that of the contact’s company.
11. New Activity Button
    Click to create a new Activity for this contact and Project. This will pre-fill the Add New Activity screen with information from this Project, including the Customer, Contact, Owner, and Project fields.

Associate Existing Company

Click the Associate Existing button in the top-right corner of the Companies panel to associate an existing Customer company with this Project. This, in turn, allows you to associate that Customer’s equipment with this Project via the Customer Equipment panel.

1. Company
   Begin typing into the search bar to search the list of Customers, then select a Customer to associate with the current Project. Companies already associated with the Project will be excluded from the search results.
2. Role(s)
   Select one or more subcontractor roles which the selected Customer is performing with regards to the current Project. Roles can be managed via the Settings menu, under Manage Dropdowns → Subcontractor Role.
3. Current Roles
   Currently-selected subcontractor roles are listed here. Click the “x” icon next to a role to remove it from the Customer.
4. Cancel Button
   Click to close the window without saving your changes.
5. Associate Company
   Click to associate the selected Customer with this Project. To do this, you must have selected a Company and at least one Role.

Manage Company

Click the pencil icon next to a company in the Companies panel to edit its details as they pertain to this Project.

1. Roles
   The subcontractor roles currently associated with this company for this Project are listed here. Click the “x” icon next to a role to remove it. Click the “Add Role” button to add new subcontractor roles.
2. Company Contact
   Company contacts for this Project are listed here. Click on a contact’s email address to compose an email.
3. Set Primary
   Click the star icon next to a contact to make them the company’s primary contact for this Project.
4. Remove Contact
   Click to disassociate a company contact from this Project. This will not delete their contact record, only remove them from this Project.
5. Add Existing Contact Button
   Click to associate an existing contact at this company with this Project.
6. Create New Contact Button
   Click to create a new contact at this company and associate them with this Project.
7. Cancel Button
   Close the Manage Company window without saving your changes.
8. Done Button
   Save your changes and close the Manage Company window.

Activities Panel

This panel lists the sales Activities associated with this Project.

1. Filters Button
   Click to filter the list of Activities. See “Activity Filters” for more information.
2. Columns Button
   Click to manage the columns displayed in the Activities List. The number next to this button indicates the number of columns currently displayed.
   • Check or uncheck a column to display or hide it.
   • Click and drag the displayed columns to reorder them.
3. Create New Button
   Click to create a new Activity for this Project. This will pre-fill the Add New Activity screen with information from this Project, including the Owner and Project fields.
4. Current Filters
   Currently-applied filters are listed here. Click the “x” icon next to a filter to remove it.
5. Activity Description
   Click on an Activity’s description to open its details.
6. Follow Up
   Click to create a follow up Activity for the selected Activity. This button will only be visible to the sales rep who owns the Activity.
7. Edit Activity
   Click to edit an Activity. This button will only be visible to the sales rep who owns the Activity.
8. Remove Activity
   Click to disassociate the selected Activity from the Project. This will not delete the Activity. This button will only be visible to the sales rep who owns the Activity.

Activity Filters

Click the Filters button in the top-right corner of the Activities panel to open the Activity Filters window.

1. Activity Filters
   Use the dropdowns to filter the list of Activities by assignee, company, contact, role, type, status, or date.
2. Hide Completed Toggle
   Enable this toggle to hide completed Activities from the list.
3. Done Button
   Click to apply your filters and close the window.

Customer Equipment Panel

This panel lists Customer equipment associated with the Project.

1. Show UOM Toggle
   Enable this toggle to display the UOM column in the equipment list. This is the unit of measurement in which the equipment’s Service Meter Units are measured (e.g. hours, miles, or kilometers).
2. Associate Existing Button
   Click to associate an existing piece of equipment with the current Project. See “Associate Existing Equipment” for more information.
3. Search Equipment
   Begin typing into the search bar to search the list of equipment by family, make, model, year, and serial #.
4. Customer
   Equipment in the equipment list is organized by Customer. Click on a customer’s name to display or hide equipment associated with that Customer.
5. Remove Equipment
   Click to disassociate the selected piece of equipment from the Project. This will not delete the equipment record. This action cannot be undone.

Associate Existing Equipment

Click the Associate Existing button in the top-right corner of the Customer Equipment panel to associate an existing piece of Customer equipment with the Project.

1. Company
   Select the company whose equipment you would like to associate with the Project. Only companies already associated with this Project will appear in the dropdown.
2. Equipment
   Begin typing into the search bar to select a piece of equipment to associate with the Project. This will search by serial number, model, make, and equipment number.
3. Cancel Button
   Click to close the window without saving your changes.
4. Associate Button
   Click to associate the selected piece of equipment with the current Project.
   
   A piece of equipment can only be associated with one Project at a time. If the selected piece of equipment is already associated with a different Project, you will be prompted to disassociate it from that Project in order to associate it with the new one.

Notes Panel

This panel allows you to add notes to the Project, for the benefit of other Equipment CRM users. Notes are highly flexible and are an invaluable tool for recording miscellaneous information about a Project.

1. Add New Button
   Click to add a new note. See “Add/Edit Note” for more information.
2. Search Notes
   Begin typing into the search bar to search existing notes by their content.
3. Filter by Tag
   Select a tag from the dropdown to only display notes with that tag.
4. Filter by Author
   Select an Equipment CRM user from the dropdown to only display notes authored by that user.
5. Note Content
   The contents of the note.
6. Tags
   Tags associated with the note are listed here. Note Tags can be managed via the Settings menu, under Manage Dropdowns → Note Tags.
7. Attachments
   Additional files attached to the note are listed here. Click the download icon next to an attachment to download it.
8. Created / Modified By
   The times at which the note was first created and last edited are listed here, along with the name of the user who made these changes.
9. Edit Note Button
   Click to edit the selected note. See “Add/Edit Note” for more information. This button will only be visible next to notes for which you are the author.
10. Delete Note Button
    Click to delete the selected note. This button will only be visible next to notes for which you are the author.
11. Previous / Next Page
    Use the left and right arrows in the bottom-right corner of the list of notes to navigate between pages of notes.

Add/Edit Note

Click the Add Note button in the top right corner of the Notes panel to add a new note. Click the Edit button next to a note you authored to edit it.

1. Note Content
   The contents of the note.
2. Tags
   Click on a tag to attribute it to the note. Click the “x” icon next to a selected tag to remove it.
3. Attachments
   Click on the attachment area and select a file to attach, or drag and drop a file into the attachment area to attach it to the note. Attached files must be smaller than 5MB. Up to 10 files can be attached to each note.
4. Cancel Button
   Click to close the window without saving your note.
5. Add Note / Save Changes Button
   Click to save your changes to the note and close the Add/Edit Note window.