Projects Reference Data

The Projects reference data window can be accessed by navigating to Maintenance > Projects > Projects, or by clicking the Manage Reference Data option in the Tasks panel of a project record.

Note: You must have a role with the ProjectsReferenceData permission to access this window.

Refer to Manage Reference Data for further information on using reference data screens.

The following reference data is available:

Use this reference data to record necessary condition actions on a Project Snag record (for example: Repair, Remove, Replace and so on).

Condition Actions reference data

Use this reference data to define the roles of contractors added to projects (for example: supervisor).

Contract Role reference data

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Use this reference data to define the statuses of contracts (for example: Live, Draft and so on).

Contract Status reference data

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Use this reference data to define types of contract (for example: Fixed fee, Leasing, Spot Contract and so on).

Contract Type reference data

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Use this reference data to categorise a budget by cost types.

Cost Type reference data

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Use this reference data to describe the fault against a Project Snag record.

Faults reference data

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Use this reference data to define statuses of project events (for example: In progress).

Project Event Status reference data

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Use this reference data to define event types for projects.

Project Event Type reference data

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Use this reference data to define types of events for a project plan.

Project Plan Event Type reference data

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Use this reference data to define the status of each task for a plan item (for example: Open or Closed).

Project Plan Item Status reference data

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Use this reference data to define roles of team members that are added to a project (for example: Project Manager, School Property Advisor and so on).

Project Role reference data

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Use this reference data to define the current states of a project (for example: Active or Closed).

Project Status reference data

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Use this reference data to define project templates, which can be used to pre-populate records for a newly created project.

Project Templates reference data

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Use this reference data to define the current type of a project (for example: New Development or Modernisation).

Project Type reference data

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Use this reference data to define types of risk events (for example: Reassessment). This event type allows the creation of notifications which can be displayed in the calendar.

Risk Event Type reference data

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Use this reference data to define contract tender statuses (for example: Tendering, Successful, Unsuccessful and so on).

Tender Status reference data

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