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.
You must have a role with the ProjectsReferenceData permission to access this window.
Refer to Managing 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).
Use this reference data to define the roles of contractors added to projects (for example: supervisor).
Use this reference data to define the statuses of contracts (for example, Live, Draft, and so on).
Use this reference data to define types of contracts (for example: Fixed fee, Leasing, Spot Contract, and so on).
Use this reference data to categorise a budget by cost types.
Use this reference data to describe the fault against a Project Snag record.
Use this reference data to define the statuses of project events (for example: In progress).
Use this reference data to define event types for projects.
Use this reference data to define types of events for a project plan.
Use this reference data to define the status of each task for a plan item (for example: Open or Closed).
Use this reference data to define the roles of team members that are added to a project (for example: Project Manager, School Property Advisor, and so on).
Use this reference data to define the current state of a project (for example: Active or Closed).
Use this reference data to define project templates, which can be used to pre-populate records for a newly created project.
Use this reference data to define the current type of a project (for example: New Development or Modernisation).
Use this reference data to define types of risk events (for example: Reassessment). This event type allows the creation of notifications that can be displayed in the calendar.
Use this reference data to define contract tender statuses (for example: Tendering, Successful, Unsuccessful, and so on).
