Project Checklist Categories Configuration .NET

Configure pre-established Project Checklist Categories for keeping track of your company’s job progress. These active Project Checklist Categories are found as section headers within the menu “Jobs > Job Documents” under the “Checklist” tab when editing a Job.

You access Configuration for the Project Checklist Items from the Configuration > Projects Setup > Project Checklist Items, shown below. (Figure 1)

Figure 1

Figure 2

Add Project Checklist Items

1. Click on the Add (Orange Box top left screen). The Add field (shown above in Figure 2) will open.
2. Enter a Description.
3. Enter an Order By if needed.
4. Click the [Save] (Green Box top right screen) to save this information.

Edit Project Checklist Items

1. Click on the field you need to Edit. (Green Box see Figure 2).
2. You can modify the Description.
3. You can modify the Order By.

Figure 3

**If you don’t click on either the Save or Save and Close button and navigate off this screen, your changes will be lost.

Delete Project Checklist Items

To delete a Project Checklist Category, just click on the delete button to the left of the Description field (Red Box) in Figure 3) . Please note: You can only delete a Project Checklist Category that does not currently have any Project Checklist Items assigned to it. If the Project Checklist Category has any Project Checklist Items assigned to it, the delete button will be disabled.