Project Checklist Items Configuration .NET

Configure pre-established Project Checklist Items for keeping track of your company’s job progress. These active Project Checklist Items will be shown within the menu “Jobs > Project Documents” Checklist tab  as part of the Job editing process. Once editing a Job these Project Checklist Items can be set as “Completed” with the date and any related comments.

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

Figure 1

The Project Checklist Items screen (see Figure 2) is where you can view and edit an items.

Figure 2

Add Project Checklist Items

1. Click on the Add (Orange Box top left screen). The 'Add record' row will appear at the top of the list (shown below in Figure 3).
2. Select a 'Category'.
3. Enter a 'Description'.
4. Enter an 'Order By' if needed.
5. Click the [Save] to save this information.

Figure 3

Edit Project Checklist Items

1. Click on the Edit button. (Green Box see Figure 2).
2. You can modify the Category.
3. You can modify the Description.
4. You can modify the Order By if needed.

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

Figure 4

Delete Project Checklist Items

To delete a Project Checklist Items, just click on the delete button to the left of the Project Checklist Items (Red Box in Figure 4) . Please remember to click on either the Save or Save and Close button  (Green Box top right in Figure 4)