Project Center—Journal Tab

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Navigation

 

The Journal tab of the Project Center screen displays project-related journals in the grid. You can apply filters to view selective journals. See Project Journal Overview for further details.

 

The following are descriptions of fields on this screen:

 

Period:

The period for which you want to view the project journals. You can choose to view journals for This Month, All, Custom period, etc. If you choose Custom, you must specify the desired date range in the From-To fields.

 

Show Active Journals Only:

The check box is selected by default and the grid displays only active journals. If the check box is not selected, all the project journals will be displayed in the grid.

 

Show Notes for Child Projects:

When selected, you can view journal notes for the project phases as well. Otherwise, the grid displays only the parent project's journals.

 

Journal Notes

 

Based on the journal selected in the grid, the Journal Notes field displays the entire note. You can update the details, if required. Type as much text as desired or use Auto Complete shorthand codes to insert standard text.

 

Time/Date Stamp :

Click this icon to insert date and time details into a journal entry.

 

Active:

Use this field to update a journal's status—active.

 

Grid

 

Date:

The date when a journal was created.

 

Employee ID:

The ID of the employee who created the journal.

 

Journal Category:

Displays the journal category or type. It can be Project, Billing Review, Invoice Review, Payment, etc. depending upon the screen from where the journal was created.

 

Active:

The status of the journal—whether active or not.

 

Journal Button Panel

 

Help:

Click to access Web Suite Help.

 

Print:

Opens the Select a Report screen to allow you to select the desired in-context report. From this screen, you can print, preview or cancel the report.

 

Attachments:

You can click the link to attach files and web links to a journal record. For example, you might want to scan and attach some additional details of a project for reference. You can add and save files for the selected journal note from the Attachments screen. The link also displays the number of files () already linked with a journal.

 

Delete:

Deletes the selected journal.

 

New:

Opens the Add Journal Note screen to create a new project journal.

 

Save:

Saves the project journal.

 

Refresh:

Retrieves the latest data from the database and displays it on the screen.

 

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