Projects

Overview

Docwize allows users with given permissions manage projects. A Docwize project is a metadata field of a document. An organization can have multiple projects.

This feature is located under the ‘New’ module.

'New' module icon

'Projects' Section: Overview

'Manage Projects'

The ‘Manage Projects’ feature allows users with given permissions to add and edit projects relevant to the users’ database.

'Manage Projects' Register

Field	Description
Add Project	Navigates to the ‘Add Project dialog to add new projects.
	Opens the project's information for editing.
Organization	Indicates the name of the relevant organization.
Project Name	Indicates the project name.
Project Description	Provides a description of the project.
Reference No	Indicates the project’s reference number.
Project Type	Indicates the type of project (eg. Construction, Design).
Project Status	Indicates the date the project was initiated.
Start Date	Indicates whether the organization is active or inactive on Docwize.
Completed Date	Indicates the date the project was completed.
Project Owner	A user selectable field, normally indicating the project manager for the project.
Doc Control	Indicates the designated document controller for the project.
Project Email	Indicates the designated project email address.
Parties	Organisations directly involved with the project.
Other Parties	An optional field for users to record parties indirectly involved with the project.
Created Date	Indicates the date the project was created.
Created By	Indicates the user who created the project in Docwize.

‘New Project’ Dialog

When a user selects the ‘Add Project’ button, the ‘New Project’ dialog will appear.

'New Project' Dialog

Note: the only required information is the name of the project. All other additional information can be added at the discretion of the user.

Editing Project Details

If a user ‘right-clicks’ on the name of an added organization, a drop-down menu will appear.

'Right-Click' Menu Options'

A user can select to copy the cell content, edit the project, delete the project or navigate to its related organization’s information for editing.