Projects (Client)

Clients contain Projects in the rAbstract hierarchy. A Client can have one or multiple Projects, which are displayed in Pane 2 of the Client screen when Projects are selected from the Navigation Tree. The following read-only information about the Client appears in Pane 1:

• Client Name
• Current status of the Client (Active or Inactive)
• Client Type
• The number of active Buildings for the Client
• The aggregate Leased Area of the active Buildings
• The aggregate Net Rentable Area of the active Buildings

Only a Client Administrator can add or delete a Project; this is performed in the Pane 2 of the Project screen. Each row within Pane 2 reflects a Project belonging to the Client. If a Project is grayed out, the Client Administrator does not have Project Administration rights for that Project and therefore cannot access the Project Administration screens (a Client Administrator will not have Project Administration rights for a particular Project if (i) they did not add the Project; or (ii) a Project Administrator for such Project did not assign Project Administration rights to the Client Administrator). If a Project is not grayed out, the Client Administrator does have Project Administration rights for that Project and can access the Project Administration screens by clicking on the hyperlink (i.e., underlined Project name) for such Project.

Adding a New Project

Step 1

Select Projects from the Navigation Tree and click “New Project” in the Pane 2; the following “Project Add/Copy” screen will appear:

Step 2

1. Enter data into the following fields:
   1. Project Add Type: Select either “New” or “Copy” from the drop down box.
   2. Source Client: If the Project Add Type is “Copy,” select the name of the source Client.
   3. Source Project: If the Project Add Type is “Copy,” select the name of the source Project (the Source Project drop down box is populated with Projects belonging to the Source Client).
   4. Source Clause List: From the drop down box, select the Clause List that will be used as the default Clause List for all Buildings subsequently added to the new Project. The drop down box is populated with Clause Lists entered within the Clause List section of Client Administration.
   5. Project Type: From the drop down box, select the Project Type that best defines the new Project (the drop down box is populated with selections, per the Project Type LookUp. If an additional Project Type is needed, the Client Administrator may add one).
   6. Project Name: Enter a name for the new Project (if the Add Type per 1 above is "Copy," the Project Name field will default to the name of the source Project being copied. Overwrite this name with a unique name for the new Project).
2. Click “Save.” A new row will appear in the Pane 2 containing the record for the new Project.

Deleting an Existing Project

1. In Pane 2, highlight the Project to be deleted (click anywhere on the row with the exception of the Project Name hyperlink) and click “Delete Project." The following message will appear: "Delete selected Project?" The Client Administrator performing the delete must also be a Project Administrator for the selected Project. If they are not, the Project will be grayed out and unavailable for selection.
2. If you would like to proceed with the deletion, click “OK.” If not, click “Cancel.” When “OK” is clicked, the Project and all records belonging to such Project within the hierarchy (i.e., Buildings, Leases, etc.) will be deleted!