Working with Environmental Projects

Owned by John Kostakos
Last updated: Dec 13, 2022 by Megan Sproul
2 min read

Searching Environmental Projects

Projects may be searched from the Global Search, or, when viewing a site, from the Site Navigation Menu.

Search Environmental Projects from the Global Search

From the Global Search Search by Topic:

  • Click on Environmental Projects to display the Environmental Projects Search page.

    • The Environmental Projects List page is displayed, allowing for searching for projects by various criteria such as master project name, master project number, project activity number, program area, etc.. 

  • Click the Open button to  Viewing and Editing Project Activity Details  for a project activity.

 

Environmental Project Search

Searching Projects from the Site Menu

To search for an environmental project associated with a specific site, navigate to the site and perform the following steps:

Creating a Project

A new project can be created as follows:

  • Navigate to the Site Environmental Projects page, as described above, and click the Add Project Activity button.

  • The Master Project for New Project Activity dialog box appears. Click the Select Master Project drop-down control and either select an existing master project or click Create New Master Project to create a new master project.

  • Click the Create Project Activity button. Please note:

    • The user must have the Project Administrator role assigned to one of their Security Groups to have access to the Create Project Activity button.

    • The user must have the Master Project - Administrator role assigned to one of their Security Groups in order to have access to the Create New Master Project selection option.

  • If Create New Master Project is selected, the user needs to enter basic information about the master project, such as the master project number, the master project name, and, when applicable, the event start date and the event description.

  • On the Project Activity Information page, enter the relevant information about the project activity, as described on the Viewing and Editing Project Activity Details page. Click Save when finished.