Project Grid

Modified on Mon, 03 Jun 2019 08:41 by Ryan Horne — Categorized as: Project Management


General Information

Default Menu Location Reports >> Project Control >> Project Grid

Function The Project Grid (MSNGRID) is a research tool for displaying project records that match your selection filters.

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Fields / Filters



Status Filter: The Status filter will be labeled 'All Status' buy default. Clicking the 'All Status' button will display a list of selectable project statuses. Select a status checkbox to include all projects that match that status. The 'A' button will default all statuses to checked. The 'N' button will uncheck all statuses.

Show Phases: When the Show Phases box is checked, the returned list will be a list of project phase records from the Project Phases tab. This filter also causes the date filters to filter against the Project Phase dates rather than the Project Master tab dates. Keep in mind that some data displayed in the results grid may appear to be duplicated when displaying phases.

Start Date: This date range filters against the Project Master start date (first date entry on the Project Master screen). When Show Phases is checked, this date range filters against the Project Phases start date.

End Date: This date range filters against the Project Master end date (second date entry on the Project Master screen). When Show Phases is checked, this date range filters against the Project Phases end date.

Complete Date: This date range filters against the Project Master complete date.

Filter Drop-Down: There are 3 options to select variables in each drop down to further filter the results using the available filters.

Filter Text Entry: This field works with the drop-down selection above to filter the project display results. Enter text that matches the first letters of your desired results, or use the % wildcard. FOr example, to display all projects with Johnny Frank as the salesperson, you can enter 'John' or '%Frank'.

Standard Task Filter: This filter is controlled by rule MSNGRIDTASK. The rule allows for a Standard Task code which defaults to no filter but may be used in the grid as a filter showing projects with the task assigned, projects with the assigned task open, and projects with the assigned task closed.



Additional Features

The XLS button at the bottom of the screen will allow exporting the current grid data into an excel file.

The Printer button at the bottom of the screen will allow printing the grid results in a report format.

Certain fields in the display grid, such as Project#, Project Name, and PO# are clickable links, meaning you can double-click the field to jump directly to that record.

Column headings can be rearranged by right-clicking and dragging the column heading to the desired spot on the display.

Displayed records can be re-sorted by double-clicking the desired sort column.

If your organization is using tasks, you can define additional columns that can display in the Project Grid using the MSNGRIDDEF Rule Maintenance setting. The custom task columns will show the status (active/completed) of a limited number of task codes that you define in the rule along with a custom column header description. See the Wiki entry for the MSNGRIDDEF rule for details on this setup.



Security Tokens

MSNGRID, EDIT: If checked, the user is able to edit data on the Project Grid that will update the project record. Editable columns are denoted by a red column header.



Security/Screen Options