Project Overview

Once you have created your project, you can add or modify project overview information, including any required signatures, comments, or user defined fields.

To manage project overview information:

1. Click Project in the application menu and open the required project.
2. The page loads with the Project Overview tab open.
3. If required, enter any additional site details. Note the following:
   • The Possession Date indicates when the site is under possession. Once set, the "Scheduled To/From Date" in new milestones is automatically set to this date.
   • The project Privacy field is set to "Public" by default and users with access to Nakisa Capital Projects can access the project. Set the field to "Private" to restrict access to the project based on the configuration on the People tab.
4. To add a signature, click in the Signatures table and select the required names. Once signatures are added, there are certain fields that can be edited in-line in the table. Note the following:
   1. The approval Level is automatically set in the order the signatures are added, with the first series of signatures automatically set to approval Level 1, the second set to Level 2, and so on.
   2. The Approval Date is automatically set to the current date.
   3. The Approved field is set to "No" by default.
   4. To remove an existing signature, click in the Actions menu and select the required action. Note that this will also remove the user from the participants list on the People tab (unless the user is also involved in a milestone).
5. Optionally, add any notes in the Comments section by clicking . You can also categorize the comment by selecting an optional Comment Type from the drop-down.
6. Set any User Required Fields as needed.
7. Click Save.