The user can access the FMIS "Detail" tab by selecting a Federal Project No. in the table on the FMIS Projects Tab. Upon selection of the desired project, the user will be toggled to the Detail tab which can be used to view and edit detailed information about the project.
Tab Setup
The Project Detail tab is composed of four parts: (1) Detail Header, (2) Project Header, (3) Subsections, and (4) Footer. Each of these are shown in the image with corresponding numbers to the list above, and they are described in detail below.
Detail Header
The Detail Header rests at the top of the tab and is "sticky", meaning it will stay stationary and viewable as the user scrolls. It includes navigational tools and pane sizing tools. The elements located here are:
- Back Arrow - Navigates the user back to the Projects tab.
- Project Tabs - Indicates that the user is on the Detail tab and allows the user to navigate to the History tab.
- Collapse Caret - Closes the sidebar; this can be reopened by this caret.
- Full Screen Icon - Opens the side pane Detail tab into a full screen version. Once in full screen, the user can change the tab back to a side pane view using this icon.
Project Header
The Project Header rests below the Detail Header and is also "sticky" as the user scrolls. It lists the general information for the project, namely the Project Title, Federal Project Number, Last Action Date, Version, Project Status, Transaction Date, Transaction No., Agreement Summary, and Project Actions.
- Project Title - This read-only field displays the given title for the project.
- Federal Project Number - This read-only field displays the Federal Project Number used to identify the project.
- Last Action Date - This read-only field displays the date of the last activity on the project.
- Version - This is a picklist of the current and historical versions of the project. When changes are made, this picklist will automatically create a Pending version.
- Project Status - This read-only field displays the Project Status assigned to the project (Active/Inactive or signatures needed).
- Transaction Date/No. - These read-only fields display information about project authorization. The Transaction Date field shows when the project was authorized.
- Agreement Summary - This button runs the Federal Project Agreement Summary report for the selected version. This shows a snapshot of the STIP Funding and Obligation Detail tables for each pending and/or authorized version.
- Project Actions - The three dots (
) allow the user to Delete the project. By clicking this icon, a picklist with one action option (Delete) will be displayed.
Sections
Below these headers, the Detail tab will be composed of expandable sections with project-specific information. Initially, the Project Details section will be expanded and viewable, but it can be collapsed using the caret icon (). The scrollbar can be used to view the other sections; they can be expanded using the caret icon (
). To view more information about these sections, visit their articles.
- Project Details
- Location
- Documents
- STIP Funding
- Obligation Detail
- Other Information
- Change Summary
- Remarks and Signature
Footer
At the base of the Detail Tab, the user can view a message detailing the number of items changed. This message will appear on the lefthand side of the footer. If changes are made in the Detail tab, the action buttons will appear on the righthand side of the footer. These include Cancel and Save.
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