The user can add a new project to the STIP/TIP from the Projects interface. To begin this process, the user can navigate to the Projects interface and click "Add Project" at the top righthand corner of the Projects tab (landing page). This will place the user on a blank Detail tab.
Full Pane
The image above shows the "Add Project" screen in a half-pane view. The user can click the icon to view this screen in full-pane mode.
Step One: Generate Project ID
To create a new project, the user must first generate its Project ID. This is done by selecting a Project Category and either manually entering a Project ID or accepting the system generated Project ID. For project categories that do not automatically generate a Project ID, the user can enter seven characters into this field. These characters can be letters, numbers, or a combination of the two. For project categories that automatically generate a Project ID, the user can edit the generated value if desired. A Project ID is always required, and its field must be filled before the "Next" button will be enabled. Other fields may be required (*) depending on the selected Project Category.
To progress to Step 2, click "Next".
Step Two: Project Details
After a Project ID has been inputted/selected, the user must then specify the Project Details. The required fields for this step will have an asterisk, and they will appear in red initially.
The included fields are the same as appear in the Project Details section of the Details tab. Visit the Project Details article to view descriptions of each of these fields.
Once all required fields are filled, the "Next" button will be enabled for the user to move to Step 3.
Step Three: Location
The third step allows the user to specify a location for the project. Regardless of the last state of this screen (full pane or half pane), this step will appear in half-pane mode to ensure that the user can visualize the location and use the map to specify the location if desired. Just as on the Project Details tab, the location type options are Road Segment, Bridge Point, Traffic Point, Rail Crossing Point, New Polygon, New Line, New Point, and Boundary Area.
Visit the Location article to view instructions on adding a location. After the location is saved, the location will have a green "To Add" pill on its entry line, and the "Next" button will appear for the user to navigate to Step 4.
NOTE: The added location can be viewed, edited, and deleted from this screen.
Step Four: Documents
This step in the process is optional, and it allows the user with the ability to associate documents to the project.
Visit the Documents article to view instructions on adding a document. The "Next" button will always be enabled since this step is optional, and it can be used to navigate to Step 5.
Step Five: Funding and Outlay
Now that the new project has a Project ID, project details, a location, and related documents (optional), the user can input funding records. The user can only enter one funding record at a time. Initially, the interface will be prepared for the first entry.
The Work Phase, Program, Fund Source, and Cash Flow Type are required fields. Once these are filled, the "Save" button will be enabled and must be selected in order to solidify the record. This will enable the "Next" button for the user to navigate to Step 6.
If the user wants to add an additional funding row, they can click the available button ().
This will open the "Add New Funding Row" pop-up to allow the user to follow the same steps for adding funding.
Visit the Funding and Outlay article to read more in-depth information about Funding and Outlay.
Step Six: Project Comments
This step in the process is optional, and it allows the user to enter comments related to the project. It simply holds two text fields: Internal Comments and External Comments.
Internal Comments are made available through STIP/TIP Manager, while External Comments are made available through STIP/TIP Viewer for public consumption. To enter a comment, the user can simply type in the textbox. The "Finish" button will always be enabled since this step is optional, and it ends the project creation process.
After "Finish"
Once the user clicks "Finish" on the Step 6 screen, the new project will be processed, and the user will be placed on its Project Details tab. If the user scrolls down and expands the Pending Actions section, an "Add Project" action will be viewable. To officially add this project to the STIP/TIP, the user must process it through Pending Actions and the Actions interface.
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