The Project Management module allows Administrators to view, track and sort appraisal projects. Associate users can only update project status records.

To run this module, click Start > Programs > Narrative1 > Utilities > Project Management

Getting Project Records

With the 9-7-10 build, the Project Management excel file automatically populates when the file opens. Scroll down to Filter Records for instruction on sorting records.

For builds prior to 9-7-10, a search must be completed to populate the Project Management excel file. Simply click the Search icon, then click the Search tab on the search form. Search results can be inserted to the Excel file, which replaces any existing records with new records, or records and be added to the file, which appends the search results to any records already in the Excel file. See Database Search and Select.

 This screen shot shows the Project Management before records have been added.

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The default tracking fields are

• File Reference << This is the key field. All Project Management records are organized by File Reference. There is one Project Management record for each File Reference entry.
  
• Percent Complete
• Status Time Stamp
• Invoice Number
• Invoice Amount
• Property Name
• Property Type
• Owner
• Address
• City
• County
• State
• Appraiser First Name
• Appraiser Last Name
• Client Company Name
• Client First Name
• Client Last Name
• Client Phone Number
• Project Notes

Project Management Fields