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 The Project Management excel file automatically populates when the file opens. Scroll down to Filter Records for instruction on sorting records. This screen shot shows the Project Management before records have been added. ![]() Note: The Excel file is a copy of the Project Management template. It can be saved, or discarded after use. Filter Project Management Records The top row contains all the project management fields. Click the drop-down arrow to filter records based on the selected field. This screen shot shows the Project Management file after records have been searched and inserted from the database. The default tracking fields are
There is a two step process for adding Project Management fields
Screen Shot From the File Info worksheet | We Want Your Feed Back and Ideas! Screen shots shown here may be slightly different than your version of Excel N1Appraisal.xls |