The Project Form view is displayed when you are creating a new project or modifying an existing one. The views are the same except that you will see a Project Template drop-down list if you are creating a new project (not shown in the pictures below). This drop-down will automatically create items in the new project based on a template that you have created in the Administrator Panel.

The Client field uses the Autocompleter functionality. When you begin typing in this field, client companies with names matching what you have typed will appear in a drop-down list. When the field is empty, clicking in it once will function the same as a normal select list (i.e. all values will be shown).

If your Access Role allows you to create companies, then entering a company that is not in the list will prompt you to create the company. If you select cancel or if your Access Role does not allow you to create companies then the Client field will be cleared and you will have to choose another company.

If you select OK to create the new company, a modal window will pop up where you can enter the company details. Once you fill out the details, clicking Save will save the company and fill it in the current project form. Clicking Cancel on the modal will close the modal and clear the Client field on the project form.

If you created the new company, then when you return to the form, the Leader List will be repopulated with people from the owner company. Normally the list would show people from the owner company as well as people from the Client company, but since the new company does not have any people in it at this point, you will only be able to select a leader from the owner company. When the project is created, the Project Leader and all people within the Client company will automatically be assigned to the project.

The Status list also uses the Autocompleter functionality. You can either select an existing status from the list, or, if your permissions allow, you can create a new status simply by typing the value in the Status field. You will be asked if you would like to create the new status. Since the status is only a name, you will not have to fill out a modal popup. Once the new status is created you should see a green checkmark to the right of the field.

The Latest Activity field determines how many days worth of activity to show on the Project Overview. Possible values are 1 to 7. If I set Latest Activity to 7 then all activity for the last 7 days will display on the Project Overview.

The Alert Message will display at the top of the Project Overview. This field is optional.