Purpose: The Project module can help with tracking, coordinating, and recording time for agency based projects. It allows projects to be created and associated with users and funding sources that will cover time managing the project. Both users and probono users can be assigned to projects. Projects have additional timekeeping functionality available to restrict the time activities that can be charged against the Project, and the "percentage of PAI" that can be charged against a project.
Cost: No cost. To see if your site has the module, visit the /project page (for example, abc.legalserver.org/project). If your site does not have it, and you want it, file a ticket from your site (Help menu, Support Request) and ask that it be enabled.
Project Section Front
The project section front presents a listview of currently active projects you have created. You may also edit existing project information here by clicking the pencil icon under the actions column of the listview and selecting “Edit this Project” from the actions menu.
The view can be filtered to show “active” (current projects) and “non- active” (past projects). The other categories that are available to be filtered by include: project name, notes, date created on, who the project was created by. It can also be printed or exported to share a listing of projects.
Creating a Project
The Projects module must be enabled on your site
Navigate to the projects tab
Once on the profile section front under the action menu select “create a new project”
When creating the project, the required fields that must be completed include:
Project name - Desired Project Name
Active - You must set the project as active for it to appear in the projects list by default
Allowed Activities - Activities which can be associated with the project
Notes (optional) - Optional field to capture any high-level notes about the project or desired outcomes.
Percentage of time set to PAI - Percentage of total private attorney involvement time that can be submitted in association with the project.
Created Date - Date in which the project was created in LegalServer
Created By - The user creating the project
Project Main Profile
Once the project has been created you can access the project main profile by clicking on the project name in the section front listview or the edit pencil under the action column. The main profile page includes the existing information entered about your project and additional listviews to show associated users and grants applied to the project.
How to Associate Users to A Project
You can associate both staff and probono users with a particular project. To add users to a particular project click the actions menu and select “Add Users to Project”.
In the “Add Users to Project” form you will see all of the project information with the ability to add users at the bottom of the form. In the users, search box begin to type the name of the user (minimum of three characters must be entered) and the system will return a list matching users. You can set the start date and end date of the users' participation on the project and also have the ability to identify who the primary contact is for the project or project lead.
Additional users can be associated with the project by clicking the “green plus” button and filling out the additional user information. To remove an associated user simply click the “red minus” button to the right of the user you wish to delete.
You must click continue to save the associated users information to your project.
Adding/Editing Associated Users
To add additional users or edit existing ones select the actions menu and then click the “Add Users to Project” menu item.
The add/edit users form will allow you to both remove and edit existing users associated with the project. The user's list view appears at the top to display the existing users associated with the read-only project information previously entered. At the bottom portion of the form, you can edit your project participants.
How to Add Grant Distribution Group
To apply a particular funding code(s) to the associated project we have to add the grant distribution group. This form can be customized with additional fields to capture any additional data points you may require
When creating the grant distribution group, the required fields that must be completed include:
Group name - Desired Group Name
The date the grants were applied to the project
The date the grants were removed to the project - anticipated date the funding will end for a project
Notes - Field to capture any high-level notes about the group distribution
Created on - Date the project was created (defaults to today’s date)
Created by - Who the project was created by (defaults to logged in user however other users can be selected).
Project Grants - Funding sources to be applied to the project and percentage of total time to be allotted to the project (default maximum of 10 funding sources can be applied which can be configured by your administrator)
Total Percentage - Automated system field that calculates the total percentage of assigned grants based on the percentage entered.
You can add multiple funding sources to a project selecting the desired funding code and percentage of time the funding source will cover. To add an additional funding source click the “green plus” button and select the additional funding code and percentage of time to be covered. To remove a funding source from the project simply click the “red minus” button. A funding source must be applied to the grant distribution and equal 100% percent of time to be covered.
Editing Grant Distribution Groups
To edit the grant distribution group click on the group name listed under the project grants listview on the projects profile section front.
The add/edit project grants form displays the existing grants applied under the grants distribution groups for the project listview. Below that listing, you can edit your existing applied grant distribution information.
Administrator Setup (may be needed on older sites)
Projects can be a tab in the top level navigation bar. If you don't see it, and want it, enable it on the "TABS" tab of the Admin > Top Level Navigation Bar page.
The Projects section front (the page you see when you click the Nav bar link, or visit /project) may be empty. If so, edit it and add the list view:
* Go to Admin > Processes, Forms, and Profiles. Change the Module to "Home/Section Front".
* Check for an existing section front. If none, Actions menu > New Home/Section Front Layout.
* Name the new section front, set the "Section Front Tab" to "Projects", set it Active, add the "Projects" list view to the Form Elements section, and add the "Project Links" box to the Side/Action Elements section.