To add a business feature in GIS, you can click on a map feature on the map to open its info panel.
In the Add New menu, select the type of business feature you want to add.
Add New Proposals
To add a new proposal, first provide the general information by filling in the following fields:
The required fields are noted with an asterisk (*).
First Name*: The first name of the person submitting the proposal. This field will be auto-populated for the current logged in user who is adding a proposal.
Last Name*: The last name of the person submitting the proposal. This field will be auto-populated for the current logged in user who is adding a proposal.
Address: The detailed address of the person submitting the proposal.
City: The city of the person submitting the proposal.
State*: The state of the person submitting the proposal.
ZIP Code: The zip code of the person submitting the proposal. The zip code must be in the format of ##### or #####-#### and only contain numbers. Any other format will not be accepted.
Phone: The telephone number of the person submitting the proposal. The telephone number should be in the format of "###-###-####" and only contain numbers. Any other format will not be accepted.
E-mail*: The email address of the person submitting the proposal. This field will be auto-populated for the current logged in user who is adding a proposal. The format of the email address should similar to "name@something.com". Any other format will not be accepted.
Do you work or operate a business locally?: Specify whether you are working at or operating a business locally.
Proposal ID: The ID of the proposal that will be automatically generated by the system.
Proposal Name*: The name of the proposal and it must be unique.
Department: The department where the proposal falls under. Options can be configured in Dropdown List Management.
Authorization Status*: The status of authorization of the proposal.
Proposal Status: The status of the proposal.
Proposal Description*: The description of the proposal.
Proposal Location: The locations of the proposal.
Proposal Justification: The justification of the proposal.
Note: If the date on which you add this proposal is not in system designated proposal period, you'll be notified by a system alert and you will be directed to your homepage.
Click the Save button to add the new proposal. The system will automatically generate its reference ID number which will have a prefix of "PP" followed by a sequence number. A prefix of "Pb_" will also be placed in front of the proposal name. And it will be associated with the specific map feature automatically.
Click the Cancel button to abort the operation.
Add New Projects
To add a new project, fill in the following fields:
The required fields are noted with an asterisk (*).
Project ID*: The ID of the project. Project ID is automatically generated but can be manually entered. It must be unique.
Parent Project: The parent project of the current project.
Project Name*: The name of the project. It can be unique or repeatable, according to configuration.
Is Annual Project: Specify whether or not this is an annual project by selecting either True or False.
Department*: Browse and select a department where the project falls under. Options can be configured in Dropdown List Management.
Service Department: Select a service department where the project falls under. Options can be configured in Dropdown List Management.
Department Ranking Priority: Select a priority to assign to the project. Options can be configured in Dropdown List Management.
Project Intent: Select an intent of the project. Options can be configured in Dropdown List Management.
District: Select a district where the project is located or will take place. Options can be configured in Dropdown List Management.
Primary Fund Group: Select a fund group to attach to the project.
Currency*: Select a currency of the project. It will be populated automatically with the default currency of the selected Department, if the Department has no valid default currency, it will be populated automatically with the Default Organization Currency. You can also change it manually. This field will become read-only when project contains financial data (such as financial scoping, budget or FR etc.).
Program*: Select a program where the project falls under. Options can be configured in Dropdown List Management.
Subprogram: Select a subprogram where the project falls under. A subprogram is related to the program selected above. Options can be configured in Dropdown List Management.
Contact Person: The contact person of the project.
Phone Number: The phone number of the contact person specified above.
Project Type: Select a project type for the project. Options can be configured in Dropdown List Management.
Page Number: This page number is a reference number used in the reporting section of the application, particularly the Project Index Report. For example, you may want run a large report with many projects listed. So a Project Index Report may be required for this report to help organized and list the projects. It will call the Page Number field that is supplied here for the project.
Upload New Project Picture: The picture size is limited to 1MB. Click the Browse button to browse and select a file to upload to the project. The project image will be embedded into several different versions of the project description reports.
Project Location: The location of the project.
Location Description: A detailed description of the project location.
Address: The address of the project location.
Zip Code: The ZIP code of the project location. The ZIP code must be in the format of "#####" and only contain numbers. Any other format will not be accepted. You may also click the View Map button to view the project location on the map in GIS. To view the map a valid Address and Zip Code is required.
Project Description: The description for the project.
Project Justification: The justification for the project.
Proposed Project Funding: A description of the proposed funding source.
Operation Impact: A description of the operational impact.
Other Information: A description of any additional information required on the project.
Click the Save button to save the new project and associate it with the specific map feature automatically.
Click the Cancel button to abort the operation.