Project Summary

Locating the Project Summary feature

Anyone in a Role with the Edit Project List Columns privilege can edit the Project Summary by opening the PROGRAM DESIGN menu and clicking on Project Summary:

How to edit the Project Summary

The Project Summary feature allows users to find key project details that are needed on a regular basis and alleviates the need to have to scroll up and down on the View/Edit or Admin page. The Project Summary allows specific data fields to be listed in a section or “panel” that you customize.

You can configure two different Project Summary Designs: One that applies to the View/Edit view, which is generally used by applicants, and another one for the Admin view which only your Admins can see. This allows you to highlight different aspects of the Project for different types of users. To configure the Admin view, please click on the Admin Page-tab as shown in Figure 2 below.

To set up Project Summary, navigate to PROGRAM DESIGN > Project Summary. Go to either the View/Edit page or the Admin page, then:

1. Click on Add Row
2. Specify 1, 2, or 4 columns for your layout
3. Drag and drop the data field(s) you wish to include
4. Modify the name of the field that will be displayed (optional)
5. Preview the way the panel will display on the View/Edit Project page or Admin page

*Please note: For the View/Edit Project or Admin page, you can use the same Project Summary panel or create a unique panel for each page. This allows you to differentiate the type of information that an applicant would see versus an administrator.

Video Guides

Project Summary

The following video demonstrates how to use PowerClerk’s Project summary feature:
 

FAQs

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