Summary

The Summary tab has key information about the project type. There are a number of common grids and sections, and some that are project type-specific.

Common Sections/Grids:

•Overview: The overview section is divided into two areas. The first, top, area includes standard Project fields consistent to all projects. The second, bottom, area includes fields specific to a particular project type, providing key fields.

•Project Status: Displayed as a linear timeline, this section provides an at-a-glance status of the project.

•Submission/Request/Resource Status: Three donut charts provide information about the status of Submissions, Requests, and Resources to help identify if there are outstanding items.

•Map: Any spatial data related to the project is displayed in the Map Window on the right side of the Summary tab.

•Submissions: A grid of all Submissions submitted by external parties, or added as manual submissions by SHPD Staff. Use the Go To icon to open a particular Submission Summary screen to perform reviews. In Edit mode, a Manual Submission can be added from this grid.

•Contacts: A list of all external contacts added to this project. These are the users who can reach this screen in view mode.

•Agreements: A list of all Agreement related to this Project. In Edit mode an Agreement can be associated to the Project.

•Inquiries: A list of all Inquiry Responses and the original questions.

•Attachments: A list of all Attachments submitted by external users and added by SHPD Staff. In Edit mode an Attachment can be added to the Project.

•Photos: A list of all Photos submitted by external users and added by SHPD Staff. In Edit mode an Photos can be added to the Project. Photos are displayed as thumbnails.

•Actions Footer: Internal Users can see an Edit button in the bottom right of the screen. Selecting ‘Edit’ moves the screen into Edit mode, where text fields can be edited, grids added to or subtracted from, and Actions such as changing project status can occur.

Project Type-specific Sections/Grids:

•Agencies: A list of all Agencies related to an Project Review. In Edit mode, an Agency can be added.

•(State Tax Credit) Parts: A list of the Parts of the State Tax Credit. Each part can be opened from the grid to view a pop-up window specific to that Part. In Edit mode, the Part can be opened in an editable pop-up window.

•(Federal Tax Credit) Parts: A list of the Parts of the Federal Tax Credit. Each part can be opened from the grid to view a pop-up window specific to that Part. In Edit mode, the Part can be opened in an editable pop-up window.