Laserfiche WebLink
665 <br />1 Setting City Wide Project Submission Due Date <br />666 <br />Create Department Announcements Field In Department (account) Entity <br />667 <br />Create City Wide Announcement <br />668 <br />Show list of "Projects" for Current Year <br />675 <br />Create new Account form for Dept. <br />676 <br />Create new Contact form <br />677 <br />Create View for 1 yr Project Funding Request <br />678 <br />Create Quick View to Project Details and Financials {This is Optional} <br />680 <br />Automatically Set Status Reason for Project Funding Request based on <br />Budget Column <br />681 <br />Track Instance # for Project Funding Request <br />682 <br />Create new Project Funding Request Status Reason "Submitted" <br />683 <br />Create View for New Project Funding Requests - "Draft" <br />684 <br />Create Checkmark "Reviewed" <br />685 <br />Import List of Projects <br />686 <br />Create a field to Track the associated Grant for Project <br />687 <br />Create a Contact Lookup to select Project Manager <br />688 <br />Add Funding Id to all Views of Project Funding Requests <br />689 <br />Add to Views - Group By City Priority or Dept. Priority by Whole number <br />691 <br />Fund lookup should show both Fund Number and Fund Name <br />692 <br />Project Funding Requests Status <br />695 <br />Show Timeline of Changes to the Project Funding Request <br />696 <br />On Form Show the Last Approver and Date for Dept Head, Analyst and City <br />Mgr. <br />697 <br />Title the form "Submit new Project for Prioritization" <br />699 <br />Create new Project Funding Request Status Reason: "Draft" <br />700 <br />Create View - Active Projects <br />701 <br />Create view for 5yr <br />702 <br />Create view Project Funding Requests that have been Submitted AND <br />Approved for current year. <br />706 <br />Render Last Project Manager who was on Project <br />707 <br />Lookup to determine if the Field in CRM should display ONGOING in report <br />708 <br />Track Estimated Expenditures for a Given FY period <br />709 <br />Track Budget for Each Fund by FY <br />710 <br />Calculate the "Remaining Fund Balance" <br />711 <br />Calculate the Total Recommended Funding by All Projects <br />712 <br />Create Fund Chart for List of Funds <br />713 <br />Import list of Funds from Finance <br />714 <br />Track Dept. Head and Analyst for Dept. <br />715 <br />Create Subgrid of Approved Projects <br />716 <br />Summarize the Total amount of Funds for a Project <br />REV: 01-13-2021 PR <br />