Project Views

Summary

The Project View displays details on a Project and is used to manage the Project process and pipeline.

A Project View has 13 tabs, each containing a category of information.

To view a Project record from the Project Browse List, double click on a selected row.

To return to the Browse List, click on the Browse Tab.

A brief description of all the tabs follows:

Project Tab

This section contains contractual and management details about a Project.

Needs Tab

The Needs tab is where Skill Codes, Industry Codes and Role Codes required for the Project are defined. These are needed for:

•Creating Skills questions on a Web posting

•Categorizing the Project for financial reporting purposes

•Searching for Candidates that match the Skills required

Teams Tab

This tab contains lists of three Project teams:

•Marketing/Business Development Team & Roles

•Project Execution Team & Roles

•Client Team Members and Responsibilities

Billing Tab

In this tab, billing entities, addresses, joint venture arrangements and proposed billing formula are entered and displayed. Project invoices can be created and printed.

Review Tab

This tab summarizes, for every candidate, the highest stage reached in the Project process

Research Tab

The Research tab manages six different Candidate lists

Contact Register Tab

This is the Long-list of Candidates where Candidate screening is performed in order to select Candidates for internal or screening interviews.

Interview Tab

This section is used to schedule Candidate screening interviews, record the results of the interviews and decide on the list of Candidates to be presented to the Client.

Presented Tab

This tab contains the list of Candidates to be presented to the Client.

Client Interview Tab

This tab is used to coordinate Client interview times with both Candidates and Client Interviewers. It is also used to capture interview comments from Candidates and Interviewers.

Placement Tab

This section is used to "Place" the finalist Candidate in the open position.

Documents Tab

This section summarizes all documents related to the Project. It also provides a means to view, create, edit, mail merge, and clone documents.

History Tab

This section is a summary of all activity that has taken place on the Project.

Extra Tab

This section is for custom use.