The O4 Project Editor - General Tab – Ingen Software

The General tab of a project in O4 contains several identifying fields and information relevant to the job. If a user has read, create, and update security access to projects & quotes, they will have full editing capabilities for the General tab. For more information about creating a project in O4, click here.

1. Click the icon.

2. Select Projects from the drop-down list.

3. The Projects/Quote Listing page will appear.

4. Open an existing project.

The General Tab

Information displayed here will only appear if the data is present. For example, the "Specifiers" section will appear if specifiers have been added to the project. To view all available fields and edit the General tab, click .

General Information

Phase Name- the name of the selected phase
Location- the city location of the project
State/Prov- the state or providence location of the project
Owner- the owner of the project
Won By- the agency who won the job (you or a competitor)
Spec Registration- this toggle indicates that the project is for spec registration with the manufacturer and allows Specification Registration forms to be sent
National Account- this toggle indicates that the job is for a national account
Vertical Market- the portion of the market that the project is in
External Code- the ID code associated with the job on an external building service website

Planning

Start Date- the construction start date
Completion Date- the construction completion date
Square Footage- the total square footage
Valuation Lighting- the total dollar amount of lighting
Valuation Controls- the total dollar amount of controls
Valuation- the total dollar amount of the project
Specified Project- this toggle indicates that the project is specified
Important Project- this toggle indicates that the project is important and is solely used for reporting and tracking purposes
Percent Specified- what percentage of the project that the agency is specified on
- This can be quantified by the dollar amount of each line item specified out of the total dollar amount for the bid or by the number of line items specified out of total line items on the bid. Caution: the way in which this field is used must be consistent to allow for accurate reporting.
Percent Approved- what percentage of the agency's specifications for the project have been approved
- This can be quantified by the dollar amount of each line item approved out of total dollar amount specified or by the number of line items approved out of the total number of specified line items on the bid. Caution: the way in which this field is used must be consistent to allow for accurate reporting.
Project Rank- the assigned rank

Status

Current Bid- the current bid number
Current Bid Date- the current bid date
Current RA Date- the current request for approval date
Locked- this indicates whether the project has been locked by an admin (true or false)
Show on Bid Board- this toggle will display the project on the Bid Board or Bid Board tile. Note: this toggle will automatically be deactivated once the number of days after its expiration date (located on the Items tab of the bid) surpasses the number defined in the Expire Bid Board Items global setting.
Current Status- the current quote status
Active- this toggle indicates that the project is an active entry in OASIS
File Code- the physical file/folder code

Internal

Quoter- the user assigned as the quoter
CSR- the user assigned as the customer service representative
Workgroup- the workgroup assigned to the project
Created- the date the project was created including create user ID
Updated- the date the project was last updated included update user ID
Resell Company- the resell company assigned to the project for the orders at the quote level

Specifiers

This section will list any specifiers associated with the project including customer role, contact, sales account, and influence rank. Click to add additional specifiers.

Sales Account

This section will list the sales accounts associated with the project, including their percentage of credit for the project. Click Add to add sales accounts. Uncheck Auto Split Calculation to calculate sales account splits manually.

Search Tags

This section will list user-created project search tags.