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Conga Support

Project Lists Overview

The Project Profile contains three system field lists that Administrators must populate with selections: Project Group, Project Type, and Project Status. These lists allow Administrators to control how projects are categorized and typed, which facilitates searching for specific project data. Administrators manage the item selections in the field lists in a Project Profile from the List Administration screen.

     The Project Group field list is used as a security measure to control user access to the Project Profiles in Novatus. Therefore, Administrators should create a proprietary, confidential, or restricted project group list item and assign projects whose profiles need to be available to only select users to this proprietary, confidential, or restricted group.

Administrators can perform the following tasks associated with the default field lists in a Project Profile:

Project Additional Fields

Within the Project Profile is a section where Administrators can add additional fields in order to customize the default Profile screen. If any of the fields added to the Project Additional Fields section of the Profile are field lists, Administrators must also provide these list selections and then manage the selections, which includes editing, disabling, and deleting list selections.

Project Document Lists

The Project Profile contains a link to the Documents screen, where users can upload, edit, and download documents in Novatus. The Documents screen contains two field lists used to capture specific data about the document: Document Type Groups and Document Types. Administrators are responsible for providing the selections in both of these field lists.

Administrators can perform the following tasks associated with the field lists in the Documents screen:

Project Workflow List

The Project Profile contains a Workflows link, which displays a Workflows browse screen when selected. When a new workflow is added from this browse screen, the Workflow Wizard displays and walks the user through the process of creating a new workflow. In the Routing Table Selection step of the wizard, users are required to select a Routing Table, which identifies the user roles that can approve the Gateway steps, or stages in a contract cycle that require authorization, as a contract goes from inception to executed agreement. Administrators are responsible for providing the selections in this Routing Table field list.

Administrators can perform the following tasks associated with the Routing Table field list in the Workflow Wizard:

Additional Form Lists

The Project Profile contains an Additional Forms link, which takes users to a browse screen listing all of the forms that Administrators have linked to the profile for the purpose of capturing additional project information. Administrators design these forms using the Additional Forms feature and the forms are listed as categories in the List Administration screen, according to the name given to the form. The additional form is only listed in the List Administration screen if the form contains one or more field lists. Field lists appear as entries under the form name category and Administrators must manage the selections in the additional form field lists using the same procedures used to manage those in other Project Profile lists.