Browsing through the project hierarchy

The Project screen displays the charts and summary groups that contain tasks and/or ticksheets on which you need to report progress during the current working period in the selected project.

Working with charts and summary groups

Each chart or summary group appears as a grey bar, with the name of the chart or summary group on it:

A grey bar representing a chart or summary group, with a right-pointing arrow

To expand a chart or summary group and view the subcharts, tasks and ticksheets within it, tap the right-pointing arrow in a grey bar. When a chart or summary group is expanded, the arrow points down:

A grey bar representing a chart or summary group, with a downwards-pointing arrow

To contract a chart or summary group and hide the subcharts, tasks and ticksheets within it, tap the down pointing arrow in a grey bar.

To identify where a chart or summary group is located in the project hierarchy, tap An exclamation mark in an outlined circle to view its full path.

If Site Progress Mobile has been configured to allow you to create tasks, tap a plus sign in an outlined circle to create a new task within a chart or summary group.

Working with tasks and ticksheets

Tasks appear on the Project screen as illustrated below:

Three tasks on the Project screen

The colour-coded icons to the left of each task indicate whether the task is due A green exclamation mark in a green outlined circle , overdue A red cross in a red outlined circle , or not yet due A blue tick in a blue outlined circle .

If you are using a mobile phone, ticksheets appear on the Project screen as illustrated below, one for each plot:

Two ticksheets on the Project screen

If you are using a tablet or a PC, a "Plot Tasks" row appears for charts and summary groups that contain one or more ticksheets:

The Plot Tasks row

To open a task or a ticksheet to view more details and report progress against it, tap it. Tasks open in the Task Progress screen; ticksheets open in the Ticksheet Tasks screen.

Tasks and ticksheets appear with a grey background on the Project screen once they have been edited, as illustrated below:

An unedited task, with a white background, and an edited task, with a grey background

Searching for specific tasks and ticksheets

If the Project screen displays a large number of tasks and ticksheets, it can be difficult to find the one you need. To search for a specific task or ticksheet, tap in the Search field and start typing. As you type, the list of tasks and ticksheets is limited to those:

With names that include the text you type.
With user-defined field content ('String'-type user-defined fields only) that include the text you type - even if the task name does not include the text.

For example, if you type the text 'gar' in the Search field, the list is limited to:

Tasks with names that include the text 'gar', eg 'Wiring to garage' or 'Garden landscaping'.
Tasks with one or more 'String'-type user-defined fields that include the text 'gar', eg 'Gardening' or 'Garage'.

To clear your search and redisplay all tasks and ticksheets on the Project screen, clear the text in the Search field or tap .

Sorting tasks and ticksheets

You can sort the tasks and ticksheets within each chart or summary group by name or by natural order - ie the order in which they appear in the project. To specify how to sort tasks and ticksheets within their charts:

Tap to display the menu.
Tap Sort by name or Sort by natural order.