Project Register

1. How to add a project to the Project Register

Follow these steps: Project Management → Project Register → Click on “Add Project” button 

Complete the the details of the project → Click on the "Upload Attachment" button if supporting docs are available → Click on “Save Project” button → The project will appear on the Project Register.

2. How to add a supporting document to a project

Supporting docs can be added when adding a new project, viewing a project or editing a project.

Follow these steps:

Project Management → Project Register → Select “View” / "Add Project" / "Edit" button → Click on “Upload Attachment” button

Scroll down to Documents section and enter "Document Name" → Select "Document Type" → Drag and drop the attachment or browse and select document → Select OK → Attachment will be uploaded.

3. How to view all transactions related to a project

Follow these steps: Project Management → Project Register → Click on "View Project Transactions" button.

4. How to view all documents related to a project

Follow these steps: Project Management → Project Register → Click on "View Documents" button → List of documents will appear and there is an option to download or delete a document.

5. How to edit a project

Follow either of these steps: 

• Project Management → Project Register → Click on the "Edit" button → Edit the details → Save Project.
• Project Management → Project Register → Click on the "View" button →Click on the "Edit" button → Edit details → Save Project.

6. How to delete a project

Follow these steps: Project Management → Project Register →Click on the "Delete" button → OK.

Transactions List

1. How to add a transaction

How to set the financial year end: Go to Settings → System Configuration → Financial Year End → Select the last month of the financial year.

Follow either of these steps to add a transaction:

1. Via the Project Register: Project Management → Project Register → Select “View Project transactions” → Click on “Add Transaction” button → Complete details of transaction → Click on “Save Transaction” button.
2. Via the Transaction List: Project Management → Transaction List → Click on “Add Transaction” button → Select the project to which the transaction is related → Complete details of transaction → Click on “Save Transaction” button.

2. How to add a supporting document to a transaction

Supporting docs can be added when adding a new transaction, viewing a transaction or editing a transaction.

Follow these steps:

1. When adding a new transaction: Project Management → Transaction List → Click on “Add Transaction” button → Select the project to which the transaction is related → Complete details of transaction → Upload Attachment → Complete details of attachment → OK →  Click on “Save Transaction” button.

2. When viewing a transaction: Project Management → Transaction List → View → Edit → Upload Attachment → Complete details of attachment → OK.

3. When editing a transaction: Project Management → Transaction List → Edit → Upload Attachment → Complete details of attachment → OK.

3. How to edit a transaction

Follow these steps: Project Management → Transaction List → Edit → Edit details → Save Transaction or Project Management → Transaction List → View → Edit → Edit details → Save Transaction.

4. How to indicate how much of a transaction has been paid

Payment can be added in two ways:

1. Through the Project Register
   1. On SAMS Web Portal click on Project Management → Select Project Register → Select “View Project Transactions” → Select “Edit” next to the transaction for which you want to add payment → Click on “Add Payment” button → Scroll down and enter payment date and payment amount → Click on “Save” button.
2. Through the Transaction List
   1. On SAMS Web Portal click on Project Management → Select Transaction List → Select “Edit” next to the transaction for which you want to add payment → Click on “Add Payment” button → Scroll down and enter payment date and payment amount → Click on “Save” button.
   2. Note: The default screen which appears on the “Transaction List” screen, shows all transactions for which supporting documentation has been uploaded. In order to see all transactions for which supporting documentation still needs to be uploaded, click on the “Show Transactions With No Supporting Documentation” filter.

5. How to delete a transaction

Follow these steps: Project Management → Transaction List → Edit → Delete → OK.

Reports

The following reports can be downloaded in Excel format and can be found on the web portal at " Reports".

1. Project Management Project Documents (filter by completion date).
2. Project Management Project Documents (filter by project unique number).
3. Project Management Projects and Transactions (deprecated).
4. Project Management Transaction Documents and Payments.
5. Project Management Transactions and Projects.

How to change "Verified" status of all Project Sites to "False"

Follow these steps: Settings → System Configuration → Asset Verification Settings → Select "Un-verify all project sites only" → Ok.