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Project Template Components - Overview Tab

The Overview tab displays general information about a project such as its name, current status and description. The level of detail available is dependent on the components added to the Project Template and the amount of information entered by your organisation.

Component Name Description
Project ID

The ID number of the project or application. ID numbers are either automatically generated by Enquire or entered in manually. Project ID numbers must be unique for every project. This is a mandatory requirement when creating a project.

If this component is not included in an application form, the application’s ID number will be automatically generated as: DA ID - Round ID - Year - application number. E.g. Cor14-Cor14-2015-004.

Project Type

This indicates if a project or application is Internal, External or Primary. Internal and External projects can change their type if required. This is a mandatory requirement when creating a project.

If this component is not included in an application form, the application’s type is automatically set as External.

Project Status

This indicates if a project or application has the following status:

  • Draft – A project that is being created and has not been activated.
  • Active – A project that delivers and reports towards milestones.
  • Parked – A project where work has been halted until further notice.
  • Completed – A project that has completed its goals and no future work is planned.
Start Date

The Start date of the project or application. This must be entered using the date picker or in the following format: DD/MM/YYYY. This is a mandatory requirement when creating a project and can be changed when editing the project’s summary. Note: Changing this date can impact on a project’s reporting periods and outputs.

If this component is not included in an application form, the application’s start date will be the Round’s closing date.

Completion Date

The Completion date of the project or application. This must be entered using the date picker or in the following format: DD/MM/YYYY. This can be changed when editing the project’s summary. Note: Changing this date can impact on a project’s reporting periods and outputs.

If this component is not included in an application form, the application’s start date will be set to a year after the Round’s closing date.

Project Name

The name of the project and can be no longer than 255 characters. This is a mandatory requirement when creating a project.

If this component is not included in an application form, the application’s name will be set to Project Name.

Project Public Name

The name of the project when found via the public project search feature. This will be set to the project’ name by default and can be can be changed when editing the project’s summary.

Delivery Area Lists the Reports To Delivery Area that the project belongs to. This is a mandatory requirement when creating a project. This can be changed when editing the project’s summary.
Round Lists the Round under the Reports To Delivery Area that the Project belongs to. This is a mandatory requirement when creating a project and can be changed when editing the project’s summary.
Group The organisation that owns the project’s information and is set by default as your organisation.
Project Manager Displays the users who have been assigned this role. This is a mandatory requirement when creating a project. This information can be updated on the Team/Partners tab.
Category Delivery Area Lists any Category Delivery Areas that the project aligns to.
Workflow Tracking Displays an application’s progress as it is assessed using the 4 step Application Approval Workflow or a customised assessment Workflow.
Contract Status Displays the progress of the contract, the user who updated the status and when the update occurred. This is only available on External projects.
Project Description

A description of the project. This is a mandatory requirement when creating a project and can be edited when editing the project’s summary.

If this component is not included in an application form, the application’s name will be set to Project Description.

Project Objective The project’s objectives. This is an optional level of information and can be changed when editing the project’s summary.
Project Outcome The project’s outcomes. This is an optional level of information and can be changed when editing the project’s summary.
Project Benefit Benefits provided by the project. This is an optional level of information and can be changed editing the project’s summary.
Project Background The project’s background. This is an optional level of information and can be changed when editing the project’s summary.
Financial Job Code This lists any internal Financial Job Codes relevant to the project. This is an optional level of information and can be changed when editing the project’s summary.
Australian Government funded

Add this component if you wish to display the Australian Government logo on the project’s Overview tab. This can be turned on or off for each project when editing the project’s summary.

State Funded

Add this component if you wish to display the relevant state government logo on the project’s Overview tab. This can be turned on or off for each project when editing the project’s summary.

Caring For Our Country (CFoC) funded

Add this component if you wish to display the CFoC logo on the project’s Overview tab. This can be turned on or off for each project when editing the project’s summary.

Activity Types Lists specific Output types that are to be achieved by the project. You can select from a total of 4 Output types when editing the project’s summary and these types may vary between organisations.
Partners This will list any contacts listed as contributing partners from the project's Funding Source and Team/Partners tabs.
Project Details Available on public search

This component sets if the project will be available via the Project Search feature. It is only visible when editing the project’s summary.

Primary Project Name The name of the Primary Project that the project is a child of.
Primary Project restrictions Applicable to Primary projects only. This will list the restrictions placed on child projects such as Financial, Output and Alignment.
Application Approval Workflow Step 4

Note: This component’s name will reflect the name of the 4th Application Approval Workflow step.

Include this component to use a 4 step Application Approval Workflow to assess applications.

Don’t include this component to use a 3 step Application Approval Workflow to assess applications.

The Project Summary will also indicate if this Approval step is required.

Application Stage

Once Application Stages have been made on the My Group > Project Applications tab, they can be added to the Project Template via this component.

Select the stages you would like to be available to the Workflows linked to the template. You may also select the Round level Bulk Actions you would like available to the selected stages. Stages can also be made Editable in the Applicant Portal which allows any application at the selected stage to be amended by an Applicant Portal user.

The Project Summary will also display the current Application Stage of the assessment Workflow

Landholders This will display the Landholder type (N/A, Individual or Group). This can be changed when editing the project’s summary.
Location Map

Add this component to display a thumbnail map of the project' location. This map will display under the project's title.

Project Notes

Include this component to be able to add notes about the project. Notes will also record the author and the date of its creation. This component will display under the project’s summary. These can only be deleted while the project is in Draft or Active status.

Project Links

Include this component to create links to other projects. This component will display under the Project Summary.

Additional Summary Information

Displays any User Defined Components located in this section.

Additional information

Display any User Defined Components located under this expandable area.

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