- To open a CIP template, double-click on the template you want to open.
- In the template, you will have to fill out all of the information required.
- You can do this by simply clicking on any field and entering the information for your project.
- Once you have entered in all of your information, you can upload photos of the project or pin a map location.
- To upload a photo, click on the upload icon to the right. You can only upload a maximum of 5 photos.
- Click the "Location" tab to pin a location of the project.
- In the right hand panel, you can search for a location, set the location, and draw on top of the map.
- Once completed, click on the floppy disc icon.
- After you have filled in all of the relevant information in the "Project Information" tab, click on the "Budget" tab.
- In the budget tab, enter in the related budgetary information for your project. Note: your table's columns will be determined by your organization's budget cycles.
- Once you have completed your work, you can easily move the CIP template forward in the work flow by clicking here.
- Select the next stage of the workflow.
- The Template will autosave as you work, so you will not need to click save after you have completed your work.
- If you would like to add an option for the dropdown menu, just add the new option in the file called “Properties”.
- Double-click "CIP Properties". This file should located in your Properties or CIP folder.
- Enter your new drop down menu option in under the correct column header.
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