How to Clean Up Principals for Projects

Tina Colson

Step 1 In the breakdowns people and companies are “titled” the way they have been input by production. Sometimes the breakdown will have a title that won’t have a direct match in iE. In this case a question mark appears and until you resolve this you are unable to proceed. Change the question mark to the way in which you …

How to Clean Up the Project Status

Tina Colson

Step 1 The Status on a Project record should only be used for the current status of the project, i.e. The project is: “New” or it’s “Casting”, in “Preproduction”. Each type of department, (Talent, BTL, Literary) has their own status list. Step 2 To clean up the list for your department type, R-Click on the status of a project and choose …

How to Clean Up Projects

Tina Colson

Step 1 Go to the Projects Module > List View. Step 2 Leave the Title box blank (1) but select the Department you want to clean up the projects for (2). Click the Apply and Refresh button (3). Step 3 Sort the results by the Last Modified column. (Sort it so the black triangle indicator is pointing up. this puts the …

How to Restore an Archived or Deleted Project

Tina Colson

Step 1 Open the Projects Module.  Step 2 Click on List View. Step 3 Once in the List View, for the State field, select Archived or Deleted. Step 4 Once you have selected the appropriate State (1), type in the name of the project and click on Apply & Refresh. Step 5 Once the result shows in the list, Right …