Updating Project Status and Details

As a project progresses, details about the project may change and require updates and team members may need to enter project status notes. A project's status and its current metric settings are available at a glance through quick access pages such as All My Work and Upcoming Gates.

If you have Allow Updates Through All My Work rights, click Download Icon in the All My Work page to download the contents of the page to a spreadsheet file to update the dates in multiple projects at once.

Project Status

You can write a brief message that describes the current situation of the project and enter metric values that describe the project's status. Team Members can add a status report only if the Project Manager or Process Manager has assigned them the Create Status Report right in the project's Team page.

To update a project's status from a project-specific page:

  1. Display the project and identify the page that contains the project status entry area.

Note:  Depending on your system's configuration, this page may be the Project Home Project Home Page Icon page.

  1. Click Green Add Icon in the Project Status pod and enter the project status information in the fields provided.

To change a status report, create a new one with the corrected information.

Note:  If the Allow Last Status Report to be Deleted system parameter is enabled, click Grey Delete Icon in the Project Status pod to delete the last posted status report. Only the last status report can be deleted, and must be deleted by the user who entered it.

  1. Click Apply to save your changes.

Depending on the model, metrics may either be entered or displayed (read-only) as part of the status report. All metadata values and metric calculations associated with the model and project calculate and display in the project status report and in the project history. However, calculations in project history may display as calculated one status report behind.

Project Details

As a project progresses, details about the project may change and require updates. Project Managers, Process Managers and Idea Managers with Manage Process rights can update project details.

To update project details from any project page:

  1. Display the project.
  2. Click Details Page Icon in the upper right corner of the page and select Edit to update project details, such as the project name, visibility and security, exclusions, and if a Project Manager can manage the team.
  3. Click Apply to save your changes.

To update a project's details from a project-specific page:

  1. Display the project and identify the page that contains the project status entry area.

Note:  Depending on your system's configuration, this page may be the Project Home Project Home Page Icon page.

  1. In the Project Details pod, update the project's details, as necessary.
  2. Click Apply to save your changes.