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 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.
To update a project's status from a project-specific page:
- 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 page.
- Click 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 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.
- 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.
To update project details from any project page:
- Display the project.
- Click 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.
- Click Apply to save your changes.
To update a project's details from a project-specific page:
- 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 page.
- In the Project Details pod, update the project's details, as necessary.
- Click Apply to save your changes.
- Applying Trended Metrics Settings for Portfolios
- Applying Trended Metrics Settings for Projects
- Closing and Deleting Projects
- Creating and Sharing Pages for Stakeholders
- Evaluating a Project's Readiness for Gates
- Linking Related Projects
- Managing Metric Trend Events for Portfolios
- Managing Metric Trend Events for Projects
- Migrating and Copying Projects
- Moving Projects Through the Phase Gate Process
- Updating Multiple Projects at Once
- Updating Project Status and Details
- Using Capture Trended Metrics for Portfolios
- Using Capture Trended Metrics for Projects
- Using Microsoft Project to Manage Accolade Projects Overview
- Viewing Project History