Projects Page

You can list the projects and project concepts you are a member of. This list lets you drill down through the projects and get more information about them and also change information. The list of projects only includes projects assigned to you as an individual. Projects that you have access to because you belong to an assigned group or role are not listed, but you can access them using Project search.

There are several other ways to list projects within the app:

  • To see projects for a program, use the Projects category for the program.
  • To list projects based on state, business unit, and other criteria, use the toolbar search: click Program > Projects and then specify search criteria.

To access this page:

From the Compass, click Project Management. On the left side, click Projects.

This topic describes:

This page discusses:

Columns

Name Description

Name

The name of the project. Click "+" to expand projects. When expanded, any level of subproject is displayed in one level. The "+" sign also displays when there is no lower child node.

The status flags indicate whether the project's tasks are behind schedule. An icon indicates whether the row information is for a phase or gate .

The project's status flag reflects the status of the task that is most behind. The exact number of days for a task status to be yellow or red is configurable and may be different for your system.

  • None: the task is not complete but there are more than 5 days remaining before the estimated finish date.
  • Green: the task is complete.
  • Yellow: the task is not complete and there are less than 5 days remaining before the estimated finish date.
  • Red: the task is not complete and the current date is after the task's estimated finish date.

Current Phase

The current phase in the "In Work" or "In Review" state of Level 1 projects.

Type

Project Space for standard projects or Project Concept.

Status

The project or project concept's current lifecycle state. For a description of the states, see .

Owner

The current owner of the project, which is the person who has primary responsibility for it.
Collaborative Space The collaborative space to which the project belongs.

Estimated Finish Date

The date the project is expected to complete.

Actual Finish Date

The date the project was promoted to Complete. The system automatically promotes a project to complete when all its tasks are Complete.

Originated

The date the project was created.

Program

The programs the project is assigned to.

Description

The description of the project.

Views

Name Description
Assigned Active Displays projects in the Create, Assign, Active, or Review states in which you are the owner or a member.
Credentialed Active Displays projects in the Create, Assign, Active, or Review states in which you have "Read" or more access to a project, but you are not the owner or a member.
Inactive Displays projects in Hold, Archive, Complete or Terminated states where you have "Read" or more access.
All Displays all projects you access (combines all three views above).

Actions/Toolbar Commands

Action Description For More Information

Export

Exports project information for the selected project. You define the file format in Preferences > Export Data Format.
Note: Project export is supported only for .csv and .txt formats.
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Delete Deletes a selected project; click OK to confirm.

When you delete a project, the connected Assessment, Opportunity, Financial Items, Tasks, Baselines, and other objects are deleted. A connected Risk gets disconnected if it has other affected Items with it; otherwise, it is deleted. If a Risk has a resolver project with it, deletion of the resolver project does not delete the resolving risk.

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Hold Puts the selected projects on hold. Only the project leader or owner can put a project on hold. If a project is terminated, a VPLMAdmin can put it on hold. An alert message lists projects for which the operation was not done. --
Resume Resumes the selected projects on hold. A project user can resume a project that is on hold. An alert message lists projects for which the operation was not done. --
Terminate Terminates the selected projects. Only the project leader or owner can terminate a project. An alert message lists projects for which the operation was not done. --