Instructions on how to navigate the Project menu, Project Details menu, General menu, and Project Dates menu.

Project Navigation Menu

The project Navigation menu is located on left-side of the project window. 

1. Click on Project Details to Open, View or Edit.
2. Click the Actions, Update, Refresh or Print buttons to perform functions (see Figure 1).

Figure 1 – Project Details

Project Details

To view and update high-level project status, health, and summaries.

1.  Click the Update button.
2.  Click the drop menu on the Status field.
3.  Select: In Process, Initiating, or On Hold.
4.  Click the drop menu on the Health field.
5.  Select:  Green, Yellow, or Red.
6.  Set the Percent Complete (Click the up or down arrows to adjust the percentage).
7.  Add/Update Comments.
8.  Click the Notification field and select the name(s) of individuals who are to receive notifications (see Add Resource(s) section to add individual team members).
9. Notify Other People allows additional notification recipients to be searched.
10. Click Save (see Figure 2).

Click Save after all project information entries/updates.

Figure 2 – Project Status Updates

 

General

Add and update project information i.e. Project Name, Type, & Account/Department (see Figure 3).

1. Click General on the Navigation menu.
2. Click the project information fields to add/update information.
3. Complete all required fields.
4. Click Save.

Click Save after all project information entries/updates.

 

 

 

 

 

Figure 3 – General Information

Project Dates

Update Project Dates as needed; track Project Management Documentation by entering sent and approved dates (see Figure 4).

1.   Click General on the Navigation menu.
2.   Click Project Dates.
3.   Add/Update project date fields as needed.
4.   Click Save.

Click Save after all project information entries/updates.

 

 

 

 

 

Figure 4 – Project Dates & Document Tracking