Project
New
Actions
Edit
Search
Reset
The projects screen consists of Pie charts and Bar graph which depict the Projects Summary, Projects health Summary, Project category summary and project segment summary. Along with these charts, a manage projects button is also present here.
Projects Summary: This pie chart shows the status of all the existing projects.
Projects health summary: This pie chart shows the health of all the existing projects.
Project category summary: This bar graph shows the number of projects within a particular project categories.
Project segment summary: This pie chart shows the number of projects in the particular project segment.
Manage Projects: By clicking on "Manage Project", a new screen is displayed where user can create, search and reset project actions.
New:
When new project is clicked, the create project screen is opened.
While creating new projects, the following fields need to be filled. Project Name: This is a unique input. It represents the name of the project. Project Code: This is a unique input. It represents the code of the project. Project Segment: The project segment should be choosen from the available segments. The available segments are sustain, forecast, internal, backlog, R&D and other. Project Category: The Project Categories created earlier are shown in this dropdown list. They can be selected from this list. Manager email: This is unique field. The email of the manager is entered here. It is a mandatory field. Start Date: The start date of the project has to be entered here. It is a mandatory field. End Date: The end date of the project has to be entered here. It should not be less than start date. It is a mandatory field.
Milestone name, start date and end date has to be entered to create milestones.
To add more milestones, add milestones has to be clicked.
Milestones can be deleted using the delete button present there.
When next is clicked, manage locations is displayed on the screen.
After clicking manage locations, the required Business Units and Disciplines have to be selected.
After selecting them, add should be clicked to add them to the project.
Enter the budget hours by location, and then click save and allocate button followed by the save and approve button.
A Project created successfully toaster message is displayed, showing the allocated hours and demand screen. The new projects are shown in the grid.
Actions:
When Actions is clicked, the consumpted hours are shown.
They show the demand, variance and consumpted hours in the given project. Fill with demand button is used to fill the fields with demand value.
Edit:
Existing Projects can be updated here by clicking the required project.
It navigates to the edit Project page.
When the name of Project and details are entered and update is clicked, the data gets updated in the grid.
Search
If any data has to be searched, this tab is used. Any of the field can be used to search the existing projects.
This displays the required results.
Reset
. The data entered in the search tabs, gets reset when reset is clicked.
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