Editing and Viewing Project Requests
Capital Projects / Capital Budgeting
Capital Projects / Projects
Capital Projects / Commissioning
Editing and Viewing Project Requests
From Edit My Projects, you can:
- Review details for projects and their work packages and actions . Select a project in the drill-down list to see its details. Drill down in the list to see the project's work packages or action. When you select a work package or action the details are shown.
- Request a new project. See Requesting a Project .
- Edit a project. Since this view shows only Created or Requested projects, you are able to edit any project. See Requesting a Project for a description of the data entered for a project request.
- Add work packages . See Creating and Editing Work Packages.
- Add action items . See Adding Action Items to Created or Requested Projects .
Use the Edit My Projects task to edit projects with the status of Created or Requested:
- Projects with Created Status : If you start to enter information on a project request form, you have the option of saving the request by clicking the Save button. A project that has been saved but not requested has the status of Created. You can then access the project using the Edit My Projects task, complete the request form, and request the project. After you click the Request button, the status of the request changes to Requested.
- Project with Requested Status: You can edit a project request with the Requested status until the Facilities Manager has routed the request for approval. After that point, you can no longer edit your request.
Use the View My Projects task to view projects with the status of Requested or Created. After the request is routed for approval, you can no longer edit the request. The requestor receives email notification when the request is approved or rejected.
When editing projects you are able to associate the following documents with the project:
- Project Business Case : This document is typically prepared by stakeholders and sponsors of the project. It can include the background of the project, and the project's expected business benefits, costs, and risks.
- Project Risk Management : This document defines the risks associated with a project and how these risks will be identified, analyzed, and managed. It outlines how risk management activities will be performed, recorded, and monitored throughout the lifecycle of the project. Typically, the project manager creates this document during the planning phase of the project and the document is monitored and updated throughout the project.
- Project Charter : This document provides a statement of the scope, objectives, and participants in a project. Its purpose is to recognize the existence of the project and to begin the planning process required to accomplish the project goals. The project manager typically creates this document along with the business manager as it forms the basis for detailed project planning.
- Project Implementation Plan : This document provides a centralized reference document that organizes all of the information needed for implementation. Typically, the project manager creates this document.