Capital Projects / Capital Budgeting
Capital Projects / Projects

Reviewing and Editing Project Profiles

Use the Review Project Profiles task to review and edit projects having any status. The Review Project profiles task is available in these locations:

  • Capital Budgeting / Prioritize and Estimate (Optional)/ Review Project Profiles.
  • Projects / Prioritize and Estimate / Review Project Profiles
  • Projects / Plan / Review Project Profiles
  • Projects / Execute / Review Project Profiles

Note : The Capital Budgeting / Allocate / View Project Profiles task enables you to review, but not edit project details.

Working from this task, you can add the Project Manager for the project. This is important because certain views are restricted to show only projects for which you are the Project Manager.

You cannot change the following project statuses:

  • Created: The status for this projects is changed to Requested when you request the project.
  • Requested, or Requested -Routed for Approval: The status for these projects is automatically changed to Approved once the project has been approved.

For descriptions of the data entered for a project, see Requesting Projects.