Working with Project Management

role project manager or portfolio manager the project management module allows you to initiate, plan, and manage projects within your organization log in as a project manager to view the project dashboard for your day to day project activities the dashboard displays an overview of the status for all projects you own the dashboard parts are project health displays a color coded status of the health, schedule, and budget for all projects if the project is associated with a portfolio, displays the portfolio name project assessment displays the project, due date and the number of escalations, issues, and risks associated with the project project overview displays the project id, a color coded progress bar that displays the percentage of consumption for schedule and budget, and the project status project managers can access the following workspaces project workspace use this workspace to create new projects project calendar workspace for all of your projects, the calendar displays the projects, phases that have an active status, and tasks that are assigned to a resource after you set a project, phase, or task to active status, it remains on the list even if it is put on hold or completed this allows you to track the progress of the phase or the task accessing the project workspace create projects and associate them with phases, then associate each phase with tasks you can manage costs through the project phase therefore, any task associated with a phase can consume against the allocated budget to view the project workspace, do the following log in to the application as either a project manager or portfolio manager open the project workspace the system displays a list of all projects open a project you can view or edit any of the project parameters, although portfolio managers may have limited rights to edit project parameters for more information, check out the following topics creating a new project docid\ vaeatebqqbvsp3yabt scadding or editing a phase docid\ okrelkttatcsiebkhmnzhadding or editing a task docid\ vsw bodri2af8pc3bc 1eabout the project calendar workspace docid 0hkkx9pa683wjfu9elzqbabout project templates docid\ msjpatnm wf1yxd5tecfxcommit a resource plan to a project docid\ rxrkctshur5ihzcss7ihs