This Document can be found in the following categories:
To view the project portfolio, click 'Portfolio Management' in the
menu header and select 'Project Data'.
You will be directed to the 'Project Data' page which displays all
inserted, submitted, accepted and in review projects for the nodes
selected in the Get Data dialog. If you do not have P2 or greater
resource rights, 'Edit' and 'Insert Project' is not
Note: If 'All' is selected in the project OBS, 'Insert Project' and
'Request Project' will not be available.
Select a project in the Project List the values of its fields will
be displayed according to the form selected.
The project forms tabs are populated with all custom forms defined
from Customize Forms. Changing the selected tab will change the
from displayed to match the definition in Customize Forms.
Click 'OK' in the form to save the changes or 'Cancel' to discard
The insert project dialog box displays the fields required for
inserting a new project. The fields are customizable by the
administrator and may differ from the ones shown in the dialog
To save the project, click on 'Add Project'. Once a project is
inserted, it will appear in the project data table. Click
'Cancel' to abandon any changes and close the 'Insert Project'
To request a project, click on the 'Add Project' button and fill
out the fields in the 'Project Initiation' dialog. The project
initiation form is customizable by the administrator and may differ
from the one shown below.
Click 'Request Project' to save the request or cancel to discard
changes. Once a request has been saved, it appears in the project
data table as 'Submitted'.