Project Data_iTeam

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To view the project portfolio, click 'Portfolio Management' in the menu header and select 'Project Data'.

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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 available.

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Note: If 'All' is selected in the project OBS, 'Insert Project' and 'Request Project' will not be available.

Edit Project

Select a project in the Project List the values of its fields will be displayed according to the form selected.

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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 any modifications.

Insert Project

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 below.

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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' dialog.

Request 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'.