User Guide › Projects Management
Overview
Use Projects Management to review a project order and maintain its associated project-order information. Project managers use this form when they need to review a relevant project order, work with a Delivered project order, retain updates, or progress a confirmed project order to fulfillment.
Before you start
Ensure that you have access to the Projects Management application and the relevant project-order views. Have the relevant project order available before opening the form. Progressing a confirmed project order to fulfillment also requires access to the project, shipping-order, and delivered-order views.
Steps
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In the application navigation, select PM to open the Projects Management area.
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Open the relevant project-order record to display its associated project-order information. Review the information on the Projects Management record before making an update.
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If you are working with a project order that has been delivered, select Delivered to work in the delivered-order stage.
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Review or update the project-order information as required.
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To retain your changes and continue working in the record, select Save.
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To retain your changes and close the record, select Save and Close.
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When a confirmed project order is ready for fulfillment, use Status update to progress the order to fulfillment.
Note: Use Delivered only when working with a delivered project order.
Warning: Progress a project order to fulfillment only after it is confirmed and the required organizational fulfillment process is available.
Troubleshooting
- You cannot open the Projects Management area → You may not have access to the Projects Management application → Obtain access to the Projects Management area and the relevant project-order views.
- You cannot progress a project order to fulfillment → The order may not be confirmed, or the required fulfillment views may not be available → Confirm that the project order is confirmed and that you can access the project, shipping-order, and delivered-order views.
- Your review updates are not retained → The record has not been saved → Select Save, or select Save and Close when you have finished reviewing the record.
- You need to work with a delivered project order → The delivered-order stage is not selected → Select Delivered.
Result
The project order is reviewed, any updates are retained, and a confirmed order can be progressed to fulfillment when ready.
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