# Projects Management

_User Guide › Projects Management_

![Projects Management](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/87f04dbf5a20f9e078c0753f8ea139c6.png)
*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

1. In the application navigation, select **PM** to open the Projects Management area.

2. 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.

3. If you are working with a project order that has been delivered, select **Delivered** to work in the delivered-order stage.

4. Review or update the project-order information as required.

5. To retain your changes and continue working in the record, select **Save**.

6. To retain your changes and close the record, select **Save and Close**.

7. 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.

## Related pages

- [Getting Started with Projects Management](doc:projects-management-getting-started)
- [Projects Management](doc:projects-management-guide)
- [Projects Management — Learning Path](doc:workflows-projects-management)
- [Projects Management — Overview](doc:projects-management-overview)
- [Buyout to Po](doc:projects-management-buyout-to-order-edit-record)
- [List](doc:projects-management-buyout-to-order-list-view-record)
- [Project Orders List](doc:projects-management-edit-list-view-record)
- [orders](doc:orders-2)
- [delivered orders](doc:delivered-orders)
- [New Direct Order](doc:projects-management-edit-list-newdirectorder)
- [New Instant Job](doc:projects-management-edit-list-newinstantjob)
- [Production Order](doc:projects-management-production-order-edit-record)
- [Shipping Order](doc:projects-management-shipping-order-edit-record)