# Projects Management

_Applications › projects management_

![Projects Management](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/4113e3aff06cd3c3321c6e053ed6e09c.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A33.02%2C%22y%22%3A37.22%2C%22w%22%3A16.6%2C%22h%22%3A3.81%2C%22label%22%3A%222%20%20Login%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A2%2C%22x%22%3A41.32%2C%22y%22%3A39.12%7D%5D%7D)
*projects management*

![Login](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/66d2413b68813acd5045009ebc07e56a.png)

## Overview

Projects Management supports the day-to-day review of project-related orders, including Shipping Orders and operational Orders lists. Sales representatives, account managers, project managers, purchasing officers, warehouse managers, and finance users can use it to locate an existing Shipping Order, review its selected products and related information, retain approved changes, and present Orders in a role-appropriate list layout.

Use this feature when you need to verify order information before operational follow-up, save corrections to a Shipping Order, or create an Orders view that highlights the project order columns most relevant to your work.

## Workflow

### Access the feature

1. When the sign-in screen is displayed, enter your credentials in **Enter User Name** and **Enter Password**.

   ![projects management](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/e4a98216d99cd05055bc761e68104ee5.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A33.02%2C%22y%22%3A37.22%2C%22w%22%3A16.6%2C%22h%22%3A3.81%2C%22label%22%3A%222%20%20Login%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A2%2C%22x%22%3A41.32%2C%22y%22%3A39.12%7D%5D%7D)
*projects management*

![Login](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/0a2659e42407e64feeb551d48999a0bc.png)

2. Select **Login** to access the application. Ensure that you have permission to view and update the applicable Shipping Order records before continuing.

> **Note:** Access to Shipping Orders requires permission for **PM > Projects Management > Shipping Order**. If you can sign in but cannot open or update an order, contact the person responsible for access permissions.

### Review a Shipping Order and decide whether to retain changes

1. Open **Projects Management**, then select **Shipping Order** to display the Shipping Order list.

2. Select **Search** and locate the existing Shipping Order that you need to review.

3. Review the selected products and related information on the order. At this decision point, determine whether the record requires changes:
   - If no changes are required, leave the order unchanged and return to the list as appropriate.
   - If changes are required, revise the applicable information before saving.

4. Choose how to retain the revised Shipping Order:
   - Select **Save** to retain the changes and keep the Shipping Order open for further review.
   - Select **Save and Close** to retain the changes and close the Shipping Order.

> **Tip:** Use **Save** when you need to continue checking related information. Use **Save and Close** only after confirming that the order is complete for your current review.

### Decide whether to export the Shipping Order list

1. From the Shipping Order list, confirm that the displayed results are the records you intend to share or analyse.

2. Select **Export** to export the information currently available in the list.

The export reflects the information available in the current list presentation. Review the list before exporting so that the output supports the intended operational review.

### Create or revise an Orders list layout

1. Open **Projects Management**, then select **Orders**.

2. Decide whether you need a new list layout or need to revise the layout currently in use:
   - To create a role-specific layout, select **Add Layout**.
   - To revise the active layout, change its columns and then select **Update Current**.

3. For a new layout, enter a clear name in **Layout name**. Use a name that indicates the operational purpose of the view, such as a project delivery review or account management review.

4. Select **Columns Chooser**. Select the columns needed for your role. Available examples include:
   - **Job No.**
   - **Client**
   - **Job title**
   - **Order price**
   - **Forecast delivery date**
   - **Total bu**

5. Choose how to retain the layout:
   - Select **Save** to retain a new layout.
   - Select **Update Current** to retain changes to the layout currently in use.

> **Tip:** Select only the columns required to make a decision. A focused layout makes project order reviews faster and reduces the need to open individual records.

### Decide whether to remove or export an Orders layout

1. If the current layout is no longer useful, select **Delete Current** to begin its removal.

2. Select **Delete** to confirm deletion of the selected current layout.

3. If you need to share or analyse the currently displayed Orders list, select **Export**.

Deleting a layout removes the selected current layout. Confirm that you are working in the intended layout before selecting **Delete**.

## Client : Vendor : Delivered Order Price : 37,392.00 EGP

This tab presents project/order information in terms of the client, vendor, and delivered order price. Use this stage view to identify the commercial context shown for the record and to review the delivered order price displayed in EGP.

The available controls do not identify an action that moves records into or out of this tab. Use it as a review view for the information presented.

## Examples

A project manager is preparing an operational review for a customer job and needs both a corrected Shipping Order and a focused Orders list.

1. The project manager signs in using **Enter User Name** and **Enter Password**, then selects **Login**.

2. From **PM > Projects Management > Shipping Order**, the project manager opens **Shipping Order** and uses **Search** to locate the Shipping Order identified internally as `SO-24018`.

3. The project manager reviews the selected products and related order information. A correction is required, so the project manager updates the applicable information and selects **Save** to retain the correction while continuing the review.

4. After confirming the order is ready for operational follow-up, the project manager selects **Save and Close**.

5. The project manager then opens **Projects Management > Orders** and selects **Add Layout**.

6. In **Layout name**, the project manager enters `Project Delivery Review`.

7. Using **Columns Chooser**, the project manager selects **Job No.**, **Client**, **Job title**, **Order price**, and **Forecast delivery date**. This allows the project manager to identify the job, customer, commercial value, and planned delivery date from one list.

8. The project manager selects **Save** to retain the new layout.

9. With the new layout displayed, the project manager selects **Export** to produce a list for the operational review meeting.

## Tips

> **Tip:** Use descriptive layout names that identify the intended review activity, such as delivery planning, client follow-up, or project commercial review.

> **Warning:** Select **Delete Current** only after confirming that the active layout is the one you intend to remove. Select **Delete** only when you are ready to confirm the removal.

## Troubleshooting

| Symptom | Likely cause | Fix |
|---|---|---|
| You cannot open or update a Shipping Order. | Your user does not have access to **PM > Projects Management > Shipping Order** or does not have permission to update the applicable record. | Confirm your access and update permission with the person responsible for user permissions. |
| The Shipping Order you need is not displayed. | The required order has not yet been located in the list. | Select **Search** and search again using the information available for the order. |
| Changes to a Shipping Order are not retained. | The record was revised but neither save action was selected. | Select **Save** to retain the changes, or select **Save and Close** to retain them and close the order. |
| The Orders list does not show the information needed for review. | The current layout does not include the required columns. | Use **Columns Chooser** to revise the current layout, then select **Update Current**. Alternatively, select **Add Layout** to create a separate role-specific layout. |

## Related pages

- [projects management — Overview](doc:projects-management-overview)
- [production order](doc:production-order)
- [projects management — Learning Path](doc:workflows-projects-management)
- [Buyout To Order](doc:projects-management-buyout-to-order-new)
- [List](doc:projects-management-buyout-to-order-list-view)
- **List**
- [orders](doc:orders-guide-2)
- [delivered orders](doc:delivered-orders)
- **NewDirectOrder**
- [NewInstantJob](doc:projects-management-edit-list-newinstantjob)
- [Shipping Order](doc:projects-management-shipping-order-new)