Projects Management — Learning Path

Learning Paths › Projects Management

This learning path is for project coordinators and order-processing users who manage project orders through planning, ordering, review, and delivery. After completing it, learners will be able to investigate project orders, update their lifecycle status, review order information in Projects Management, and confirm that confirmed orders have progressed to Delivered.

Learning objectives

• By the end of this path you can investigate a project order from the Projects Management Orders list.
• By the end of this path you can use the available status updates to move a project order from Planned (BOM) to To Order (MRQ).
• By the end of this path you can review a project order in Projects Management using PM and Delivered.
• By the end of this path you can save or save and close your review work appropriately.
• By the end of this path you can progress a confirmed order to Delivered and verify it in the delivered-orders view.

Prerequisites

• Access to the projects management and orders screens.
• Access to project-order records, including List.
• Permission to use Status update, Save, and Save and Close.
• Familiarity with your organization’s project-order process and the meaning of a confirmed order.

Module 1: Find and understand project orders

Goal: Start with the correct project order and establish its current lifecycle position before making changes.

Lesson 1.1: Locate a project order that needs attention

When a project order needs investigation, begin from the central order list rather than working from an assumed status. Open orders, use All to view the available orders, and open the relevant List. Review the record before deciding whether the order should remain in planning or advance to ordering.

Practice: In orders, use All and open one List for investigation.

Lesson 1.2: Review a project order in Projects Management

When you need to check a project order from the project-management workspace, open projects management and access the relevant Projects Management. Use PM and Delivered as part of your review, then choose Save if you will continue working or Save and Close when the review is complete.

Practice: Open a project order from projects management, perform a review using PM and Delivered, then select Save and Close.

Module 2: Move an order from planning to ordering

Goal: Progress an investigated project order through the planning and order-request stages.

Lesson 2.1: Confirm that an order is planned for BOM work

When an order is being prepared for bill-of-materials planning, open it from orders and enter the associated Buyout to Po. Use Status update and select Planned (BOM) to reflect that the order is in the planning stage.

Practice: Open a project-order record and use Status update to set it to Planned (BOM).

Lesson 2.2: Send a planned project order to the order-request stage

After planning is complete, progress the same project order so it can move into the ordering process. From the Buyout to Po, select Status update and choose To Order (MRQ). This creates a clear lifecycle transition from planned work to an order request.

Practice: For a record in Planned (BOM), use Status update to move it to To Order (MRQ).

Module 3: Complete and verify delivery progress

Goal: Mark confirmed work as delivered and verify the result in the delivered-order workspace.

Lesson 3.1: Progress a confirmed order to Delivered

When a confirmed order has reached delivery completion, open the order in orders and access its Project Orders List. Use Status update and select delivered to record the completed delivery state.

Practice: On a confirmed order, use Status update to select delivered.

Lesson 3.2: Verify delivered orders

After updating an order, verify that delivery work is represented in the dedicated delivered-order view. Open delivered orders and review the delivered order alongside its Project Orders List. Use this verification step to ensure that an order progressed from active processing into delivery completion.

Practice: Open delivered orders and verify one delivered project order against its record.

Final assessment

1. A project order requires investigation before anyone changes its lifecycle status. Where do you start, and what control helps you view the available order set?

2. An order has completed bill-of-materials planning and must now enter the order-request stage. Which status transition should you perform?

3. You are reviewing a project order in Projects Management and have finished all work on the record. Which action should you use to preserve the review and leave the record?

4. A confirmed order has completed delivery. Which control and status value should you use to record this outcome?

5. After setting an order to delivered, which screen should you use to verify that the delivered order is represented in the delivery-focused workspace?

Answers

1. Start in orders, use All, and open the relevant project record. This lets you investigate the order before changing it.

2. Use Status update to move the order from Planned (BOM) to To Order (MRQ). This progresses it from planning to the order-request stage.

3. Use Save and Close. It preserves the completed review and exits the record.

4. Use Status update and select delivered. This is the documented action for progressing a confirmed order to Delivered.

5. Use delivered orders. This is the dedicated workspace for reviewing delivered orders.