Learning Paths › projects management

This learning path is for project operations users who need to review project-related order work, retain shipping-order updates, and prepare an Orders workspace for operational follow-up. After completing the path, learners can navigate the available project and order work areas, safely save shipping-order changes, and create, maintain, and export an Orders list layout.

Learning objectives

By the end of this path you can identify the appropriate project and order workspace for the task at hand.
By the end of this path you can locate a shipping order and review its current changes.
By the end of this path you can retain shipping-order changes using Save or Save and Close.
By the end of this path you can create an Orders list layout with a name and selected columns.
By the end of this path you can update, remove, and export an Orders list layout for operational review.

Prerequisites

Access to the Projects Management, Orders, Production Order, and Delivered Orders screens.
Access to the Shipping Order screen, including the ability to use Search, Save, Save and Close, and Export.
Access to manage layouts in the Orders screen, including Add Layout, Columns Chooser, Save, Update Current, Delete Current, Delete, and Export.
Familiarity with the project and order terminology used by your organization.

Module 1: Establish your operational starting point

Goal: Learn to choose the right work area before reviewing or updating order-related work.

Lesson 1.1: Start from the project and order workspaces

When you need to understand where operational work is being managed, begin by opening Projects Management and Orders. Use Projects Management as your project-focused starting point, then move to Orders when your task is to review an operational list of orders. This establishes the context you need before working with a specific shipping or production record.

Practice task: Open Projects Management, then open Orders and identify which workspace you would use for an operational order review.

Lesson 1.2: Recognize production and completed-order contexts

When an order-related question concerns production activity or orders that have already been delivered, use the specialized workspaces rather than treating every task as a current Orders-list task. Open Production Order for production-order work and Delivered Orders when reviewing delivered-order results.

Practice task: Open Production Order and Delivered Orders, then state which screen you would use to review a delivered order.

Module 2: Review and retain shipping-order changes

Goal: Find the correct shipping order, review changes, and retain the right version of the record.

Lesson 2.1: Find the shipping order that needs review

When a shipping-related update needs attention, work in Shipping Order. Use Search to locate the shipping order, then review the changes in the record before deciding whether they should be retained. Starting with Search helps ensure that you are reviewing the intended shipping order rather than making decisions from an unfiltered view.

Practice task: In Shipping Order, use Search to locate a shipping order that requires review.

Lesson 2.2: Save, close, or export the reviewed shipping order

After you have reviewed a shipping order in Shipping Order, retain the changes with Save if you need to continue working, or use Save and Close if the review is complete. When you need to share or retain the reviewed output outside the active screen, use Export.

Practice task: Review a shipping order, then use Save and Close to retain the changes and finish the task.

Module 3: Build an Orders view for daily operations

Goal: Create a reusable Orders layout that supports focused operational review.

Lesson 3.1: Create a layout with the columns your team needs

When the standard Orders display does not support a specific operational review, create a dedicated layout in Orders. Select Add Layout, enter a Layout name, and use Columns Chooser to select the columns needed for the review. Use Save to retain the new layout for future use.

Practice task: In Orders, select Add Layout, provide a Layout name, use Columns Chooser, and select Save.

Lesson 3.2: Maintain and distribute an operational layout

As operational needs change, return to the active layout in Orders. Use Update Current to retain adjustments to the current layout. If a layout is no longer needed, use Delete Current or Delete as appropriate. Use Export when you need to distribute the results of the operational review.

Practice task: Open an existing Orders layout, make an adjustment through the available layout options, and select Update Current.

Final assessment

You have been asked to review a project-related operational order list before a team meeting. Which workspace should you open first, and what is the next workspace you would use for the order list?
A shipping-order change has been requested, but you need to make sure you are reviewing the correct record before retaining anything. What screen and control should you use first?
You have completed your review of a shipping order and do not need to continue working in that record. Which control should you use to retain the changes and leave the record?
Your team needs a repeatable Orders view with only the columns relevant to its daily review. What sequence of controls should you use to create it?
An existing Orders layout is no longer needed, and the team also needs to share the output from another layout. Which controls support those two outcomes?

Answers

Open Projects Management first, then Orders.
Why: Projects Management provides the project-focused starting point, while Orders supports operational order-list review.
Open Shipping Order and use Search.
Why: Search helps locate the intended shipping order before it is reviewed or saved.
Use Save and Close.
Why: It retains the reviewed changes and closes the shipping-order record.
Use Add Layout, enter a Layout name, use Columns Chooser, then select Save.
Why: These controls create, identify, configure, and retain a reusable layout.
Use Delete Current or Delete to remove the obsolete layout, and use Export to share the other layout’s output.
Why: The delete controls remove layouts, while Export provides the review output for distribution.

projects management — Learning Path