Explains how to search for your Project
Project List
Click on the Projects menu highlighted in the screen shot below to bring up a list of projects.
- You can add and remove filters such as project owner, customer, start or end dates, to narrow down the list.
- This screen image shows the project code or number, project title, owner, which proposal this project represents, the customer for external projects, the planned start and end for this project, the company in your organization which is leading the execution of this project and when it was created
- You can also change columns or data you want to see. You can see most of the columns which can be additional viewed in the menu below.
There are two kinds of projects in this application:
- Proposal projects for bids which are not yet won or approved. Projects are automatically created for each proposal you create - maintain the dates, WBS etc. for proposal projects from the proposal application
- Execution projects for bids which have been won or other approved internal projects. Execution projects are primarily tracked in your ERP or SAP system however this application manages the project risks, status and management reserve.