The Project Basics page provides an overview of all general project information. You can view and edit this page only if you have the appropriate permissions.
Projects may be classified in a variety of ways, including Functional Area, Project Source and Process. These fields are set up during configuration and can vary by installation.
Indicates the organizational unit within which this project is situated. This can be edited. If a specific hierarchy is being enforced within your system the page will refresh to update the values displayed in the pull-down menu to make sure that you do not violate the dependencies between the various units.
Indicates whether the project is visible to all users of the system, or only to members of the project (i.e. confidential). If it is set to be confidential, it can be made available to members of specific organizational units and/or users with particular titles.
Displays the detailed notes, carried over from the project proposal (if any), that help with reporting and evaluation. Some of the fields displayed may be dependent on the initiative selected for this project. All these fields can be edited.
Displays the financials entered at the proposal level. If a project is created with single-view, the budge finances are editable. If the project is created with double-view, the budget finances will not be editable from the Basics page, even if proposal finances are not enabled.
Displays the dates associated with the project. You should be able to see the date on which the project was started and the planned realization date (the date by which you expect to complete all the phases of a project). The Project Manager Transfer Date is populated if the project manager was changed.
Alignment
Displays the alignments, path and % contribution.
Keywords for this project can be defined in this section and can be used for filtering by keywords.
If there are project custom fields defined in your system, these will be displayed in the custom fields section.
Selecting the Activity Display Mode
Using the Project Listing Page
Using the Group by Functionality
Working with Project Roadmaps and Tasks
Working with Generic (Non-WBS) Activities
Working with Project Documents
Working with Project Financial Data
Importing and Exporting Project Information
Working with Project Statements and Notes
Working with Project Resources
Legal Notices
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Last Published Wednesday, November 30, 2016