Reviewing Team Member Status Updates

Review updates your team members made to activities. While reviewing updates, you can modify the data, approve or reject the status updates, or place a hold on a status update to reconcile at a later time. You can view status updates for all projects that you are assigned as a reviewer, or choose to view status updates only for some projects.

Note: Only the fields updated by a team member using one of the P6 Team Member interfaces are displayed in the Status Updates page.

To view status updates:

Click Approvals.
On the Approvals navigation bar, select Status Updates.
On the Status Updates page:
1. Select whether to group the view by Resource, Review ,or None.
  You must be assigned the Admin Superuser or Project Superuser global security profile to group by review status.
2. To see the assigned reviewers for a status update and the type of the review, select Reviewers.
3. To accept an update, on the status update card, select Accept.
4. To make a change to an update:
  1. Select Override.
  2. In the Override Updates for Activity dialog box, enter a new value and select Override.
    Note: If you select to override values in an activity update and a team member later updates those values by resubmitting a status update, the values you enter here will be lost.
5. To place a hold:
  1. Select Pending.
  2. On the status update card, select Hold.
6. To remove a hold:
  1. Select Held.
  2. On the status update card, select Remove hold.
7. To reject an update:
  1. On the status update card, select Reject.
  2. In the Reject Status Updates dialog box, enter a Reason for Rejection against each of the fields you require to be changed.
  3. In the Comments field, enter your overall comments to the team member about this status update.
  4. Select the Notify team member by email option if you want the team member to receive an email about the rejected status update.
8. To accept all status updates, including any override updates you made, select Accept All.
9. To reject all status updates visible in the view, including any override updates you made, select Reject All.

Tips

A status update might have more than one reviewer and might require that any reviewer approves the update or that all assigned reviewers approve ir.
Team members can continue to make updates to activities that have not been approved yet or are on hold. The status updates will reflect the latest team member updates.
Pending updates for a project checked out in P6 Professional or opened exclusively are not displayed until the project is checked in or the exclusive lock is released.
When team members update Actual Units, the updated value for Remaining Units is displayed when the field is updated by the team member or calculated automatically. The Remaining Units field is displayed even when the field is not selected for editing in the Project Preferences dialog box.
Steps that are added or deleted by team members do not go through the approval process.

Reviewing Team Member Status Updates

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