Management workbooks display detailed information about a selected item or portfolio.
A management workbook includes the following components and features:
- Title Area: Enables you to select the scorecard and item to be viewed.
- Menu Bar: Provides the workbook menu options, which enable you to create and edit items, highlight information in the workbook's scorecard, and access setup, My Updates and Help information.
- Toolbar: Contains the Print, Send, and Knowledge buttons.
- Item Scorecard: Provides a scorecard view of a single selected item.
Note: For more information on scorecards, refer to Scorecard Module Overview.
- Workbook Tabs: Provide detailed information about an item's management functions, as follows:
- Status: Provides information about how many updates have been requested for the item, how many updates you have been requested to perform, and how many updates are overdue for the item. In addition, the Status tab displays how many action items and deliverables there are for the item, and whether they have been completed, or are overdue.
- Action Items: Provides a list of tasks that must be completed for the item. Listed information includes the action item owner, links to related web sites, and locations within the system, and the deadline for the action item. From the Action Items tab you can access the Action Item dialog box, where you can edit action item information or indicate that the action item has been completed.
- Life Cycle: Provides a list of the phases of the items, and indicates the actual-versus-planned timeframe for each phase, the percentage completed and phase health. From the Phases tab you can access the Life Cycle dialog box, where you can edit and update information for each phase.
- Deliverables: Displays the list of all the deliverables for this item. From the Deliverables tab, you can view and edit each deliverable, or open the Life Cycle dialog box in order to view and edit phase information.
- Dependencies: Displays the list of dependencies for this item. From the Dependencies tab, you can view the items/portfolios that depend on the selected item, or items/portfolios which the selected item supports. You can define the type of dependency as well its weight and cost.
- Links: Provides a list of hyperlinks to web sites related to the item and to uploaded documents within the system. For information on how to obtain a PPM link, refer to Obtaining a Primavera Portfolio Management Link.
- Contacts: Provides contact information for people related to the item.
Note: Except for the Life Cycle tab, you can resize columns in the Workbook tabs by clicking and dragging the column divider to the desired column width. The resized column measurements are saved and displayed the next time you view the tabs in the workbook. The last workbook tab viewed will re-appear the next time you view this workbook.
- Item Information: The bar at the bottom of the workbook displays information about the item, including:
- Manager: The user who is in charge of the item. Clicking the manager's name displays the user's contact information in the User Wizard.
Note: For more information on working with user information, refer to Users in Configuring the System Components.
- Life Cycle: The phases of the item are displayed as bars. Completed and current phases are color-coded. Clicking this area displays the Life Cycle dialog box, with the current phase's tab displayed. For more information on working with phase information, refer to Working with Life Cycles.
- Current phase: The name of the current phase is displayed, as well as the percentage of the current phase that is completed.
- Item start date: The date the item started.
- Item end date: The date the item is scheduled to end.
- Manager: The user who is in charge of the item. Clicking the manager's name displays the user's contact information in the User Wizard.