The To-Do module includes the following components:
- Menu Bar: Provides menu options, which enable you to print a to-do report, update user preferences and information, access Item and Portfolio wizards and the Setup module, and access Help information.
- To-Do Tabs: Provide details regarding the management of your items and the cells they contain, or of other users' items that you are responsible for updating, or for which you have requested updates, as follows:
- My Updates: Provides a list of the cells for which you are responsible to provide information. From the My Updates tab, you can update the cell value indicators and annotations, and view the cell dashboard. You can also access the Cell Properties dialog box, as described in Scorecard Module Overview.
- My Requests: Provides a list of the cells for which you have requested an update. From the My Requests tab, you can access the Request Properties dialog box and view the cell dashboard. You can also access the Cell Properties dialog box, as described in Scorecard Module Overview.
- Action Items: Provides a list of action items for the items that are not yet complete. The action item may be owned by you or by another PPM user. In the latter case, the action item will appear in this list only if you are the project manager. The list includes information regarding the action item and its due date. From the Action Items tab, you can access the Edit Action Items dialog box, where you can edit action item information or indicate that the action item has been completed. You can also access the management workbook for the item, in order to view or edit information relating to the item, such as action items.
- Deliverables: Provides a list of phase deliverables that are not yet complete, and indicates the status of each pertinent phase. The deliverables may be owned by you or by another user. In the latter case, the deliverable is displayed in this list only if you are the item/portfolio manager. The list includes the phase name, status and due date information. From the Deliverables tab, you can access the Deliverable dialog box, where you can edit deliverable information or indicate that the deliverable has been delivered. You can access the Life Cycle dialog box, where you can update phase information, or add deliverables to the phase. You can also access the management workbook for the item.