Document number: 17240

 

Project Managers or Project Administrators will need to review each new project to ensure the current information is correct. When you are assigned a new project follow these steps to begin your review:

1. Go to Project Home page.

2. Click on My Projects. This will generate a page showing all current projects that have been added to your list. If a project is missing from your list you can add it. The first time you access Projects you can build your own My Projects list. For more information see Eureka! document 17239 — How to Add a Project to Your List.

3. Click on the Project ID link. This will take you to a Project Summary page that provides access to pages you need to review.

4. Click on the Project General link. The SCA will have provided the basic information based on the contract for this project. You will need to verify the information is correct.
   

Note: Once you have set the project status to Open, you will not be able to change the Project Type and Project Category fields. It is important to verify these values are correct before you continue.

5. Click on the Manager tab.

6. If you are the Project Manager or Project Administrator, verify that your Employee ID and Role are showing in the appropriate fields.

7. Click the Project General tab.

8. Click on the Project Team link located in the right hand box. This will display a list of current resources that have been assigned to your project. It is important to verify that roles of your resources are correct. Only Project Managers and Project Administrators will be allowed to perform Time and Expense review and approvals. The SCA, as well as representatives from Services Finance, will show as a Project Administrators to ensure all projects have a backup contact. If there are any adjustments that need to be made to your team, contact your Regional Resource Specialist.

9. Click on the Return to Project General link located at the bottom of the page.

10. Click on the Project Summary link.

11. Click on the Project Status link.

12. Click on the Project Application tab. This will display a list of applications associated with the project as well as the percentage allocation expected for each module. This may have been completed by the SCA based on the Contract Summary however, you will need to verify the information. The list of applications and percentage allocations can be changed, using effective dated rows, if needed during the course of the project.

13. Click on the Project Status tab. Before any hours or expenses can be charged against a project, that project must first be reviewed by the Project Manager or Project Administrator and the status changed from new to open.

14. Once you have verified all the information for this project correct, use the lookup icon to select the code for Open or enter an O in the status field. Click on the link for Open to set the status.

15. Click on the yellow Save ( ) button located at the bottom of the page to save your changes.

This project is now open and available for your resources to begin adding their hours and expenses against.

 

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2002 All rights reserved.
Created: jel 05/03/2002
Revised: jel 06/05/2002