When a project is opened, details are available to the user that include information such as the project owner, requester, stage, spend information, suppliers, stakeholders, tasks, discussion feed, and documents.
The project header displays the following information: Project Team , Project Owner , Project Risk and Stage , Requester , and the option to edit the project .
Project Spend Information
The project’s spend information will include the estimated spend, the saving target (if applicable), and other project details. Any custom fields related to the project request can be viewed by clicking the “Show all fields” option.
Stakeholders are internal company users that are invited to participate on a project. Stakeholders can be given permissions to view a project and participate in discussion, or permission to edit any details about a project.
The project Documents section will display any documents associated with a given project. Documents can be uploaded , downloaded , and deleted from this section.
The project Suppliers section will display any suppliers that are being considered for the given project. From this section, suppliers can be added and the status of the supplier, for the project, can be adjusted.
The project Tasks section will display any tasks that are associated with the given project. From this section, new tasks can be added to the system and existing tasks can be viewed/edited. Tasks displayed in this section can be filtered based on their status (All, Active, Completed). The system will have a default task for the Start Date and End date.
Project Discussion Board
The project Discussion Board section permits any stakeholders to provide their comments related to a project. Comments directed toward a specific stakeholder can be targeted using the at (@) symbol followed by the stakeholder’s name.