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Change the project category or status

Information for active projects takes several forms. The Projects window has tools and options to help you customize the project information you want to view.

  1. Log into the NPI client application.

  2. Select Process Engineering Process Engineering buttonSchedule Projects to display the Projects window.

    Active projects are displayed in the main area of the window. By default, project details are hidden until you expand a project.

    Active Projects high-level view


  3. Select the double arrow icon Double arrow icon  in the upper-right corner of an active project to display project details.

    In the project detail view, you can change the project name, description, start, end, and fulfillment dates, status, customer information, project category, and other project details.

Note

Project categories are user-defined. Use the Add Add button and Remove Remove button buttons to add or remove project categories.

Detailed project view

  1. Select the Schedule Schedule button button (the clock) in the upper-right corner of the window to display on hold and completed projects.

  2. To edit an on hold or completed project, select the project, then select the Edit Edit button button (the pencil) to open the project details.

    Display on hold and completed projects


  3. To change the status of a project, use the Status drop-down and select a status: On Hold, Active, or Completed.

Add, assign, and group project tasks

In the project detail view, you add tasks, task sequencing, and assign users or groups to each project task. The toolbar buttons make it easy to quickly add, delete, and modify project scheduling details.

  1. On the Scheduling tab in the project detail view, select the Add Task Add Task button button.

  2. Click next to the task name, then enter a new name for the task.

    Edit project details


  3. To add a sub-task to a main task, select the Add Sub Task Add Subtask button button.

  4. To change the sequence of tasks in the project, select a task, then use the Move Up, Move Down, Decrease Indent, and Increase Indent Move Up, Move Down, Decrease Indent, and Increase Indent buttons buttons to move the tasks up or down, make a task a sub-task, or promote a sub-task to a task.

  5. To allow multiple tasks to be completed in any order (non-sequentially), Shift+click to select the tasks, then select the Group Tasks in Any Mode Group Tasks in Any Mode button button. (In the Sequence column, the grouped tasks now have the same sequence number and can be completed in any order.)

    Tasks grouped in Any Order Mode



    To remove Any Mode from grouped tasks, select the tasks, then select the Remove Any Mode From Tasks Remove Any Mode From Tasks button button.

  6. If you previously created a task flow template and want to apply it to this project, select the Apply a Task Flow  button, select the template from the Task Flow drop-down, then select the Apply Template Apply Template button button to the right of the drop-down.

    Apply a task flow template to a project


  7. To assign a task or sub-task to a user or group, select the task, select the Assign Group(s) or User(s) to the Selected Tasks Assign Group(s) or User(s) to the Selected Tasks button button, use the check boxes to select and assign specific users or user groups to the task, then select OK.

    Select groups or users for tasks


  8. (Optional) To enable or disable a selected task in a project, select the Enable Enable button or Disable Disable button button.

Complete a project task

  1. In the project detail view, select the Show Details Show Details button button to the right of a project task.

    Completed project tasks

  2. Use the Completed By drop-down to select the person who completed the task, then select the Save button.

Note

Notice that when you mark a task completed, the % Complete progress bar for the project changes. This project data is used in the charts and graphs on the far-right side of the Projects window (drag the horizontal scroll bar to the right to view the graphs).