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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 buttonImage Removed

     > Process Engineering buttonImage Added > Schedule 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 viewImage Removed


    Active Projects high-level viewImage Added


  3. iconfalsetitle

    Select the double arrow icon double arrow iconImage Removed Double arrow iconImage Added  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



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Project categories are user-defined. Use the Add

Add buttonImage Removed and Remove Remove buttonImage Removed buttons

 Add buttonImage Added and Remove Remove buttonImage Added buttons to add or remove project categories.

Detailed project viewImage Removed

Detailed project viewImage Added

  1. Select the Schedule

Schedule buttonImage Removed button

  1. Schedule buttonImage Added 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 buttonImage Removed

  1. Edit buttonImage Added button (the pencil) to open the project details.

Display on hold and completed projectsImage Removed


  1. Display on hold and completed projectsImage Added


  2. 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 buttonImage Removed

    Add Task buttonImage Added button.

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

    Edit project detailsImage Removed


    Edit project detailsImage Added


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

    Add Sub Task buttonImage Removed

     buttonAdd Subtask buttonImage Added 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 buttonsImage Removed

    Move Up, Move Down, Decrease Indent, and Increase Indent buttonsImage Added 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 buttonImage Removed

     buttonGroup Tasks in Any Mode buttonImage Added 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 ModeImage Removed


    Tasks grouped in Any Order ModeImage Added



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

    Remove Any Mode From Tasks buttonImage Removed

     buttonRemove Any Mode From Tasks buttonImage Added button.

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

    Apply a task flow template to a projectImage Added


  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 buttonImage Removed button Assign Group(s) or User(s) to the Selected Tasks buttonImage Added button, use the check boxes to select and assign specific users or user groups to the task, then select OK.
    Select the Group(s) or User(s) to assign to the selected TaskImage Removed

    Select groups or users for tasksImage Added


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

Complete a project task

  1. In the project detail view, select the Show Details Show Details buttonImage Removed button Show Details buttonImage Added button to the right of a project task.
    Completed task in the project detail viewImage Removed

    Completed project tasksImage Added

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

    Noteiconfalsetitle

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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).

Related topics

Create a project

View project charts and user allocations

Create a task flow template