Table of Contents > Manage Project Data

Manage Project Data

Overview

The POC is responsible for overseeing and updating, when appropriate, various data related to a project. This data includes FPO assignments and project status. The primary FPO assigned to a project may update his/her manager and backup FPO assignments.

Figure 1 - Edit Project Info

Topics:

Edit an FPO, Manager and/or Backup FPO Project Assignment

Edit a Project Name

Designate a Project as Active or Inactive

Designate POC Review Status

 

 

 


Edit an FPO, Manager and/or Backup FPO Project Assignment

1. Select Home from the top navigation bar.

2. Select View Projects from the POC menu. The Project List screen will be displayed (Figure 1). 

Figure 1 – Projects List

 

3. To sort the Project List, select criteria from one or both of the Show drop down menus and click the Go button.

4. Click the arrow icon next to the project to be edited. The Project Details screen will be displayed (Figure 2).

Figure 2 - Project Details

 

4. Click the Edit button. The Edit Project Info screen will be displayed (Figure 3).

Figure 3 – Edit Project Info

 

5. Select a name from the Primary FPO drop down list to change the project’s FPO assignment.

6. Select a name from the Add Manager(s) list to change the project’s Manager assignment(s). To add more than one manager assignment to the project, hold the CTRL or SHIFT key and select the appropriate names.

7. Select a name from the Add Backup FPO(s) list to change the project’s Backup FPO assignment(s). To add more than one Backup FPO assignment to the project, hold the CTRL or SHIFT key and select the appropriate names.

8. Click the Save button to retain the new assignments.

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Edit a Project Name

1. Select Home from the top navigation bar.

2. Select View Projects from the POC menu. The Project List screen will be displayed (Figure 1). 

Figure 1 – Projects List

 

3. To sort the Project List, select criteria from one or both of the Show drop down menus and click the Go button.

4. Click the arrow icon next to the project to be edited. The Project Details screen will be displayed (Figure 2).  

Figure 2 - Project Details

 

5. Click the Edit button. The Project Details pop-up will be displayed (Figure 3).

Figure 3 – Project Details

 

6. Select a new project name from the Project Name drop down menu.

7. Click the Save button to retain the new project name.

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Designating a Project as Active or Inactive

1. Select Home from the top navigation bar.

2. Select View Projects from the POC menu. The Project List screen will be displayed (Figure 1).

Figure 1 – Projects List

 

3. To sort the Project List, select criteria from one or both of the Show drop down menus and click the Go button.

4. Click the arrow icon next to the project name to be edited. The Project Details screen will be displayed (Figure 2).

Figure 2 - Project Details

 

5. Click the Edit button. The Project Details pop-up will be displayed (Figure 3).

 

Figure 3 – Project Details

 

6. Click the Yes radio button next to the Active Project? field to designate the project as active.

7. Click the No radio button next to the Active Project? field to designate the project as inactive.

8. Click the Save button to retain the changes.

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Designate POC Review Status

1. Select Home from the top navigation bar.

2. Select View Projects from the POC menu. The Project List screen will be displayed (Figure 1).

Figure 1 – Projects List

 

3. To sort the Project List, select criteria from one or both of the Show drop down menus and click the Go button.

4. Click the arrow icon next to the project name to be edited. The Project Details screen will be displayed (Figure 2).

Figure 2 - Project Details

 

5. Click the Edit button. The Project Details pop-up will be displayed (Figure 3).

 

Figure 3 – Project Details

 

6. Select a status from the POC Review Status drop down menu.

7. Click the Save button to retain the status.

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