Overview Form

Overview

The Project Management module provides the ability to capture critical project data such as project tasks, actions, and resources (users) responsible for carrying out project tasks. The Project Management module tracks timeframes, deadline and deliverables and provides an alerting mechanism to automatically remind users when tasks are nearing (or exceeding) allotted timeframes.

The Project Management module is vertically integrated with all Empower objects and product data. For example, Projects can be associated with parts, BOMs, documents, Changes/ECOs, Quality Items, Training, etc.

Leveraging "automated tasks" (described in the Tasks section of this document) events that occur to associated items (such as the release or signoff of a document) can automatically update the project's status.

Initiating/Creating

To create a Project, you must use the New Object Wizard.

Refer to the New Object Wizard for more information on creating objects.

Project Types

Projects can be created and classified to represent any type of project where timelines and deliverables need to be managed, such as the entire product development process, individual product development steps (e.g. model/assembly/schematic creation), quoting, vendor/supplier auditing, etc.

Project types can determine required fields, Project Name/Number format, and workflows. Project Types are defined in the Administrator.

Project Form

The Project form is used to display data about all Projects regardless of the type.

The Form contains three main areas:

Area	Description
Banner	Displays Name/Number, current page indicator, current status and is visible from all Data Pages
Data Page Navigator	Provides quick links to all available data pages
Data Page Area	Lists all data for the currently selected data page

Project Banner

The Banner displays the following information:

Section	Description
Return Home	Clicking the icon will return you to the Desktop Home Page
Object Image	Displays the project image or user avatar
Title Menu	Common project functions. Refer to the Title Menu section for more information on the title menus.
Status Indicator	Displays the project signoff status

Data Pages

All Project forms contain the following data pages:

Page	Description
General	Name/Number, Type, Priority, Description, custom fields
Tasks	Tasks assigned to resources
Roles	User assignments
Attributes	Use parameters to define additional information
Documents	Documents assigned to the Project
Associations	Associated Items, Changes, CAPA, etc.
Comments	General user and signoff comments
History	List of changes that have occurred to the Project (User, Date, Tool Used)
Signoff	Users who are reviewing or are required to sign-off on this item
Training	Associated training items

Completing Projects

The Status field will indicate the internal status of Projects (such as: In Progress, Awaiting Completion, Completed, etc.).

While tasks are still open and there are required signoff users who have not approved the project, the project will remain in an "In Progress" state.

Once all tasks have been completed and all users have approved the project, the project will automatically enter an "Awaiting Completion" state.

You can mark the project as being complete by clicking the Mark Project As Complete hyperlink. This will launch the Project Release form.

To mark the project as complete, click the Release/Complete Project button.

This will mark the project as complete. No further edits will be allowed to the project.