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The Project Information area of the Project page allows you to assign and remove the project team members and describe the scope of the project. This portion of the utility is not displayed while you are creating a new project.
Note: The fields displayed in this page depend on the currently selected entity. They can be configured (including names and any options available for selection) by the system administrator. This topic discusses some fields in cases where the field's purpose and/or functionality may not be readily apparent.
Team Members provides a way to specify users who will be involved with the progress for a particular incident, problem or project (e.g., to receive notifications, etc.). If this field is enabled for the current entity, it will be displayed after the record is created. To set or change the members of the team, click the Assign/Remove icon, , to open the Assign Team Members utility. Note that the names displayed in this field are links that open the Send E-mail utility.
Priority allows you to select the priority of the project. The available priorities are set by the XFRACAS system administrator.
Actual Completion Date allows you to specify the actual completion date of the project. Once the actual completion date has been specified, the project is considered to be closed. It will no longer appear in the My Projects area of the project owner’s Portal. Depending on the settings chosen by the system administrator, a project may not be able to be closed until all problems associated with the project are closed and/or all actions for the project completed.
Actions displays the actions, if any, for the project. Click the up or down arrow on an action summary bar to hide or display the full details for the selected action. Note that if an action has an attachment, a paper clip icon will appear in its line. Placing the cursor over the icon will display the description of the attachment. You can click the magnifying glass icon to display all of the actions associated with the current project as report results.
To create a new action, click the Add icon, . The Create Action window will appear.
Project Statuses displays the status of the actions taken to resolve the issue. To create a new status, click the Add icon, . The Status utility will appear, allowing you to enter comments about the project.
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