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Projects allow you to manage related problems, in much the same way that problems are used to manage related incidents. You can create actions to be performed at the project level, just as you can create actions for incidents and problems.
This topic provides instructions on common project-related tasks, including:
For specific information on selected fields within the Project page, please refer to the topic specific to the area of the Project page.
Note: The fields that appear in the interface can be configured by the system administrator. The area topics are not intended to be a comprehensive guide to all possible fields. Instead, they provide additional information on some commonly used fields in cases where the field's purpose and/or functionality may not be readily apparent. For this reason, not all areas are covered in depth.
The Project Summary area displays the information that has been defined for the current project. This area is not displayed while you are creating a new project.
The Project Information area allows you to assign and remove the project team members and describe the scope of the project. You can also update the status of the project, describe the end result and define any other details of the project.
The Associated Data area allows you to view the associated problems, incidents and failure analysis reports and associate records with the project.
To create a new project, choose Home > Create > Project.
The Project page will be displayed with a new project record that you can define. Required fields are indicated with red borders.
The current entity will appear at the top of the page. You can select a different one from the drop-down list to create a project associated with that entity. Please note that the fields that appear in the Project page may vary depending on the current entity.
When creating the project, you will enter the required information in the Create New Project area. This area appears only while you are creating a new project. Once you have entered all information, choose Home > Project > Create.
Upon creation, a unique project number is automatically assigned by the system. This is displayed in the top left corner of the page and in the browser title bar. The record number will include the prefix for the entity that it is associated with (e.g., E1-1).
Although a team of users may work on a project, one user must have the primary responsibility for each project.
When you create the project, you will be prompted to specify the owner of the problem in the Create New Project area. The project owner has primary responsibility for the project.
Once you have created the project, you can assign team members
to work on it by clicking the Assign/Remove
icon, 
, beside the Team
Members field in the Project
Information area. This will open the Assign
Team Members utility, which allows you to assign and remove users
to the team and specify their roles. Once you have assigned team members,
the Team Members field will
display the team members and their roles. Note that the names displayed
are e-mail links. Clicking a name will open the Send
E-mail utility.
To associate a problem with the current project, click the Assign/Remove Problems link by the Associated Problems table in the Associated Data area. The Assign Problems to Project utility will be displayed.
Depending on the settings chosen by the system administrator, the list may initially contain only currently associated problems. To display all available problems, click Filter without entering any criteria.
To filter the available problems, enter a complete or partial Problem #, Problem Title, Part Category, Problem Status and/or Problem Description in the input boxes that appear above the corresponding columns and click Filter.
In the list of problems, select the check box(es) next to the problem(s) that you want to associate with the current project. To select all problems in the list, select the check box in the header.
To remove problems from the current project, clear the check box(es) next to the selected problem(s).
Click Save to save the changes in the window. Click Cancel to cancel any changes. Once you return to the Project page, you will notice that the problem(s) associated with the current problem appear in the Associated Problems table. Any incidents associated with the problem(s) will, by extension, be associated with the project, and will be displayed or counted in the Associated Incident Reports table. Note, however, that a failure analysis report that is associated with an incident that is associated with one of the problems in the table above will not necessarily be displayed in the Associated FA Reports table. You must have selected that problem in the Associated Problem field on the Failure Analysis page to create an association between the failure analysis report and the problem (and, hence, the project).
In addition to entering more details, there are certain tasks that are commonly performed in updating a project.
Statuses allow users to add information about progress made on the project.
To create a new status, click the Add
icon, ,
beside the Project Statuses field
in the Project Information area.
The Status utility will appear, allowing
you to enter comments.
Authorized users can assign actions (tasks) to help resolve the project
and then track the progress on those actions. To create a new action,
click the Add icon, , beside the Actions
field in the Project Information
area. The Create Action utility will appear.
Once you have created an action, you can click the action number in the Actions field to modify it.
Actions with attachments will be shown in the list with a paperclip icon.
A project is considered closed when the Actual Completion Date field in the Project Information area has been filled in. 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.
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