Locate the Project Register by searching in the open field of your menu.
The Project register lists all registered projects.
Column Fields | Description |
ID | Project Identification link, ID Link will open the Project Overview.![]() |
Project Name | Project Title |
Asset | Project Asset |
Number of Findings | Total number of findings on current (Stage) |
Number of Critical RR Findings | Number of Critical Readiness Review (RR) Findings |
To view all stages of the projects, the switch show all stages needs to be activated.
Click on ID Link highlighted in blue to open the Project Overview.
This is the main view for the Project overview.
The top section is showing key details about the project (Title, Description, Asset and the Stage) On the left side you will see the assigned name and Role for the current stage.
Note ! Configure and assign roles to stages in Project Details. |
The bottom section is the Project Findings / Scorecards.
Scorecards are categorized in discipline aspects. There are counts on each aspect showing (Total Findings / Open Actions)
Aspects:
Change the view by clicking on the buttons.
Click + Add new to create a new Project.
A pop-up window will appear.
Fill in key Project Details (Title, Asset, Stage (Phase) and domain.)
Assign the Project team and Assurance Team. Click on the arrow to access the person lookup. Search on names in the open field to locate a person.
Note ! You can assign and edit the assigned teams in Project Details. |
1. Select Discipline Aspect.
2. Click in the grid (next to the star) and fill in details in column fields.
Column | Description |
Category | Drop down category list that are connected to the selected aspect |
Owner | Project Findings owner |
Description /Uncertainty / Recommendation | Text field for detailed description of project findings |
FDR Status | Functional Discipline Review (FDR) Statuses. Colored status. |
RR Status | Readiness Review (RR) Statuses. Colored status |
Sub Project | Connecting Sub Projects |
Affected BMS Processes | Connecting Business Management Systems (BMS) that are affected by the project finding. |
Maturity of Decision | This field is connected to the selected Category (Summary) The selected record will show in the summary reports. Colored status |
Affected Specification / Requirements | Audit-controlled Specification / Documentation that are affected by the project finding. |
Task | Assign Task to persons towards the observation. |
Click on + New Sub Project
Enter Sub Project Title and click Create. The new sub project will now be listed in the Sub Project column.
Click on Sub Project Filter button to view filter options for Sub Projects.
Click Fetch Data to show records.
Click on the Connected Stages button, from here you can select Transition to next stage.
The projects current stage is now changed from Stage: Select to stage: Improve.
You can navigate back previous connected stages and records by changing the view. Current Stage is highlighted in bold letters.
Click on Report / Summary Report to generate reports.
Click on the Edit icon in the Project register.
From this view you can edit and administrate Project details, Team members , Sub Projects and change the Current Stage.
Note ! Click Save to confirm changes made in this view. |
Click on Log to view all changes thats has been made.