Project Progress
The Project Progress screen allows you to submit budget, percent complete, effort at completion, and resource assignment changes to a project. Generally, the project progress update is generated as a project progress request; for more information, see Generate Project Progress Requests. However, you can also use the General area, displayed below, at the top of the Earned Value tab to create an update.
General
In the General area, enter project file information. If the Project Progress record was created from the Project Progress Request screen, all fields in the General area will automatically contain the necessary information. To create a new update, enter the following fields.
| Field | Description | |
|---|---|---|
|
Project | Enter or select the project that you want to update. Only projects that are in a final state can be selected. |
| Posting Period | Enter or select the posting period that the budget, percent complete, and resource assignment changes should be applied to. | |
|
Manager | Enter or select the employee responsible for the submitted changes. If the Role is set to Task Manager, this field is limited to active managers at the variance level. |
|
Role | Select the selected manager's role. Available selections include: Budget Manager, Project Director, Project Manager, and Task Manager. The selected role is used to filter which budgeted organizations and tasks the manager is responsible for. |
|
Work Calendar |
This is read only and displays the work calendar from the project, if one exists. |
|
Currency |
This is read only and displays the currency from the project. |