{"id":677,"date":"2016-09-21T15:43:43","date_gmt":"2016-09-21T03:43:12","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=677"},"modified":"2023-08-24T02:00:38","modified_gmt":"2023-08-24T02:00:38","slug":"a492","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a492\/","title":{"rendered":"Edit sub-project form"},"content":{"rendered":"
This popup<\/a> form can be accessed via the \"Subproject<\/a>sub-project view page<\/a> \"Edit<\/a>edit button in the top header area, as shown in Figure 1. Alternatively you can access the \"Edit<\/a>edit popup form via the Programmes & Projects\u00a0<\/strong>tab at the programme view page, or the Sub-projects<\/strong> tab at the project view page, as shown in Figure 2.\r\n

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Figure 1 – Access via edit button<\/strong><\/p>\r\n

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\u00a0Figure 2 – Access via sub-projects tab<\/strong><\/p>\r\nThis popup is shown in Figure 3 and is used to edit an existing sub-project<\/a>.\r\n

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Figure 3 – Edit sub-project form<\/strong><\/p>\r\n

In Figure 3 above, the form has been broken down into three sections:<\/p>\r\n\r\n\r\n\r\n\r\n\r\n\r\n
Section 1<\/th>\r\nThis section contains a selection of important top fields:\r\nAsset:<\/strong> This read-only<\/em> field shows which parent asset this project belongs to e.g. project or sub-project.\r\nName*:<\/strong> This is an editable mandatory field containing the name of this project, e.g. demo sub-project. The name must stay unique within your programme.<\/td>\r\n<\/tr>\r\n
Section 2<\/th>\r\nThese are the tabs that you can cycle through to edit each section of the sub-project.When you navigate to a new tabbed view in this popup, any information entered in Section 3 from the previous tabbed view will be saved. This means you do not need to click on any buttons to save each tab, but can instead click on the Update<\/strong> button at the bottom of the popup when you wish to update your project with the updated details.<\/td>\r\n<\/tr>\r\n
Section 3<\/th>\r\nThis information will change as you cycle through the tabs shown in Section 2, and the available fields will change accordingly. A breakdown of the field information for each tab is provided below.<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n*<\/em><\/sup>The name field is mandatory, if you accidentally try to edit this project’s name to have the same name as an existing project for your programme, project or sub-project then you will get a warning message.\r\n

Tab breakdown<\/h4>\r\nThe following information provides a breakdown of each of the tabbed views that may be available for you to set the sub-project’s details under each section.\r\n

\"Subproject<\/a>Details<\/h4>\r\n

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Figure 4 – Sub-project details tab<\/strong><\/p>\r\nThe details <\/strong>for a sub-project can be edited by clicking on the tab indicated in Figure 4 above. Each of the fields available to be customised in this tabbed view are described in the following table:\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n
Description:<\/th>\r\nYou can add or edit the short description of this sub-project here.<\/td>\r\n<\/tr>\r\n
Start date:<\/th>\r\nThe start date will be used as the start month for budgets. You can manually enter or edit the date here using any one of the date formats<\/a> or use \"choose<\/a>calendar control to set or change the start date for the sub-project in this field. If you have a start date set for the project then all the budget intervals<\/a> will be relative to that date.<\/td>\r\n<\/tr>\r\n
Go live date:<\/th>\r\nYou can manually enter or edit the date here using any one of the date formats<\/a> or use \"choose<\/a>calendar control to\u00a0set or change the expected go live date for the sub-project in this field.<\/td>\r\n<\/tr>\r\n
End date:<\/th>\r\nYou can manually enter or edit the date here using any one of the date formats<\/a> or use \"choose<\/a>calendar control to\u00a0set or change the expected end date for the sub-project in this field.<\/td>\r\n<\/tr>\r\n
Budget intervals:<\/th>\r\nYou can enter or edit the number of months your want to cover for budgets on this sub-project.<\/td>\r\n<\/tr>\r\n
Estimated effort:<\/th>\r\nYou can enter or edit the estimated effort (or manpower) required for this sub-project.<\/td>\r\n<\/tr>\r\n
Estimated cost:<\/th>\r\nYou can enter or edit the estimated cost for this sub-project.<\/td>\r\n<\/tr>\r\n
RAG Status:<\/th>\r\nUse this drop-down list to select or change the Red\/Amber\/Green status for this sub-project here.<\/td>\r\n<\/tr>\r\n
Owner:<\/th>\r\nUse this drop-down list to select or change the owner for this sub-project.<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n

\"Portfolio<\/a>Portfolios<\/h4>\r\n

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Figure 5 – Portfolios tabbed view<\/strong><\/p>\r\nThis tab will only be visible if you have the necessary permissions and there are any portfolios defined for your organisation, assigned to sub-projects.\r\n\r\nUse this tab to select or change the portfolios that this sub-project belongs to from the list. You may select multiple portfolios by holding the CTRL or SHIFT keys and clicking on the name of the additional portfolio(s). To de-select, click on the highlighted name while still holding the CTRL or SHIFT keys so as not to lose all other selected portfolios.\r\n

\"Indicators<\/a>Indicators<\/h4>\r\n

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Figure 6 – Indicator tabbed view<\/strong><\/p>\r\nThis tab will only be visible if you have the necessary permissions and there are any indicators defined for your organisation, assigned to sub-projects.\r\n\r\nYou can select or change the value for each of the indicators by selecting from the drop-down lists of each available indicator. If you hover over an option in these drop-down lists, you will be provided with a short description of the indicator value.\r\n\r\n \r\n\r\nOnce you are happy with your entries click the “Update sub-project<\/strong>” button at the bottom of the form. This will update the sub-project with the details that you supplied.\r\n\r\nClick the “Cancel” button if you want to discard your changes.<\/div>\r\n

Related topics<\/h4>\r\n