Power Framework PPM allows lists of records associated with projects, programmes and portfolios to be maintained as sub-registers - such as Risks, Issues, and Change Requests.
These records will provide data to Status reports as well as Portfolio dashboards and should be maintained regularly.
Navigation
From Within a Project
Within a Project, tab links are visible across the top, click on any of them to access the respective sub-register:
A list of records will appear (typically the Active records view) related to the current Project.
Records can be maintained or added from here (see the Adding or Maintaining Sub-Register Records section below). When adding a record, the name of the current Project will automatically be populated in the sub-register form.
From the Application Sidebar
The application sidebar (Project Controls) lists the key sub-registers:
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If records are accessed from here, all records for all Projects (that the User has permission to view) will be seen in one screen. Records can also be added or maintained from here. |
Adding or Maintaining Sub-Register Records
Adding from Within the Project
In order to add a new record to a Project, it is recommended to edit the Project, then click on the appropriate tab within the Project to navigate to the respective sub-register view.
From here, use the + New Risk/Issue/Milestone etc., button above the list view to add:
Editing an Existing Record
To maintain an existing record, click to the left of the chosen record to select it. Then use buttons above the list to edit, activate, deactivate or delete it (or click to reveal further options).