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Location: Management  Approval
Prerequisites:
▪Planning, revision or closure of finished project. ▪Planning, revision or closure of finished program.
Overview:
Use this menu to approve the planning, revision, and/or closure of the projects and programs added to the system. They may only go through this step if, in the type that classifies the projects and programs, the approval and closure steps are configured.
Specific buttons:
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Click on this button to approve the record selected on the list. See further details about this operation in the Approving a project / program section.
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Click on this button to edit the attributes of the project/program selected in the list of records. This button will only be enabled if the "Allow attribute changes at approval" option is checked in the Approval tab of the project/program type.
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Click on this button to view the data screen of the project/program selected in the list of records.
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Click on the arrow located next to this button and select the desired option:
▪SE GanttChart: This option will only be enabled if a project is selected in the list of records. Allows viewing the SE GanttChart of the selected project. ▪Schedule: Click on this option to view the project or program schedule according to the record selected in the list. |
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Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search the parameters that may be used in the configuration of new reports.
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This button will only be displayed on the toolbar if SE Project is integrated with SE Risk. Click on it to create a risk plan of the project selected in the list of records. Refer to the specific SE Risk documentation for further details on risk plans.
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Use the "Search filters" to easily retrieve records based on specific information.
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