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Click on this button to import a new project directly into the execution step. With this, the actual percentage of tasks contained in the file will be retained. See the detailed description of how to perform this operation in the Creating project using wizard - Import file section.
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Click on this button to add a new revision to the project selected in the list of records. See further details about this operation in the Revising a project / program section.
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Click on this button to edit the data of the project selected in the list of records. See further details about this operation in the Rescheduling a project section.
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Click on the arrow next to this button and select the desired option to access the SE GanttChart or the project schedule selected in the list of records.
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Click on the arrow next to this button to configure and issue the desired project reports and tasks. This button also allows you to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, and it also searches for the parameters that can be used in the configuration of new reports.
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Click on this button to export the GanttChart of the project selected in the list of records. See further details in the Exporting projects section.
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Click on this button to edit the status of the project selected in the list of records. See further details about this operation in the Changing the status of a project/program section.
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Click on this button to send the project selected in the list of records back to the planning step. Note that the system will only allow the selection of projects with the "Start" status.
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This button should be used when the execution of the project ends. In that case, click on this button to finish the project selected in the list of records or send it to closure approval, according to the configurations set in its type. Remember that a project may only be finished if all its tasks and other associated items are also finished. This operation may also be performed through the Project closure task.
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Click on this button to unblock a project being edited through SE GanttChart or that is blocked for other reasons. Note that, after clicking on this button, the project will be available for editing. If SE GanttChart is opened by one user, and another user makes a change to it, the information of one of the two users may be lost.
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Click on this button to recalculate the schedule of an outdated project. Select the desired record before clicking on the button.
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Click on this button to run the EVM (Earned Value Management) calculation services for the project selected in the list of records, at the current time, regardless of the service scheduling configuration.
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Click on this button to generate the status report of the project selected in the list of records. See further details in the Generating a status report section.
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Click on this button to view the WBS of the project selected in the list of records. See further details in the Work breakdown structure (WBS) section.
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Click on this button to view the OBS of the project selected in the list of records. See further details in the Organization breakdown structure (OBS) section.
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Click on this button to edit the communication plan of the project selected in the list of records. Through the screen that will display, it will be possible to view the team data and communication matrix, and view the forums related to the selected project.
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This button will only be displayed on the toolbar if SE Project is integrated with SE Risk and it will only be enabled for projects with risk plans. Click on it to access the risk plan created for 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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Click on this button to view the progress chart of the project selected in the list of records. See further details in the Project progress section.
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Click on this button to view the progress chart of the tasks of the project selected in the list of records. See further details in the Task progress section.
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Click on this button to change the main screen layout to three quadrants. After selecting this option, the third quadrant displays the schedule and the details of the project selected in the list of records of the second quadrant.
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Click on this button to change the main screen layout to two quadrants.
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Program tracking