Task:
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Project and program revision
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Who receives it:
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Users and teams responsible for the projects and programs that will be revised.
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When:
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A revision for a project or program is created.
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Purpose:
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To allow the responsible parties to execute the revisions of projects and programs.
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How to execute this task:
1.In the list of pending records, select the desired project or program.
If the "Mandatory to revise the project replanning" option is checked in the general parameters/project type, some of the fields on the project data screen will only be available for editing through this task.
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2.In the list of pending records, select the desired project or program.
If the "Mandatory to revise the project replanning" option is checked in the general parameters/project type, some of the fields on the project data screen will only be available for editing through this task.
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3.Also, check if the project structure is properly assembled. To do that, click on the arrow next to the  button and select the desired option to access the schedule of the project/program or SE GanttChart (only available for projects).
4.The following buttons on the toolbar are also available:
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Click on the arrow next to this button to view the data screen of the project/program or revision 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Click on this button to recalculate the schedule of an outdated project/program. Select the desired record before clicking on the button.
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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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5.After carrying out all the required adjustments, click on the  button on the toolbar. At this point, the system will ask whether you wish to finish the evaluation. Choose the desired option: OK: The revision will continue to one of the following steps:
▪Approval: If the "Approval step?" option was selected in the revised program/project type, the system will generate the Project and program approval task for the due responsible parties to verify the revision. ▪Closure: If the program/project does not have a configured approval in its type, the revision will be released. At this point, the system will generate the Revision acknowledgment task for those responsible, if so configured on the Access  Control tab of the project/program type that was revised. Cancel: The revision will remain pending.
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