The Project and Document Workflows portlet lists project request workflows and document reviews that have been initiated in P6 Web Access. The data displayed in this portlet is independent of the portfolio, project, and project code filtering specified in the dashboard's Filter by field; the portlet displays all project requests and document reviews you are associated with, depending on the filtering criteria specified in Dashboard Preferences.
To switch between your requested projects and proposed documents, click either the Projects tab for projects or the Documents tab for documents.
Tip: The Documents tab only appears in the portlet when P6 Web Access is configured to use the content repository. The availability of workflows and related features requires the installation and configuration of the P6 Web Access workflow repository.
The Project and Document Workflows portlet is unavailable if the workflow repository is not installed in your P6 environment. For information about the status of the content or workflow repositories, refer to your P6 administrator.
Requested Projects
Click the Projects tab to display the list of all new project requests that you are associated with. When you customize a dashboard, you can elect to display your requested projects based on one or more of the following filter criteria:
- do you have access rights to the project?
- are you designated as a reviewer in the workflow?
- did you initiate the project request?
- are you the project owner?
- during what time frame was the project request initiated?
Tip: If you are not associated with any project requests or have not set your filter options to display them, the "No data Available" message displays.
Projects are listed according to the current Status of the request workflow.
- Submitted - The project request has been initiated.
- In Review - The project request has been saved or advanced by a stage 2 reviewer.
- Approved - The project request has been advanced by the last reviewer.
- Rejected - The project request has been rejected by a reviewer at some stage of the workflow and was returned to the initiator as an Action Required item.
Field Definitions
- Request Name
- The unique name assigned to the project request.
- Initiator
- The name of the person who initiated the request.
- Date Initiated
- The date the request was initiated.
- Stage Name
- The name assigned to the current stage of the project request workflow.
- Status
- The current status of the project.
To view details about a requested project, click the Name of the project. The Request Status Form displays details such as the reviewers for each workflow stage, the date and time they reviewed the request, and the most up to date information recorded for the request.
To display the workgroup for a requested project, click the Customize link at the top of the page and mark the checkbox next to My Workgroups. A workgroup is a dedicated workspace where users associated with a requested project can share information and schedule meetings.
To delete a project, select the project, then click
Note: To delete a requested project, you must have the required security privilege.
Documents
Click the Documents tab to display the list of all document reviews that you have created and that are awaiting approval or rejection from the required reviewers. All document reviews are listed in the In Review section. All review types; In Review, Approved, and Rejected, display in this portlet.
Tip: If you have not created any document reviews, the "No data Available" message displays.
Field Definitions
- Name
- The name of the document review.
- Initiator
- The name of the user who started the review.
- Date Initiated
- The date the review was started.
- Due Date
- The date the review is required for completion. If no due date is specified for the review, then this field appears blank.
- Status
- The current status of the document.
To view review details, click the document name. The Review Details page displays details, such as the review due date and description, a list of all review responses and comments, and the names of the reviewers who have not yet responded to the review. The Initiator can additionally terminate the review from the Review Details page.