The Action Required portlet lists all project request workflows and document reviews that require your attention.
To switch between your lists of requested projects and documents, click the corresponding tab at the top of the portlet. The number on the tab indicates how many items of that type require your action.
Tips:
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The "No data available" message displays if no workflows or reviews require your attention.
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The Documents tab only appears in the portlet when P6 Web Access is configured to use the content repository. For more information about the status of the content repository, refer to your P6 Project Management Administrator's Guide or your P6 administrator.
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The availability of workflows and related features, including the Action Required portlet, requires the installation and configuration of the P6 Web Access workflow repository. The Action Required portlet is unavailable if the workflow repository is not installed in your P6 environment. For information, refer to your P6 administrator.
In the Action Required portlet you can:
Review requested projects
The Projects tab lists all project requests that you have been assigned to review.
- To review a project request and subsequently advance or reject it, click
the Request Name link.
Note: You can also modify a request and save your changes without advancing it. When you save a project request, it remains available in your Action Required portlet until you advance it.
- 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.
Requested Projects Field Definitions
Review documents
The Documents tab lists all documents you have been assigned to review. To perform an action on a document, select the document in the list, then:
- To review a document, click
.
- To view a document's details, click
.
- To approve a document, click
.
- To reject a document, click
.
Documents Field Definitions
- Name
- The name of the review.
- Initiator
- The name of the user who started the review.
- Date Initiated
- The date the request was initiated.
- Due Date
- The date on which the review must be completed. If no due date is specified for the review, then this field is blank.