Manage Project Actions Overview

Project actions are actionable and assignable tasks to help manage a project.  Project actions can be logged from any devices (web, tablet and phone).  

Project issues can also be recorded as project actions. Pictures of a project issue can be captured and attached to the Project Issue record.   A Project Issue can be assigned as an action to an internal resource for follow up and resolution.

Procedure

• Name:  Enter the name of the project action.
• Description:  Enter a multi line description of the project action
• Action Type:  Select from a user definable list of Action types.
• Priority:  Select a valid priority
  • Standard
  • Urgent
  • Critical
• Due Date:  Enter a date that the project action is due to be completed / resolved. 
• Project:  Will be auto-populated if entering from a project, or select a valid project if entering from system level.
• Project Resource:  Will be auto-populated based on the user entering the project action.  This is to keep track of who created the action internally regardless of who resolves.  The owner will be the one to own the action.
• Stakeholder:  Select from a valid external stakeholder.  Stakeholders are maintained on the project tab.
• Owner:  Owner is the internal user that will resolve the project action.  It will default to the current user.  Can change the value to another valid user, or use the Assign function to change (see Assign a Project Action below). 

Assign a Project Action

Procedure

Resolve a Project Action

Procedure

Manage Project Actions Across Project

Procedure

Manage Project Actions on Mobile

Procedure