Changing Projects from the Project Detail Report
When project managers need to modify a project, they normally choose to use the project editor. The editor allows them to edit any component of the project, add new phases and activities, and align the dates using the “push down” and “pull up” options on each phase and the project. However, sometimes a person just wants to take a look at the project components and edit a few of them as needed. In that case, the project detail report can be a better choice than the full editor.
The project detail report can be accessed from the Home page or the Projects page by choosing the “report” option for a project. This report displays the project, all phases, and all activities under each phase. The information is organized based on target dates and highlighted based on the status of each component and any alerts. Hover help provides a quick way to see the worst alert for each component. Each component can be edited simply by clicking on the component title. As you finish editing an underlying component, the system returns to the project detail report.
The detail report thus serves as an overview of the entire project, and a quick loading menu letting you jump directly to any component you need to change. It is available even if you don’t have the authority to edit the entire project and can give you a convenient way to see the pieces you do have authority to access as they relate to the project and make it easier for you to edit them.