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The availability of actions depends on the current state of the project as well as your access to it. Most of these actions are available only to project managers and administrators. If there are no actions available to you, the Actions menu is not visible.
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Action
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Description
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Start
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Starts or restarts the project. This action appears only if the project is in one of the following states: Suspended, Canceled, or Completed. Selecting Start sends invitations to the team members.
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Cancel
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Permanently stops work on the project. This action appears only when it is running. A canceled project is removed from the active list and has a state of Canceled; however, a project manager can still access and restart it.
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Suspend
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Temporarily stops work on the project. This action appears only if the project has been started.
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Complete
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Marks the project as complete. This action appears only when the project is running. A completed project can be restarted. Information in a completed project cannot be changed. The plan state is changed to Completed, and milestones and activities whose states are not Completed are canceled. To edit any information, the project or must be restarted.
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Edit
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Allows you to change the identity (name, description, and so on), risk, status, and details of a project.
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Delete
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Marks the project as deleted. This action is available only to project managers and administrators. Although the information is not permanently erased from the database, it is still inaccessible to users. If a user attempts to access a deleted project (for instance, through the original email invitation), the status shows the project is deleted. If necessary, a deleted project can be restored by an organization administrator. Organization administrators can also perform other actions on deleted projects. For more information, see the relevant organization administration documentation.
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Import from File
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Imports previously exported project information.
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Export to File
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Exports project information, such as documents and plan information into a ZIP file to be stored on your local system.
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Save As New Project
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Saves the current project as a new one. You can select which areas, such as forums or the folder structure, are copied.
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Save as Template
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Creates a new template from the current project. Selecting this option opens a new window from which you can select the context framework options to include in the template.
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Export as Template
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Exports the current project context as a ZIP file that can then be used when creating a new project. Selecting this option opens a new window from which you can select context framework options to include in the file.
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Import Microsoft Project Plan
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Imports a Microsoft Project plan into Windchill.
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Edit Plan in Microsoft Project
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Allows for editing a Windchill plan in Microsoft Project.
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Export Plan to Microsoft Project
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Exports a Windchill plan to Microsoft Project.
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Restore
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Allows an organization administrator to undo the deletion of a project.
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Remove Content
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Allows an organization administrator to remove content from a project that has been deleted, so that it cannot be restored later. This action is only available for projects that have been deleted.
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Subscribe
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Sets up individuals or groups to receive email notifications when certain events or actions occur on the context or objects within the context. For more information about events, access the online help from the Subscribe or Edit Subscription windows.
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New Part
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Allows you to create a new part in the project context. For more information, access the online help from the New Part window.
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New Multiple Parts
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Allows you to create multiple new parts at once in the project context.
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Field
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Description
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Name
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A character string of up to 200 characters that uniquely identifies a project within your organization. If you choose a name that is not unique, an error message requesting a unique name is returned.
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Description
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A textual description of the project. Enter up to 4,000 characters.
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Number
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An automatically generated number that uniquely identifies a project or program. You may modify this number to match your common company practice. For example, you might reference an organization number used in a financial reporting system.
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Template
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A predefined pattern that acts as a starting point for the creation of a specific project. Templates include data elements such as a predefined folder structure and beginning project plan. You cannot change the template once the project is created. Your company will likely define additional templates that are unique to your business processes.
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Creator
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The user name of the individual who created the project.
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Owner
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User who is responsible for the successful execution of a project or program.
By default, the creator is assigned this title; however, it can be changed during an edit.
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Created On
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The date on which the project was created.
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Last Modified
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The date on which the project was last modified.
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The current state of the project, such as Running.
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The phase of the project, such as Kickoff.
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Initiation Date
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The date on which the project was started. This date changes if the project is restarted after being completed or suspended.
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Completion Date
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The date on which the project was completed. It is marked as completed when the project manager chooses Complete from the Actions list.
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Category
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The business category which best describes the project, such as Research & Development or Manufacturing.
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Access Group
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The domain for the project. Access control is inherited from the selected domain. If Members Only is specified, the project is private and not available to non-team members.
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Site
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The particular city or office location from which the project is managed, if applicable.
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Business Unit
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The business unit that best describes the project, such as Publications or Sales.
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Sharing Enabled
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Indicates that the project information can be made available to other projects and (if available) products and libraries.
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Type
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The type of the project. This determines if any additional attributes (defined by your site) appear.
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Scope
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The scope of the project. The scope may include the following purposes:
• What is included in the effort?
• What is not included in the effort?
• What is the process for implementing changes to products or work that is included in the effort?
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Field
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Description
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Priority
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The level of priority that best describes the project (from 0-1,000).
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The current state of the plan. Project managers can set the state using the buttons available from the Plan page.
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Status
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The status of the project. Green indicates no problems. Yellow indicates caution. Red indicates an alert of high risk. This status is automatically calculated by the system according to the status defined for objects in the project, such as activities and milestones. It can also be manually entered during an edit, if the project is in manual execution mode. If the status is unavailable, the unavailable icon is displayed. |
Specifies whether the execution control of the project is manual or automatic.
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Done
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The percentage of the work that is complete. This value is calculated automatically according to the percentages entered for objects in the project, such as activities and milestones.
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Specifies whether deliverables created under activities in the plan are directly linked together. A value of Yes, indicates that they are linked.
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Roll Up Status by
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Specifies either Deliverables or Activities. The percentage of completion for the project or program is calculated based on the deliverables or activities.
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Status Description
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A brief description of the reasons for the status designation (if the automatically calculated status is overridden). This description can be entered during an edit if the project or program is in manual execution mode.
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Risk Status
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The level of risk that the project or program work will not be completed by the specified due date.
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Risk Description
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A brief description of the reasons for the risk designation.
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Estimated Start
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The best guess estimate for the start date of the project.
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Actual Start
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The actual start date of the project.
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Estimated Duration
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The best guess estimate for the duration in days that the project is expected to last. If the automatically calculated finish date has not been overridden, this number is automatically calculated based on project information, such as activities.
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Actual Duration
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The actual number of days the project lasted based on the number of days that have elapsed since the start date.
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Estimated Finish
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The best guess estimate for the date by which the project is expected to be completed.
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Actual Finish
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The actual date on which the project was completed.
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Due Date
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The date by which all project work must be completed.
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Estimated Work
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The amount of work expected to complete the project. This number is calculated based on the sum of the estimated effort specified for all activities in the plan. This field only appears if the cost is being tracked.
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Actual Work
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The actual amount of work that was required to complete the project. This field only appears if the cost is being tracked.
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Estimated Cost
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The cost amount estimated as necessary to complete the project or program. This number is calculated based on the estimated cost of resources assigned to the activities in a plan. This field only appears if the cost is being tracked.
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Actual Cost
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The actual cost of the project or program. This field only appears if the cost is being tracked.
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Budget
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The estimated or actual amount of funds available to the project or program. This field only appears if the cost is being tracked.
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