The project acquires some of its general attributes from the Opportunity screen. This procedure allows you to update the existing attributes imported from the Opportunity screen and the new attributes.
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In the Gate Review panel, click the General tab.
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By default, the last selected project appears in the Project ellipsis. To change the default project, click the Project ellipsis and select the required project.
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The values in the Project Name, Project ID, Alternate ID, Business Justification / Objective, Project Manager, and Responsible Manager auto-populate. These values are retrieved from the Opportunities screen.
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Initially the Status of the project is In Development.
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Project ID and Status are non-editable fields. These values are imported from the Opportunities screen.
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(Optional) Edit the Project Name. By default, the name updated in the Opportunities screen appears.
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(Optional) Edit the Alternate ID of the project. By default, the alternate ID updated in the Opportunities screen appears.
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Click the Security Org ellipsis to select the required security organization.
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(Optional) Click the Portfolio ellipsis to select the required portfolio. This adds the current project to the selected portfolio.
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(Optional) Click the Project Manager ellipsis to select the required project manager. By default, the project manager setup in the Opportunities screen appears.
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(Optional) Click the Responsible Manager ellipsis to select the required responsible manager. By default, the responsible manager setup in the Opportunities screen appears.
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(Optional) Type in the Business Justification / Objective of the project. By default, the objective updated in the Opportunities screen appears.
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(Optional) Click the Client ellipsis to select the client for the project.
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(Optional) Click the Location ellipsis to select the location where the project will be setup.
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Click SAVE.