{"id":108541,"date":"2017-07-11T10:24:02","date_gmt":"2017-07-11T14:24:02","guid":{"rendered":"http:\/\/www.bu.edu\/tech\/?page_id=108541"},"modified":"2021-01-05T15:27:14","modified_gmt":"2021-01-05T20:27:14","slug":"how-to-review-and-update-project-information","status":"publish","type":"page","link":"https:\/\/www.bu.edu\/tech\/about\/service\/ppm\/project-and-program-managers\/how-to-review-and-update-project-information\/","title":{"rendered":"How to Review and Update Project Information"},"content":{"rendered":"<p>Once a request has been converted to a project, the project or program manger can update the project as well as add a default milestone template.<\/p>\n<p>To review and update project information:<\/p>\n<p>Log in to ServiceNow<\/p>\n<p>Type &#8220;project&#8221; into the search menu<\/p>\n<p>Select &#8220;My Projects&#8221; under the&#8221;Project&#8221; dropdown<\/p>\n<p>On the list of projects, click on the project you would like to\u00a0review<\/p>\n<p><img loading=\"lazy\" src=\"\/tech\/files\/2019\/01\/Projects_left_hand_nav.png\" alt=\"\" class=\"alignnone wp-image-118917 size-full\" width=\"239\" height=\"352\" \/><\/p>\n<p>Once in the project, you can review and update project information as well as add notes. Some fields will be grey and not editable.<\/p>\n<p>New \u2018Phase\u2019 field is added to the Project form and associated with \u2018Status Reports\u2019 Related list: Phase refines the Project status. Choices are: Initiating, Planning, Executing, Delivering, Closing. This is an optional field.<\/p>\n<p>New \u2018Execution Type\u2019 field is added to the Project form. Choices are: <span>Agile, Waterfall, Hybrid. <\/span>\u00a0\u2018Agile Planning and Tracking\u2019, \u2018Create Agile Phase\u2019 Related links and \u2018Stories\u2019 Related list display for Agile and Hybrid execution types.<\/p>\n<p>Once the changes have been made, press the &#8220;Update&#8221; button to submit the changes.<\/p>\n<h2>Adding Default Milestone Template<\/h2>\n<p>To apply the default project milestone template, click on the &#8220;To apply template click here&#8221; button in the blue box at the top of the page<\/p>\n<p><a href=\"\/tech\/files\/2017\/07\/Capture6.png\"><img loading=\"lazy\" src=\"\/tech\/files\/2017\/07\/Capture6.png\" alt=\"Capture6\" class=\"alignnone size-medium wp-image-108546\" width=\"398\" height=\"160\" \/><\/a><\/p>\n<p>Select a start date<\/p>\n<p>Click on the magnifying glass under project template and select &#8220;PMO Project Key Milestones&#8221;<\/p>\n<p>Click &#8220;OK&#8221;<\/p>\n<p><a href=\"\/tech\/files\/2017\/07\/Capture55.png\"><img loading=\"lazy\" src=\"\/tech\/files\/2017\/07\/Capture55-636x293.png\" alt=\"Capture55\" class=\"alignnone size-medium wp-image-108562\" width=\"636\" height=\"293\" srcset=\"https:\/\/www.bu.edu\/tech\/files\/2017\/07\/Capture55-636x293.png 636w, https:\/\/www.bu.edu\/tech\/files\/2017\/07\/Capture55-768x354.png 768w, https:\/\/www.bu.edu\/tech\/files\/2017\/07\/Capture55.png 907w\" sizes=\"(max-width: 636px) 100vw, 636px\" \/><\/a><\/p>\n<p>The standard project tasks will be added to the project under the &#8220;Project Task&#8221; tab below<\/p>\n<p><a href=\"\/tech\/files\/2017\/07\/Capture56.png\"><img loading=\"lazy\" src=\"\/tech\/files\/2017\/07\/Capture56-636x332.png\" alt=\"Capture56\" class=\"alignnone size-medium wp-image-108563\" width=\"636\" height=\"332\" srcset=\"https:\/\/www.bu.edu\/tech\/files\/2017\/07\/Capture56-636x332.png 636w, https:\/\/www.bu.edu\/tech\/files\/2017\/07\/Capture56-768x401.png 768w, https:\/\/www.bu.edu\/tech\/files\/2017\/07\/Capture56-1024x535.png 1024w, https:\/\/www.bu.edu\/tech\/files\/2017\/07\/Capture56.png 1434w\" sizes=\"(max-width: 636px) 100vw, 636px\" \/><\/a><\/p>\n<p>Templates can also be added using the \u2018Apply Template\u2019 related link from the Project form or on the Planning Console by clicking the 3 dots and selecting \u2018Apply Template\u2019.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Once a request has been converted to a project, the project or program manger can update the project as well as add a default milestone template. To review and update project information: Log in to ServiceNow Type &#8220;project&#8221; into the search menu Select &#8220;My Projects&#8221; under the&#8221;Project&#8221; dropdown On the list of projects, click on&#8230;<\/p>\n","protected":false},"author":13466,"featured_media":0,"parent":108395,"menu_order":3,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages\/108541"}],"collection":[{"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/users\/13466"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/comments?post=108541"}],"version-history":[{"count":7,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages\/108541\/revisions"}],"predecessor-version":[{"id":132501,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages\/108541\/revisions\/132501"}],"up":[{"embeddable":true,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages\/108395"}],"wp:attachment":[{"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/media?parent=108541"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}