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Procedure documentationEditing a Project Element

Prerequisites

  • You opened a project element you want to edit and are on the Basic Data tab.

  • The project element you want to edit has been released.

Procedure

Locking a Project Definition and Phase

Note Note

You can lock a project definition or a phase even if it has the status Created.

End of the note.

  1. Choose Lock from the Change Status dropdown box.

    The system changes the status (see Status Management) of the project element to Locked. The entire project or the entire phase with all dependent objects is thereby protected from changes. The checklist items, tasks, and if required, approvals of the locked project element no longer appear in the project list or under My Approvals on the screen.

  2. You can unlock the project by choosing Unlock.

  3. Save your data.

Setting a Checklist and Checklist Item to Not Relevant

  1. Choose Set 'Not Relevant from the Change Status dropdown box.

    The system changes the status and sets the result to Not Relevant for the checklist item. You can no longer make entries in any of the fields.

    For more information about the effects of changing the status, see Status of Checklists and Status of Checklist Items.

  2. If you want to reset the status, choose the Reset'Not Relevant' entry.

  3. Save your data.

Editing a Task

When you start to edit a task, you want to document the progress of your work in the system.

  1. Choose Set for Processing from the Change Status dropdown box.

    The system changes the status to In Process.

  2. Go to the Dates and Work.

  3. Enter an actual start date in the Confirmation area.

  4. Enter values in the Degree of Processing field and Confirmation field on a regular basis.

  5. Once you have completed the task, enter the actual finish.

    Now you can confirm the task. For more information, see Confirming Tasks.