How to quick edit and update planned finished period
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How To: Quick Edit and Update Planned Finished Period   PowerPoint PPT Presentation


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How To: Quick Edit and Update Planned Finished Period  . If a project has not been updated, then there is a possibility that its planned finish period is incorrect. The planned finish period is incorrect if the month listed has past and the project is not complete.

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How To: Quick Edit and Update Planned Finished Period  

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How to quick edit and update planned finished period

How To: Quick Edit and Update Planned Finished Period  

If a project has not been updated, then there is a possibility that its planned finish period is incorrect. The planned finish period is incorrect if the month listed has past and the project is not complete.

Therefore, each month you will perform a mass search and change the planned finished period for projects that have not been updated.


How to quick edit and update of the planned finished period

How To: Quick Edit and Update of the Planned Finished Period  

  • From within the tool, go to the Search dropdown and select requests.

  • Under Request Type, use the look up field to select SoOK Project.

  • Then, select Advanced Search.


How to quick edit and update of the planned finished period1

How To: Quick Edit and Update of the Planned Finished Period  

  • Scroll down to the Project Details section, scroll to the right of the page and select the Planned Finish Period field.

  • Select the previous month.

  • Scroll to the bottom of the page and select Search.

Now, February 2013 will appear in the Planned Finish Period of the Project Details Section


How to quick edit and update of the planned finished period2

How To: Quick Edit and Update of the Planned Finished Period  

  • Select Check All to select all of the projects with past planned finish periods.

  • From the Edit dropdown, select Quick Edit.


How to quick edit and update of the planned finished period3

How To: Quick Edit and Update of the Planned Finished Period  

  • Change the Planned Finish Period

  • Once all of the Planned Finish Periods have been changed, click Save.

Select the look up field.

Select the current month.


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