Create PRINCE2 Project

This section contains the following topics:

Associate a Project with a PRINCE2 Template

You must associate a project with the PRINCE2 template to flag it as a PRINCE2 project. The template adds PRINCE2 specific subpages to the project.

Note: See the Project Management User Guide for more information. on how to create a project using other project templates.

To associate a project with a PRINCE2 template

Select Projects from the Portfolio Management menu.
The Projects list page appears.
Select New from Template.
The Select Project Template page appears.
Select the Prince2 Project Template and click Next.
The Create Project page appears.
Complete the required fields on the page.
Submit the project.
The Projects page appears listing the new project.

Define Prince2 Properties for a Project

After creating a PRINCE2 project, you must define the PRINCE2-specific properties such as the project stages, the board members, and senior users for that project. You must have PRINCE2 Project Manager or PRINCE2 Administrator access rights to define PRINCE2 project properties.

To define PRINCE2 properties for a project

Open the PRINCE2 project.
The Project Properties: Main - General page appears displaying the PRINCE2 subpages.
From the Properties content menu, select PRINCE2^TM.
The Project Properties: Main - PRINCE2^TM page appears .
Define the following PRINCE2 fields:
PRINCE2 Stage
Defines the PRINCE2 stage that currently applies to the project. See the OGC PRINCE2 reference workbook for descriptions. Select one of the following stages from the drop-down:
- Starting Up a Project (SU)
- Initiating a Project (IP)
- Controlling a Stage (CS)
- Managing Stage Boundaries (SB)
- Closing a Project (CP)
Project Board Members

Identifies the Project Board members who have the authority to review, reject, or approve a document, report, or plan submitted as part of the PRINCE2 process. Click the Browse icon to select project board members. To remove a resource, select the Delete icon.

Senior Executives/Senior Users

Identifies the senior executives and senior users for this project. Select the Browse icon to select senior executive resources for this specific project. To remove a resource, select the Delete icon. As a default, the processes are not configured with action items assigned to these senior executives or senior users. However, you can customize your PRINCE2 implementation to do so.

Create Product Descriptions

You can create a product description for the PRINCE2 project that you are planning to develop. This serves as a control document written as part of the project planning process. Creating a product description allows you to define the following:

Project deliverable
Standards to be used in the project creation
Quality criteria to be applied
Initial checklist for checking the quality of the finished product

To create a product description

Open the PRINCE2 project.
The Project Properties: Main - General page appears.
From the Properties content menu, select Product Description.
The Project Properties: Main - Product Description page appears.
Select New.
The Create Product Description page appears.
Define the following fields and save your changes.
Title

Defines the unique name of the product description report.

ID

Displays the PRINCE2 ID automatically generated for this product
description.

PRINCE2 Stage

Displays the current PRINCE2 stage for this project. This field displays only after you save changes.

Report Date

Displays today’s date or the date this report was created. This field displays only after you save changes.

Approval Status
Displays the current approval status of this report. This field displays only after you save changes. One of the following stoplights displays:
- New (gray stop light). This is the default selection when the report has not yet been submitted for review.
- Submit For Review (yellow stoplight). This is displayed once the report has been submitted for review.
- Approved (green stoplight). This is displayed if the report is approved during the review process.
- Rejected (red stoplight). This is displayed if the report is rejected during the review process.
Submit for Review
Initiates the document review and approval process for this PRINCE2 control if selected. You must also submit the report by clicking Submit in addition to selecting this check box. This field displays only after you save changes.

See the PRINCE2 Workbook for descriptions of the following fields:
- Purpose
- Composition
- Derivation
- Format and Presentation
- Allocated To
- Quality Check Requirements
- Quality Criteria
- Quality Method
- Quality Tolerance
Submit your changes when done.
The Project Properties: Main - Product Description list page appears displaying the following fields. To get the latest status, refresh the page using the browser's Refresh option.
Title

Displays the product description title. Click a product description title to drill to the Product Description Properties: General page. If the product description is currently in review, the fields are read-only.

PRINCE2 Stage

Displays the current PRINCE2 stage for this project.

Approval Status

Displays the current approval status of this product description report.

Report Date

Displays the date this product description was created.

Submitted Date

Displays the date this product description was submitted for review.

Approval Date

Displays the date this product description was approved. If not yet been approved, this field is empty.

Days in Review
Displays the number of days passed since this report was submitted for review along with the applicable stoplight indicator. This field is empty if the form was rejected or approved, or if the form has not yet been submitted for review. The following determines which stoplight appears:
- A green stoplight appears if Days in Review is >0 and < 5 days
- A yellow stoplight appears if Days in Review is >= 5 and < 10 days
- A red stoplight appears if Days in Review is >= 10 day
Purpose

Displays the purpose of the product description report.

Create Project Initiation Documents

The project initiation document brings together the key information needed to start the project on a sound basis and is used to convey this information to all persons who are interested in the project. The main purpose of this document is to gather the information for this project to answer the What, Why, How, Where and How Much questions.

Once this document is approved by the Project Board members, the project initiation document provides the baseline for the project and becomes read-only. It is then used as a reference whenever a major decision is made about the project. At the conclusion of the project, the document is used to measure whether or not the project was managed successfully and delivered an acceptable outcome.

Project initiation documents include the following sections:

Business Needs
Constraints, Assumptions & Exclusions
Scope and Initial Plan

To create a project initiation document

Open the PRINCE2 project.
The Project Properties: Main - General page appears.
From the Properties content menu, select Project Initiation Document.
The Project Properties: Main - Project Initiation Document page appears.
Click New.
The Create Project Initiation Document page appears.
Define the following fields and save your changes:
Title

Defines the unique name for this project initiation document.

ID

Displays the PRINCE2 ID automatically generated for this document.

PRINCE2 Stage

Displays the current PRINCE2 stage for this project. This field displays only after you save changes.

Report Date

Displays today’s date or the date this report was created. This field displays only after you save changes.

Approval Status
Displays the current approval status of this report. This field displays only after you save changes. One of the following stoplights displays:
- New (gray stop light). This is the default selection when the report has not yet been submitted for review.
- Submit For Review (yellow stoplight). This is displayed once the report has been submitted for review.
- Approved (green stoplight). This is displayed if the report is approved during the review process.
- Rejected (red stoplight). This is displayed if the report is rejected during the review process.
Submit for Review
Initiates the document review and approval process for this PRINCE2 control if selected. You must also submit the report by clicking Submit in addition to selecting this check box. This field displays only after you save changes.

See the PRINCE2 Workbook for descriptions of the following fields:
- Background
- Project Objectives
- Business Case
- Business Reason
- Business Reason Details
- Attachments
- Constraints
- Assumptions
- Exclusions
- Dependencies
- Alternatives Considered
- Project Scope
- Other Deliverables (Products)
- Initial Risk Log
- Project Organization Structure
- Project Organization Structure Attachments
- Project Quality Plans
- Acceptance Criteria
- Initial Project Plan
- Project Controls
- Exception Process
- Contingency Plans
Submit the changes when you are done.
The Project Properties: Main - Project Initiation Document list page appears displaying the following fields. To get the latest status, refresh the page using the browser's Refresh option.
Title

Displays the project initiation document title. Click the title to drill to the Project Initiation Properties: General page. If the project initiation document is currently in review, the fields are read-only.

PRINCE2 Stage

Displays the current PRINCE2 stage for this project. This field displays only after you save changes.

Approval Status

The current approval status of this report.

Report Date

Displays today’s date or the date this report was created. This field displays only after you save changes.

Submitted Date

Displays the date this project initiation document was submitted for review.

Approval Date

Displays the date this project initiation document was approved. If not yet been approved, this field is empty.

Days in Review
Displays the number of days passed since this report was submitted for review along with the applicable stoplight indicator. This field is empty if the form was rejected or approved, or if the form has not yet been submitted for review. The following determines which stoplight appears:
- A green stoplight appears if Days in Review is >0 and < 5 days
- A yellow stoplight appears if Days in Review is >= 5 and < 10 days
- A red stoplight appears if Days in Review is >= 10 day
Business Reason

Displays the business reason for the project initiation document report.

Create Stage Plans

The stage plan is used as the basis for project management control throughout the length of the project–from initiation to conclusion.

The stage plan helps you do the following:

Identify all the products that each project stage must produce
State how and when a stage’s objectives are to be achieved
Show the deliverables, activities, and resources required
Identify the stage’s control, reporting points, and frequencies
Provide a baseline against which stage progress can be measured
Record the stage tolerances, specify quality controls, and identify the resources needed for them

To create a stage plan

Open the PRINCE2 project.
The Project Properties: Main - General page appears.
From the Properties content menu, select Stage Plan.
The Project Properties: Main - Stage Plan page appears.
Select New.
The Create Stage Plan page appears.
Complete the following fields and save your changes:
Plan

Defines the name of the stage plan.

ID

Displays the PRINCE2 ID. The ID automatically generated for this stage plan.

PRINCE2 Stage

Displays the current PRINCE2 stage for this project. This field displays only after you save changes.

Report Date

Displays today’s date or the date this report was created. This field displays only after you save changes.

Approval Status
Displays the current approval status of this report. This field displays only after you save changes. One of the following stoplights displays:
- New (gray stop light). This is the default selection when the report has not yet been submitted for review.
- Submit For Review (yellow stoplight). This is displayed once the report has been submitted for review.
- Approved (green stoplight). This is displayed if the report is approved during the review process.
- Rejected (red stoplight). This is displayed if the report is rejected during the review process.
Submit for Review
Initiates the document review and approval process for this PRINCE2 control if selected. You must also submit the report by clicking Submit in addition to selecting this check box. This field displays only after you save changes.

See the PRINCE2 workbook for descriptions of the following fields:
- Plan Description
- Plan Prerequisites
- Quality Plan
- External Dependencies
- Tolerances
- How will the Plan be Monitored and Controlled?
- Reporting
- Planning Assumptions
- Graphical Plan
- Product Description for Major Products
Submit your changes when done.
The Project Properties: Main - Stage Plan list page appears displaying the following fields. To get the latest status, refresh the page using the browser's Refresh option.
Plan

Displays the stage plan name. Click a plan name to drill to the Stage Plan Properties: General page. If the Stage Plan is currently in review, the attributes on this page appear as read-only.

PRINCE2 Stage

Displays the current PRINCE2 stage for this project.

Approval Status

Displays the current approval status of this stage plan.

Report Date

Displays the date this stage plan was created.

Submitted Date

Displays the date this stage plan was submitted for review.

Days in Review
Displays the number of days passed since this report was submitted for review along with the applicable stoplight indicator. This field is empty if the form was rejected or approved, or if the form has not yet been submitted for review. The following determines which stoplight appears:
- A green stoplight appears if Days in Review is >0 and < 5 days
- A yellow stoplight appears if Days in Review is >= 5 and < 10 days
- A red stoplight appears if Days in Review is >= 10 day
Approval Date

Displays the date this stage plan was approved. If not yet been approved, this field is empty.

Plan Description

Displays the plan description for this stage plan report.

Plan Prerequisites

Displays the plan prerequisites for this stage plan report.

Create Checkpoint Reports

Create a checkpoint report to review the work status of each team member at a frequency (weekly, bi-weekly, and so on) defined in the stage plan. The checkpoint report can be derived from previous checkpoint reports and stage plans with verbal reports from team members. One objective of this report is to check all aspects of the project team's work against the plan to ensure there are no unlikely risks or issues that may suddenly arise.

Make sure the report covers every item (task or product) planned for the period even if no work has started yet. It must also cover the work of every team member working to an agreed schedule. Refer back to the last checkpoint report to make sure you have addressed any outstanding or unresolved issues.

To create a checkpoint report

Open the PRINCE2 project.
The Project Properties: Main - General page appears.
From the Properties content menu, select Checkpoint Report.
The Project Properties: Main - Checkpoint Report page appears.
Click New.
The Create Checkpoint Report page appears.
Define the following editable fields and save changes:
Report

Define the name of the checkpoint report.

ID

Displays the PRINCE2 ID automatically generated for this report.

PRINCE2 Stage

Displays the current PRINCE2 stage for this project. This field displays only after you save changes.

Report Date

Displays today’s date or the date this report was created. This field displays only after you save changes.

Approval Status
Displays the current approval status of this report. This field displays only after you save changes. One of the following stoplights displays:
- New (gray stop light). This is the default selection when the report has not yet been submitted for review.
- Submit For Review (yellow stoplight). This is displayed once the report has been submitted for review.
- Approved (green stoplight). This is displayed if the report is approved during the review process.
- Rejected (red stoplight). This is displayed if the report is rejected during the review process.
Submit for Review

Initiates the document review and approval process for this PRINCE2 control if selected. You must also submit the report by clicking Submit in addition to selecting this check box. This field displays only after you save changes.
Refer to the PRINCE2 Workbook for descriptions of the following fields:
- Period Covered
- Follow-Ups from Previous Reports
- Products Completed
- Activities Performed
- Quality Work Carried Out
- Actual or Potential Problems/Deviations From Plan
- Work Planned for The Next Period
- Products to be Completed During Next Period
Submit your changes when done.
The Project Properties: Main - Checkpoint Report list page appears displaying the following fields. To get the latest status, refresh the page using the browser's Refresh option.
Report

Displays the checkpoint report name. Click a report name to drill to the Checkpoint Report Properties: General page. If the report is currently in review, the fields on this page appear as read-only.

PRINCE2 Stage

Displays the current PRINCE2 stage for this project.

Approval Status

Displays the current approval status of this report.

Report Date

Displays the date this report was created.

Submitted Date

Displays the date this report was submitted for review.

Approval Date

Displays the date this report was approved.

Days in Review
Displays the number of days passed since this report was submitted for review along with the applicable stoplight indicator. This field is empty if the form was rejected or approved, or if the form has not yet been submitted for review. The following determines which stoplight appears:
- A green stoplight appears if Days in Review is >0 and < 5 days
- A yellow stoplight appears if Days in Review is >= 5 and < 10 days
- A red stoplight appears if Days in Review is >= 10 day
Period Covered

Displays the period covered by this report.

Products Completed

Displays the products completed.

Products to be Completed During Next Period

Displays the products to be completed during the next period.

Create Highlight Report

Create a Highlight Report to provide Project Board members and other stakeholders with a summary of the PRINCE2 stage status at intervals defined by the project board.

The Project Board uses the report to monitor progress at both the individual stage-level and overall project level. The project manager uses it to inform and seek advice from the project board on any potential problems.

To create a highlight report

Open the PRINCE2 project.
The Project Properties: Main - General page appears.
From the Properties content menu, select Highlight Report.
The Project Properties: Main - Highlight Report page appears.
Select New.
The Create Highlight Report page appears.
Define the following and save your changes:
Report Name

Defines the name of the highlight report.

ID

Displays the PRINCE2 ID automatically generated for this report.

PRINCE2 Stage

Displays the current PRINCE2 stage for this project. This field displays only after you save changes.

Report Date

Displays today’s date or the date this report was created. This field displays only after you save changes.

Approval Status
Displays the current approval status of this report. This field displays only after you save changes. One of the following stoplights displays:
- New (gray stop light). This is the default selection when the report has not yet been submitted for review.
- Submit For Review (yellow stoplight). This is displayed once the report has been submitted for review.
- Approved (green stoplight). This is displayed if the report is approved during the review process.
- Rejected (red stoplight). This is displayed if the report is rejected during the review process.
Submit for Review
Initiates the document review and approval process for this PRINCE2 control if selected. You must also submit the report by clicking Submit in addition to selecting this check box. This field displays only after you save changes.

See the PRINCE2 Workbook for descriptions of the following fields:
- Budget Status
- Schedule Status
- Risk Status
- Period Covered
- Products Completed During the Period
- Actual or Potential Problems and Risk Update
- Products to be Completed During Next Period
- Budget and Schedule Impact of any Changes
- Tolerance Situation
Submit your changes when done.
The Project Properties: Main - Highlight Report list page appears displaying the following fields. To get the latest status, refresh the page using the browser's Refresh option.
Report

Displays the report name. Click a report name to drill to the Highlight Report Properties: General page. If the report is currently in review, the attributes on this page appear as read-only.

PRINCE2 Stage

Displays the current PRINCE2 Stage for this project.

Approval Status

Displays the current approval status for this report.

Report Date

Displays the date this report was created.

Submitted Date

Displays the date this report was submitted for review.

Approval Date

Displays the date this report was approved. If not yet approved, this field is empty.

Days in Review
Displays the number of days passed since this report was submitted for review along with the applicable stoplight indicator. This field is empty if the form was rejected or approved, or if the form has not yet been submitted for review. The following determines which stoplight appears:
- A green stoplight appears if Days in Review is >0 and < 5 days
- A yellow stoplight appears if Days in Review is >= 5 and < 10 days
- A red stoplight appears if Days in Review is >= 10 day
Budget Status

Displays the budget status for this report.

Schedule Status

Displays the schedule status for this report.

Risk Status

Displays the risk status for this specific report.

Period Covered

Displays the period covered by this report.

Products Completed During the Period

Displays the products completed during the period covered by this report.

Create Exception Report

The PRINCE2 project manager creates an Exception report when a project team, stage, or plan appears to exceed tolerance levels set by the Project Board members. The report serves to both inform the Board members of the situation and obtain direction from them.

To create an Exception report

Open the PRINCE2 project.
The Project Properties: Main - General page appears.
From the Properties content menu, select Exception Report.
The Project Properties: Main - Exception Report page appears.
Select New.
The Create Exception Report page appears.
Define the following fields and save changes:
Report Name

Define the name of the exception report.

ID

Displays the PRINCE2 ID automatically generated for this report.

PRINCE2 Stage

Displays the current PRINCE2 stage for this project. This field displays only after you save changes.

Report Date

Displays today’s date or the date this report was created. This field displays only after you save changes.

Approval Status
Displays the current approval status of this report. This field displays only after you save changes. One of the following stoplights displays:
- New (gray stop light). This is the default selection when the report has not yet been submitted for review.
- Submit For Review (yellow stoplight). This is displayed once the report has been submitted for review.
- Approved (green stoplight). This is displayed if the report is approved during the review process.
- Rejected (red stoplight). This is displayed if the report is rejected during the review process.
Submit for Review
Initiates the document review and approval process for this PRINCE2 control if selected. You must also submit the report by clicking Submit in addition to selecting this check box. This field displays only after you save changes.

See the PRINCE2 Workbook for descriptions of the following fields:
- Description of Deviation
- Cause of the Deviation
- Consequences of the Deviation
- Available Options
- Options Appraisal
- Project Manager's Recommendations
Submit your changes when done.
The Project Properties: Main - Exception Report list page appears displaying the following fields. To get the latest status, refresh the page using the browser's Refresh option.
Report

Displays the report name. Click a report name to drill to the Exception Report Properties: General page. If the report is currently in review, the fields on this page are read-only.

PRINCE2 Stage

Displays the current PRINCE2 Stage for this project.

Approval Status

Displays the current approval status for this report.

Report Date

Displays the date this report was created.

Submitted Date

Displays the date this report was submitted for review.

Approval Date

Displays the date this report was approved. If not yet approved, this field is empty.

Days in Review
Displays the number of days passed since this report was submitted for review along with the applicable stoplight indicator. This field is empty if the form was rejected or approved, or if the form has not yet been submitted for review. The following determines which stoplight appears:
- A green stoplight appears if Days in Review is >0 and < 5 days
- A yellow stoplight appears if Days in Review is >= 5 and < 10 days
- A red stoplight appears if Days in Review is >= 10 day
Description of Deviation

Displays the description of deviation for this report.

Cause of the Deviation

Displays the cause of the deviation for this report.

Create End Stage Report

The PRINCE2 methodology involves dividing the project phases into discreet stages. At the end of each stage, the Project Board assesses the progress of the project to decide if they should proceed to the next stage.

The End Stage report provides progress update about a PRINCE2 project to the Project Board members using the following:

A summary of the progress to-date
The overall project situation
Details based on which next steps for the project can be decided

The Project Board uses this information to approve, ask for a revision, amend the scope, or stop the project.

To create an End Stage report

Open the PRINCE2 project.
The Project Properties: Main - General page appears.
From the Properties content menu, select End Stage Report.
The Project Properties: Main - End Stage Report page appears.
Select New.
The Create End Stage Report page appears.
Define the following fields and save changes:
Report Name

Displays the name of the end stage report.

ID

Displays the PRINCE2 ID automatically generated for this report.

PRINCE2 Stage

Displays the current PRINCE2 stage for this project. This field displays only after you save changes.

Report Date

Displays today’s date or the date this report was created. This field displays only after you save changes.

Approval Status
Displays the current approval status of this report. This field displays only after you save changes. One of the following stoplights displays:
- New (gray stop light). This is the default selection when the report has not yet been submitted for review.
- Submit For Review (yellow stoplight). This is displayed once the report has been submitted for review.
- Approved (green stoplight). This is displayed if the report is approved during the review process.
- Rejected (red stoplight). This is displayed if the report is rejected during the review process.
Submit for Review
Initiates the document review and approval process for this PRINCE2 control if selected. You must also submit the report by clicking Submit in addition to selecting this check box. This field displays only after you save changes.

See the PRINCE2 Workbook for descriptions of the following fields:
- Current Stage Plan with Actuals
- Performance against Stage Tolerances
- Plan Outlook
- Plan Outlook Details
- Business Case Review
- Risk Review
- Project Issue Situation
- Quality Statistics
- Project Manager's Report on Events that Affected
- Stage Response
Submit your changes when done.
The Project Properties: Main - End Stage Report list page appears displaying the following fields. To get the latest status, refresh the page using the browser's Refresh option.
Report

Displays the report name. Click a report name to drill to the End Stage Report Properties: General page. If the report is currently in review, the fields on this page are read-only.

PRINCE2 Stage

Displays the current PRINCE2 Stage for this project.

Approval Status

Displays the current approval status for this report.

Report Date

Displays the date this report was created.

Submitted Date

Displays the date this report was submitted for review.

Approval Date

Displays the date this report was approved. If not yet approved, this field is empty.

Days in Review
Displays the number of days passed since this report was submitted for review along with the applicable stoplight indicator. This field is empty if the form was rejected or approved, or if the form has not yet been submitted for review. The following determines which stoplight appears:
- A green stoplight appears if Days in Review is >0 and < 5 days
- A yellow stoplight appears if Days in Review is >= 5 and < 10 days
- A red stoplight appears if Days in Review is >= 10 day
Plan Outlook

Displays the current plan outlook for this report.

Plan Outlook Details

Displays the current plan outlook details for this report.

Create Lessons Learned Report

Create a Lessons Learned report to pass on any lessons learned from the current project that can be usefully applied to other future projects.

The data in this report can be used by groups such as quality assurance that are responsible for the quality management system, or for refining, changing, and improving the standards.

To create a Lessons Learned report

Open the PRINCE2 project.
The Project Properties: Main - General page appears.
From the Properties content menu, select Lessons Learned.
The Project Properties: Main - Lessons Learned page appears.
Select New.
The Create Lessons Learned page appears.
Define the following fields and save changes:
Report Name

Defines the name of the lessons learned report.

ID

Displays the PRINCE2 ID automatically generated for this report.

PRINCE2 Stage

Displays the current PRINCE2 stage for this project. This field displays only after you save changes.

Report Date

Displays today’s date or the date this report was created. This field displays only after you save changes.

Approval Status
Displays the current approval status of this report. This field displays only after you save changes. One of the following stoplights displays:
- New (gray stop light). This is the default selection when the report has not yet been submitted for review.
- Submit For Review (yellow stoplight). This is displayed once the report has been submitted for review.
- Approved (green stoplight). This is displayed if the report is approved during the review process.
- Rejected (red stoplight). This is displayed if the report is rejected during the review process.
Submit for Review
Initiates the document review and approval process for this PRINCE2 control if selected. You must also submit the report by clicking Submit in addition to selecting this check box. This field displays only after you save changes.

See the PRINCE2 Workbook for descriptions of the following fields:
- Management and Quality Processes that Went Badly
- Management and Quality Processes that Went Well
- Management and Quality Processes that Were Lacking
- Analysis of Project Issues and Results
- Assessment of Technical Methods and Tools Used
- Descriptions of any Abnormal Events that Caused Deviations
- Recommendations for Enhancements/Modifications of Project Management
- Statistics/Notes on How Effective Quality Reviews and Other Tests were in Error Tapping
- Useful Measurements of How Much Effort was Required to Create Various Products
Submit the changes when done.
The Project Properties: Main - Lessons Learned list page appears and displaying the following fields. To get the latest status, refresh the page using the browser's Refresh option.
Report

Displays the report name. Click a report name to drill to the Lessons Learned Properties: General page. If the report is currently in review, the fields on this page are read-only.

PRINCE2 Stage

Displays the current PRINCE2 Stage for this project.

Approval Status

Displays the current approval status for this report.

Report Date

Displays the date this report was created.

Submitted Date

Displays the date this report was submitted for review.

Approval Date

Displays the date this report was approved. If not yet approved, this field is empty.

Days in Review
Displays the number of days passed since this report was submitted for review along with the applicable stoplight indicator. This field is empty if the form was rejected or approved, or if the form has not yet been submitted for review. The following determines which stoplight appears:
- A green stoplight appears if Days in Review is >0 and < 5 days
- A yellow stoplight appears if Days in Review is >= 5 and < 10 days
- A red stoplight appears if Days in Review is >= 10 day
Management and Quality Processes that Went Well

Displays the current management and quality processes that went well.

Track a Project Task as a Product

PRINCE2 Accelerator allows you to track the progress of a task as a product during the project life cycle. You can also create your own filter (product breakdown structure) to track the development of the task as a product. Creating a filter allows you to see all tasks flagged as products and then see the full product breakdown structure.

Since the flagged task is also displayed in a standard work breakdown structure, you can map this task (or product) to different tasks.

Note: See the Project Management User Guide for more information. on creating tasks and work breakdown structure.

To flag a task as a product

Open your PRINCE2 project.
The Project Properties: Main - General page appears.
Select the Tasks tab.
The Project Tasks: Task List page appears.
Select New to create a new task.
The Create Task page appears.
Enter the required details and click Save.
The Product check box appears at the top of the General section once you save a task.
Select the Product check box to flag this task as a product and click Submit.
The Project Tasks: Task List page appears with the new task listed as a product.

Create Product Filters

From your tasks list, you can filter only on tasks that were labeled as "products" to create a Product Breakdown Structure. To do this you must first create a filter to display tasks labeled as "products" only.

To create a filter for products

Open your PRINCE2 project.
The Project Properties: Main - General page appears.
Select the Tasks tab.

The Project Tasks: Task List page appears.

Select the Expand Filter link.
In the Task Filter portlet, select the Build Power Filter link next to Power Filter.
The Power Filter page appears.
From the Object dropdown, select Task.
The Field drop-down appears.
From the Field drop-down, select Product.
The Operator and Constant fields appear.
For Operator, select "=," for Constant, select Yes, and click Add.
The following expression is added in the Expression box:
```
task.pr2_pbs == 1
```
Select Evaluate to evaluate the expression and then select Submit.

This saves the expression as a power filter and the Project Tasks: Task List page appears.

Select the Save Filter option. You may have to select Expand Filter to display this option.
The Save Filter page appears.
Enter a desired name for the filter. Selecting the Default option will make this new filter the default filter for the task list.
The Filter drop-down on the Task Filter portlet now lists the newly created filter for 'product'. Select this filter to show only the tasks that were flagged as 'products'.

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