Management Views › Project Charters

Project Charters

The project charters page is a management summary view. The page includes data from all the project charter documents for the PMBOK Guide projects to which you have access. Each item in the list represents a project charter document. If a project charter document does not exist, the list is empty. You can click the document title to open the document.

By default, the documents submitted for review display in the list. You can use the Approval Status filter field to see documents that are still in draft.

To view this page, click Project Charters from the Management Views menu.

You can view details from the project charter documents using the following columns displayed on the page:

Title

Defines the title for the document. Once you submit the document for review, this field becomes display only. In management views, you can click the document title to open the document.

Limit: 80 characters

Project

Displays the name of the project to which this document is associated. Click the project name to open the project.

Project Manager

Displays the name of the resource managing the project associated with this document. Click the project manager name to open the resource properties page. The value for this field is based on the Manager field on the project properties page.

Last Updated Date

Displays the date the document was last updated and saved.

Approval Date

Displays the date this document was approved or rejected.

Approval Status

Displays the approval status for the document as a stoplight.

Values:

• New. The document is in draft mode and not submitted for approval.
• Submitted for Review. The document is submitted for approval but not approved.
• Approved. The document is submitted for approval and approved.
• Rejected. The document is submitted for approval and rejected.

Stoplights:

• Grey. The approval status is "New" and not submitted for approval.
• Yellow. The approval status is "Submitted for Review" but not approved.
• Green. The approval status is "Approved". The document is submitted for approval and approved.
• Red. The approval status is "Rejected". The document is submitted for approval and rejected.

Days in Review

Displays the number of days the document is undergoing review and a stoplight to represent the number of days. If you submit the document for review and it is being reviewed, the number and stoplight displays. If the document is not submitted for review, or is approved or rejected, the field is rendered empty.

Stoplights:

• Green. The document is in review stage for less than five days.
• Yellow. The document is in review stage for five or more days, but less than ten days.
• Red. The document is in review stage for greater than ten days.

Purpose

Displays the defined purpose or business need for this project. The data for the field is derived from the Purpose/Business Need field on the project charter properties page.

More information:

Management Views

Access the Detailed Management Views

Project Reports

Risks, Issues, and Change Requests

Lessons Learned

Executive Dashboard

Project Charter Documents