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View List of Project Charter Documents

Use the project charter page to view a list of project charter documents, including details such as the document title, approval status, the date the document was last updated, the date the charter was submitted, the date the charter was approved, the number of days the document is in review, and the charter's business reason.

To view this page, open the project, and from the Properties menu, click Project Charter.

You can view the following details 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

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.

Last Updated Date

Displays the date the document was last updated and saved.

Submitted Date

Displays the date that the project manager submitted the document for review.

Approved Date

Displays the date the document was approved or 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.