Portlets and Reports › Monitor Project Performance › General Portlet

General Portlet

The General portlet displays on on the project dashboard page. Use the General portlet to view basic information about the project.

This portlet includes the following fields:

Project Name

Displays the name for the project.

Project ID

Defines the unique identifier for the project that is typically auto-numbered.

Limits: 20 characters

Required: Yes

Description

Displays the description.

Project Manager

Specifies the name of the resource responsible for managing the investment.

Start Date

Defines the initial start date for a project. As you create tasks and assignments, this date is auto-calculated to match the first date that a task is scheduled to start. At that point, to edit this date, adjust the following dates:

• Start date of the first task of the project.
• Start date of the resource assignments and allocations on the project.

Important! Verify that the start dates of tasks and assignments are the same or later than the start date of the project. Else, the start date of the project is automatically redefined as per the start dates of the tasks and assignments.

Default: Current date

Required: Yes

Finish Date

Defines the initial finish date for a project. As you create tasks and assignments, this date is auto-calculated to match the last date that a task is scheduled to finish. At that point, to edit this date, adjust the following dates:

• End date of the first task of the project.
• End date of the resource assignments and allocations on the project.

Important! Verify that the finish dates of tasks and assignments are the same or before the finish date of the project. Else, the end date of the project is automatically redefined as per the end dates of the tasks and assignments.

Default: Current date

Baseline Finish Date

Displays the baseline finish date.

Status Indicator

Indicates the project status.

Stoplight values:

• Green. The project is on track.
• Yellow. A minor variance exists in the overall status of the projects.
• Red. A significant variance exists in the overall status of the project.