VPO Project Summary Tutorial

The Project Summary Module is used to track deliverable information and Key Milestones for the project.

1. Select Project Summary from the Reports Menu and click on +New.

   

   Note:

   There are multiple ways to look at the Project Summary information with the use of views. The views available are:
   ▪ All Deliverables
   ▪ Key Milestones

   To learn more about views, click here

2. In the PROJECT SUMMARY Section, enter the following information:

   

   IMPORTANT:

   Any field with an asterisk * is a required field and must be entered.

   ▪ Task Name:: A descriptive name
   ▪ Task Status: A drop-down of the current status of the task
   ▪ Description: A detailed description
   ▪ Start Date: The start date
   ▪ Due Date: The date the task is due
   ▪ % Complete: The current percent complete for the task
   ▪ Key Milestone: Check this box if this task is a key milestone
   ▪ Milestone Status: A drop-down of the milestone statuses

   IMPORTANT:

   When finished entering information, click Save and Continue or Save and Close