Capital Projects / Projects
Managing Communication Using the Management Console (Procure/Plan)
When you are executing a project, you can assign team members to a project, manage communications with your team members, and create work requests from the Management Console Communication tab.
Access the console from:
- Capital Projects / Projects / Plan / Management Console: Plan
- Capital Projects / Projects / Plan / Management Console: Procure
You can assign team members from either the Management Console - Communications tab, or from the Plan/Assign Team Members task. Creating and viewing communications logs and creating work requests for project actions can only be done from the Management Console.
From the Management Console's Communication tab, you can:
- Assign Team members to a project: After a project has been approved, you set up a project team to execute the project. Members of the project team can be employees or vendors. See Assigning Team Members to a Project.
- Create Communication logs:Create communication logs to record the communications that you have had with the project team concerning a project. See Adding and Viewing Communication Logs.
- View communications: After creating communication logs, you can review reports of these logs according to Communication Type, Action Item ID, and Date of Communication. These reports are available by clicking the following tabs beneath the Communicate tab:
- Logs by Date and Time
- Logs by Action
- Logs by Type
- Create service requests: If have a license for the Service Desk application, the Projects application enables you to create service requests for actions. See Generating and Viewing Service Requests for Actions.
For more information on using the Management Console, see the Using the Management Console Procure/Plan topic.
For information on the database tables used for creating communication logs, see the Communication Log and Service Request Tables topic.
For a description of the entire Projects workflow, see Projects: Application Overview.