Difference between revisions of "Project RAG Tolerance Templates"

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== Introduction ==
 
== Introduction ==
Link Project Sub Statuses with Project Statuses. The available Sub Statuses are configured from the corresponding simple list. 
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Create default values for red, amber and green rag tolerance descriptions for each rag tolerance type.
 
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== Linking Sub Statuses to Project Statuses ==
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== Creating Project RAG Tolerance Templates ==
  
Select the '''+''' icon to create a new relationship
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Select the '''+''' icon to create a new template
  
* Status - Select the status you wish to link a Sub Status too
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* RAG Tolerance - Select the rag tolerance you wish to define a template for
* Sub Status - Select the Sub Status you wish to link
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* Red Description - Enter the description of a red status for the specified rag tolerance
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* Amber Description - Enter the description of an amber status for the specified rag tolerance
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* Green Description - Enter the description of a green status for the specified rag tolerance
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* Status - The status of the template
  
 
Select '''Create''' to add.
 
Select '''Create''' to add.
  
Repeat this process as needed to add more Sub Statuses to one or more Project Statuses.
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Repeat this process as needed to add more rag tolerance templates.
  
Once created, the Sub-Status will be available to use from with in the '''Details''' section on the Project view, as well as in the Progressive Capture '''Status''' form.
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Once created, the values for red, amber and green description will automatically be pulled through when a new rag tolerance is added to a project.
  
== Managing Sub Statuses ==
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== Managing Project RAG Tolerance Templates ==
  
Edit and remove links, by selecting either the '''Pencil''' or '''Trash Can''' icons next to the Project Status / Sub Status you wish to edit or remove.
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Edit and remove templates, by selecting either the '''Pencil''' or '''Trash Can''' icons next to the template you wish to edit or remove.
 
 
* Removing a link will not affect existing Projects which have used a defined Sub Status
 
* Removing a link will not delete the Sub Status (these are managed in the Sub Status Simple Lists)
 
  
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* Removing a template will not affect existing Project rag tolerances
  
  
 
[[Category:Project Manager]]
 
[[Category:Project Manager]]

Latest revision as of 10:53, 19 November 2019

Home > Administration > Project Manager Administration > Project RAG Tolerance Templates Index

Introduction

Create default values for red, amber and green rag tolerance descriptions for each rag tolerance type.

Related Articles

Creating Project RAG Tolerance Templates

Select the + icon to create a new template

  • RAG Tolerance - Select the rag tolerance you wish to define a template for
  • Red Description - Enter the description of a red status for the specified rag tolerance
  • Amber Description - Enter the description of an amber status for the specified rag tolerance
  • Green Description - Enter the description of a green status for the specified rag tolerance
  • Status - The status of the template

Select Create to add.

Repeat this process as needed to add more rag tolerance templates.

Once created, the values for red, amber and green description will automatically be pulled through when a new rag tolerance is added to a project.

Managing Project RAG Tolerance Templates

Edit and remove templates, by selecting either the Pencil or Trash Can icons next to the template you wish to edit or remove.

  • Removing a template will not affect existing Project rag tolerances