Project Management Add/Update Project Steps

Project Management – Add/Update Project Steps

Step

Description

Other Information

1 / Access the Project Plan Quick Update screen.

Open HSL using the 3270 emulator.

Select OIT Project Mgmt from the menu.
Type 028 at SCR (screen #) to update the project.
Press Enter.

/ Before time can be recorded against a step, the employee will have to be assigned to the task.
2 / Retrieve project.

Enter the project number in the PROJ PLAN field.
Enter the Area code in the AREA field.
Press Enter

3 / Enter information to create a step (task).

Starting at the first column A, type A (to add). Will use D to delete a step that does not have any time posted to it.
Assign a step number. Best to start at 01.00 or 10.00. Leave space between steps for later additions.
Y (Yes) or N (No) for Key. Recommend using Y. Key is also referred to as a milestone.
Y (Yes) or N (No) for TM. Recommend using Y. Entering Y to TM means that you can record time against this step.
Description can be up to 35 characters long. Recommend that headings have no indentation and indent the activities.
A (Active), I (Inactive) or C (Completed) for the ST. ST is the status of the step.
Enter the estimated hours to complete the step in the Est Hrs column.
Enter date when step is complete in the Completed column.
Enter the document number for that step.

/ The cursor will automatically tab to the next field as long as all the spaces are filled. If you type 10.00 for the step, the cursor will go to the next field. But, if you type 10, you will need to tab.
Headings are very general. Activities will be more specific. Suggested number:
10.00 Heading
10.01 Activity or
10.00 Heading
11.00 Activity
When the step/task is complete, close it by updating the step by changing the ST to C and entering the Completed date.
4 / Press Enter. / Data will disappear from the input line and show up in the list below.

Project Management – Assign Employee to Project Steps

Step

Description

Other Information

1 / Access the Project Plan Quick Update screen.

Open HSL using the 3270 emulator.

Select OIT Project Mgmt from the menu.
Type 027 at SCR (screen #) to update the project.
Press Enter.

2 / Retrieve project.

Enter the project number in the PROJ PLAN field.
Enter the Area code in the AREA field.
Press Enter

3 / Use PF8 (forward) and PF7 (backward) to scroll through steps. Or key in the step number.
4 / Tab or click in the ADD EMPLOYEE(ASSIGN EMPLOYEES) field.
Enter the EMP ID (e-ID) / Emp ID is the employee's user ID.
Can also add an entire area, team, OIT instead of one individual at a time. Can also copy the assigned employees from a previous step by entering the step number.
5 / Press Enter. / The EMP IDand EMP NAME populate on the right side of the screen.