Review a Project

When you use the Labor tab of Project Planning, plan rows that are mapped to a project, phase, or task can be viewed in detail in the Project Review dialog box. Use this dialog box to see an overview of the project's numbers without running a report. For example, you might use Project Review to compare actuals to budgeted figures. You can also update overall percent complete figures through Project Review.

To review a project in Planning, complete the following steps:

  1. While using the Labor tab of Project Planning, right-click a mapped row button to access the shortcut menu.
  2. Select Project Review.

    If the row is mapped to a project, phase, or task, the Project Review dialog box displays listing the Project Review tabs. The tabs that display depend on the Vision modules you are using.

  3. Complete the fields on the Project Review dialog box.