How-To: Add Events to Projects

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Once Event Configurations has been used to create an Event—but before the Event can be tracked in Event Management—it must be used to "tag" a Task in any Project that will be tracked by the Event. This can be done in one of two ways:

 

  1. Add the Event to the Project Template, then launch new Projects from that Template
  2. Add the Event to Projects that have already been launched

 

The process is different for each method; this how-to will discuss how to accomplish both. For an introduction to using Events, refer to Events: An Overview.

 

Tier Availability: Business

 

Article Contents

 

 

 

Adding to Project Templates

 

Tagging a Task in a Project Template is the recommended way to add an Event to a Project, as it only needs to be performed once. The Event will be utilized for all Projects launched from this Template.

 

Security Rights Required: Maintenance

 

To add an Event to a Task:

 

  1. Navigate to Maintenance > Templates. The Project Templates tab opens.
  2. (Optional) If creating a new Project Template, select Addadd.png at the top-right of the grid. Use the Add Template window to save the new Template.
  3. Double-click on the appropriate Project Template to open its Summary view.
  4. Select the Workflow view from the list on the left. The Project's Task Groupings display in the grid.
  5. Double-click on the relevant Task Grouping to drill down to the Task level of the Template.
  6. Hover over the desired Task, then select Editedit.png on the right-hand side. The Edit Task window displays.
  7. Set Event to the name of the new Event Configuration.
  8. Select Save.

 

Events can also be added to Project Templates that are imported from Excel workbooks. Use Column M of the worksheet to specify the Event for any Task row. The Event may only be added to a single Task, and the name must match its Event Configuration exactly.

 

For more information on working with Project Templates, refer to the article Project Templates.

 

 

Adding to Launched Projects

 

Events are one of the few aspects of a launched Project that can be updated. Although PensionPro recommends updating the Project Template prior to launch, adding an Event to existing Projects can be a useful way to test a new Event Configuration.

 

Security Rights Required: Add/Edit Project, Access Power Tools

 

An Event can be added to a single Task via the following steps:

 

  1. Open an existing Project in a new Project tab.
  2. Select the Workflow view from the list on the left. The Project's Task Groupings display in the grid.
  3. Double-click on the relevant Task Grouping to drill down to the Task level of the Project.
  4. Double-click on the desired Task to drill down to the Task Item level of the Project.
  5. Select the Summary view tab above the Task Item grid. The Task Summary grid displays.
  6. Select Editedit.png at the top-right of the grid. The Edit Task window displays.
  7. Set Event to the name of the new Event Configuration.
  8. Select Save.

 

However, as Events are used to track milestones for multiple Projects, adding an Event to these Projects one at a time can be time-consuming. Instead, PensionPro recommends using Power Tools, as follows:

 

  1. Navigate to Power Tools > Field Update > Tasks. The Tasks Power Tool opens at Step 1.
  2. Set Select a field to update to Event.
  3. Set Select a value to be used for the field update to the name of the desired Event Configuration.
  4. Select Next.
  5. In Steps 2 and 3, apply filters as necessary, and select the desired Projects and Tasks. Refer to the article Column Selections & Filters for more detailed instructions.
  6. Review the changes to be applied in Step 4, then select Execute.

 

Upon completion of the Power Tool, the Event will be added to all Tasks selected in Step 3.