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Project Application MOD009E7G

Introduction

Planning → Projects panel → Click on the ID of the required project (proposal) → Project (Proposal) panel → Further... → Project Applications → Create project application → Project application

Alternative Introduction

Alternative Introduction

There are several ways to access the desired planning object or portfolio panel and its associated modules:
- via Quick Access in the user menu (My Objects and Favorites)
- via the Global Search function in the user menu (Direct Entry)
- via links on planning objects or portfolios in various modules

Information

In this module you can view the data of a project application. The data can be updated and the application can be approved or deleted.

Details

When you create a project application, relevant data of the selected project (of the proposal) will be copied to the project application and frozen.
After a new project application has been created, it receives the Pending project application status.
- You can update, approve, or delete a pending project application.

Approve Project Application

Information

You can approve the project application including the updated data.

Procedure

Click on the Approve button in the action bar.
Confirm the Project application cannot be changed after it has been approved. Proceed? message with Yes.
The project application will be approved and receives the Approved project application status

Notes

If you must refresh or delete an approved project application, you first have to cancel the approval.
The approval can be canceled by project management administrators in the Check Status Report Creation And Project Applications module.

Update Project Application

Information

If the project application is not approved immediately and changes in the project (proposal, idea) that should be considered in the project application are made between the creation date and the approval, you must refresh the project application before the approval.
- A manual update of data in the project application itself is not possible.

Procedure

Click on the Update button in the action bar.
Confirm the Do you really want to update this data? message with OK.
The data will be updated.

Delete Project Application

Information

You can delete the pending project application.

Procedure

Click on the Delete button in the action bar.
Confirm the Do you really want to delete this data? message with OK.
The project application is deleted.

Note

If there already is a project application, you cannot create any further project applications. In order to create a new project application, you must first delete the existing project application.