Try It!

This lesson focuses on specific administrative functions that a Project manager may need to perform that do not fit into the typical work you will complete in Project IQ – from setting the project status, changing support item associations, and deleting projects.


To manage the project record:

Change the project status

1. Open the Project.
   
   
2. Select the drop-down arrow to open the header.
   
   
3. Select the drop-down for the status and select the new status.
   
   

Change project support item associations

1. For each support item (issue, risk, change request, etc.) you wish to change open the item in Sensei IQ and then click the Header drop down to open the header.
   
   
   Tip: A support item can be associated with at most a single project, program, or portfolio.
   
   
2. Click X to remove the current association.
   
   
3. Click the search icon to find the new project, program, or portfolio for the current item.
   
   
4. Type the new portfolio, program, or project name and select the new association from the list.
   
   

Deleting a project

1. Select the project from the Project list and click Delete from the ribbon.
   
   
2. Or open the project in Project IQ and select Delete Project from the ribbon.
   
   
   Important: This action can only be performed by a system administrator and cannot be undone. It will delete the project and all associated support items (issues, risks, change requests, etc.).
   
   

Download Job Aid: Project Administration

_{Disclaimer: Some images in the instructional video and text instructions contained herein may appear different from (or not available) in your organization’s Sensei IQ instance due to specific custom configurations and/or continuous solution updates. Ensure that you are already an enabled user in the Sensei.IQ for Project application and check out the What’s New page. Contact your system administrator for any assistance.}