Take Action Portlet

The Take Action portlet provides project managers with a quick access to records and pages associated to the project, so they can make the necessary adjustments.

The following table describes the links available on the portlet depending on the focus page you view.

Focus Page	Link
Project Overview	Update Project Record – This link takes you to the project record where you can update the details of the project. View Client Record – This link takes you to the customer record where you can update the details on the customer record. The link does not display when there is no customer record associated to the project.
Resource Planning	Update Project Schedule – This link takes you to the project record where you can edit the date for the tasks or milestones under the Schedule subtab. For more information, see Working with the Project Schedule. Edit Resource Allocation – This link takes you to the Resource Allocations page where you can edit or create new resource allocations. For more information, see Using the Resource Allocation Chart/Grid. View Gantt Chart – This link takes you to a full screen view of the Gantt chart where you can view all the related tasks for the project. For more information, see Gantt Chart.
Budget and EAC	Manage Project Budget – This link takes you to the project record where you can manage the existing budget on the Budget and Work Breakdown Structure subtabs. For more information, see Advanced Project Budgeting. Transfer Incorrect Time – This link takes you to the Update Time Entries page where you can update time entries or change how time is billed to the customers. For more information, see Updating Time Entries and Transferring Time Between Projects.
Billing and Revenue	Manage Project Billing – This link takes you to the project record where you can view or update the charges on the Charges subtab under the Financial subtab. For more information about project billing, see Project Billing. Note: The Charges subtab is shown when the project billing type is charged-based. To show the Charges subtab, you must have the Charge Rule permission. To view the entries under the Charges subtab, you must have the Charge permission. Manage Revenue Recognition – This link takes you to the project record where you can update the value in the Rev Rec Forecast Rule field. The value in this field is used for creating a forecast revenue recognition plan for the project. See Revenue Recognition Rules. Important: You must enable the Advanced Revenue Management (Essentials) feature to view the data.
Financial	Manage Revenue Recognition – This link is similar with the Manage Revenue Recognition link available on the Billing and Revenue page.

Focus Page

Link

Project Overview

Update Project Record – This link takes you to the project record where you can update the details of the project.
View Client Record – This link takes you to the customer record where you can update the details on the customer record.

The link does not display when there is no customer record associated to the project.

Resource Planning

Update Project Schedule – This link takes you to the project record where you can edit the date for the tasks or milestones under the Schedule subtab.

For more information, see Working with the Project Schedule.
Edit Resource Allocation – This link takes you to the Resource Allocations page where you can edit or create new resource allocations.

For more information, see Using the Resource Allocation Chart/Grid.
View Gantt Chart – This link takes you to a full screen view of the Gantt chart where you can view all the related tasks for the project.

For more information, see Gantt Chart.

Budget and EAC

Manage Project Budget – This link takes you to the project record where you can manage the existing budget on the Budget and Work Breakdown Structure subtabs.

For more information, see Advanced Project Budgeting.
Transfer Incorrect Time – This link takes you to the Update Time Entries page where you can update time entries or change how time is billed to the customers.

For more information, see Updating Time Entries and Transferring Time Between Projects.

Billing and Revenue

Manage Project Billing – This link takes you to the project record where you can view or update the charges on the Charges subtab under the Financial subtab. For more information about project billing, see Project Billing.

Note:
The Charges subtab is shown when the project billing type is charged-based. To show the Charges subtab, you must have the Charge Rule permission. To view the entries under the Charges subtab, you must have the Charge permission.

Manage Revenue Recognition – This link takes you to the project record where you can update the value in the Rev Rec Forecast Rule field.

The value in this field is used for creating a forecast revenue recognition plan for the project. See Revenue Recognition Rules.

Important:

You must enable the Advanced Revenue Management (Essentials) feature to view the data.

Financial

Manage Revenue Recognition – This link is similar with the Manage Revenue Recognition link available on the Billing and Revenue page.

Related Topics