Global Project Planning enables you to update the status and status date for one or more event countries that are associated with a project.
To update statuses and status dates, you must have at least
WRITE privileges for events and projects, and either a Submission Planning and Tracking or a Registration Planning and Tracking module license with
WRITE privileges.
To update the status and status date for events associated with a project:
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On the
Home page, click
Projects.
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On the
Projects tab, click the project name link.
The
Project Attributes page appears.
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Click
Event Country Dates.
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Click
Update Project Event Country Status.
The
Update Project Event Status wizard starts and opens the
Select Event Countries page.
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Click the check-box on the row that contains the country for which you want to change the status or status date.
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Click
Next.
The
Enter Event-Country Status Values page opens.
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In the Event-Country Status drop-down list, select a status.
The drop-down lists the statuses that the selected events have in common.
Note: You can update an event-country status for a planned event that enforces status progression. For such an event, the only statuses available for selection are optional statuses and the next primary status in the sequence of primary statuses defined in the timeline/event plan.
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In the
Status Date box, type or use the
Calendar icon
to select the date that this event status is effective.
An event that enforces status progression can restrict the event-country status selection. Such an event also restricts the date selection. The dates from which you select are the date for the preceding primary status and later dates.
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If you want to lock the event-country schedule for the selected countries after the event-country status is updated, select
Yes for
Lock the Event-Country Schedule?.
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If you want to close the event, select
Yes for
Close Event?.
| Option
|
Action
|
| To select the closed date:
|
In the
Closed Date, type or use the
Calendar icon .
|
| To select the status:
|
In the
Associations Closed As, select the status that will be assigned to the related entities.
|
If the event is closed, the status of related entities (application, event, sequence, and PDS) will be updated to
Approved, or
Not Approved, or
Withdrawn depending on the selected
Associations Closed As Status (or a company custom status that maps to one of these internal statuses).
If the Event is closed as
Approved, meaning it has the
Association Closed As field set to
APPROVED, the
field is automatically updated to be equal to
Event Closed Date value. This rule is applicable to an event that has an associated PDS with this country assigned to a Country PDS Detail, and this country has a Withdrawn status, meaning it is displayed as
Country (Pending Withdrawal) in the PDS tree. See
If the Event Is Closed with the Status Approved.
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Make a selection in the
Reason for Termination/Withdrawal drop-down list, if needed.
All active values from
table are available for selection.
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In the
Add Comment box, type a comment that appears on the events that this update affects.
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Click
Next.
The
Confirmation page lists the actions that will be taken.
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Click
Next.
The
Summary page lists the events that were updated.
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Click
Finish.
The
Project Attributes page, from which you started the wizard, appears again.
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Click
Event Country Dates to view your changes.