Projects and actions can be viewed by selecting Long term planning > Projects and actions from the process menu

To search for projects and actions, click Show Search. Here, the user can search for a specific time period. If desired, the user can use more detailed search criteria by clicking Advanced Search

 

Click Search to see the search result according to the selected filter options.

Once the right project or action has been found and opened in a larger view, its basic information can be modified.

 

Point to the project or action for a larger view.

Click Edit Project Information/Edit Action Information.

 

In this step, you can edit, for example, the name, action category, basis, account, scheduling, and cost estimate.The cost specification of an action can be edited below programming. With the action open in the expanded view, click Cost estimate > cost allocation, and then click Edit in the changed view.

In the window that opens, you can refine the cost distribution by months.

Finally, press Save to save your changes.

 

Other editing features can be found below Additional Functions.