Portfolio Administrators and Leads may update the Procedures in a Portfolio.
- Navigate to the Procedure you want to update.
- Press the Info tab in the detail pane.
- Enter your changes in the Descriptors panel. Each change is saved when you leave the field.
- Name: a concise, descriptive, unique name for the Procedure.
- Objective: what the Procedure accomplishes and why.
- Description: background and context for the Procedure. The Description is not shown on Assignments, so put instructions for doing the work in the Detail field on the Guide tab.
- Estimated Duration: about how long the whole Procedure takes, such as
15 minutes,2 hours, or1h 30m. - Image: drag and drop an image file, or press the Upload button, to add a cover image. Press the Remove Image button to remove it.
- Add tags in the Categorization panel to help members find the Procedure:
- Keyword(s): search terms members would use to find this Procedure.
- Function(s): the organizational function, such as Finance, HR, or Engineering.
- Sector(s): the economic sector the Procedure operates in.
Other Info panels
The Info tab has three more panels. Each has its own article:
- Materials & Tools: the things the Procedure consumes or produces, and the equipment and software it is performed with. See Add Materials & Tools.
- Exit Criteria: checks that must pass before the Procedure is finished. See Add Entry & Exit Criteria.
- Related Procedures: Procedures that follow this one, can be used instead of it, or are worth reading with it. See Relate Procedures.
The Procedure's Default Assignee is set on the Roles tab. See Update Procedure or Step Default Assignee.
Related Articles
Overview
- Procedures Overview
- Procedure Writing Best Practices: see the Naming Procedures and Describing Procedures sections.
- Portfolio Access
Step-by-Step
