Initiating Design Projects

Purpose

As a Project Owner, initiate a Design Project so it can progress from the New to Plan Stage.

Prerequisites

Installation Package: CQ Core, CQ Design Extension, CQ Management Review Dashboard Extension

Product: ProductQuest

Function: Design Projects

User Profile: Standard User

Permissions: CQ Base User PSG, CQ Design Owner PSG

Record Status: Draft

Steps

1. Open the Project record.

2. Click Initiate in the Next Best Actions section.

3. Specify this information:

   • Title
     Defaults to open record Title.

   • Description
     Defaults to open record Description.

   • Project Category
     Defaults to open record Project Category.

   • Approval Matrix
     Specify the Approval Matrix, if applicable.

   • Actual Start Date
     Specify the Actual Start Date, if applicable.

4. Provide a Comment and Password, if applicable.

5. Click Save.

Expected Outcome

• Design Project Status is Open.

• Design Project Stage is Plan.

• The Submit Plan button appears in the Next Best Actions section, if Plan Approval is required.

• The Complete Plan button appears in the Next Best Actions section, if Plan Approval is not required.

• The Initiate Project activity appears in the Project Record Activities section on the History tab.

Additional Resources

ComplianceQuest

• Design Project Planning