Schedule a New Project

A project may be scheduled from several areas within the Governance Portal.

• Via the Current Projects, Pending Projects or Complete Projects sub-tabs.
  1. Open the form to schedule a new audit
     1. Access the Pending, Current, or Complete Audits.
        1. Select the Default GRC context from the context menu.
        2. Click the Projects tab.
        3. Select Pending, Current, or Complete from the Scheduling group.

           

     2. Click Add.

        

  Complete the Audit form. By default, the following fields are available.

  • Project Name (required): Enter a unique project name (e.g. Q1 Accounts Payable, 2006 Benefits Review)
  • Description: Enter the description of the project.
  • Project Status: Select the project status from the drop-down list.
  • Template Name: Select a template to be used for the project from the drop-down list to determine the initial project work program, framework and flow of this project.

    Notes: Project templates are created by the Administrator and contain the activities and associated work papers that hould be completed during the project. The Protiviti Way is the default template.

  • Origin: Select how the project was originated from drop-down list (e.g. risk assessment, ad hoc, project plan etc.).
  • Quarter: Select the quarter when the project will be conducted from the drop-down list.
  • Year: Select the year when the project will be conducted from the drop-down list.
  • Project Objectives: Enter the objectives of the project.
  • Start Date (required): Click Calendar to enter the project start date.
  • End Date (required): Click Calendar to enter the project end date.
  • Confidential: Select this checkbox to mark the project as confidential.

    Note: When you make an project confidential, only users assigned to the project can view the project and all project related information (i.e. searches, reports, action items, tasks and event driven notifications). It is recommended that you assign team members to the project before marking it as confidential. For more information, see Assign Team Members to a Project.

  1. Click Save.
• From the Project list screen within Entity Hierarchy tree. For more information, see Scope a Project from the Entity Hierarchy.
• Via the Project Scheduler. For more information, see Add a Project from the Project Scheduler.