1. To access the Projects/Activities List screen, select the Projects/Activities option from the Workload Management menu on the left.
- The 'My Projects/Activities' tab lists all Projects/Activities for which the signed-in user has a role.
- To view all Projects/Activities, select the 'All Projects/Activities' tab from the top of the screen.
- Note that as of March 2025, Projects/Activities are Fiscal Year specific with Applicable Periods based on the Projected Start and Projected Completion Dates. Ensure that the correct FY is selected from the top menu bar on the right to view desired Project/Activity.
2. Filters can be applied to view a specific set of projects/activities.
- To filter for a specific project/activity title, type in either a partial or entire value of the word in provided space under 'Title'.
- To filter on any of the other columns of information, select from the dropdowns provided.
- User can also select the 'View Status Feed Projects' and/or 'View CIO Priority Projects' options to return a filtered list of projects with data selected for the Status Feed or marked as CIO Priorities.
3. The IT Roadmap Projects box at the top of the Projects/Activities List Screen displays the percentage breakdown of projects/activities associated with the IT Roadmap that are 'On Target', 'Off Target', or 'Need Review'.
4. To view Quad Chart data from the 'My Projects/Activities' or 'All Projects/Activities' tab
- Select the desired project/activity's Health Status and click on its value, to be taken directly to its Quad Chart screen.
- To return to the project/activity list screen, select 'Return to List' button option at the top of the screen.
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