With the SPM integration, project managers and fulfillment agents or managers can track projects in Strategic Portfolio Management that have associated order tasks in Order Management.

Tracking projects for planned order tasks in SPM

As a project manager, you can review and update projects that have been created for tracking planned order tasks using the Project Portfolio Management application in SPM. When fulfillment managers and agents update or complete order tasks, Order Management automatically synchronizes project states between SPM and order line items, task and domain order states, and project task and order task states.

A project manager has the it_project_manager role for tracking and updating projects.
Table 1. Project manager tasks
Task Details
Review an order fulfillment project and state
  1. Navigate to All > Projects > Project Workspace.
  2. Select the project for the order item.
    Note: The Project Name is the name assigned when Order Management created the project using the specified project template.
  3. Select the Details tab then scroll down to the Project Tasks tab to review project tasks, State, and Percent complete,

    List view that shows project tasks, state, and percent complete
Review the project state and project task state to assess the project status
  1. Navigate to All > Projects > Project Workspace.
  2. Select the project for the order item.
  3. Select the Planning tab.

    The Gantt chart view displays.Gantt chart view of project task state for planned order tasks and status colors indicating if the task is within the planned end date
Review notes and comments on order tasks from fulfillment agents and managers
  1. Navigate to All > Projects > Project Workspace.
  2. Select the project for the order item.
  3. Go to the Notes tab and view the comments and status updates from Order Management.

Tracking fulfillment tasks that have associated projects in Order Management

As a fulfillment agent or manager, you can view the relationship between a project and order line item, project tasks, and order task in the Configurable Workspace. You can also post notes and additional comments on order lines and order tasks to communicate with the project manager responsible for project oversight of the order management tasks.

Table 2. Fulfillment agent or manager tasks
TaskExample
View order line-to-project relationship in order line item form Order Line form view that shows Order Line Task Relationship
View project task-to-domain order relationship in domain form Domain order form that shows Project Task Oversight tab with parent child task details
View order task-to-project task relationship in order task form Order task form that shows Project Task Oversight tab with parent child task details
View Details tab in order task relationship to see task number, project number, and order line item number relationship Order line task view that shows Details tab of order line task relationship