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Stat 6.1 - User Guide

Introduction to Stat Connecting to Stat Change/Service Requests Stat Consoles Tasks and Time Entries Stat Projects Search Engines Reports and Graphs Personal Rules Object Tools and Wizards Change Management for PeopleSoft
Object Management (PeopleSoft) Object Archives (PeopleSoft) Object Migrations (PeopleSoft)
Change Management for Oracle Applications
Object Management (Oracle Applications) Patch Management Object Archives (Oracle Applications) Object Migrations (Oracle Applications)
Change Management for Generic Applications
Object Management (Generic Applications) Object Archives (Generic Applications) Object Migrations (Generic Applications)
Appendix: Troubleshooting Chart Appendix: Migration Options Appendix: User-Specific Parameters Appendix: Supported PeopleSoft Proprietary Objects Appendix: Stat Reports

Stat Projects

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Opening Projects
•
The Project Window
•
The Issues Tab
•
Understanding Project Security

Opening Projects

Stat projects let you manage complex business changes from one location. By incorporating multiple CSRs and tasks, Stat projects help users understand high-level functions that span across service domains. For example, you can run a bill report on a project and determine the cost of every task involved in implementing an overall business strategy.

By way of illustration, consider a project created to address the many issues surrounding a PeopleSoft upgrade. PeopleSoft has many functions, changes to which impact other business units in your organization, such as CSRs in different service domains. Let's say you have a training domain, a change management domain, and an infrastructure domain; since your upgrading effort is supported by CSRs in each of these domains, you can group them all in a project and monitor them from a single window.

To open a new project, select File | New Project. Stat opens a blank Project window.

To open an existing project, do one of the following:

•
From a Project tab in the Support Console, double-click on a project, or select it and click Open Project.
•
If a CSR is associated with a project, you can open that project by double-clicking in the Project field within the CSR.
To search for a project:
1
Select File | Open Project.
Stat opens the Search Project Engine window.
2
Select the search criteria and enter the search value in the Search Value field.
3
To locate open projects only, select the Open Projects Only option.
4
Click Search.
Stat returns a list of projects matching your search criteria.
5
Double-click the project you want to open, or select it and click OK.

The Project Window

The Project Window

Projects associate multiple CSRs with a single entity. They are a good way to track large jobs that have many steps or tasks. You can track as a project any job that encompasses many phases, requires a variety of resources, and crosses over service domains.

The Project window is divided into 2 regions:

•
The General Project Information region
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The Project Detail Information region, which includes the CSRs, Task/Activity, and Issues tabs

The General Project Information Region

The General Project Information Region

The top portion of a Project window contains general information about the project.

Project Code

The unique, user-defined number that identifies the project across all service domains in Stat.

Description

A short description of the project. The description appears on project lists.

Project Owner

The Stat user primarily responsible for the project.

Comments

A free-form, 2000-character field for comments.

Start Date

The date the project is scheduled to start.

End Date

The date the project is due to be completed.

Completed

If checked, indicates that the project is complete.

Service Domains

This field indicates which domains are included in the project. Only the domains to which you have access appear this field.

Before adding new CSRs or tasks, check the corresponding service domain. When you deselect a service domain, the CSRs and tasks that belong to the domain are removed from the project. Stat displays a message box prompting you to confirm this action.

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