Move project views, actions, and states

As a move manager, create, track, and work on move projects to fulfill multiple move requests at a time. The move project enables you to work using a schedule view and helps you save a lot of time from opening each move request individually.

A Move project enables you to logically group move requests that match conditions specified by you. You can view all these move requests under a single move project.

Using the Move project's Schedule view, you can:

• Know the user who raised the move request.
• View the current state of that move request.
• View and edit the expected start and due date by when the request must be fulfilled. The dates are displayed on a calendar.
• Check the number of move requests to be fulfilled per day.
• Schedule a move request to another date by simply dragging the bar of the request.

Figure 1. Move scheduler view of a move project

Create a move project

The Move management workspace enables you to view all the move requests created in the application and also work on active move projects. You can create a move project from any of the following locations:

• In the Move management workspace, select Create project option directly.
• Select the My active projects tile, and select Create in the list view.
• In the All move projects section, select View all. In the list view, select Create.

Move dates

It is very crucial to understand how the start and end dates of a move project are calculated. The following process explains how the dates are determined:

1. An employee or a move manager raises a move request. They specify a date in the Requested move date field.
2. Depending on the Requested move date, the move manager specifies theExpected start and Due date.
3. When the above move requests are collated in the Move Management workspace, they are displayed with the Requested move date, Expected start, and Due date.
4. When you create a move project, the system considers a minimum Expected start date from all the move requests associated with the project as the Planned start date of the project and the maximum Due date from all the move requests associated with the project as the Planned end date of the project.

Move project views

When you select a move project to work, it is opened in a separate tab. It is opened in the schedule view by default. You can edit and view the move project details in different views.

Schedule

This the default view when you open a move project. The schedule view is an interactive calendar view with displayed according to you local time zone. You can also switch from a calendar view to a list view using the calendar icon placed at the top right of the calendar.

The view is categorized based on the following:

• Move requests: The left column of the view displays the move request details such as the name of the requester, move request number and its current state.
• Calendar: The main display of the view contains the event details in a calendar view sorted across a set of dates. By analyzing all the move requests, the calendar picks the minimum planned start date as the first date of the calendar and the maximum planned end date as the end date of the calendar.
  • Each calendar day is displayed with the number of move cases that are expected to be fulfilled.
  • The calendar displays the move request as bar on the calendar. You can move the move request bar to different date by dragging and dropping if you want to schedule it to another day.
  • The calendar displays the dates based on your current local date. It displays date and time based on your the time zone.
  • If a move request does not have any Expected start or Due date specified, then the calendar does not display any bar for the request.
  • You can switch between a weekly view and a monthly view. By default, the calendar is displayed in a weekly view.
  • When you click on a move request bar on the calendar, a Case details panel is displayed on the right. You can view case details like the To location, Expected start, Due date, State, and Request for.
• List: You can change your view from a calendar view to list view using the list icon . When you select this view, you can view all the move requests under the move project as a list.
  • You can view the details such as the move request number, state, requested for, short description, requested date, expected start, due date and the move project.
  • You can remove a single or multiple move requests by selecting them from them list.
  • You can also assign one or more move requests to yourself by using the Edit option.

Move project details

The Move project details tab contains details such as the name of the project, the move manager who is assigned to the project and the state of the project.

• You can change the state of the project at any time if it is assigned to you.
• You can reassign the project to yourself by changing the Assigned to field.
• You can track the activities such as state changes and user assignment changes performed on the project in the Activity section.
• You can add work notes in the project using the Compose section. You can type your names and select Post Work notes (Private).

Attachments

You can view attachments if there are any in the Attachments section.

Add move requests

At any time, you can add more move requests to a move project while the project is still in the Work in progress state. Select the Add new requests to add move requests. You can add multiple move requests to a project.

Move project states

A move project goes through the following state changes:

Initializing

When the move project is created while deploying a scenario, the state is set to Initializing. This state is set when a move project is created and the move requests are still being created under it.

Ready

When a move project is ready with all the move requests that matched the conditions, the state of the project is set to Ready.

Work in progress

When you start working on the project, you can set the state to Work in progress.

Closed complete

After you fulfilled all the move requests of the move project, you can change the state to Closed complete. You can set it to Closed complete only if all the move requests that are assigned to the project are set as Inactive.

You can’t edit the project if the state is set to Closed complete. You can only edit the Assigned to and the State fields.

Closed incomplete

If you want to close a move project for some reasons irrespective of the status if the move requests assigned to it, you can change the state to Closed incomplete. Changing the state of the project will not impact the state of the move requests assigned to the project.

You cannot edit the project if the state is set to Closed incomplete. You can only edit the Assigned to and the State fields.

Cancelled

You can cancel a move project at any time by changing the state to Cancelled. Changing the state of the project will not impact the state of the move requests assigned to the project.

You cannot edit the project if the state is set to Cancelled. You can only edit the Assigned to and the State fields.