Accessing the Project Plan as a Project Resource

Purpose

This article discusses how to access project plans and update tasks when you are a project resource but not a manager.

Target Audience

  • Vanderbilt University Community
    • Faculty and Staff
    • Undergraduate Students
    • Graduate and Professional Student

Prerequisites

  • Assigned as a resource to a project
  • Have a valid VUnet ID

Description

Include a detailed description of the issue, procedure, or information being documented.   

Accessing the Project Plan in the Client Portal

  1. Navigate and sign in to tdx.vanderbilt.edu 
  2. From the Navigation Bar at the top of the page, select Projects.
  3. Select the project for which you'd like to view the plan.
  4. At the top of the project details summary, you will see a sub navigation bar (including Details, Feed, etc.). Select Plans.
  5. You will see a list of tasks assigned to you under My Tasks. To see a specific project plan, select a plan under Plans, which appears below My Tasks.
    1. If the plan is a card wall, note that you will need to select each individual task to view its subtasks.

Additional Information