Testing Project Update

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Complete Project Setup notes:
This task includes completing necessary steps for populating the project & outbound grant records so the Advance Notice can be listed on the portal and the project opportunity can be listed in the Volunteer Hub in My Portal for WRF constituents with a Service Position of PAC member. These steps also include the following:

1. Populate the Overview in the Outbound Grant record.
-  Be sure to copy, then right-click and choose paste as plain text
2. Move the project workflow forward to notify C&M that the project is ready for their review by selecting the Project Setup Complete button on the project record.
3. Add User Notes on the Communication tab to capture any relevant notes about task execution.
4. Update the status of this task to Completed.

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Post Advanced Notice notes:
1. Edit the Overview on the outbound grant record. 
- Be sure to strip formatting by cutting and pasting as plain text.

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Complete C&M RFP Review notes:
C&M staff members will need to update the Assignees tab, from C&M Ownership Group to the individual owning the work. When that's done:

1. Edit the RFP using track changes in the SharePoint file.
2. Add User Notes on the Communication tab to capture any relevant notes about task execution.
3. Mark this project task as In Progress when this work has started; Completed when the task is finished.

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PDF the RFP notes:
C&M will own the task of uploading the RFP to NetSuite and ensuring it's named properly for portal display. Research Services, however, needs to PDF the version that shall be posted. Once the PDF is ready:

1. Paste the URL of the Project Hub folder location, where the RFPs are stored, in a New Note under the Communication tab > User Notes section of the next task in the schedule. 
2. Add User Notes on the Communication tab to capture any relevant notes about task execution.
3. Mark this project task as Completed when the task is finished.

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Publish RFP notes first section:
1.    Accessing the PDF version of the RFP from the Project Hub.
2.    Confirming the filename is acceptable.
3.    Uploading the RFP to NetSuite/Attaching the RFP to the outbound grant record’s Documents. 
- Make sure these documents are marked, “Available without login” and “Company-wide Usage.” Otherwise, proposer will have issues accessing and downloading. 
4.    Replace the Overview on the outbound grant with content from the RFP.
- Be sure to copy and paste as plain text. 
5.    Changing the Status of the outbound grant to Open for Applications. This action will enable the Apply button on the portal.

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fix formatting of Publish Project Page and add "to move the workflow forward" for the button

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Change i.e., to e.g., in Review and Publish Project Information Summary

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Change examples in Periodic Reports to 4-digit project number and change i.e., to e.g.,

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Change planned work to 240 for Review DRAFT Deliverables - C&M

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Receive Final Deliverable add new step 2 notes:
2. Complete the Final Report Submission form for C&M and save it in the Project Hub.

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Copyright Permission Form notes
These files will be managed outside of NetSuite. Ensure that the P.I. submits the Copyright Permission Form and any applicable copyright permission letters and save them in the Project Hub.

You can paste the URL of the file’s Project Hub location to the task's Notes section so it's available for WRF staff from the Schedule. Although the URL won’t be a clickable link, team members can copy and paste it into a browser to access the working file.

Be sure to:
1. Add User Notes on the Communication tab to capture any relevant notes about task execution.
2. Mark this project task as In Progress when this work has started; Completed when the task is finished.

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Change predecessor on task Review FINAL C&M to:
Process Copyright Permissions Form

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Post FINAL Deliverable(s) to Website notes:
C&M staff members will need to update the Assignees tab, from C&M Ownership Group to the individual owning the work.

This task includes adding the final deliverable product to the project, changing the project Status to Published, updating the Publication Date, and moving the project workflow forward.

From the project record:
1. Navigate to the Product tab and add the applicable product record. 
2. Change the Status from Funded to Published. 
3. Change the Anticipated Publication Date to today's date.
4. Select the Final Deliverable Published button to move the workflow forward.