Updating the project or purchase request creator

The CT Update Project Initiator and PR Update Purchase Request Initiator reports provide a list of all the projects/purchase requests, their descriptions, and their creators. You can change the creator by selecting a username from the Creator column. For example, if a user leaves the organization or moves to a new role.

The report also lists the process initiator, which refers to the user who started the plan file in the process. In most cases, the plan file creator and the process initiator are the same user. To change the process initiator to be different from the project creator, see Changing the process initiator for active plan files.

To update the project or purchase request creator:

1. In the Cap Track Admin task pane, in the Administration section, click Administrative Utilities > Security Setup, and then double-click CT Update Project Initiator or PR Update Project Initiator.

   

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2. From the Main ribbon tab, click Refresh Data.

   TIP: You can also refresh data by pressing F9. At the bottom of the Refresh Variables dialog, you can also set the sort order.

3. In the Refresh Variables dialog, enter or select the variables to determine the records to include in the report, and press OK.

   TIP: To include all records in the report, leave the fields blank.

4. To filter the list even further, in the Filter section above the table, type a filter statement using the appropriate filter syntax. For instructions, see Filter criteria syntax.

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5. To change the person who created the project/purchase request, select the user from the drop-down in the Creator column.
6. In the Main ribbon tab, click Save.