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Creating and maintaining projects

Menu path

Go to Projects ➔ Projects ➔ Maintain projects, and then click New to create a new project, or click Open to maintain an existing project.  

Introduction

A project can be defined as a temporary or non-repetitive attempt that utilizes various resources to achieve a clear and unique objective such as a product or service, within a defined period, scope, and requirement. At this screen, you can create or maintain a project. Each project contains its own data which you can register and maintain in its own project master card. The information of the project is divided into several categories which is presented under different tabs: Basics, Planning, Activities, Related, Members, Doc., Rates, Hours, Pur./Inventory, Inv., Extra, and Log. When defining a new project, you should at least enter data under the Basics and Extra tabs. The Basics tab is where most of the static information of the project is recorded and maintained. The other tabs are for viewing and entering information for established projects. Once saved, you can view or maintain the project at Projects/Projects/Maintain projects.

You can also generate projects from quotations, sales/purchase orders, and production orders if you have the relevant modules in your license. The projects will be generated based on the following scenarios:

Scenarios Type of project generated
There is an item in the quotation, sales, or service order that is also defined as an Output item for an existing project of Training type. The system will generate a Fixed or Time & Material project based on the Invoice method setting at System/General/Settings , under Order settings. The project is linked to the parent project that contains the item which is defined as the Output item.
There is an item in the quotation, sales order, or service order that is a labor or machine hour item. The system will generate a Fixed or Time & Material project based on the Invoice method setting at System/General/Settings , under Order settings.
There a make item in the quotation, sales, or service order, and a production order generated from the quotation, sales or service order (after authorization using the Produce button in the Conditions screen).

The system will generate two projects:

  • a Production project that is linked to the production order
  • a Fixed or Time & Material project (based on the Invoice method setting) that is linked to the sales order.
The user generated a purchase order from the sales or service order. The system will generate a Fixed or Time & Material project based on the Invoice method setting at System/General/Settings, under Order settings.
The user entered a service contract. The system will generate a Fixed or Time & Material project based on the Invoice method setting at System/General/Settings , under Order settings.
The user selected the Generate project check box in System/General/Settings, under Order settings at the Entry section. The system will generate a project for any order created in the system. The project generated will be of Fixed or Time & Material type based on the Invoice method setting at System/General/Settings, under Order settings. If the Generate project check box is not selected, only orders created for hour items will generate projects.

After a project is created, you can create a budget for the project based on the relevant budget scenario at System/Finance/Budgets. Once a budget is created, you can allocate it to the child project, periods, items, or resources. In order to perform the work that needs to be done in a project, tasks need to be created. For more information, see Creating and Maintaining Tasks and How-to: Managing Projects.

What version are you using?

The information in this document is based on product update 397. If you have versions lower than this, certain features explained here will not be applicable.

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     Main Category: Attachments & notes  Document Type: Online help main
     Category:  Security  level: All - 0
     Sub category:  Document ID: 14.173.891
     Assortment:  Date: 26-09-2022
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