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Exact Synergy Enterprise   
 

Creating and modifying projects

Menu paths

  • Modules ? Projects ? Entry ? Entry ? Project
  • Modules ? Projects ? Reports ? Search ? Projects

Introduction

A project is usually initiated from a sales order, production order, purchase order, or internal order. Each project contains its own master data, which you can register and modify in the project card. On this page, you can create a project card. You can also opt to create a child project for an existing project.

Roles and rights

  • To view and modify a project, function right 603 — Only Visible to Member is required. By default, users with the Project administrator role have this function right.
  • To create a project or child project, function right 311 — Create, modify, delete and copy projects when the criterion for Function right 603 is met is required. By default, users with the Project administrator or Production manager role have this function right. In addition, you must be a member of the corresponding project or parent project to create a child project.
  • To modify the master data, you need to have the Administrator, Project administrator, or Production manager role. The Edit button for modifying the master data is available only if you have the mentioned roles.

Note:

  • For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
  • For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 262 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create projects?

  1. Go to Modules ? Projects ? Entry ? Entry ? Project. On the Project: New page, define the required information.
  2. Click Save.

Keep in mind: All fields with the "!" icon are mandatory.

How do I edit projects?

  1. Go to Modules ? Projects ? Reports ? Search ? Projects. On the Project: Search page, define the required criteria, and then click Show.
  2. Click the required project under the Project column.
  3. On the Project page, click Edit.
  4. Modify the information and click Save.

How do I copy a project to a new project?

  1. Go to Modules ? Projects ? Entry ? Entry ? Project. On the Project: New page, click Copy.
  2. On the Projects page, select a project. The information defined and project members of this project will be copied to the new project. A pop-up message will be displayed.
  3. On the pop-up message, clear the Also copy project members check box if you want only the defined information to be copied to the new project, excluding the project members. By default, the check box is selected.
  4. Click OK to confirm your selection.
  5. On the Project: New page, define or modify the information, if required.
  6. Click Save.

Keep in mind: All fields with the "!" icon are mandatory.

How do I copy a project to an existing project?

  1. Go to Modules ? Projects ? Entry ? Entry ? Project. On the Project: Search page, define the required criteria, and then click Show.
  2. Select the required project for which you want the information to be updated with information of a different project. The Project page will be displayed.
  3. Click Edit, and then click Copy.
  4. On the Projects page, select a project. The information defined and project members of this project will be copied to this existing project. A pop-up message will be displayed.
  5. On the pop-up message, clear the Also copy project members check box if you want only the defined information to be copied to the new project, excluding the project members. By default, the check box is selected.
  6. Click OK to confirm your selection.
  7. Click Save.

Keep in mind: All fields with the "!" icon are mandatory.

How do I recode codes of projects?

  1. Go to Modules ? Projects ? Reports ? Search ? Projects. On the Project: Search page, define the required criteria, and then click Show.
  2. Click the required project under the Project column.
  3. On the Project page, click Edit.
  4. Click Recode.
  5. On the Project: Recode page, define the new code at the New field.
  6. Click Save.

How do I delete projects?

  1. Go to Modules ? Projects ? Reports ? Search ? Projects. On the Project: Search page, define the required criteria, and then click Show.
  2. Click the required project under the Project column.
  3. On the Project page, click Edit.
  4. Click Delete.
  5. Click OK to confirm the deletion.

Buttons

Fields

Related documents

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 15.496.200
 Assortment:  Date: 01-11-2018
 Release:  Attachment:
 Disclaimer

Attachments
ESE-OH262-Creatingandmodifyingprojects-final.docx 37.3 KB View Download