Project overview

Use this section to filter or select the elements of a Project management project structure to display.

Selection

Use this section to filter or track your project at the summary level or at the detailed level, depending on the design of your structure.

 Example project structure

Each project is defined using 2 structures:

• Cost structure. Also referred to as a CBS (Cost Breakdown Structure) or budget structure.
  The cost structure is used for managing costs and tracking budgets.
• Operational structure. Also referred to as a Work Breakdown Structure, WBS (Work Breakdown Structure), PBS (Product Breakdown Structure), task planning structure or task structure. The operational structure comprises labor elements in the form of a Work Breakdown Structure (WBS) and product elements in the form of a Product Breakdown Structure (PBS).
  The operational structure is used for tracking operational tasks, including delays, labor resources and material requirements.

 The references on this page are to the cost structure and the operational structure.

You must click the Apply action to display your filtered results.

Additional criteria

This section displays very specific options for you to further filter your results.

You must click the Apply action to display your filtered results.

 If you change the value of a selection field or check box (to select or clear it) you must click theApply action to redisplay the results.

This section displays as individual lines, all elements of the project structure that meet the defined selection criteria. You can expand each parent line to reveal child lines in the selected structure (hierarchy).

The columns displayed in the grid or table are dynamic, that is they are appropriate to the filtered results.

Visual alerts and warnings if specific criteria are met use colored text in the relevant fields to draw your attention to them. A late task, for example, has both the End date and Remaining quantity fields expressed in red, whereas an over-consumed labor task has the Consumed quantity field expressed in red if it is greater than the Planned quantity field.

Use the integrated tools from the Actions icon of every line in the displayed structure to control and manage the selected element of the project. For example, to view or change the status of the whole project, highlight the project level in the project structure then click the Actions icon on the line.

Where appropriate you can access integrated functional areas for sales, purchases, manufacturing, inventory and finance.

Project status change

Click Project status change from the Actions icon to change the status of this project.

Each project must follow the standard processing cycle. For a project that will be processed through to completion, the standard cycle is: New > Launched > Delivered > Closed.

To suspend this project, select the Suspend radio button. All associated project links (the main project link, all project budget links and all project task links) will be suspended. Once suspended, links, and entities such as purchase orders and work orders linked to this project, project budget or project task cannot be raised or modified.

 Project links only are suspended when a project is suspended.

To reactivate this project if it is suspended, select the Reactivate radio button.

To close this project, select the Close radio button. All the project budgets, project tasks and project operations will also be closed. Once closed, this project cannot be modified.

 You can reactivate a closed project. Project budgets, tasks and operations that were closed the same day as the project are also reactivated.

All other project elements remain closed but you can reactivate them on an individual basis.

Budget status change

Click Budget status change from the Actions icon to change the status of this budget.

The budget code status is set to Open when the project is launched. For a project that will be processed through to completion, the standard budget cycle is: New > Open > Delivered > Closed.

To suspend this budget, select the Suspend radio button. All associated budget links and associated project tasks links will be suspended. Once suspended, links, and entities such as purchase orders and work orders linked to this budget, or associated project task cannot be raised or modified.

To reactivate this budget if it is suspended, select the Reactivate radio button.

To close this budget, select the Close radio button. Once closed, this budget cannot be modified.

 You can reactivate a suspended or closed budget.

Task status change

Click Task status change from the Actions icon to change the status of this task.

The task status is set to New when the task is added. For a project that will be processed through to completion, the standard task cycle is: New > Planned (material task only) > Launched > Started (macro task and labor task only) > Closed.

 Changing a task to status Planned generates a Planned material task order (order type MTP); changing a task to status Launched generates a Firm material task order (order type MTF).

 Time spent on a task operation recorded using the Time entry function (PJMTE) changes the task status to Started.

To suspend this task, select the Suspend radio button. All associated task links will be suspended. Once suspended, links, and entities such as purchase orders and work orders linked to this task cannot be raised or modified.

To reactivate this task if it is suspended, select the Reactivate radio button.

To close this task, select the Close radio button. Once closed, this task cannot be modified.

 You can reactivate a suspended or closed task.

Operation status change

Click Operation status change from the Actions icon to change the status of this operation.

The operation status is set to Pending when the operation is added. For a project that will be processed through to completion, the standard operation cycle is: New > Pending > In progress > Closed.

To suspend this operation, select the Suspend radio button. All associated operation links will be suspended. Once suspended, links and assignments linked to this task cannot be raised or modified.

To reactivate this operation if it is suspended, select the Reactivate radio button.

To close this operation, select the Close radio button. Once closed, this operation cannot be modified.

 You can reactivate a suspended or closed operation.

Budget update

Click Budget update from the Actions icon to change the forecast quantities or amounts for this budget code or expense.

Dynamic (real time) quantity and financial overview data is displayed. This data is subdivided to report on data defined by the customized report structures for the financial view defined as the default view from those activated in Miscellaneous table 388 - Financial view. The default master structure reports on committed and actual quantities and costs, remaining quantities and costs, and provisional quantities, costs and margins. Changes to the remaining quantities and costs immediately impact the provisional cost price of the project.

 Tip: If using the default master reporting structure, use the "remaining" fields (quantities and costs) to re-estimate the budget instead of changing the original or initial budget figures.

 Changing the forecast quantities or amounts will directly affect the provisional costs for this project.

Remaining load update

Click Remaining load update from the Actions icon to change the remaining workload figure (for launched tasks) or assign additional employees to this task operation.

 The cumulative planned and remaining load quantities, that is for all employees, must match or be less than those defined for the operational task line.

Saleable product list

Click Saleable product list from the Actions icon to view the generated list of saleable products, that is the list of saleable products from which sales quotations, orders or invoices can be generated.

The saleable product list can be for this project as a whole, or for individual budgets, or for budget and task codes. A list of saleable products ultimately establishes the link between revenue (from the sales documents) and this project.

• Saleable products at the project level will be for the products being produced from this project. The sales documents will be linked to this project.
• Saleable products at the budget level are products or services that are saleable against specific budget codes. The sales documents will be linked to the budget code, not to an operational task.
• Saleable products at the task level are products or services that are saleable against specific budget and task codes. The sales documents will be linked to the operational task code.

Time entry inquiry

Click Time entry inquiry from the Actions icon to view time recorded against this project.

Enterprise planning

Click Enterprise planning from the Actions icon to open the Enterprise planning workbench. The list of projected events includes demand from this project as order type Project demand and status Planned (MTP) or Firm (MTF).

You can plan or initiate individual suggestions (change orders to planned or firm orders) if the project material task relating to the component has been launched. The generated order displays this project and task in the Project field (PJT).

 Planned tasks provide visibility and forecasts for buyers and planners, although you cannot initiate suggestions until the project material task relating to the component has been launched.

Financial overview

Click Financial overview from the Actions icon to track, in real time, the actual financial status of this project as a whole relative to its budgets, or a specific budget code.

The Financial overview offers twin views: One view based on the cost structure; a second view based on the cost types. The following information is included:

• The complete cost structure associated with this project, or selected budget code.
• The cost groups and cost types associated with this project, or selected budget code.
• Depending on the type of expense or revenue, the tasks associated with this project (the operational structure), or specific budget code.
• The source documents, such as purchase orders, purchase receipts and work orders.

The Financial overview displays dynamic (real time) quantity and financial overview data. The budget amounts are derived from the budget tables; the cost amounts (actual and committed) are derived from the defined SQL queries. The twin views are subdivided to report on data defined by the customized report structures for the financial view defined as the default view from those activated in Miscellaneous table 388 - Financial view. The default master structure reports on committed and actual quantities and costs, remaining quantities and costs, and provisional quantities, costs and margins.

You can change the overview to display only time columns, amount columns or both time and amount columns, as required. You can also change the default financial overview (Financial view field), the time unit or the currency.

Associated orders

Click Associated orders from the Actions icon for a production or subcontract product to open the Enterprise planning workbench to view the material requirements, or in-progress subcontract requirements associated with the selected product. If set up, the default entry transaction for planners is displayed. This determines the way in which you enter information, and how information is displayed and printed.

By selecting a line you can view the projected stock movements for the selected product.

You can plan or initiate individual suggestions (change orders to planned or firm orders) if the project material task relating to the component has been launched. The generated order displays this project and task in the Project field (PJT).

 Planned tasks provide visibility and forecasts for buyers and planners, although you cannot initiate suggestions until the project material task relating to the component has been launched.

Product

Click Product from the Actions icon to view or amend the details of the selected product.

Supply

The product you have selected is a purchased product. Click Supply from the Actions icon to create a purchase request, a delivery request, or a purchase order for the selected product.

The delivery request or the purchase order can be inter-site or inter-company depending on the selected supplier.

You can use the Suggest action to create suggested procurement orders.

Manufacturing

The product you have selected is a manufactured product. Click Manufacturing from the Actions icon to create a work order (firm or planned) for the selected product.

You can use the Suggest action to create suggested procurement orders.

Subcontract

The product you have selected is a subcontracted product. Click Subcontract from the Actions icon to create a subcontract order for the selected product.

Product availability

Click Product availability from the Actions icon to project the available and available to promise stock for this product at this site in periods of days, weeks or months.

Detail

Click Detail from the Actions icon to view the source document details:

• Purchase receipt
• Purchase order
• Subcontract order
• Work order