Define project basics by entering basic project information. Define parent projects and budget codes before defining child projects. When you specify a parent project for a child project, the budget records of the parent project are inserted on the child project.
Estimate to Complete indicates the calculated sum of the values displayed for Estimate to Complete for each budget entered on the Budgets page of the Projects form. Estimate to Complete is automatically updated any time Estimate to Complete is updated manually or automatically for any budget on the Budgets page.
-
Select Work > Projects > Projects.
-
Click New Record.
-
Specify this Project Details information:
Organization - Specify the organization to which the project belongs if you use multi-organization security.
Project - Specify a unique code identifying the project, and then enter a description of the project in the adjacent field.
Coordinator - Specify the employee code of the project coordinator.
Parent Project - Specify a parent project if applicable.
You can only specify a parent project while defining a new project. Once the project
is saved, you are not allowed to add a parent project.
Estimated Start Date - Specify the intended starting date for the project.
Estimated End Date - Specify the intended ending date for the project.
Shutdown - Specify a shutdown identification code to associate with the project if the project requires the shutdown of equipment.
Status - Specify the status of the project.
All projects start with a Status of Awaiting Approval.
Actual Start Date - Specify the actual starting date for the project.
Actual End Date - Specify the actual ending date for the project.
Class - Specify the class of the project.
Capital Planning Request, Capital Planning Request Org., Project WOs, and Shutdown WOs Created are automatically populated for projects created on the Capital Planning Requests form.
Tool Cost - Specify the estimated tool usage costs.
-
Specify this Budget Details information:
Current Budget - Specify the total budget amount for the project. Budgets of child projects do not roll up to the budget of the parent project. The estimated cost of completing the project is displayed in Estimate to Complete and the total budget for the project is approved in Budget Approved.
Budget Date - Specify the date the budget was established.
You must enter a Budget Date that is before or equal to the current date.
Labor - Specify the estimated internal labor costs.
Services - Specify the estimated services costs.
Hired Labor - Specify the estimated hired external labor costs.
Stock Items - Specify the estimated stock material costs.
Direct Purchases - Specify the estimated amount of money needed to purchase materials not normally stocked in house.
-
Optionally, click the CU Design Project check box to indicate this project is used for the compatible units estimation process.
If it is designated for the compatible units estimation process, specify this CU Design Project Details information:
CU Design Type - Select to define this project as compatible unit design type Non-WO Associated, Replicable Design, or WO Associated.
Department - Specify the department of the CU design or compatible unit.
-
Click Save Record.
Depending on your system configuration, an electronic signature may be required to
create a work order. The eSignature pop-up window is displayed once regardless of
the number of shutdown work orders created.
-
Optionally, click Create Shutdown WOs to generate shutdown work orders associated with a project.
-
Optionally, click Close WOs to close open work orders associated with a project.
-
Optionally, click Detach WOs to detach detachable work orders associated with a project.