Project overview

The parent or source project code.

This checkbox is selected if an operational structure, a task structure exists for the defined project. Clear this checkbox then select the Apply action if you do not want to display the task structure details.

With the Budgets checkbox selected, operational tasks are displayed in the full project hierarchy tree view.

You can display operational tasks linked with chargeable budget codes as individual lines. Leave this checkbox selected and clear the Budgets checkbox, then select the Apply action.

Filter the results to display task operation sequence numbers for the defined project. Leave blank to only display the tasks in the operational structure.

This checkbox is only available if the Tasks checkbox is selected.

Filter the results to display employee assignments for the task operation sequence numbers for the defined project. Leave blank to only display the task operations for the tasks in the operational structure.

This checkbox is only available if the Operations checkbox and the Tasks checkbox are selected.

Filter the results to display material requirements tasks for the defined project. Leave blank to only display the tasks in the operational structure.

This checkbox is only available if the Tasks checkbox is selected.

Filter the results to display source documents, for example, purchase orders or work orders raised against material tasks. Leave blank to only display the tasks in the operational structure.

This checkbox is only available if the Products checkbox and the Tasks checkbox are selected.

Highlight material requirements tasks where a source document such as a purchase order or work order has fulfilled the material requirement and the task is completed. The task Status = Completed.

This checkbox is only available if the Products checkbox and the Tasks checkbox are selected.

Filter the results for a specific budget status:

• All budgets: All budget statuses.
• Not opened: The project is new.
• Open: The project was launched.
• Delivered: The budget was processed.
• Closed: The budget is closed or was processed through to completion.
• Suspended: The budget and all associated budget links and associated project tasks links are suspended.

This checkbox is only available if the Budgets checkbox is selected.

Filter the results for a specific type of task:

• All types: All task categories or types of task.
• Material: A material task is only for product requirements. Individual products or bills of material requirements are product requirement-orientated tasks.
• Labor: A labor task is only for operational tasks. Labor tasks support time management. Design phases or assembly are operational tasks.
• Mixed: A mixed task is a combined labor, operational, and material, product requirement task.
• Miscellaneous: A miscellaneous task is not associated with a specific business rule. It's used as a milestone task.

This checkbox is only available if the Tasks checkbox is selected.

Filter the results for a specific task status:

• All tasks: All task statuses.
• Not opened: The project is new.
• Opened: The task was added.
• Launched: The task is in progress.
• Started: This status is only for a macro task and labor tasks. This status is set when time spent on a task operation is recorded using the Time entry function (PJMTE).
• Planned: This status is only for material tasks.
• Closed: The task is closed or was processed through to completion.
• Suspended: The task and all associated task links are suspended.

This checkbox is only available if the Budgets checkbox is selected.

Filter labor tasks results for a specific task status:

• All tasks: All labor tasks.
• Late tasks: All labor tasks that need to have been completed before the current date.
• Over-consumed tasks: All labor tasks that have exceeded the planned time.
• Remaining tasks: All outstanding labor tasks.

Filter the results for a specific task category.

Task categories are used by Project management. Project task categories define types of tasks that are used in projects such as design, assembly, and quality assurance. A typical task category for manual labor could be LAB-MANUAL, for example.

Project tasks are grouped into one of 4 categories of task: Labor, Material, Mixed labor and material, or Miscellaneous. The category associated with the project task or task line.

• Material: A material task is only for product requirements. Individual products or bills of material requirements are product requirement-orientated tasks.
• Labor: A labor task is only for operational tasks. Labor tasks support time management. Design phases or assembly are operational tasks.
• Mixed: A mixed task is a combined labor, operational, and material, product requirement task.
• Miscellaneous: A miscellaneous task is not associated with a specific business rule. It's used as a milestone task.

The planned invoice date of the associated scheduled invoice if the task code or budget code is defined as a "milestone" in the scheduled invoice definition.

The resource, the work center used for the task operation.

2 resources can be assigned to the same operation. For example, both a labor resource and a machine resource might be needed to complete an operation. The valuation of the operation will be the total cost of the first resource plus the cost of the second resource.

Actual progress as a percentage. The percentage of the task or task operation completed. For example, "25.00" indicates that the task is 25% complete.

Select Project status change from the Actions icon to change the status of the project.

Each project needs to 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 the project, select the Suspend radio button. All associated project links (the main project link, all project budget links, and all project task links) are suspended. When suspended, links, and entities such as purchase orders and work orders linked to the project, project budget, or project task cannot be created or modified.

To reactivate the project if it’s suspended, select the Reactivate radio button.

To close the project, select the Close radio button. All the project budgets, project tasks, and project operations are also closed. The project cannot be modified after it's closed.

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

Select Budget status change from the Actions icon to change the status of the 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 the budget, select the Suspend radio button. All associated budget links and associated project tasks links are suspended. When suspended, links, and entities such as purchase orders and work orders linked to the budget, or associated project task cannot be created or modified.

To reactivate the budget if it’s suspended, select the Reactivate radio button.

To close the budget, select the Close radio button. The budget cannot be modified after it's closed.

Select Task status change from the Actions icon to change the status of the 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.

To suspend the task, select the Suspend radio button. All associated task links are suspended. When suspended, links, and entities such as purchase orders and work orders linked to the task cannot be created or modified.

To reactivate the task if it’s suspended, select the Reactivate radio button.

To close the task, select the Close radio button. The task cannot be modified after it's closed.

Select Operation status change from the Actions icon to change the status of the 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 the operation, select the Suspend radio button. All associated operation links are suspended. When suspended, links and assignments linked to the task cannot be created or modified.

To reactivate the operation if it’s suspended, select the Reactivate radio button.

To close the operation, select the Close radio button. The operation cannot be modified.

Select Budget update from the Actions icon to change the forecast quantities or amounts for the 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 the 388—Financial view miscellaneous table. 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.

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

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

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

• Saleable products at the project level are for the products being produced from the project. The sales documents are linked to the project.
• Saleable products at the budget level are products or services that are saleable against specific budget codes. The sales documents are 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 are linked to the operational task code.

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

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

Select Financial overview from the Actions icon to track, in real time, the actual financial status of the 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 and a second view based on the cost types. The following information is included:

• The complete cost structure associated with the project or selected budget code
• The cost groups and cost types associated with the project or selected budget code
• Depending on the type of expense or revenue, the tasks associated with the 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 actual and committed cost amounts 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 the 388—Financial view miscellaneous table. 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. You can also change the default financial overview (Financial view field), the time unit, or the currency.

Select 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 change orders to planned or firm orders to initiate individual suggestions if the project material task relating to the component was launched. The generated order displays the project and task in the Project field (PJT).

The product you’ve selected is a purchased product. Select 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.

The product you’ve selected is a manufactured product. Select Manufacturing from the Actions icon to create a firm or planned work order for the selected product.

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

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

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

Select the Apply action to apply your search and filtering criteria, and to display or redisplay the project cost and operational structure details.

Select the Criteria action to access additional selection and display criteria. Additional filters to those provided on the initial selection screen include filters on the estimated progress of a task, the estimated completion percentage of a task, task due dates, and tasks start and end dates.

You can save 1 or several sets of criteria using the Memo action. You can recall these using the Recall action or delete them using the Delete memo action.