Project overview

Use this field to define the parent (or source) project code.

 This field displays the code of the current parent project if you accessed this function directly from the project (using the Project overview action).

This field defaults to the currency associated with the displayed sales site (field Sales site).

Select this checkbox to display the cost structure details for this project, if a cost structure exists, otherwise leave this checkbox clear.

Select this checkbox to display the budget line details, if chargeable budget lines exist in the cost structure for this project. Leave this checkbox clear if you do not want to display the budget line details.

This checkbox is selected if an operational (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) is 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) is selected.

Select this checkbox to highlight material requirements tasks where a source document, for example, a purchase order or work order, has fulfilled the material requirement and the task is completed (task Status = Completed).

 By default, alerts (highlights) on quantities or delays on material requirements tasks are only displayed for open entities. You could, however, use this checkbox for analysis purposes to review alerts for closed tasks.

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

Filter the results for a specific budget status:

• All budgets: All budget statuses.
• Not opened: The project is new.
• Open: The project has been launched.
• Delivered: The budget has been processed.
• Closed: The budget is closed or has been 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 is used as a milestone task.

 Project task categories are not associated with CRM tasks.

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 has been 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 (PJMTE) function.
• Planned: This status is only for material tasks.
• Closed: The task is closed or has been 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 should have been completed before today.
• 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 could be, for example, LAB-MANUAL, for manual labor.

Filter labor tasks results for a specific person. You can leave the Person responsible field blank to search all records.

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

This field displays the current stage of this project, budget, task or task operation in the standard project, budget, or task cycle.

Project tasks are grouped into one of four categories of task: Labor, Material, Mixed (labor and material), or Miscellaneous. This field displays the category associated with this 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 is used as a milestone task.

This field displays the planned start date of this project or task, or for costs associated with this budget code.

This field displays the planned or actual end date of this project, task or costs associated with this budget code.

This field displays the total time forecasted for this budget code if this budget code is chargeable, or this budget line if this budget line is a labor expense. The quantity is expressed in the time unit.

This field displays the unit of time in which labor time was recorded against this budget code or this budget line.

This field displays the total forecast cost of time for this budget code if this budget code is chargeable, or this budget line if this budget line is a labor or material expense.

This field displays the name of the person assigned and responsible for this project, task or budget code.

This field displays the due date of this project or task.

This field displays the duration of this project, task or operation. For operational tasks this field directly impacts the calculated resource (work center) start and end dates.

This field displays the estimated progress, or completion percentage of this task line. For example, "25.00" indicates that this task is 25% complete.

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

The scheduled invoice can only be billed when the milestone has been reached and the task code set to Closed status, or budget code set to Delivered or Closed status.

This field displays the required quantity of this product. The quantity is expressed in the stock unit.

This field displays the code that represents the unit of time in which labor is measured for this project, or activity.

This field displays the date this product became available for this project, that is, the manufacturing process or the procurement process for this product, for this project, was completed in full.

This field identifies the resource (work center) used for this task operation.

Two resources might be assigned to the same operation. For example, both a labor resource and a machine resource might be required 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.

This field displays the planned quantity expressed in the operation unit.

This field displays the total time consumed by all employees (the aggregated time) against this task or task operation. The quantity is expressed in the time unit.

This field displays the total remaining time (planned time - consumed time) to be consumed against this task or task operation. The quantity is expressed in the time unit.

This field displays actual progress as a percentage, that is the percentage of this task or task operation completed. For example, "25.00" indicates that this task is 25% complete.

 This figure is calculated from the planned, consumed, and remaining quantities (fields CMT9, CMT10, CMT11).

This field displays the total cost of time planned (forecasted) against the task operations. The cost is expressed in the currency defined in the header information.

This field displays the project currency.

This field displays for a budget code, the financial site associated with the operating site, or for a task, the operating site for this project.

This field displays for the current stage in the project cycle, the planned start date for this task.

This field displays for the current stage in the project cycle, the planned launch date for this project or task.

This field displays the start date of this task, that is, the date this task was actually started.

This field displays the start date of this operation, that is, the first date recorded against this operation in a time entry record.

This field displays for the current stage in the project cycle, the actual date this project, budget, task or task operation was closed.

This field displays the actual date this project was completed.

This field displays the date this project was delivered to the customer, or the date this budget was delivered for this project.

This field displays the date this project, budget, task or task operation was suspended.

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

Select 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.

Select 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.

Select 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.

Select 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.

Select 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, need to match or be less than those defined for the operational task line.

Select 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.

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

Select 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.

Select 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.

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 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.

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

The product you have 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 have selected is a manufactured product. Select 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.

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

Select 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.

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 one 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.