Project management - Implementation

Prerequisites

Activity codes

The following activity codes (sorted by type) may have an impact on the way the function operates :

Dependent activity codes

These codes are never entered in folder management, because their value is calculated :

  PJMSA (PJM & Sales modules enabled), REVRC (Revenue recognition).

Functional

  PJM :  Project management

Sizing

  ANA :  No. of analytical dimensions

  PJMGR :  PJM grids

General parameters

The following general parameters may change the way the function is working :

Common Data

  ESTPRBINIT (defined at level Site) : Estim. budget progress init.

  ESTPRGINIT (defined at level Site) : Estim. project progress init.

  ESTPRGMET (defined at level Site) : Bud/proj progress estim method

  ESTPRGSYNC (defined at level Site) : Updated est. progress/snapshot

  ESTPRTINIT (defined at level Site) : Estimated task progress init.

  ESTPRTMET (defined at level Site) : Task progress estim. method

  ESTREVSYNC (defined at level Site) : Updated est. revenue/snapshot

  FINOVERSYN (defined at level Site) : Updated fin. status/snapshot

  OPPDATUPD (defined at level Site) : Project dates adjustment

  PJMLOGFIL (defined at level User) : Project technical log file

  PJMORDCRE (defined at level User) : Create firm order from task

  WBSDATUPD (defined at level Site) : Task dates adjustment

Authorizations

This function is object managed. The creation, modification, and deletion operations can be activated or deactivated for a given user. Filters by roles can also be associated with this function.

As data is linked to a site, a filter per site can be activated.

The following options can be activated or deactivated for each user :

  Cost structure

  Task planning

  Project overview

  Financial overview

  Change status

  Project copy

  Saleable products

  Financial snapshot comparison

  Scheduled invoice update

Tables used

The following tables are implemented by the function :

Table

Table description

ATEXTRA [AXX]

Texts to translate

OPPOR [OPP]

Project

OPPORCPP [OCP]

Project competitor

OPPORPJM [OPPPJM]

PJM project

OPPORSBB [OBB]

Sub-project

PIMPL [PIM]

Project link