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 :

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

Functional

Bullet point  PJM :  Project management

Sizing

Bullet point  ANA :  No. of analytical dimensions

Bullet point  PJMGR :  PJM grids

General parameters

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

Common Data

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

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

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

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

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

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

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

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

Bullet point  OPPDATUPD (defined at level Site) : Project dates adjustment

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

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

Bullet point  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 :

Bullet point  Cost structure

Bullet point  Task planning

Bullet point  Project overview

Bullet point  Financial overview

Bullet point  Change status

Bullet point  Project copy

Bullet point  Saleable products

Bullet point  Financial snapshot comparison

Bullet point  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