Project management - Implementation
Prerequisites
Activity codes
The following activity codes (sorted by type) can 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
General parameters
The following general parameters might 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 |