Creating and Maintaining Projects

This chapter provides overviews of projects, project creation options, and project managers, lists a prerequisite, and discusses how to:

• Create project templates.

• Create new projects by using templates.

• Create projects from copies.

• Create and define projects.

• Initiate projects by using project initiation checklists.

• Maintain project status.

• Track your projects.

• Modify existing projects by using templates.

• Delete project data.

Understanding Projects

After you set up your Project Costing system, you can create projects and add activities to them. You can do this manually through Project Costing or by using batch processes and integration with other applications.

At the highest level, projects are managed within a project business unit. Within each project, costs are organized and analyzed by activity. Activities are the specific tasks that make up a project. During the course of an activity, transactions are created for such things as labor and materials. Transactions are attached only at the activity level. Project Costing organizes and groups these transactions to monitor and report on the conditions of a project. This diagram illustrates the hierarchy:

Hierarchical relationship of a project and its activities and transactions

All project transactions are stored in the Project Transaction table (PROJ_RESOURCE). Project transactions provide the basis for project reporting, analysis, billing, and asset capitalization.

Understanding Project Creation Options

Project Costing provides you with project creation tools that eliminate the need to recreate key information for each new project. To create a new project you can perform any of these actions:

• Add a new, blank project and enter the required information.

• Use a predefined project template or copy any existing project as a starting point for a new project.

• Receive projects from feeder systems such as Program Management or Proposal Management.

• Create a project from a Microsoft Project file.

Project Templates

You can create and modify an unlimited number of reusable project templates to populate new projects with preset standard information such as project and activity-level information, teams, budget plans, and attachments. You can also modify existing active or pending projects using data from templates.

To create a template, either save a new or existing project as a template, or create a new template by starting with a blank project. For easy access to your templates, you can attach a link to the templates on the My Projects page. Alternatively, you can search for project templates—just as you search for transactional projects—using many of the component search pages in the Project Definitions, Activity Definitions, and Budgeting menu navigation folders. To search for templates, enter a processing status of Template as a search criteria to view the list of available project templates.

The Copy Template Option 1 and Copy Template Option 2 pages in the Project Costing Options component (PC_BUS_UNIT_OPT) identify the tables that the system uses to copy data into projects and activities that you create or modify by using project templates.

Process Flow - Creating a Template from a Blank Project

This diagram illustrates the process of creating a new template from a blank project:

Creating a new template from a blank project

Process Flow - Creating a Template from an Existing Project

This diagram illustrates the process of creating a new template from an existing project:

Creating a new template from an existing project

Modify Existing Projects with Templates

If you use project templates to modify existing projects, the system determines which template data to append or overwrite to the existing project data, or ignore, based on the criteria that you select and:

• The project processing status.

• If duplicate data exists on the project.

• The business unit options in the Copy Template Option 1 and Copy Template Option 2 pages that identify the tables that the system uses to copy data into projects and activities.

Note. You can use project templates to modify existing transactional projects; however, you cannot use project templates to modify other existing templates.

This table lists the pages that you can use to import template data into an existing project based on the project processing status:

This diagram illustrates the process of importing data from a project template into an existing project:

Importing data from a template into an existing project

Security and Structure

Templates can be public or private. Templates are designated as public or private at the project level, and the designation applies to all information on the template. Users who have security permission to create and modify projects for a business unit and project type can create and modify public templates. Users can create their own user-specific, private templates to use in projects, and view or modify as needed.

The system treats project templates as projects with a processing status of Template. Templates use the same project tables, pages, and menu structure as transactional projects. However, you cannot post transactions against templates, they do not appear in transactional project reports and in some component search pages, and they are available only in Project Costing and Program Management.

You can delete templates by using the Project Delete utility.

Project Copies

Any project and activity to which you have access is available to be copied to new or existing projects and activities. You can copy project and activity-level information, project and activity team, and transactions to a new project.

You must open a project to copy information from that project. The Copy Template Option 1 and Copy Template Option 2 pages in the Project Costing Options component for the business unit identify the tables that the system uses to copy data into projects and activities that you create or modify by using a copy of an existing project.

You can access the Project Copy feature by using any of these methods:

• Create a new project by selecting the Project from Copy option on the Project Definitions - General Information - Add a New Value page.

• Modify an existing project or create a new project by clicking Copy Project on any Project General component page that you want to copy.

• Create a new project by navigating to the Copy Project page from the Project Costing, Utilities menu navigation folder.

Understanding Project Managers

You can select project managers for projects, project templates, and programs. If you use Expenses, you can control project costs by requiring the project manager to approve time and expense reports in Expenses. If you use Program Management and Resource Management, you can enable workflow to send resource assignments to the project manager for approval if another user adds resources to the project by using Resource Management. Additionally, you can enable workflow to send assignment schedule changes to the project manager for approval.

If you use Program Management:

• The system automatically assigns the project manager as the issue owner when issues are created for the project.

• The system assigns the project manager as the issue owner if an issue is created for a project activity, and no activity owner exists.

• The system automatically lists the project manager as an interested party on issues created for the project.

• The project manager can modify a project without submitting a change request if you use change requests on the project.

You select project managers for projects and templates on the Project Definitions - Team Detail page if you use Project Costing without Program Management. You can designate any project team member as the project manager, regardless of the team member’s project role. A project can have different project managers for different time periods, but the time periods cannot overlap. You can view current, previous, and future project managers in the Project Definitions - Manager page.

Program Managers

Some of the rules for defining project managers also apply to program managers. For example, you can assign different program managers for different time periods, but the time periods cannot overlap. Additionally, you can assign the program manager on the Project Definitions - Team Detail page.

However, there are some differences in the way that the system treats program managers and project managers, such as:

• You can enter and modify program managers on the Project Definitions - Manager page, as well as on the Resource Detail page.

• You can select any employee as a program manager.

  Employee data is loaded into the Financial Management Solutions (FMS) database from the Human Capital Management (HCM) database by using an application messaging process that uses the PERSON_BASIC_SYNC and PERSON_BASIC_FULLSYNC enterprise integration points (EIPs).

• You can assign a manager to a program, and then change the program to a detail project.

  The system automatically adds the project manager to the project team. If there are multiple effective dated project managers for the program when you change the program to a detail project, the system adds all of the project managers to the project team and selects the Project Manager check box for the current project manager on the Resources page.

You cannot change a project to a program after you assign a manager to the project.

Prerequisite

You must define an FTP server if you want to attach files to projects and activities.

See PeopleSoft Enterprise Financials, ESA and Supply Chain Management 8.9 Product-Specific Installation Instructions located on the PeopleSoft Customer Connection website.

Creating Project Templates

This section discusses how to:

• Create project templates from existing projects.

• Create project templates from blank projects.

Pages Used to Create Project Templates

Creating Project Templates from Existing Projects

Access the Save as Template page.

The template inherits the project business unit.

When you save the page, the system copies project-level information, project team, budget plan, activities, activity assignments, work breakdown structure (WBS), and deliverables (if you use Program Management) from the original project to a template project, and opens the Project Definitions - General Information page for the template.

The system copies budget items and any distributed amounts to the new project, but does not copy budget adjustments.

In the Project Definition - General Information page for new templates, initially the Project Status field is editable. After you select a project status for the template and save the Project Definitions - General Information page for the first time, the Project Status field is no longer editable. The Processing Status field value is Template and does not change.

For each labor resource on the original project:

• Only one assignment schedule row appears on the template for a labor resource, even if the assignment schedule contains multiple date ranges.

• The assignment schedule row start date on the template is based on the project start date, and the end date is based on the project end date.

• The project role is based on the project role listed in the first row in the Availability dates grid on the Project Definitions - Team Detail page for a resource, if you use Project Costing without Program Management.

  The project role is based on the Primary Project Role field on the Resources page, if you use Program Management.

• There is no assignment ID for project templates.

  The system does not create assignments in Resource Management for resources on project templates.

Go to the Project Costing Options - Copy Template Option pages to view the list of tables that are eligible for the system to copy to a template project.

See Defining Parameters for Copying Projects and Creating Projects from Templates.

Note. When you click Save as Template on the original transactional project, the system does not save any modifications that you made to the transactional project. You must click Save on the transactional project to save any modifications that you made since the previous save.

Creating Project Templates from Blank Projects

Access the Project Definitions - General Information page. When you add a new project, select Project Template as the create option.

The system assigns a processing status of Template.

Designate the template as Public or Private. The default value is Private. Enter the required project level information as you would when you create a new transactional project. Optionally create a project team, activities, activity team, and budget plan.

Creating New Projects by Using Templates

This section discusses how to create projects from templates.

Page Used to Create New Projects by Using Templates

Creating Projects from Templates

Access the Create Project From Template page.

To access this page, select Project from Template as the create option in the General Information - Add a New Value page. Use this page to specify the template, start date, and details to copy to a new project.

The new project status is based on the project status of the project template, and the effective date is based on the project start date. If the project start date is in the future, the project status effective date is the current date.

Creating Projects from Copies

This section discusses how to create or modify projects from existing projects.

Pages Used to Create Projects from Copies

Creating or Modifying Projects from Existing Projects

Access the Copy Project page.

Copy Options	Select a copy option. Available values are based on the options that are selected on the Copy Template Option 1 page for the business unit. For example, if Allow Project Copy is selected and Allow Activity Copy is cleared on the Copy Template Option 1 page, the only copy option that is available on the Copy Project page is Copy Project Only. If Allow Project Copy and Allow Activity Copy are both selected, you can select from these options: ACTV: Copy activity only. This is the only valid option if the target project is an existing project. BOTH: Copy the project and all activities. PROJ: Copy project only.
Project to Copy	Select the source project from which to create the new project. You can select from any transactional project to which you have access in the project business unit.
Target Project	Enter the name of the new project. Enter NEXT for the system to assign the next sequential project ID. If you enter a target project that is an existing project, the only valid option in the Copy Options field is ACTV.
Copy Analysis Group	Specify the analysis group that the system uses for mapping transactions from the existing project activity to the new project activity. You can enter an analysis group if you allow transactions to be copied to the target project. You cannot enter an analysis group if either of these conditions exist: The Allow Transactions Copy option is not selected on the Copy Template Option 1 page, which indicates that you cannot copy transactions from existing projects to new projects. Commitment Control is enabled for Project Costing on the Installation Options - Products page, which indicates that you can copy only non-transactional data on this page. The system copies only the rows with an analysis type that is in the selected analysis group. Project Costing delivers the COPY analysis group as system data, but you have the option of using any analysis group. If you use the delivered COPY analysis group, the system selects rows with analysis types of ACT (Actual Cost), CAC (Cost Sharing Actuals), and PAY (Time and Labor Actual), and maps them to rows with a BUD (Total Cost Budget) analysis type. This means that actual cost rows are selected from the existing project and created as cost budget rows in the new project. Note. If you perform a project copy by using the COPY analysis group and create rows with a BUD analysis type, the BUD rows are inserted directly into Project Costing; however, a budget is not created in Projects Budgeting.
Reuse Activity	Select to create new activities using the same IDs as the existing project's activities.
Select All Activities	Select to copy all activities from the existing project to the new project. The system selects the Allow Copying check box for all activities in the Activities grid.
Allow Transactions Copy	Displays the setting for the Allow Transactions Copy option on the Copy Template Option 1 page. You can change the value only on the Copy Template Option 1 page.
Copy	Click to copy the existing project values to the new project.

Activities

Creating and Defining Projects

General project maintenance tasks include creating, defining, and updating a project, as well as tracking a variety of project-related information. This section discusses how to:

• Enter project general information.

• Enter additional project schedule dates

• Define projects.

• Define program management.

• View project managers.

• Define project locations.

• Define project phases.

• Define project approval status.

• Justify projects.

• Assign and tracking rates.

• Attach files to projects.

Pages Used to Create and Define Projects

Entering Project General Information

Access the Project Definition - General Information page.

Create	Select an option on the General Information - Add a New Value page to create a new project. Available options are: Blank Project: Creates a new transactional project and opens the Project Definitions - General Information page. Project Template: Creates a new project template and opens the Project Definitions - General Information page. Project from copy: Opens the Copy Project page so you can identify the source project, target project, and copy options. Project from Microsoft Project: Opens the Create Project from Microsoft page so you can identify key project fields and integration options to create a new project from an existing Microsoft Project 2002 project. Project from Template: Opens the Create Project From Template page so you can identify the project template, new start date, and project details to include in the new project.
Project	Leave the default value of NEXT for the system to assign the next sequential project ID, or override the default value with a unique project ID.
Add to My Projects	Click to add this project to the list of projects that appear on your My Projects page.
Program	Select to designate this project as a program or summary project. When this option is selected, the system prevents you from adding activities to the program, because only projects can have activities. If you try to select this option for a project that already has activities, a message appears indicating that the project cannot be changed to a program because it has activities associated with it, and you must either remove the activities from the existing project or create a new program. After you convert a project to a program by selecting this option and saving your changes, the project ID of this program is available in various program and parent project ID prompt list fields that appear on pages throughout the Program Management system.
Processing Status	Displays the processing status that is associated with the project status. The system uses the processing status to restrict incoming transactions. You map project status types to processing statuses during implementation on the Project Status Defaults page. Processing statuses are: Active: Projects can be selected from prompt lists in PeopleSoft feeder systems, allowing transactions from the feeder systems to be attributed to the project. This is the default processing status for new projects if you use Project Costing without Program Management. Inactive: Projects do not appear in prompt lists in PeopleSoft feeder systems. Pending: Projects are not active yet, but you can begin some planning, such as creating a budget and project team. You cannot charge cost transactions to pending projects. This is the default value for new projects if you use Program Management. See Defining Project Status Default Values.
Integration	Enter the integration template that is used to integrate this project with other financial applications. Available values are from the Integration Template table (PC_INT_TMPL). The default value is based on the integration template that is defined on the User Preferences page.
Project Status	Enter the project's status when you are in add mode. After you save the project for the first time, the Project Status field becomes read only on this page and appears as a link to the Project Definitions - Status page so you can update the status. If you use Project Costing without Program Management, the default value of this field is based on the Default Project Status field value on the Project Status Defaults page that maps to the Active Processing Status. If you use Program Management, the default value of this field is based on the Default Project Status field value that maps to the Pending Processing Status. The system updates the Processing Status field value based on the value that you enter in this field. You set up project status type values and project status default values during implementation. See Defining Status Types, Defining Project Status Default Values.
Project Type	Select a project type. Use project types to: Group similar projects for reporting and analysis. Determine the default rate plan for the project. When you create a new project and specify the project type, the system automatically populates the Default Rate Template field in the Project Definitions - Rates page with the default rate template that is associated with the project type for the business unit. Determine whether to use project type status path. The system controls the project status progression based on the custom project status path that is associated with the project type for the business unit. You set up project types during implementation on the Project Types page. See Defining Project Types.
Percent Complete	Displays the percentage of the project completed based on calculation method that you define on the Project Costing Definition page. If you select Manual in the Calculation Method field on the Project Costing Definition page, you can enter a value in the Percent Complete field on this page. If you select a calculation method of Amounts, Duration, or Units, the system automatically calculates and displays the percent complete value. The Duration calculation method is available only if you use Program Management.
As Of (percent complete)	Displays the date that you enter the percent complete data. The date and time appear when you save the page.
Project Health	Enter a value that represents the project's health. If you use Project Costing without Program Management, select Fair, Good, or Poor from the drop-down list box. A visual indicator that represents the project's overall health appears on the My Projects page. If you use Program Management, fields appear that indicate health for Project Overall, Schedule, Budget, Resources, Issues, Risks, and User-Defined. Values for these fields are based on the default method of calculating project health that are selected on the Program Management Options - Health Options page for the business unit. See Defining Health Options.
As Of (project health)	Displays the date that you enter the project health data.
Work Order Managed	Select to designate the project as a work order managed project, which indicates that the project is managed with work orders in Maintenance Management, instead of by a project manager in Project Costing. You can select or clear this option until you save the page for the first time, after which the field is not editable. This field appears only if you use Maintenance Management. The default value is cleared. See Creating Work Orders and Work Order-Managed Projects in Project Costing.

Project Schedule

Classification

The fields in this group box appear only if you use Program Management.

See Setting Up General Control Data.

Additional Pages

Additional buttons and links appear on the page for existing projects or when you save new projects.

Entering Additional Project Schedule Dates

Access the Additional Dates page.

You can use the additional dates fields as needed for information and reporting. They do serve a functional purpose in Project Costing.

Defining Projects

Access the Project Costing Definition page.

System Fields

Projects Utilities

Enforce Team

Designate who can charge time and expenses to a project or activity by selecting an option in the Enforce Team group box. These options are available for selection at the project level if you selected the Decide at the Project Level option on the Project Costing Options page for the business unit.

Note. Time and Labor 8.9 does not enforce project activity team. If you select the Project and Activity Team option, and select the Exp and TL or Time&Labor product option, the system restricts Time and Labor users for projects to which they can charge time. However, Time and Labor users can charge time to any activity on a particular project if they have security access to the project.

Percent Complete

Project Currency

The system uses the currency code and rate type that you define in this group box when you review transactions online through the Transaction List page. The value in the Project Amount field on the Transaction Detail page is not stored in Project Costing tables. It is calculated each time that you access the page.

Analysis Group Options

Default values for these analysis group options are based on the Installation Options - Project Costing page. You can override the default values for the project.

Options

See Also

Defining Project Options

Defining Project Costing Installation Options

Defining Program Management

Access the Program Management page for options for scheduling, forecasting, project charging levels, change control, and project health if you use Program Management.

See Establishing and Maintaining Programs and Projects.

Viewing Project Managers

Access the Project Definitions - Manager page.

The system adds, modifies, or deletes effective-dated rows on this page as follows:

• When you designate a resource as a project manager on the Project Definitions - Team Detail page in Project Costing, or on the Resource Detail page in Program Management, the system adds a row with an effective date that is based on the start date of the selected schedule.

• When you modify the project manager’s role or schedule dates in Project Costing or Program Management, the system modifies the existing row.

• When you modify the project manager’s schedule dates in Resource Management, the system modifies the existing row.

• When you select the Project Manager check box on a different schedule row for the same project manager resource, the system adds a row with an effective date that is based on the start date of the selected schedule row.

• When you delete the project manager resource from the list or clear the Project Manager check box, the system deletes the corresponding project manager row.

You cannot enter or modify project managers on this page. However, if you use Program Management, you can enter program managers on this page.

See Also

Staffing Project and Activity Teams

Enterprise PeopleTools 8.46 PeopleBook: Integration Broker

Defining Project Locations

Access the Project Definitions - Location page.

Location Code	Select a location code that has already been defined in the system. The address for this code appears in the bottom half of the page and cannot be edited.
Add Location	Click to access the Location Definition page, where you can add or modify a location in the Location table (LOCATION_TBL). See Setting Up Locations.

Defining Project Phases

Access the Project Definitions - Phases page.

Phase Type	Select a phase type to track the time spent on different stages of a project and, for exception reporting, to view the projects that are on schedule. You define phase types on the Phase Types page. See Phase Types.
Status	Select a phase status of A (Actual Schedule) or E (Estimated Schedule).

Defining Project Approval Status

Access the Project Definitions - Approval page.

Use the approval sequences that you set up on this page to set up customized workflow processing. For example, when a change in status occurs for which a project event is defined, it can trigger approval workflow that you define for that project event and notify the appropriate people that their approval is required.

Note. This page is for informational purposes only; it does not actually enforce the Approval Authority functionality described.

Justifying Projects

Access the Project Definitions - Justification page.

Use this page to provide justification for a project if you use an approval cycle for projects.

Assigning and Tracking Rates

Access the Project Definitions - Rates page.

Rate Selection and Rate	Select Rate Set or Rate Plan and select the rate that the system uses as default rates for pricing cost transactions for activities that belong to this project. The system automatically attaches the project’s rate selection to the new activities that you create for the project. You can override the default rate set or rate plan at the activity level. The default value for the project rate selection is based on the default rate set or rate plan that is specified for the project type and business unit combination. The system also assigns a default rate selection if you enter a project type for an existing project and these conditions exist: The project had no previous project type or default rate template attached to it. The project type has a default rate template specified for the business unit. You can enter a new default rate selection. Available values are based on rate sets or plans that are valid for the business unit and are active on the current date. See Defining Rate Sets and Plans.
View/Add Rates	Click to access the Rate Sets page to view, modify, or create a rate set.
Update Activities	Click to update all project activities with the rate selection that appears in the Rate field. This action adds a new effective-dated row to the database with the current effective date activity rate set or rate plan. If the activity already has a rate template associated with the current date, the system replaces the row in the database. If an activity did not previously have a rate selection, and the activity start date is earlier than the current date, there will be a gap between the activity start date and the start of the rate association. After you click the Update Activities button, a message appears indicating the status of updated activities. Note. This action immediately saves the changes to project activities. You cannot cancel the action after you click the Update Activities button.
Labor % (labor percentage)	Displays the labor adjustment percentage that the Pricing process uses to calculate new rows for projects that are created from proposals in Proposal Management if the rate option is AML (Mark Up/Mark Down Labor). This field appears only if you use Proposal Management.
Non-Labor % (nonlabor percentage)	Displays the nonlabor adjustment percentage that the Pricing process uses to calculate new rows for projects that are created from proposals in Proposal Management if the rate option is AMN (Mark Up/Mark Down Nonlabor). This field appears only if you use Proposal Management.

See Also

Pricing Project Costs

Attaching Files to Projects

Access the Project Definitions - Attachments page.

	Click the Add Attachment icon to browse to the file to attach, and click Upload. The system copies the file to the server where your project information resides. If other documents already appear in the Document Attachments grid, add a row to make the Add Attachment icon appear again.
	Click the Delete Attachment icon to remove an attachment from the grid.
	Click the View Attachment icon to view an attachment.

Initiating Projects by Using Project Initiation Checklists

This section lists a prerequisite and discusses how to:

• Start a project.

• View explanations.

• Define additional steps.

Prerequisite

Because checklists are keyed by project ID, you must create a project before you can activate the checklist.

Pages Used to Initiate Projects by Using Project Initiation Checklists

Starting a Project

Access the Project Initiation Checklist page.

This page provides a series of links that access the appropriate components in Project Costing where each step of a project is implemented. Project managers can change the status of each step so that the checklist becomes an overall picture of the project's progress.

Project Steps

Note. The Define project scheduling calendar and Define status reporting links are functional only if you use Program Management.

Contract Steps

Contract steps appear for you to access if you use Contracts.

Viewing Explanations

Access the Project Initiation Checklist - Step Explanation page.

This page displays more detailed information about the requirements to complete this project step.

You cannot modify the explanation for steps that are delivered with Project Costing. You can, however, enter new explanations when you define your own additional steps.

Defining Additional Steps

Access the Project Initiation Checklist - Define Additional Steps page.

Sequence Number	Enter or modify the sequence in which the step appears in ascending order in the Additional Steps grid of the Project Initiation Checklist. This information appears on the Project Initiation Checklist - Step Explanation page.
Step Description	Enter or modify the name of the step that appears in the Additional Steps grid on the Project Initiation Checklist page.
Step Explanation	Enter or modify the explanation that appears on the Project Initiation Checklist - Step Explanation page when you click the Explanation link for the step on the Project Initiation Checklist page.

When you save the data, the Project Initiation Checklist displays an Additional Steps grid that lists steps that you create. You can modify fields that define an additional step.

Note. Additional steps are specific to the Project Initiation Checklist only for the selected business unit and project.

Maintaining Project Status

This section discusses how to define project status.

Page Used to Maintain Project Status

Defining Project Status

Access the Project Definitions - Status page.

Sequence	The system increments the sequence number, which tracks incremental changes in status. By using a sequence number in combination with the status effective date, multiple status changes can occur on the same day.
Status	Select the project status and assign a status effective date. Available options are based on the values that you enter on the Status Types page during implementation. If you use project type status paths, the only available status types are based on the current status of the project. See Project Type Status Paths. When you change the project status on this page, the system automatically sends an email notification to each team member for which there is an email address on the Project Definitions - Team Detail page with the option selected to Email Notify for Status Change. See Establishing Project Team Member Details and Schedules.
Priority	Enter the project priority. This field is for information only.
Interest Calculation Factor	Enter the percent that the system uses to calculate the amount of interest for this project based on the project status. For example, enter 1 to calculate 100 percent interest for the project when it is Open. Enter 0.5 to calculate 50 percent interest when the project is In Service. This field is available if you select the Allow Interest Calculation option on the Project Costing Definition page. See Setting Up and Processing Interest Calculations.

Create a new transaction for each status change to maintain a history of the project. For example, assign a project status of Proposed when the project is first proposed. When the project passes the review cycle and is accepted, change the status to Open.

To assign status changes in advance, create new transactions and assign the appropriate future effective date for each status change. Alternatively, manually change the project status if you do not want to change the status in advance.

Tracking Your Projects

This section discusses how to:

• Create a personal project list.

• Review project milestones.

Pages Used to Track Your Projects

Creating a Personal Project List

Access the My Projects page.

General

Details

Amounts

Reviewing Project Milestones

Access the Project Milestones page.

Project milestones are designated by selecting the New Milestone option on the Activity Definitions - Definition page.

To filter search results, enter values in the fields in the Search Criteria group box. You must enter a business unit. If you leave all other fields blank, the search returns all project milestones for the business unit.

Search Criteria

Milestones

See Also

Setting Up Milestones

Modifying Existing Projects by Using Templates

This section discusses how to modify projects from templates.

Page Used to Modify Existing Projects by Using Templates

Modifying Projects from Templates

Access the Import from Template page.

The project business unit and currency must be the same for the template and the transactional project.

You can change project data that you import from the template.

Deleting Project Data

This section lists a prerequisite and discusses how to:

• Delete project data, activities, and transactions.

• View the deleted project log.

See Also

Working with Transactions

Prerequisite

You must establish business unit parameters on the Delete Utility Tables page before using the Project Delete utility.

See Defining Parameters for the Delete Utility.

Pages Used to Delete Project Data

Deleting Project Data, Activities, and Transactions

Access the Project Delete Utility page.

Warning! Deleted project data, including transaction rows, are not copied or saved anywhere. Because project deletions are permanent and irreversible, use caution when using the Project Delete utility.

Note. Data that you delete from the Project Transaction table in the FMS database is not deleted from the HCM database. This ensures that time and labor transactions are still accessible in HCM for projects that you delete from the Project Transaction table.

Transaction-Level Deletions

To delete transactions:

1. Select Transaction Level Deletion.

2. To delete transactions based on an analysis group, select a group that contains the analysis types that identify the kind of transactions to delete from the Project Transaction table.

   The available analysis groups are defined on the Delete Utility Tables page for the business unit.

   Select an analysis type to delete transactions based on a single analysis type.

   You must enter a value in the Analysis Group field or in the Analysis Type field for transaction-level deletions. After selecting an analysis group or analysis type, optionally use the System Source field to further define the rows to delete.

3. In the Activities grid, select the Delete check box for each activity that has transactions of the specified analysis group that you want to delete.

   To delete all transactions of the specified analysis group from all of the project's activities, select Delete in all activity rows, or Select All Activities.

4. Click the Delete button to delete transactions that belong to the specified analysis group and are assigned to the selected project activities.

Note. You can use the Project Delete utility to delete all transactions belonging to an analysis group or an analysis type. You cannot use the utility to delete an individual transaction. To delete an individual transaction, use the Transaction Adjustment page to create another transaction that offsets the amount of the transaction that you want to delete.

You can purge transactions from the Project Transaction table without purging the corresponding projects-related data from feeder systems, such as Asset Management, Contracts, and Payables.

Activity-Level Deletions

To delete activities from a project:

1. Select Activity Level Deletion.

2. In the Activities grid, select the Delete check box for each activity that you want to delete.

   To delete all activities, select the Select All Activities check box. When you delete an activity, the system also deletes all transactions that are assigned to the activity.

3. Click the Delete button.

A warning message appears if a transaction row exists for any of the activities that you want to delete. The project delete options on the Delete Utility Tables page determine if you can delete the activity and transactions.

Project-Level Deletions

To delete a project:

1. Select Project Level Deletion.

2. Click Delete.

A warning message appears if a transaction row exists for any of the activities that you want to delete. When you delete a project, the system also deletes all activities and subsequent transactions that are assigned to the project. The project delete options on the Delete Utility Tables page determine if you can delete the project, activities, and transactions. The system deletes corresponding rows from the tables that are specified in the Project Records grid on the Delete Utility Tables page.

Projects that you delete no longer appear on your My Projects page.

See Defining Parameters for the Delete Utility.

Project Tree Node Deletions

You can delete a project tree node if the Delete Project Tree Node option is selected on the Delete Utility Tables page for the business unit.

To simultaneously delete a project and its corresponding project tree node:

1. Select Project Level Deletion.

2. Enter the tree name and tree effective date in the Delete Project Tree Node group box.

3. Click Delete.

Viewing the Deleted Project Log

Access the Review Project Delete Log page.