The role center provides direct access to all project management functionality.
Menu ribbon
The menu ribbon is divided into the following sections:
Sales: Contacts, Customers, Sales Invoices, Sales Credit Memos.
Projects: Planned Projects, Quoted Projects, Open Projects.
Resource Mgt.: Resources, Resource Groups.
Purchasing: Vendors, Purchase Orders, Purchase Invoices, Purchase Credit Memos.
Assembly: Assembly Orders.
Production: Planned Production Orders, Firm Planned Production Orders, Released Production Orders, Production BOMs, Routings.
Warehousing: Inventory Put-Away, Warehouse Receipts, Warehouse Put-Away, Inventory Picks, Warehouse Shipments, Warehouse Picks, Transfer Orders.
Service: Service Items, Service Orders, Service Contracts.
Journals: Recurring Project Journals, Recurring Resource Journals, Recurring Item Journals.
Posted Documents: Posted Sales Invoices, Posted Sales Credit Memos, Posted Purchase Receipts, Posted Purchase Invoices, Posted Purchase Credit Memos, G/L Registers, Project Registers, Item Registers, Resource Registers.
Embedded actions
Unassigned: shows the projects not assigned to a person responsible.
Items: opens the item list.
Headline
The headline is a sub-page that cycles through a greeting based on the user ID's full name and a link to the main online help page.
Actions
New: Project Journal, Project G/L Journal, Resource Journal, Item Journals, Create Sales Invoices, Update Project Item Cost.
Reports: Project Analysis, Project Actual to Budget, Project Planning Line, Project Suggested Billing, Projects per Customer, Items per Project, Projects per Item.
Manage: Projects Setup, Templates, Surcharges, Work Breakdown Repositories, Project Codes, Project Financial.
Tasks: Project Budget Lines, Project Closing.
History: Navigate, Completed Projects.
Activities
The drill-down gives access to two actions:
Set Up Cues: maintain the settings for the cues below.
The activities show:
Projects per status. Planned, Quoted, Open, Warning.
Project replenishment. Purchase, Assembly, Production, Transfer.
Insights
Shows panels with the following information:
My Projects: the projects for which the current user is the person responsible. From the My Projects panel, open the Project Overview (Ctrl+Shift+O) from the My Projects menu.
Project Actual Price to Budget Price: column chart comparing the total budgeted price to the total actual price per project.
Project Actual Cost to Budget Cost: column chart comparing the total budgeted cost to the total actual cost per project.
Project Profitability: column chart comparing the total budgeted profit to the total actual profit per project.
Project Overview
As part of the role center, a Project Overview page brings together the main components of a project. The purpose of the Project Overview page is to provide an overview of the project and make it easier to create a printed project confirmation. The report has been updated to include the comment sections and has the option to hide or display the project tasks.
The Project Overview page opens from the My Projects list in the Industrial Equipment Manufacturing Project Management role center. It shows a graph with the cumulative values for the project to compare budgeted costs to forecasted costs, as well as a line representing the invoicing schedule.
The Project Overview page is not editable. Each fast tab has an Edit button to open the related page from which lines can be edited. Besides the Edit button, a Comments button provides direct access to the comments linked to the selected line on the fast tab. Comments can be edited with a simple text editor included in Industrial Equipment Manufacturing as an extension.
The fast tabs in the Project Overview show the following project components:
Deliverables: the result of the project intended to be delivered to a customer (either internal or external). From the Deliverables page, service objects can be created.
Billable Lines: contract or billable lines to invoice, created either with the Initialize function for fixed price projects or automatically through the Time & Material or Delivery invoicing methods.
Tasks: lists the project tasks as work packages for the project.
Documents: the document store for the project, linked to the project site.
S-Curve
An S-curve is a mathematical graph that illustrates the cumulative data for the project. The data represents the cumulative amounts of Forecast, Actual, and Billable during the timeline of the project.
Document summary
The Document Summary lists all documents related to the project. It is organized in tabs and shows the number of documents. Click on the number to open the list and view the document.