Activity | Area | Description | ||||||||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Activate subcontract |
Project Management | You can activate a subcontract if the project quotations, to which the subcontract is related, are transferred to a project. On activation of a subcontract:
|
||||||||||||||||||||||||||||||||||||||||||
Add calculation variables to calculation group |
Project Management | To each calculation group, add the calculation variables that you want to use:
|
||||||||||||||||||||||||||||||||||||||||||
Add contingency |
Project Management | To each task, you can add a contingency. A contingency is an additional value on top of the calculated value, without adding an extra estimate line to a task. You can also use the contingency to, for example, add a risk or a margin. The relevant calculations are:
|
||||||||||||||||||||||||||||||||||||||||||
Add formula to calculation group |
Project Management | To each calculation group, you can add formulas to calculate the quantities on estimate lines. You can add formulas for these transaction types:
For each transaction type, you can add several formulas. In a formula, you can use:
|
||||||||||||||||||||||||||||||||||||||||||
Add model to calculation group |
Project Management | Use models in a calculation group to define a set of default formulas. You can define several models for each calculation group. For each model, you can define a default formula for each of the transaction types. You can use a formula in several models. Only add the required formulas to a model. For example, if only a formula for hours is required, don't define formulas for the other transaction types. |
||||||||||||||||||||||||||||||||||||||||||
Add next period to activity - WBS |
Project Management | You can add a next period to the activity. |
||||||||||||||||||||||||||||||||||||||||||
Allocate budget - WBS |
Project Management | You can allocate the budget across the project timeline. |
||||||||||||||||||||||||||||||||||||||||||
Allocate budget using cost codes on Advanced WBS |
Project Management | You can use the 'Advanced WBS' to allocate budget to a project using cost codes. |
||||||||||||||||||||||||||||||||||||||||||
Approve hours |
Project Management | You can approve and post the timesheet lines that are marked as Completed. Before you approve or post timesheet lines, review the registered:
Also review the additional information:
|
||||||||||||||||||||||||||||||||||||||||||
Approve progress bill - Customer |
Project Management | The customer verifies the progress bill proposal and informs you about the result: approved or rejected. |
||||||||||||||||||||||||||||||||||||||||||
Approve progress bill - Internal - No workflow |
Project Management | The project controller (or someone else) verifies the progress bill proposal before it is sent to the customer and informs you about the result: approved or rejected. |
||||||||||||||||||||||||||||||||||||||||||
Assign procurement categories to WBS lines |
Project Management | To be able to subcontract WBS lines, for each to-be-subcontracted WBS line, define the procurement category. This procurement category is used to create purchase order lines for subcontract lines. The procurement category is used to define the type of work a WBS line relates to. This makes it easier to find the right subcontractor for a WBS line. |
||||||||||||||||||||||||||||||||||||||||||
Assign project inventory number to project |
Project Management | If you want to track project inventory for a project, you must assign a project inventory number to the project. As a result, you can track project inventory for the products with a tracking dimension group for which the Project dimension is active. |
||||||||||||||||||||||||||||||||||||||||||
Assign project inventory tracking dimension group to product |
Project Management | Assign a tracking dimension group, with the Project dimension active, to the products for which you want to track project inventory. |
||||||||||||||||||||||||||||||||||||||||||
Calculate index |
Project Management | To each work breakdown structure line, you can apply an index. If you apply an index to a project line or to a task with sub-tasks, the index is applied to all underlying tasks. An index is an additional percentage on top of the calculated value, without adding an extra estimate line to a task. You can also use the index to, for example, add a risk or a margin. The relevant calculations are:
The index is applied to the sum of the Calculated value and the Contingency. Example: Calculated value=100, Contingency=20, Index=10%. The 10% index is applied to 120. So, the bid value is 132. If already an index is applied to a task, an additional index considers the already available index. |
||||||||||||||||||||||||||||||||||||||||||
Change default formula on estimate line |
Project Management | You can change the default formulas for an estimate line. You can only change to formulas that are also defined for the same transaction type in the used calculation group. |
||||||||||||||||||||||||||||||||||||||||||
Change default formulas on task |
Project Management | You can change the default formulas for a task. You can only change to formulas that are also defined for the same transaction type in the used calculation group. |
||||||||||||||||||||||||||||||||||||||||||
Copy integration journal |
Project Management | You can copy lines from another integration journal to the current integration journal. You can do so, for example, if you need similar lines. On copy, all the lines of the selected integration journal are copied to the current integration journal. You can copy from other integration journals as often as required. |
||||||||||||||||||||||||||||||||||||||||||
Create calculation group |
Project Management | Use calculation groups to define:
|
||||||||||||||||||||||||||||||||||||||||||
Create integration journal |
Project Management | To import a bid from a tender in Microsoft Excel format, an integration journal is required. It serves as a medium of data transfer between the Microsoft Excel template and advanced WBS. Before you can create an integration journal, create a project quotation, and go to the advanced WBS. |
||||||||||||||||||||||||||||||||||||||||||
Create progress bill |
Project Management | You can use progress billing as an alternative way to invoice a project. In progress billing, you invoice the amount of work completed so far. |
||||||||||||||||||||||||||||||||||||||||||
Create project change order |
Sales | Create a project change order to manage changes to a project's Advanced WBS. Change type, change reason, and chance impact are optional fields. The choices within those drop-down menus are defined by the user in the setup for Project Control Suite. |
||||||||||||||||||||||||||||||||||||||||||
Create project quotation |
Sales | The concept of project quotations is introduced to make an attractive offer to a customer as the first step of the project phase. Using project quotations, you enter the services, basic contact information, special trade agreements and discounts, and estimated taxes and surcharges for a project. You can also select the activities or tasks for a project and create a hierarchy of tasks and subtasks. For each activity, you can enter details about the timing and duration of the activity, and about the skills and experience that are required for workers who perform the activity. For more information, refer to Create a project quotation. |
||||||||||||||||||||||||||||||||||||||||||
Create quotation lines from WBS |
Project Management | If you have finished the setup of the WBS, create project quotation lines from the WBS. With the quotation lines in place, you can define the project quotation pricing and send the project quotation to your customer. |
||||||||||||||||||||||||||||||||||||||||||
Create subcontract from project |
Project Management | Use this option to create a subcontract from a project's Advanced WBS. |
||||||||||||||||||||||||||||||||||||||||||
Create subcontract from project quotation |
Project Management | You can create subcontracts for WBS lines to be subcontracted. You can create a new subcontract or add lines to an existing subcontract. |
||||||||||||||||||||||||||||||||||||||||||
Create WBS - Import template |
Project Management | You can use templates to easily add (parts of) a work breakdown structure. A template can contain predefined:
The project setup and price setup are not included in a template.
When you import a WBS template:
After a template import, you can change the imported WBS lines. |
||||||||||||||||||||||||||||||||||||||||||
Create WBS - Manually |
Project Management | A work breakdown structure (WBS) is a description of the work to be done for a project. It is a hierarchy of tasks that represents the composition of work, cost, and duration of each task. In Project Control Suite, you can add these types of lines to a project quotation work breakdown structure:
|
||||||||||||||||||||||||||||||||||||||||||
Define calculation settings on WBS task |
Project Management | On each WBS task, you can define the applicable calculation settings. You can do so on the creation of the WBS task or on an existing WBS task. |
||||||||||||||||||||||||||||||||||||||||||
Define cost code on estimated costs and revenue |
Project Management | If you have defined a cost code standard and cost code level for a project quotation, you can define a cost code for each WBS line. If the cost code level is Transaction, you can also define a cost code for each estimated-costs-and-revenue line. So, estimated-costs-and-revenue lines of one WBS line can have different cost codes. |
||||||||||||||||||||||||||||||||||||||||||
Define cost code on WBS line |
Project Management | If you have defined a cost code standard and cost code level for a project quotation, you can define a cost code for each WBS line. |
||||||||||||||||||||||||||||||||||||||||||
Define cost code setup on project level |
Project Management | If you use cost codes in your project quotations, you need to define the applicable cost code standard and cost code level. The default cost code standard and default cost code level are defined in the Advance project management parameters. You can change these defaults on a project quotation work breakdown structure. |
||||||||||||||||||||||||||||||||||||||||||
Define or change calculation settings on WBS task - Project change order |
Project Management | On each WBS task, you can define the applicable calculation settings. You can do so on creation of a WBS task or on a to-be-changed WBS task. |
||||||||||||||||||||||||||||||||||||||||||
Define project change order contract totals |
Sales | For a project change order work breakdown structure, for all project lines of type Fixed price, you define the Contract total. You can do so on the Quotation statement form in two ways:
To simulate the contract total, you can use:
|
||||||||||||||||||||||||||||||||||||||||||
Define project quotation contract totals |
Sales | For a project quotation work breakdown structure, for all project lines of type Fixed price, you define the Contract total. You can do so on the Quotation statement form in two ways:
To simulate the contract total, you can use:
|
||||||||||||||||||||||||||||||||||||||||||
Define project setup |
Project Management | On the project quotation work breakdown structure, you can define the project setup:
|
||||||||||||||||||||||||||||||||||||||||||
Define subcontracting setup on WBS line |
Project Management | On a project quotation WBS, you can pre-define this subcontracting-related setup:
|
||||||||||||||||||||||||||||||||||||||||||
Define which information is shown in the hierarchy |
Project Management | You can define which information is shown in the project logistics hierarchy. |
||||||||||||||||||||||||||||||||||||||||||
Distribute budget over remaining periods - WBS |
Project Management | You can distribute the budget over the remaining periods. |
||||||||||||||||||||||||||||||||||||||||||
Enter estimated costs and revenues |
Project Management | A work breakdown structure (WBS) is a description of the work to be done for a project. It is a hierarchy of tasks that represents the composition of work, cost, and duration of each task. For each activity in the work breakdown structure, you can define the estimated costs and revenue that are required to complete the activity. Estimated costs and revenueFor an advanced WBS, you add estimated costs and revenue lines of these types:
Each task in the work breakdown structure, with the effort (hours) filled in, automatically results in an hour line in the estimated costs and revenue. On the Project Control Suite parameters, you can select the create quotation lines from WBS check box. As a result, if you close the Advanced WBS page, for each estimated costs and revenue line, a project quotation line is created automatically. |
||||||||||||||||||||||||||||||||||||||||||
Enter estimated costs and revenues for project change order work breakdown structure |
Production | For each task in the project change order work breakdown structure, you can change the estimated costs and revenue lines. You can also add new lines or remove existing lines. Each task in the work breakdown structure, with the Effort (hours) filled in, automatically results in an hour line in the estimated costs and revenue. On the Project Control Suite parameters, you can select the Create quotation lines from WBS check box. As a result, if you close the Work breakdown structure form, for each estimated costs and revenue line, a project quotation line is created automatically. For more detailed information, refer to Create a work breakdown structure. |
||||||||||||||||||||||||||||||||||||||||||
Fill in or change calculation variable values for WBS task |
Project Management | If you use a calculation group on a task, you must enter the values for the variables. |
||||||||||||||||||||||||||||||||||||||||||
Firm planned orders |
Project Management | You can use project logistics to firm the planned orders for a project. |
||||||||||||||||||||||||||||||||||||||||||
Initialize document templates |
Project Management | The first step required to do the tender import is to initialize the document templates. This will load the default templates. | ||||||||||||||||||||||||||||||||||||||||||
Link retention terms to project contract |
Project Management | When you create a project contract, you can set up the customer payment retention terms. Both the percentage-of-work-completed retention terms and the progress-amount retention terms are shown if you click the drop-down in the Customer payment retention terms field on the Project contract form. For more information, refer to Add customer retention terms to a project contract. |
||||||||||||||||||||||||||||||||||||||||||
Make changes to work breakdown structure |
Production | On a project change order work breakdown structure, you can:
For more detailed information, refer to Create a work breakdown structure. |
||||||||||||||||||||||||||||||||||||||||||
Modify subcontract |
Project Management | If a subcontract is created, you can modify the original settings. At least, define the prices for the subcontract lines. The subcontract value on the line is the amount to be paid to your subcontractor. You can define the price and value in these ways:
The forecast quantity is copied from the related WBS line. |
||||||||||||||||||||||||||||||||||||||||||
Monitor pending changes |
Production | If you have submitted a project change order for internal approval, the proposed changes are transferred to the Change order forecast model as defined on the Project Control Suite parameters. As a project manager, for your projects, you can monitor the submitted changes that are pending approval.
|
||||||||||||||||||||||||||||||||||||||||||
Monitor project logistics |
Project Management | Use project logistics to view the relation between a project and the orders that are directly or indirectly created for the project. It also shows how these product demand lines are covered. Project logistics information is updated by the master plan. This information is shown in a hierarchy with the project structure from the level that the project logistics is opened from. All project levels beneath the opened level are shown. Select a node in the hierarchy to view detailed information. The coverage can be a hard allocation, but it can also come from master planning (anonymous orders). The legend explains the used acronyms and the symbols. |
||||||||||||||||||||||||||||||||||||||||||
Negotiate project change order with customer |
Sales | Negotiate the project change order with the customer. |
||||||||||||||||||||||||||||||||||||||||||
Negotiate with customer |
Sales | Negotiate the project quotation with the (potential) customer. |
||||||||||||||||||||||||||||||||||||||||||
Open in Microsoft Excel |
Project Management | If the integration journal is created, you can open the related Microsoft Excel file. Enter all relevant data from the tender into this Microsoft Excel file. In the integration journal Microsoft Excel file, setup data, as defined in Dynamics 365 for Finance and Operations, is available in the Microsoft Dynamics Office Add-in pane at the right. When you enter the tender data, use this setup data where applicable. For example, WBS line types can be selected from: If you enter any other text and publish, you get an error. |
||||||||||||||||||||||||||||||||||||||||||
Post and close progress bill |
Project Management | If a progress bill is approved by the customer, you can post and close the progress bill. As a result, an invoice journal is created for the project. For each invoiced sub-project, a separate on-account line is added to the invoice journal. |
||||||||||||||||||||||||||||||||||||||||||
Post negative progress bill |
Project Management | You can post a negative progress bill journal to report any negative progress on an activity or a complete project after the invoice is posted. You can use this to report the correct progress when you have posted a higher progress than the percentage of completion times the contract value. |
||||||||||||||||||||||||||||||||||||||||||
Post revenue |
Project Management | If a progress bill is approved internally, you can post the revenue on the project based on the progress bill. You can do so, to claim the revenue internally before the customer has approved the progress bill. As a result, a fee is posted. |
||||||||||||||||||||||||||||||||||||||||||
Print progress bill |
Project Management | You can print the progress bill to support the internal approval and customer approval. The progress bill report has:
If you have used summary and detail lines in the work breakdown structure of your project, only the summary lines are printed. |
||||||||||||||||||||||||||||||||||||||||||
Print subcontract |
Project Management | You can print a subcontract report to confirm the negotiated scope and price. |
||||||||||||||||||||||||||||||||||||||||||
Publish data from Microsoft Excel to integration journal |
Project Management |
When you have entered the tender data in the Microsoft Excel file, you can publish it to the integration journal. If the Microsoft Excel file has any invalid data, you get error messages. You can make the required changes in the Microsoft Excel file and publish it again. |
||||||||||||||||||||||||||||||||||||||||||
Publish integration journal |
Project Management | When you have imported the WBS data from Microsoft Excel to the integration journal and reviewed the integration journal lines, publish the integration journal. On publish, all integration journal lines are transferred to the Advanced WBS. You can publish an integration journal only once. When published, you cannot change the integration journal. If changes are required, you can do so in the Advanced WBS. |
||||||||||||||||||||||||||||||||||||||||||
Register customer response |
Sales | As a result of the negotiations with the customer, you can register these responses:
For more information, refer to Update project quotation. |
||||||||||||||||||||||||||||||||||||||||||
Register customer response on project change order |
Sales | As a result of the negotiations with the customer, you can register these responses:
Once confirmed, this project change order can be transferred to the project. |
||||||||||||||||||||||||||||||||||||||||||
Release retention |
Project Management | If applicable, retentions are calculated automatically based on the retention terms that are linked to the project contract. If you post a progress bill, automatically a record is created for the project in the Request retained amount. You can create an invoice proposal for retained amounts. |
||||||||||||||||||||||||||||||||||||||||||
Remove project inventory number from project |
Project Management | You can remove a project inventory number on a project. This is only applied to new transactions for the project. Existing transactions aren't changed. |
||||||||||||||||||||||||||||||||||||||||||
Report hours - Daily timesheet |
Project Management | You can use the daily timesheet to report hours daily. You can also report, for each line in the timesheet, the related:
|
||||||||||||||||||||||||||||||||||||||||||
Report hours - Equipment journal |
Project Management | You can report the equipment usage hours in the Equipment journal. |
||||||||||||||||||||||||||||||||||||||||||
Report hours - Hour journal |
Project Management | You can use the Hour journal to report hours that you spent on a project. |
||||||||||||||||||||||||||||||||||||||||||
Report hours - Weekly timesheet |
Project Management | You can use the weekly timesheet to report hours on a weekly basis. You can also report, for each line in the timesheet, the related:
|
||||||||||||||||||||||||||||||||||||||||||
Reverse revenue |
Project Management | You can post a progress bill revenue as a fee to already claim the revenue before the customer has approved the progress bill. If the customer: • Rejects the progress bill, you must reverse the revenue posting. This topic explains how to do so. • Accepts the progress bill, the initial revenue posting is automatically reversed on posting the progress bill. |
||||||||||||||||||||||||||||||||||||||||||
Review bid rate and bid value |
Project Management | WBS calculation updates the bid rate and bid value for each task. The relevant calculations are:
You can manually change the bid rate and bid value. If you do so, these are automatically locked. If the bid rate and bid value are locked and you run the WBS calculation:
You can unlock the bid rate. To do so, on the Advanced WBS page, on the calculation fast tab, clear the Lock bid rate check box. |
||||||||||||||||||||||||||||||||||||||||||
Review cost value, bid value, and margin by cost code |
Project Management | If you use cost codes, for each project quotation, you can review the cost value, bid value, and margin by cost code. |
||||||||||||||||||||||||||||||||||||||||||
Review integration journal lines |
Project Management | After the Microsoft Excel data is published to the integration journal, you can review the created integration journal lines. You cannot make any changes to the integration journal lines. If any changes are required, you can do this in the Microsoft Excel file. When done, publish the Microsoft Excel file again to the integration journal. |
||||||||||||||||||||||||||||||||||||||||||
Review project change order |
Sales | If a project change order is submitted, internal approval of the project change order can be done. The user, to whom the approval is assigned, gets a task. As a result of the project change order approval, you can choose these options:
|
||||||||||||||||||||||||||||||||||||||||||
Review project quotation |
Sales | If a project quotation is submitted, internal approval of the project quotation can be done. The user, to whom the approval is assigned, gets a task. As a result of the project quotation approval, you can choose these options:
|
||||||||||||||||||||||||||||||||||||||||||
Review project setup - Project change order |
Sales | On the project change order work breakdown structure, review the project setup for newly added (sub-)projects. If specific project setup is required, you can override the project setup as inherited from the root project line. |
||||||||||||||||||||||||||||||||||||||||||
Run WBS calculation |
Project Management | If the setup of the work breakdown structure or a part of it is complete, run the WBS calculation. As a result, based on the calculation setup, this data is calculated.
|
||||||||||||||||||||||||||||||||||||||||||
Select project work breakdown structure parts to be changed |
Production | If you want to change a part of the current work breakdown structure of the project, select this part and add it to the work breakdown structure of the project change order. Please note that to use the project change order function, the project must have originated as a project quotation using the Advanced WBS. |
||||||||||||||||||||||||||||||||||||||||||
Send project change order to customer |
Sales | Send an approved external project change order to a customer as an option. This requires a template to be added to the Project Control Suite parameters> Project change order, using a .dotx format. This is stored in Azure storage. |
||||||||||||||||||||||||||||||||||||||||||
Send project quotation to customer |
Sales | Send a project quotation to a customer and update the quotation status from Approved to Sent. |
||||||||||||||||||||||||||||||||||||||||||
Set default cost code standard and level |
Project Management | If you want to use cost codes in your project quotations and projects, set the default cost code standard and default cost code level. You can change these defaults on a project quotation work breakdown structure. Note: If you change these settings on a project quotation work breakdown structure, and already cost codes are defined, these are lost. |
||||||||||||||||||||||||||||||||||||||||||
Set progress billing parameters |
Project Management | If you use progress billing, set the progress billing parameters. |
||||||||||||||||||||||||||||||||||||||||||
Set Project Control Suite parameters |
Project Management | Before you can use Project Control Suite, define the Project Control Suite parameters. |
||||||||||||||||||||||||||||||||||||||||||
Set up activity group templates |
Production | You can group activity templates to structure the activity templates and make it easier to find the proper activity template. |
||||||||||||||||||||||||||||||||||||||||||
Set up activity templates |
Production | You can use activity templates to faster create tasks in the work breakdown structure. For each activity template, you can define values and estimate lines that are used as default values for work breakdown structure tasks. If you enter an activity template for a new task in the work breakdown structure, the default values of the activity template are copied to the task. |
||||||||||||||||||||||||||||||||||||||||||
Set up calculation variables |
Project Management | Define the variables to be used:
You can define variables that differ from the units. But you can also link a variable to a unit. |
||||||||||||||||||||||||||||||||||||||||||
Set up category group for equipment |
Project Management | Set up a category group to use for equipment. Set up as many category groups as needed to group your equipment. |
||||||||||||||||||||||||||||||||||||||||||
Set up category group for subcontract expense |
Project Management | For subcontract pricing, you can only use specific subcontract category groups. The required setup for these category groups is:
For more information, refer to Create category groups for projects. |
||||||||||||||||||||||||||||||||||||||||||
Set up construction templates |
Project Management | You can use a construction template to represent a customer agreement to do a job (category) for a specific price. On a construction template, you can define:
You can also use a construction template to define a special cost price or sales price for hours or equipment. |
||||||||||||||||||||||||||||||||||||||||||
Set up cost code groups |
Project Management | The number of cost codes in the system can be almost unlimited. However, for reporting or analysis it might be useful to group certain cost codes. For this purpose, a cost code group can be defined.
• The use of cost code groups is mandatory • The combination of cost code group + cost code standard is unique • The cost code groups are mainly used for reporting and analysis to subtotal member codes |
||||||||||||||||||||||||||||||||||||||||||
Set up cost code standards |
Project Management | A cost code is always linked to a cost code standard. The combination of cost code and cost code standard must be unique. To each project quotation and related projects, one cost code standard can be linked. You can do so on the project quotation work breakdown structure root node. In a project quotation and the related projects, you can only use cost codes of the linked cost code standard. Cost code standards are, for example, provided by these organizations:
|
||||||||||||||||||||||||||||||||||||||||||
Set up cost codes |
Project Management | Cost codes (or job codes) can be defined in the system to represent an internal or external code which is used to represent a fixed activity or cost category. Cost codes can be entered manually or can be imported using the standard Microsoft Dynamics AX tools or the Business Integration Solution (BIS). • Cost code can be based on an external standard or list. • Cost code can also represent an internal code which is used for reporting and analysis. • Cost code must be linked to a cost code standard. The combination of cost code and cost code standard is unique. |
||||||||||||||||||||||||||||||||||||||||||
Set up cost price for equipment |
Project Management | Set up cost prices for equipment categories. You can set up cost prices for equipment categories by project, project group, resource, project contract, customer, role ID, or price group. |
||||||||||||||||||||||||||||||||||||||||||
Set up cost price for expenses |
Project Management | Set up cost prices for expense categories. You can set up cost prices for expenses by project, project group, resource, project contract, customer, role ID, or price group. |
||||||||||||||||||||||||||||||||||||||||||
Set up cost price for hours |
Project Management | Set up cost prices for hours. You can set up cost prices per hour by project, project group, resource, project contract, customer, role ID, or price group. |
||||||||||||||||||||||||||||||||||||||||||
Set up customer retention terms |
Project Management | If you use retention terms that are based on the percentage of work complete, set up the customer retention terms. For more information, refer to Set up customer payment retention terms. |
||||||||||||||||||||||||||||||||||||||||||
Set up equipment category validation |
Project Management | Use equipment category validation to control which project categories can be used on a project, to include equipment categories. |
||||||||||||||||||||||||||||||||||||||||||
Set up equipment parameters |
Project Management | If you use equipment, set the equipment parameters. |
||||||||||||||||||||||||||||||||||||||||||
Set up integration parameters |
Project Management | Below listed are the parameters for tender import that are included as a part of the set up for APM.
|
||||||||||||||||||||||||||||||||||||||||||
Set up progress amount retention terms |
Project Management | If you use retention terms that are based on an invoiced amounts schedule, set up the progress amount retention terms. Example Retention schedule:
Retention calculation:
|
||||||||||||||||||||||||||||||||||||||||||
Set up project category for equipment |
Project Management | Set up project categories based on the shared categories. Make sure to select the category group that is used for equipment. |
||||||||||||||||||||||||||||||||||||||||||
Set up project category for subcontract expense |
Project Management | Create the project categories to be linked to the subcontract category group. When you create a project category:
For more information, refer to Create categories for projects. |
||||||||||||||||||||||||||||||||||||||||||
Set up project change order prices |
Sales | In project change orders, the actual project sales price setup for hours, expenses and fees is used. However, you can define project change order-specific price setup for specific categories. These prices are applicable to the whole project change order. However, if you have defined a specific price for a sub-project, the project change order price isn't applicable. Instead, the sub-project-specific price is applicable to the sub-project and all lower work breakdown structure levels under the sub-project. If you transfer a project change order to a project, for each project change order-specific price setup, a project-specific line is added to the related project sales price setup. |
||||||||||||||||||||||||||||||||||||||||||
Set up project inventory |
Project Management | Use the Project tracking dimension to manage project-specific inventory. Activate this Project tracking dimension for the relevant tracking dimension groups. As a result, you can track project inventory through all transactions for the released products to which the tracking dimension group is assigned. The tracking is done in a similar way as for the Serial number and Batch number tracking dimensions. Usually, you set up project inventory tracking for high-value products that require project-specific sourcing. No project inventory tracking is required for products:
|
||||||||||||||||||||||||||||||||||||||||||
Set up project quotation prices |
Sales | In project quotations, the actual project sales price setup for hours, expenses, and fees is used. However, you can define project quotation-specific price setup for specific categories. These prices are applicable to the whole project quotation. However, if you have defined a specific price for a sub-project, the project quotation price isn't applicable. Instead, the sub-project-specific price is applicable to the sub-project and all lower work breakdown structure levels under the sub-project. If you transfer a project quotation to a project, for each project quotation-specific price setup, a project-specific line is added to the related project sales price setup. |
||||||||||||||||||||||||||||||||||||||||||
Set up quantity validations |
Project Management | In a WBS, you can link activities to a calculation group for the scheduled unit and you can enter a forecast quantity. You can use quantity types to define the character of the activity in more detail. You can use these quantity types in the WBS:
|
||||||||||||||||||||||||||||||||||||||||||
Set up sales price for equipment |
Project Management | Set up sales prices for equipment, using the available options to set default information. |
||||||||||||||||||||||||||||||||||||||||||
Set up sales price for expenses |
Project Management | Set up sales prices for expenses, using the available options to set default information. |
||||||||||||||||||||||||||||||||||||||||||
Set up sales price for fee |
Project Management | Set up sales prices for fees, using the available options to set default information. |
||||||||||||||||||||||||||||||||||||||||||
Set up sales price for hours |
Project Management | Set up sales prices for hours, using the available options to set default information. |
||||||||||||||||||||||||||||||||||||||||||
Set up sales price for subscription |
Project Management | Set up sales prices for subscriptions, using the available options to set default information. |
||||||||||||||||||||||||||||||||||||||||||
Set up shared category for equipment |
Project Management | Set up a shared category to use in your company or other companies. This is required before you can set up project categories. |
||||||||||||||||||||||||||||||||||||||||||
Set up shared category for subcontract expense |
Project Management | Create a shared category for each project category that you want to link the subcontract category group. |
||||||||||||||||||||||||||||||||||||||||||
Set up subcontract cost price - expense |
Project Management | Set up default cost prices (expense) for work that you often or usually subcontract. For subcontracting cost prices (expense), this setup is required:
|
||||||||||||||||||||||||||||||||||||||||||
Set up subcontract management parameters |
Project Management | If you use subcontracting, set the subcontracting parameters. |
||||||||||||||||||||||||||||||||||||||||||
Set up subcontract procurement categories |
Project Management | To be able to create subcontracts, a procurement category is required. The procurement category is used to create purchase order lines for subcontract lines. The procurement category is used to define the type of work a WBS line relates to. This makes it easier to find the right subcontractor for a WBS line. You can set up several procurement categories that can be used in subcontracts. To use a procurement category in subcontracts, this setup is required:
For more information, refer to Set up and maintain procurement category hierarchies. |
||||||||||||||||||||||||||||||||||||||||||
Set up subcontract sales price - expense |
Project Management | You can set up default sales prices (expense) for subcontracted work. For subcontracting sales prices (expense), this setup is required:
|
||||||||||||||||||||||||||||||||||||||||||
Set up subcontractor retentions |
Project Management | You can use subcontractor payment retentions to withhold an agreed upon amount from the payments for the delivered work by a subcontractor. At a later moment, if no defects are identified, the retained amount can be released and paid. To define the payment retention terms for subcontractors, the vendor payment retention terms are used. You can define these payment retention terms for vendors that are marked as subcontractor. For more information on vendor payment retention terms, refer to Manage vendor payment retention for projects. |
||||||||||||||||||||||||||||||||||||||||||
Set up subcontractor worker cost price - hour |
Project Management | Hired subcontractor workers are not paid via salaries/payroll. They are paid via a purchase invoice that you receive from the subcontractor. The cost price of these hours can be different from the cost price (hours) of your own employees. Therefore, you can set up default cost prices (hour) for subcontractor workers. You can set up subcontractor worker cost prices (hour), for these combinations:
|
||||||||||||||||||||||||||||||||||||||||||
Set up subcontractor workers |
Project Management | If you hire an external person, set up this person as a subcontractor worker. This setup is required for a subcontractor worker:
For more information on hiring a new worker, refer to Key tasks: Workers. |
||||||||||||||||||||||||||||||||||||||||||
Set up subcontractors |
Project Management | To set up subcontractors, you use vendors. You can create a new vendor or mark an existing vendor as subcontractor. For more information on setting up and maintaining vendors, refer to Maintaining vendor information. |
||||||||||||||||||||||||||||||||||||||||||
Set up sub-project prices |
Sales | On a project quotation work breakdown structure, you can use projects in the hierarchy. The default sales prices for these projects are defined by the sales prices in the quotation margin. However, for each project in the work breakdown structure, you can also define a specific sales price for specific categories. These project-specific prices are applicable to the project and all lower work breakdown structure levels under the project. However, if you have defined a specific price for a sub-project, the project-specific price isn't applicable. Instead, the sub-project-specific price is applicable to the sub-project and all lower WBS levels under the sub-project. If you transfer a project quotation to a project, for each (sub-)project-specific price setup, a (sub-)project-specific line is added to the related project sales price setup. |
||||||||||||||||||||||||||||||||||||||||||
Set up sub-project prices for project change order |
Sales | On a project change order work breakdown structure, you can use projects in the hierarchy. The default sales prices for these projects are defined by the sales prices in the quotation margin. However, for each project in the work breakdown structure, you can also define a specific sales price for specific categories. These project-specific prices are applicable to the project and all lower work breakdown structure levels under the project. However, if you have defined a specific price for a sub-project, the project-specific price isn't applicable. Instead, the sub-project-specific price is applicable to the sub-project and all lower WBS levels under the sub-project. If you transfer a project change order to a project, for each (sub-)project-specific price setup, a (sub-)project-specific line is added to the related project sales price setup. |
||||||||||||||||||||||||||||||||||||||||||
Submit project change order for review |
Sales | If you have finished the project changes on a project change order, including the estimates and pricing setup, you must submit the project change order for review. A project change order must be approved internally before you can send it to the customer or transfer it to the project. |
||||||||||||||||||||||||||||||||||||||||||
Submit project quotation for review |
Sales | If you have finished the setup of the project quotation, including the estimates and pricing setup, you must submit the project quotation for review. A project quotation must be approved internally before you can send it to the customer. |
||||||||||||||||||||||||||||||||||||||||||
Transfer project change order to project |
Project Management | If a customer has confirmed a project change order, you can transfer it to a project. As a result:
|
||||||||||||||||||||||||||||||||||||||||||
Transfer project quotation to project |
Project Management | If a customer has confirmed a project quotation, you can transfer it to a project. For more information, refer to Create a project from a quotation by using the Transfer to Project wizard. |
||||||||||||||||||||||||||||||||||||||||||
Update integration journal |
Project Management | When the integration journal is published to the advanced WBS, you can change the bid values and bid rates in the advanced WBS. You can update these changes to the integration journal to keep the bid rates and bid values intact. |
||||||||||||||||||||||||||||||||||||||||||
Use cost codes for budget allocation on project |
Project Management | You can allocate budget to a project using cost codes. |
||||||||||||||||||||||||||||||||||||||||||
Use zero progress bill |
Project Management | Before you start a project, you can create, print, and post a so-called zero progress bill. You can create a zero progress bill once before a regular progress bill is created. You can use the zero progress bill as an official statement at the start of a project to communicate the work breakdown structure, quantities, and prices. Zero progress bill characteristics:
|
||||||||||||||||||||||||||||||||||||||||||
Verify design changes with customer |
Production | Before you proceed with the project change order, verify the design with the customer. |
||||||||||||||||||||||||||||||||||||||||||
Verify design with customer |
Design | Before you transfer the project quotation to a project, verify the design with the customer. |