Defining project basics

Define project basics by entering basic project information. Define parent projects and budget codes before defining child projects. When you specify a parent project for a child project, the budget records of the parent project are inserted on the child project.

Note:  Estimate to Complete indicates the calculated sum of the values displayed for Estimate to Complete for each budget entered on the Budgets page of the Projects form.

See Associating Predefined Budget Codes with Projects.

Estimate to Complete is automatically updated any time Estimate to Complete is updated manually or automatically for any budget on the Budgets page.

To define project basics:

  1. Select Work > Projects > Projects
  2. Click New Record.
  3. Specify this information:
    Organization
    Specify the organization to which the project belongs if you use multi-organization security.
    Project
    Specify a unique code identifying the project, and then enter a description of the project in the adjacent field.
    Coordinator
    Specify the employee code of the project coordinator.
    Parent Project
    Specify a parent project if applicable.
    Note: You can only specify a parent project while defining a new project. Once the project is saved, you are not allowed to add a parent project.
    Estimated Start Date
    Specify the intended starting date for the project.
    Estimated End Date
    Specify the intended ending date for the project.
    Shutdown
    Specify a shutdown identification code to associate with the project if the project requires the shutdown of equipment.
    Status
    Specify the status of the project.
    Note:  All projects start with a Status of Awaiting Approval.
    Actual Start Date
    Specify the actual starting date for the project.
    Actual End Date
    Specify the actual ending date for the project.
    Class
    Specify the class of the project.
    Note:  Capital Planning Request, Capital Planning Request Org., Project WOs, and Shutdown WOs Created are automatically populated for projects created on the Capital Planning Requests form.
    Current Budget
    Specify the total budget amount for the project. Budgets of child projects do not roll up to the budget of the parent project. The estimated cost of completing the project is displayed in Estimate to Complete and the total budget for the project is approved in Budget Approved.
    Budget Date
    Specify the date the budget was established.
    Note: You must enter a Budget Date that is before or equal to the current date.
    Labor
    Specify the estimated internal labor costs.
    Services
    Specify the estimated services costs.
    Hired Labor
    Specify the estimated hired external labor costs.
    Stock Items
    Specify the estimated stock material costs.
    Direct Purchases
    Specify the estimated amount of money needed to purchase materials not normally stocked in house.
    Tool Cost
    Specify the estimated tool usage costs.
  4. Click Save Record.
    Note: Depending on your system configuration, an electronic signature may be required to create a work order. The eSignature popup is displayed once regardless of the number of shutdown work orders created.

    To generate shutdown work orders associated with a project, click Create Shutdown WOs.

    To close open work orders associated with a project, click Close WOs.

    To detach detachable work orders associated with a project, click Detach WOs.

    To delete work orders associated with a project, click Delete WOs.

Parent topic: Defining parent and child projects