Associating projects to capital planning requests

Create a project to associate to a capital planning request.

To associate a project to a capital planning request:

Select Work > Capital Planning Requests.
Select the capital planning request for which to associate a project, and then click the Record View tab.
Click Create Project.
The system automatically populates Capital Planning Request.
Specify this information:

Project

Specify a unique code identifying the project, and then enter a description of the project in the adjacent field.

Organization

Specify the organization of the project.

Parent Project

Specify the parent project if applicable.

Shutdown

Specify a shutdown identification code to associate with the project if the project requires the shutdown of equipment.

Status

Select the status of the project.
Note: All projects start with a Status of Awaiting Approval.

Class

Specify the class of the project. The system automatically populates Class Org.

Coordinator

Specify the employee code of the project coordinator.

Estimated Start Date

Specify the intended starting date for the project.

Estimated End Date

Specify the intended ending date for the project.

Actual Start Date

Specify the actual starting date for the project.

Actual End Date

Specify the actual ending date for the project.

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.

Labor

Specify the estimated internal labor costs.

Stock Items

Specify the estimated stock material costs.

Services

Specify the estimated services costs.

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.

Hired Labor

Specify the estimated hired external labor costs.

Direct Purchases

Specify the estimated amount of money needed to purchase materials not normally stocked in house.

Tool Cost

Specify the estimated cost of the tools.
Click Submit.