Creating Projects

This document describes how to create projects.

Before you start

The process can be started when:

Follow these steps

The section below describes the activities in this process.

  1. Creating Project Structure

    When entering a project, you specify the project order type and a unique project number that identifies the project. The number can either be entered manually or generated automatically. When automatically generated, the number is retrieved according to the settings for the selected project order type.

    Every project entered in Project Management is also created in Time Accounting (TAC), if installed.

    A project structure can be:

    1. Created using a predefined Project Templates

      Project templates can be copied completely or partly during project entry. Templates can also contain subtemplates.

      This creates a project structure that can be changed as needed for the project.

    2. Designed manually using Project Elements

      When entering a project, you select a project element as the main project element at level 1. The project structure can by built on this by copying the following:

      • Other project elements
      • All or parts of
      • Project templates
      • Subtemplates
      • Other projects
      • Project quotations.

      The resulting project structure describes the scope of the project.

    3. Copy from another Project

      An entire project structure can be copied from another project to create the structure in a new project. You can select the following for copying:

      • The latest locked budget
      • The outcome from input to the material budget
      • Checklists
      • Product configurations
      • Partners
      • Project information
      • Project scheduling.

      The resulting project structure corresponds to the project requirements.

    4. Transfer from Project Quotation

      The project structure can also be copied from a project quotation. You can transfer the following:

      • Costing for the budget, including material costing
      • Checklists
      • Completed product configurations
      • Project information
      • Project scheduling.

      The customer who accepts the quotation is defaulted as the partner in the project and assigned partner type 0, that is, Orderer.

      The resulting project structure describes the scope of the project.

  2. Creating Project Order

    The project order represents the agreement with the customer. It contains information that can be connected to the project, such as customer, scope of the order.

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