Project Dashboard (tipcs0320m000)

Use this session to view, maintain, and create data related to PCS projects.

Projects in Project Control (PCS) are used to support manufacturing and engineer-to-order processes. The PCS projects are usually a mix of production orders and activities.

The Project Dashboard (tipcs0320m000) session is typically used by project managers for tasks such as:

  • Monitoring the progress of a PCS project.
  • Listing the material that must be purchased for a project.
  • Viewing allocated and available capacity for the project.
  • Checking whether the project costs do not exceed the budget.
How to use the Project Dashboard (tipcs0320m000) session

You can use the fields in the Filter Projects group box to group related projects in the same screen.

If you select a PCS project in the project list in the Project Dashboard (tipcs0320m000) session, costs and hours for the project are displayed in the session's header. The check marks in the check boxes indicate which data is available for a PCS project. You can click behind the check boxes to start sessions in which you can view, maintain, or create the project data.

The following sessions and graphical browser forms (GBFs) are available:

Alerts
Note

You can use the Projects 360 (tppdm6500m100) session to view, maintain, and create data related to projects in the Project package.

Filtering projects

To view only the relevant projects, you can activate filters. To activate filters based on project status, on the appropriate menu, click one of the commands under View or Show Status.

 

Filter Projects
Project Employee
Sold-to Business Partner
Calculation Group

A code representing a group of projects the user wants to compare financially.

You can assign a calculation group to:

  • A budget
  • A main project (as long as the calculation group is not assigned to another project or single project)
  • A single project (as long as the calculation group is not assigned to another main project or single project)
Project Stage

The stage that the project has reached. You can assign a specific stage to a project in the Project Details (tipcs2130m000) session.

Project Totals
Estimated Costs

The estimated costs for the project, which include:

  • The estimated item costs (project part costs) based on the BOM, routing, and so on.
  • If the Activity Estimation check box is selected for an activity in the Activities (tipcs4101m000) session, the estimated costs for project activities.
  • The estimated project surcharges.
  • If the project is a main project, the estimated costs of subprojects.

The costs for orders that are related to the project, such as sales orders and service orders, are not included in the estimated costs.

Actual Costs

The costs of production, hours accounting, purchase, service, sales, finance, warehousing, and PCS itself that are actually booked on the PCS project.

You can determine actual costs on several levels:

  • On project level:
    General costs, general costs via Financials (for example, travel invoices), surcharges.
  • On customized item level:
    Purchase costs, inventory surcharges, production costs.
  • On standard item level:
    Standard items linked to sales orders and service orders for a project.
  • On the level of project related items:
    Item costs related to project. This is a separate category of costs (mainly results) which must be mapped to the PCS WIP like the costs on project level.
Commitments

The total commitment amount. The amount is the value of the related purchase orders that are yet to be delivered.

Invoiced

The order amount for which already an invoice is sent. The invoiced amount shows the total amount per invoice. When different PCS Projects or standard items and customized items are combined on a single invoice it is no longer possible to present correct amounts for separate PCS Projects individually.

The amount is derived from all sales orders, service orders and warehouse orders at the delivery side of the PCS project for which invoices have been printed by the Invoicing module.

If the project is a main project, the invoiced amounts for the subprojects are automatically aggregated to the main project with the Calculate Cost Prices by Project (tipcs3250m000) session.

The invoiced amount is updated during project cost calculation in the Calculate Cost Prices by Project (tipcs3250m000) session and Close Project (tipcs2250m000) session.

Invoiced and Paid

The invoice amount for the PCS project that are already paid.

Invoiced not Paid

The invoice amount for the PCS project that is not yet paid. The amount is calculated as follows:

Invoiced- Invoiced and Paid

Remaining Capacity PCS/SFC/EP

The total number of hours that is planned in Project Control, Shop Floor Control, and Enterprise Planning. The remaining capacity is the sum of the following hours:

  • The rough capacity requirements for PCS minus the hours already spent for PCS.
  • The remaining time required for SFC.
  • The machine and man capacity required for setup and production planned by Enterprise Planning.
Hours Spent PCS/SFC

All processed man hours and machine hours in Project for the PCS project, including hours booked on SFC orders linked to the PCS project.

Total Capacity PCS/SFC/EP

The total number of hours, which is the sum of the Remaining Capacity PCS/SFC/EP field and the Hours Spent PCS/SFC field.

Project Structure
Project Parts

Click to start the Project Parts (tipcs2111m000) session.

Subprojects

Click to start the Project Structure (tipcs2115m000) session.

Activities

Click to start the Activities (tipcs4101m000) session.

Service Configuration

Click to start the Installations (List) (tsbsc1110m100) session.

Project Planning
Module Planning

Click to start the Module Planning (tipcs4120m000) session.

Activity Overview

Click to start the Activity Overview (tipcs4503m000) session.

Planned Orders

Click to start the Planned Orders (cprrp1100m000) session.

Project Resource Plan

Click to start the Project Resource Plan (tipcs0520s100) session. The check box is selected if the project needs capacity of one or more work centers.

Pegging Tree

Click to start the pegging tree, in which you can view all sales order lines that are related to the PCS project. For every sales order line, the related supply orders are displayed

If the order is displayed in red, a planner signal code is present.

From the pegging tree, you can start the related order.

Project Engineering
Effectivity Units

Click to start the Effectivity Units (tcuef0502m000) session.

Engineering Items

Click to start the Engineering Item (tiedm0110m000) session.

Item Dashboard

Click to start the Production Item 360 (timfc1500m000) session.

Graphical Product Tree

Click to start the Multilevel BOM to view and maintain a graphical representation of the multilevel BOM.

Project Execution
Sales Quotation Lines

Click to start the Sales Quotation Lines (tdsls1501m000) session.

Sales Order Lines
Purchase Order Lines
Warehouse/Item Transfers

Click to start the Warehousing Orders (whinh2100m000) session.

SFC Production Orders

Click to start the Production Orders (tisfc0501m000) session.

Service Orders

Click to start the Service Orders (tssoc2100m000) session.

Hours Accounting

Click to start the PCS Project Hours (bptmm1170m000) session.

Warehouse Inventory

Click to start the Inventory 360(whwmd4300m000) session.

Project Costing
Interim COGS and Revenues
Project Costs

Click to start the Cost Price by Project (tipcs3560m000) session.

Invoices

Click to start the Invoice - Lines (cisli3605m000) session.

Installments

Click to start the Sales Order Installments (tdsls4110m000) session.

Financial Transactions
Alerts
Purchase Volume Expected not Received

Click to start the Purchase Order Lines Monitor (tdpur4501m500) session.

Project managers want to know whether purchased material is on schedule. If not, they can decide to remind the suppliers. In the Purchase Order Lines Monitor (tdpur4501m500) session you can check the purchase orders with a planned receipt in the past, but which are not received yet.

Planning Signals Pegging Tree

Click to start the graphical browser form (GBF) to display the pegging tree. In the pegging tree you can view all sales order lines that are related to the PCS project for which a planning signal code is present. The planning signal priority can be 0 to 100. For every sales order line, the related supply orders are displayed.

High Priority Planning Signals Pegging Tree

Click to start the graphical browser form (GBF) to display the pegging tree. In the pegging tree you can view all sales order lines that are related to the PCS project with a specific planning signal priority. The priority ranges from 0 (zero) to the value that you type in the Priority field. For every sales order line, the related supply orders are displayed

Priority

If you click High Priority Planning Signals Pegging Tree, you will view all sales order lines in the pegging tree that are related to the PCS project with a planning signal priority number up to and including the number in this field.

Resource Signals

Click to start the Exception Messages by Resource (cprao1130m000) session. You can check if resource signals are present for a resource used by the project.

Resource

For a specific PCS project, work center utilization can be over 100% in a certain week. The first week and the first work center that encounters this problem are displayed.

Credit Limit Reached for BP

If this check box is selected, the credit limit of the invoice-to business partner is exceeded.

Invoiced Overdue

The invoice amount for the PCS project that is overdue.

Loss Making

If this check box is selected, the total estimated costs exceed the total estimated revenue.

Projects
Project

A collection of manufacturing and purchasing actions that are performed especially for a particular customer order. A project is initiated by a customer order for items having a To Order order policy. The purpose of a project is to plan and coordinate the production of these items.

For a standard-to-order production, the project is only used to link the item with the customer order. Otherwise, a project can include:

  • Customized item data (BOMs and routings)
  • Project planning (activity planning)

A budget is a special type of project. A budget is used to plan and estimate, not to carry out production.

Project Type
Calculation Office

A work center that determines the enterprise unit for a project or production order and that has an administrative function.

For production orders, operations can be carried out in the calculation office, because the calculation office can act as a regular work center.

Project Employee

A human member of an organization model. Typically, employees are Workflow users who carry out activities with the Worklist Handler.

Project Status
Project Stage

Indicates the current execution stage of the project. You can enter project stages using the Project Stages (tipcs2110m000) session.

Start Date

The desired or planned start date for the project. This date is used or calculated by network planning.

Note

You can only fill in a start date if:

  • The project is a main or single project.
  • The forward planning method is chosen.

Related topics

Completion Date

The desired or planned completion date for the project.

You can only enter a delivery date if:

  • The project is a main or single project.
  • The backward planning method is chosen.
Engineering Allowed

If this check box is cleared, all end items of the project are standard-to-order items. No customized BOM or routing can therefore be maintained. As soon as a customized item is added to the project, LN automatically selects this check box.

If this check box is cleared, the following PCS functionality does not apply:

  • Customized item data (BOMs and Routings).
  • Project planning.
  • Project structures (main/sub projects).
  • Activities.
  • Network planning.
  • Module planning.
  • General costs.
  • Service orders on the project.
  • Project surcharges.
  • Cost calculation at project level.
Note

Projects for which the Engineering Allowed check box is not selected in the Projects (tipcs2101m000) session, cannot be copied.

Text

If this check box is selected, additional project text is present.

 

General Project Data
Project Details
Budget Details

Starts the Budget Details (tipcs2140m000) session.

Update Project Status
Close Project

Starts the Close Project (tipcs2250m000) session.

Generate Network Planning
Generate Enterprise Planning
Print Progress Report
Calculate Cost Price by Project
Surcharges
General Costs
Cost Price by Project
Cost Price Customized Items by Project
All Projects

Displays projects of all project types and all statuses.

Only Budgets

Displays only projects of project type Budget.

Simulated

Displays only projects with project status Simulated.

Active

Displays only projects with project status Active.

Totals

Displays costs and hours in the Project Totals group box.