To use project procedures

A project procedure includes various steps required to execute a project. You can apply and execute project procedures, such as updating budget status, generating control data and so on.

To execute and maintain a project, you must perform all the required project procedures from activating the project status to executing the maintenance procedures.

Creating and using project procedures:

LN allows you to execute different procedures while activating a project and to repeat certain procedures when the project is modified. You can maintain and execute the project procedures in the Project Procedures (tppdm6180m000) session and the procedure steps in the Project Procedural Steps (tppdm6182m000) session.

You can also specify a default procedure for a project using the Project Procedure field in the User Profiles (tppdm0101s000) session.

Project procedures can be executed automatically or manually. To execute the project procedure automatically, select the Automatic checkbox in the Project Procedural Steps (tppdm6182m000) session. You can also execute the procedure manually, as required. For example, to monitor the PRP orders before approval, the related order procedures such as Approve Planned PRP Purchase Orders and Approve Planned PRP Warehouse Orders can be manually executed and the other procedures can be set to 'Automatic'.

Project procedures when a project is active

When a project is set to Active for the first time, these procedures can be executed, if the Applicable checkbox for the procedure is selected:

Note

When a project procedure is executed for the first time, LN updates the Status of the relevant procedure to Executed in the Procedure Status (tppdm6584m000) session.

When a project is modified

During the execution of the project, you can modify the project by adding a new structure, a new budget line, add PRP orders, or add a reference activity to a service order and so on. LN allows you to repeat the execution of the required procedures whenever the above changes are made to the project. When a project procedure is repeated, LN updates the Status of the relevant procedure to Partial (if the procedure is partially executed) in the Procedure Status (tppdm6584m000) session.

Example

If you add a new structure and link a maintenance activity, the project procedures from Update Budget Status of structures to Generate Service Orders must be executed again. The status of the next procedure is set to Partial indicating that the procedure must be repeated. When this procedure is executed, LN checks for the next project procedure that is set to Automatic.

Note

LN repeats the cycle for all procedures that are set to Automatic.

When new budget lines are added to an existing structure

When you add a new budget to an existing structure in the project, after the budget lines are approved, these budgeting procedures are executed:

When PRP orders are manually generated

When you manually generate a PRP order for the project requirements, these order procedures are executed:

Project procedures for the maintenance of the project

When a project is completed, the maintenance activities can be performed for the project. For example, when you link a service order to a project, these procedures are executed to perform the maintenance activities for a project:

Summary of the status of each project procedure at various stages of a project:

Project ProcedureSessionStatus of the project / budget / orderStatus of the procedure
Project Statustppdm6107s000When the status of the project is FreeFree
When the status of the project is set to ActiveExecuted
Update Budget Statustpptc2201m000When the status of the budget is FreeFree
When the status of the budget for at least one element/activity is FreePartial
When the budget status is changed from Actual to Free
When a new element/activity is added.
When the budget status for all elements/activities is Actual or FinalExecuted
Update Work Authorization Statustppss2205m000When the work authorization status of all the elements/activities is FreeFree
When the work authorization status of atleast one element/activity is Free.Partial
When the work authorization status is changed from Released to Free.
When a new element/activity is added.
When the work authorization status for all elements/activities is set to Released.Executed
Generate Control Datatpptc1230m000When the status of the budget is FreeFree
When control data is generated for a particular element or activityPartial
When a budget line is added or modified
When control data is generated for all the elements/activities in the project.Executed
Generate Planned PRP Orderstppss6200m000When no PRP order is generated for the project.Free
When a PRP order is generated for a particular element/activityPartial
When a budget line is added/modified for the project.
When PRP orders are generated for all the elements/activities of the project.Executed
Approve Planned PRP Purchase Orderstppss6220m000When PRP orders are generated, but not approved.Free
When the status of at least one of the PRP orders is Planned or Firm-PlannedPartial
When the status of all PRP orders is ApprovedExecuted
When no PRP orders with status Planned or Firm-Planned exist for the project.
Transfer Planned PRP Purchase Orderstppss6230m000When the status of all PRP orders is Approved, but none of the PRP orders is transferred.Free
When the status at least one PRP Order is TransferredPartial
When the status all the PRP Orders is TransferredExecuted
When no PRP orders with status Planned, Firm-Planned or Approved exist for the project.
Approve Planned PRP Warehouse Orderstppss6225m000When PRP warehouse orders are generated, but not approved.Free
When the status of at least one of the PRP warehouse orders is Planned or Firm-PlannedPartial
When the status of all PRP warehouse orders is ApprovedExecuted
When no PRP warehouse orders with status Planned or Firm-Planned exist for the project.
Transfer Planned PRP Warehouse Orderstppss6235m000When the status of all PRP warehouse orders is Approved, but none of the PRP warehouse orders is transferred.Free
When the status of at least one PRP warehouse order is Transferred.Partial
When the status of all the PRP warehouse Orders is TransferredExecuted
When no PRP warehouse orders with status Planned, Firm-Planned or Approved exist for the project.
Generate Budget From Reference Activitytpptc2250m000When no reference activity is linked to the project.Free
When the budget is generated from a specific reference activity.Partial
When the budget is generated from all reference activities linked to the project.Executed
Generate Service Orderstppss6250m000When no service order is linked to the project.Free
When a service order is generated for a specific reference activity.Partial
When a service order is generated for all the reference activities linked to the project.Executed