Activities (tppss2100m000)

	Activities (tppss2100m000) Use this session to view and maintain: The activities of the activity-structure of any project plan. The start date and finish date so you can attach the earned value method to the activity. Note If you click New, the following applies: If you already selected an existing line, that activity becomes the parent of the new line. (Equivalent to using the Add Child option. If you did not select a line, the new activity is a top activity, which becomes the parent of the previous top activity. (Equivalent to using the Insert Top Activity option). If you use the Insert Top Activity option, the new activity becomes the parent of the previous top activity. If you use the Add Child option, the parent of the new activity will be automatically set to the activity selected. If you use the Indent option, the activity selected will become the child of the activity above. If you use the Outdent option, the parent of the current parent will become the parent of the activities selected. If you use progress invoicing the activities of type Work Package or Planning Package cannot be used. Related topics Using structures in a project Using an activity structure Using a bottom-up budget To use a top-down budget To use a map To use distributed amounts To use progress recording Using templates Project The code that uniquely identifies the project. Status The way to characterize a project. LN distinguishes these statuses: Free A project definition has been recorded, but the project has not yet been executed. Changes are still possible. Active During the execution of a project you can release, purchase, and register cost transactions. Finished The project is completed but it has not (yet) been financially closed. You can still register cost transactions. Actual purchase orders cannot be present for the project. Closed The project has been financially closed, the project definition can no longer be changed. Archived The project is stored in an archive company. The project archive company can be used as a repository for historical project data. Plan The code that uniquely identifies the plan. Activity Position The activity's position number. Activity The code that uniquely defines the activity. Activity General Description The description or name of the code. Search Key An alternative form of a description used for convenience during searching. Typically, it is an abbreviation, an acronym, or a mnemonic alternative to a full description. Unit The code that uniquely identifies the unit in which you specify the quantity of the activity. Activity Type The type of activity. Allowed values Type of Activity Note LN uses activities of all types only if the All Activity Types checkbox in the General Project Parameters (tppdm0100s000) session is selected, else, only the activities of the type Work Package are used. Parent Activity The activity that encompasses the child activity. A tree activity structure is formed by linking an activity to a parent activity. If you select the parent, you must take the following conditions into account: The parent of a WBS element is always a WBS element, unless it is from the top of the activity-structure. The parent of a control account is always a WBS element, unless the control account is the top of the activity-structure. The parent of a planning package is a control account or a planning package. If you do not use an organizational breakdown-structure, the parent of the planning package is either a WBS element, or a planning package that forms the top of the activity-structure. The parent of the work package can be a work package, a planning package or a control account. If you do not use an organizational breakdown-structure, the work package can have a WBS element, a planning package or a work package as its parents. Alternatively, the work package can itself form the top of the activity-structure. OBS Element The organizational breakdown-structure element that you want to link with a control account. This enables you to make an organizational unit or employee responsible for a subset of the overall project. This responsibility is expressed in the time-phased budget, in project scheduling, and in performance measurement. Note You can link an OBS element to the activity only if the Use Organization Breakdown Structure check box in the Projects (tppdm6100m000) session is selected. You can view this field only if the All Activity Types check box is selected in the General Project Parameters (tppdm0100s000) session. Extension The specific agreements within or in addition to the initial contract. An extension falls outside the initial contract with the sold-to business partner. Extensions can be assigned to the bottom-up budget. LN distinguishes four extension types: Scope Change Provisional Amount Fluctuation Settlement Quantities to be Settled Critical Capacity Type The critical capacity-type determines the cost type from which the percentage completed must be transferred. This value is transferred using the Generate Physical Progress in Planning (tpppc1250m000) session to the time-related progress. Choose a critical capacity-type to specify the cost-type progress to be exchanged. This is necessary because the progress in the Project Progress module can be more detailed than the progress of the activity. The project control budget-type determines where this progress is taken from: either from the progress entered on elements or on activities. Budget Status The budget status of the activity. Only the Actual and Final status activities can be used for history and can be invoiced. Text If this check box is selected, a text is present. Invoicing Progress based Invoicing You can decide whether and how you want the progress installments of the activity to be invoiced. Progress for Invoice If the activity will be invoiced, the invoice type: Direct or Indirect. Otherwise, Not Applicable. Group Indirect Work The number of a group of costs that is related to indirect work. Note This field is only available if the Progress based Invoicing field is set to Project Physical Progress. As a result, the Progress for Invoice field becomes Indirect. Use Holdback If this check box is selected, you can use holdback for this activity. To be Settled If this check box is selected, you can enter a settlement price. If this check box is cleared, the cost of additional work (direct work) cannot be settled. Note This field is only available in a project with Invoice Type field set to Progress Invoice in the Contract Lines (tpctm1110m000) session. Billable If this check box is selected, the activity costs are billed to the customer. Control Physical Progress Level The default level at which progress is recorded. Cost Control If this check box is selected, you can include this activity in your cost control (report). Work Authorization Status The work authorization status of the activity. On Hold Date The date after which the work execution on the activity must be suspended. Note The default value is the current date. The field is a display field. Reason The reason for holding the work execution of the activity. Note This field is only available if the Work Authorization Status field is set to On Hold. Budgeting Quantity The quantity needed for this activity. Time Unit The code that uniquely identifies the time unit. Production Rate The rate per production unit. Number of Time Units The number of time units. Physical Progress Quantity This field is used for cost control purposes and progress recording. If the invoice method is Unit Rate or Progress Invoice for the project, the progress quantity must be filled. This quantity can act as sales quantity for unit rate and progress invoicing by multiplying it with the sales price. Note For a Unit Rate method the actual quantity can differ from the estimated quantity. For the Progress Invoice method the progress must be equal to the physical progress quantity to be able to invoice the work. Related topics To use progress recording Asset Asset If this check box is selected, the activity is assigned to a capital project. Note If an activity is set to be capitalized, neither the child nor parent of the activity can be capitalized. Asset Number The asset number. Note LN enables the asset number and extension fields only for projects of the type capital. Description The description or name of the code. Asset Extension The asset extension number. Pricing Sales Price The default sales price per unit. Sales Price home currency Sales Price The amount in the home currency. Rate/Rate Factor rate Rate/Rate Factor rate factor Settlement Price The home currency for the cost amount. Settlement Price The unit price of additional work which may be charged during the progress invoicing procedure. This price may differ from the sales price for the budgeted work. The settlement price is printed under the heading additional work on the report in the Print Progress Invoice Specifications (tppin1410m000) session. You can enter a value in this field only if the To be Settled check box is selected. Settlement Price home currency Settlement Price The amount in the home currency. Currency Rate/Rate Factor The rate of the settlement price. Rate/Rate Factor rate factor Tracking Tracking Dates Scheduled Start Date Scheduled start date. Scheduled Finish date Scheduled finish date. Actual Start Date Actual start date. Actual Finish Date Actual finish date. Schedule Percentage Complete This is the scheduled progress for the activity, and must not be confused with the actual physical progress. If you work with a external scheduling package, the planning package can fill this field with the scheduled progress. You can copy this progress to the physical progress with the Generate Physical Progress from Planning (tpppc1240m000) session. Scheduled Start Date is Changed If this check box is selected, you changed the scheduled start date of the activity. To recalculate the requirement date for your control data you must run the Generate Planned PRP Orders (tppss6200m000) session. If you made any other changes in this session, you must also run Generate Control Data (tpptc1230m000). Note After you have run the Generate Control Data (tpptc1230m000), this check box is cleared. External Scheduling Interface Calendar The calendar code. Description The description or name of the code. Duration The duration of the external scheduling interface. Time Unit The time unit in which the duration of the external scheduling interface is expressed. Description The description or name of the code. Constraint Type The constraints/checks that are implemented for the MSP XML file of the external scheduling package. There are 3 types of constraints: Flexible : The activity can be performed as soon as possible or as late as possible. Semi-flexible: The activity must start or end before/after the specified date. Inflexible: The activity must start/end on the specified date. Default value By default, this field is set to As Soon As Possible. Allowed values The constraint types for the Microsoft project XML file are: Flexible As Soon As Possible: The external scheduling package schedules the activity as soon as possible based on the project activity start date. This is the default constraint type applicable for all the activities. The Constraint Date is not applicable. As Late As Possible: The external scheduling package schedules the activity as late as possible based on the project activity finish date. This is the default constraint type applicable for all the activities. The Constraint Date is not applicable. Semi-flexible Start No Earlier Than: The activity is scheduled to start on or after the specified constraint date. Start No Later Than: The activity is scheduled to start on or before the specified constraint date. Finish No Earlier Than: The activity is scheduled to end on or after the specified constraint date. Finish No Later Than: The activity is scheduled to end on or before the specified constraint date. Inflexible Must Start On: The activity is scheduled to start on the specified constraint date. Must Finish On: The activity is scheduled to end on the specified constraint date. Constraint Date The date specified for the constraint type. Note This field is disabled if the Constraint Type field is set to As Soon As Possible or As Late As Possible. Deadline Date The date by which the scheduled activity must be completed. Note This field is considered only by the external scheduling package. Earned Value Tracking Earned Value Method The earned value method is a way to calculate the planned value and earned value. Related topics To use an earned value method Linked Activity If the earned value method is apportioned, you can link an activity to this activity. Start Percentage The percentage value assigned to the start point of the activity. At the start of the activity, a specified percentage of the project activity can be considered as earned value. The sum of the start and end percentage must be 100%. Note This field is enabled only when the Earned Value Method is set to Start and End Percentage. The percentage will be used as default for the To use earned value related data as part of the time phased budget. End Percentage The percentage value assigned to the end point of the activity. The sum of the start and end percentage must be 100%. Note This field is enabled only when the Earned Value Method is set to Start and End Percentage. Milestone Percentage The percentage earned when the defined milestone is reached, based on the Earned Value Method of the type, Milestone. This method is linked to the activity, and a percentage or amount of the budget is assigned to each milestone. Each time a milestone is reached, the assigned budget is released. Note This field is enabled only when the Activity Type is set to Milestone. The sum of all the milestone Percentages linked to the activity must be 100%. Reference Activity Reference Activity The smallest unit of work that is required to carry out maintenance. Frequency The number of times a reference activity occurs as a part of project activity. Apply Frequency to The method in which the frequency of a reference activity as part of the project activity must be used: Allowed values Apply Frequency To Miscellaneous Project Location The location for the project's activity. For example, the construction site. Priority Supply Warehouse The warehouse that receives the deliveries for more than one project. The goods are sent from the priority supply warehouse to the project warehouse. The value is defaulted from the Priority Supply Warehouse field in the Projects (tppdm6100m000) session. Note For a project, when an activity is performed at multiple locations, it is easier to transfer goods when the warehouse is also defined at the Activity/Element level. ERP uses the following search path to check inventory, when generating PRP orders: The inventory in the Priority Supply Warehouse defined in the Activity (tppss2100m000)/ Elements (tpptc1100m000) session. The inventory in the Priority Supply Warehouse defined in the Projects (tppdm6100m000) session. Description The description or name of the code. Default Project Warehouse A warehouse that only stores goods that are used for projects. In contradiction to a normal warehouse goods are administrated for a project and its details. The goods in the default project warehouse represent inventory value. The inventory value of a project warehouse is not part of the project costs. When the goods are transferred to the project, they add to the project costs. A project warehouse can be used by one or more projects. Standard Activity If the project activity entered in this session does not have the required data, the defaults of this standard activity will be displayed. Milestone Milestone Customized Item Scheduling Milestone Reached Revenues Milestone Amount The home currency for the settled amount. Print Activities Starts the Print Activities (tppss2400m000) session which prints a selected range of activities.