Project Planning Parameters (tppss0100s000)

Use this session to maintain the parameters for project planning, the external scheduling package, and requirement planning, as well as their default settings.

Note

By default, the Description field contains the date and time when the previous parameter set was saved. In order to avoid confusion, if you change the parameters, modify or delete the Description as well.

Related topics

 

Introduction Date

The date on which you change one or more parameters in this session is the date this new parameter setting becomes valid.

Settings
Plan
Use Plan

If this check box is selected, you can specify the default plan that must be used to create a project or an activity and view the Plan field wherever an activity is used.

Note

If this check box is cleared, the Plan field is not displayed throughout the Infor LN Project. This option allows you to create, for example, budget lines without specifying a plan. However, when you create a project with activities, Infor LN uses the plan specified in the Default Plan field. This is required, as project data must be linked to a plan.

Default Plan

The default plan that must be used when you create a project without using a template or copying an existing project.

Note

Default value is 000. However, you can modify this value.

This field is enabled and mandatory, if the Use Plan check box is selected.

Description

The description of the plan.

Note

Default value is Default Plan. However, you can modify this value.

This field is enabled only if the Use Plan check box is selected.

Default Baseline Description

The baseline description used as the default value. Infor LN defaults this value in the Baseline (tppss0120s000) session when the first baseline is created manually or Infor LN creates a new baseline.

Code Length of Activity

The length of the activity code. The maximum length is 16 characters.

Note

The difference between the maximum of 16 characters and the code length specified as a parameter is used to determine the length of sequence number that is generated. As the minimum length is 4, the maximum sequence number is 4. For example, if the Code Length is set to 5, a maximum of 3 characters can be used to create a unique project activity. Consequently, the first project activity is xxxxx001 and the second project activity is xxxxx002 and so on. This is applicable when an activity is created using these sessions:

  • Activities (tppss2100m000)
  • Launch Estimate to Budget (tpest2200m000)
  • Copy Activities (tppss2201m000)
Resources
Use Assignments

If this check box is selected, you can use the assignments functionality in Project.

Note

If this check box is selected, the Assignments tab is visible in the Project (tppdm6600m400) and Activity Budget (Labor) (tpptc2630m000) sessions.

Availability Type

The code for the availability type. The availability type and the applicable calendar are used to calculate the start and finish time of the activity to be performed.

Note

This field is enabled only if you select the Use Assignments check box.

Description

The description or name of the code.

Project Assignments for Service Related Activities

If this check box is selected, project related assignments can be executed using Service and Project functionality. If this check box is cleared, project related assignments are executed by Service. Creating assignments using Project is blocked.

Note
  • By default, this check box is selected.
  • This check box is enabled only if the Use Assignments check box is selected and the Service (TS) check box is selected in the Implemented Software Components (tccom0500m000) session.
Activity Relationships
Default Lead/Lag Unit

Define the default time unit used for the lead/ lag time.

Number Group

The default number group defined for the activity/budget relationship.

Description

The description or name of the code. for the number group.

Series

The code that identifies the order series for the specific activity/budget relationship number group.

Description

The description or name of the code. for the series.

Text

If this check box is selected, the text related to the scheduling exists.

External Scheduling Interface
External Scheduling Package
Integration External Scheduling Package

If this check box is selected, the project is integrated with an external scheduling package.

Currency

The currency in which prices and rates in the external scheduling package are expressed.

Time Unit for Hours

The quantity of resources assigned (cost objects such as equipment, labor, or subcontracting) expressed in terms of time.

Allowed values

Description

The description or name of the code.

Date Type for Scheduling

You can choose one of the two date types determined by the external scheduling package (ESP) to schedule your activities in Infor LN.

Allowed values

Date Type for ESP

Export Actual Spent Hours

If this check box is selected, LN exports the data for actual hours spent to the external scheduling package.

Note

The actual spent hours are calculated based on the hours for the cost objects such as labor, equipment and subcontracting.

Repository Location

The path to the copy of the project XML file.

Note

The copy of an XML file, which is exported or imported from an External Scheduling Package, is stored at this secure location.

By default, the XML files are stored in the directory of the user who imports/ exports the XML files. However, using the repository location, you can specify the location on the server that can be accessed by all the users.

If the XML files are not transferred to the specified location on the server, you can only import/ export the XML files in the Regenerate mode, using the External Scheduling Interface (tppss2231m000) session.

The following constraints are applicable to the repository location:

  • The forward (“/”) and backward slash (“\”) must be used as specified for the Operating System type.
  • The directory must not end with a slash character.
  • The specified directory must exist.
Export OBS
Export OBS

If this check box is selected, the organization breakdown structure data of the project is exported to the external scheduling package.

OBS Mapping to Outline Code 1-10

The outline code of the external scheduling package that must be mapped with the organization breakdown structure code in Infor LN.

Note

This field is enabled only if you select the Export OBS check box.

Transfer Resource
Material

If this check box is selected, material data is transferred to the external scheduling package (ESP) that you use. By default, this checkbox is selected for new projects exported using the External Scheduling Interface (tppss2231m000) session.

Labor Cost Object

If this check box is selected, labor is transferred to the external scheduling package (ESP) that you use. By default, this checkbox is selected for new projects exported using the External Scheduling Interface (tppss2231m000) session.

Employees

If this check box is selected, employee data is transferred to the external scheduling package (ESP) that you use. By default, this checkbox is selected for new projects exported using the External Scheduling Interface (tppss2231m000) session.

Trade Group

If this check box is selected, trade groups data is transferred to the external scheduling package (ESP) that you use.

Equipment

If this check box is selected, equipment data is transferred to the external scheduling package (ESP) that you use. By default, this checkbox is selected for new projects exported using the External Scheduling Interface (tppss2231m000) session.

Subcontracting

If this check box is selected, subcontracting data is transferred to the external scheduling package (ESP) that you use. By default, this checkbox is selected for new projects exported using the External Scheduling Interface (tppss2231m000) session.

Sundry Cost

If this check box is selected, sundry data is transferred to the external scheduling package (ESP) that you use. By default, this checkbox is selected for new projects exported using the External Scheduling Interface (tppss2231m000) session.

Transfer Assignment
Material

The assignment level of material cost objects (resources) exported to the activities/budget lines (tasks) of the external schedule package. By default, the assignment level is set to the value set in this field, for new projects exported in the External Scheduling Interface (tppss2231m000) session.

Labor

The assignment level of labor cost objects (resources) exported to the activities/budget lines (tasks) of the external schedule package.

Equipment

The assignment level of equipment cost objects (resources) exported to the activities/budget lines (tasks) of the external schedule package.

Subcontracting

The assignment level of subcontracting cost objects (resources) exported to the activities/budget lines (tasks) of the external schedule package.

Sundry Cost

The assignment level of sundry costs to be exported to an external schedule package.

Activity
Task Name based on

The activity related data on which the task name of the ESP is based.

Allowed values

Task Name based on

Note

Default value is Code.

Activity Code Custom Field Text

The custom text field in the ESP in which the activity code is specified. For example, if the value in this field is 2, the Activity Code/ Budget Line Object Code must be specified in the ESP custom Text 2 field.

Note
  • Default value is 2.
  • This field is mandatory.
  • The values specified in these fields must be different.
    • Activity Code Custom Field Text
    • Activity Description Custom Field Text
    • Activity Primary Key Custom Field Text
Activity Description Custom Field Text

The custom text field in the ESP in which the activity description is specified. For example, if the value in this field is 3, the Activity Code/ Budget Line Object Code must be specified in the ESP custom Text 3 field.

Note
  • Default value is 3.
  • This field is mandatory.
Activity Primary Key Custom Field Text

The custom text field in the ESP in which the activity primary key is specified. For example, if the value in this field is 1, the Activity Code/ Budget Line Object Code must be specified in the ESP custom Text 1 field.

Note
  • Default value is 1.
  • This field is mandatory.
Requirements
Project Requirements Planning
PRP Warehouse Orders Number Group

The default number group for planned PRP warehouse orders.

PRP Warehouse Order Series

The default order series for planned PRP warehouse orders.

PRP Purchase Orders Number Group

The default number group for the planned PRP purchase orders.

Purchase Order Series

The default order series for PRP purchase orders.

Service Orders Number Group

The default number group defined for the service orders. The number groups are defined in the Number Groups (tcmcs0151m000) session.

Service Order Series

The code that identifies the order series for the specific service order number group. The series are defined in the First Free Numbers (tcmcs0150m000) session.

Check Inventory for Warehouse Deliveries

If this check box is selected, the availability of inventory for warehouse deliveries is selected.

  • If negative stock is not allowed, the check investigates whether the quantity of the planned PRP warehouse order is less than or equal to stock on hand, minus blocked stock, minus allocated stock. If this condition is not met, an error message appears.
  • If negative stock is allowed, the check looks at the planned inventory. If there is not enough planned inventory at the moment of delivery, an error message appears.

Where the check reveals that none of these conditions is met, planned PRP warehouse orders (except those used to transfer a customized item) cannot be confirmed.

Create Backorders for Warehouse Transfer Orders

If this check box is selected, Warehousing creates a backorder for projects during inventory shortage.

Maintain Orders for Work Authorization Status

Maintain PRP orders for work authorization status.

This field can have the following values:

  • Released: LN allows creation of PRP orders for activities with work authorization status set to Released.
  • Released, Free: LN allows creation of PRP orders for activities with work authorization status set to Free or Released.
  • Released, On Hold: LN allows creation of PRP orders for activities with work authorization status set to On Hold or Released.
  • Released, On Hold, Free: LN allows creation of PRP orders for activities with work authorization set to Free or On Hold or Released.
Note

You can create planned PRP order for activities with work authorization status set to Released.

BOM Explosion

If this check box is selected, and the PRP planned warehouse order, for a phantom item, is transferred to Warehousing, LN creates an actual warehouse order which contains the items of the BOM of the phantom item.