Classification and project activities

This topic mainly impacts bidding and activity management, but also project and contract management.

Bidding

The classification options Business Sector and Group have been added to the Bid (tpest3600m000) session. These classification options can now be defaulted from the project to the bid and used when a contract or contract line is created.

Activity classification

These features are now supported:

  • The Activity Selection (tppss2800m000) session has been added to narrow down the selection of activities based on additional criteria, such as category, area, activity manager, and location. The new session can be started from these sessions:
    • Update Budget Status (tpptc2201m000)
    • Update Work Authorization Status (tppss2205m000)
    • Generate Budget from Reference Activity (tpptc2250m000)
    • Generate Service Orders (tppss6250m000)
    • Generate Planned PRP Orders (tppss6200m000)
    • Approve Planned PRP Purchase Orders (tppss6220m000)
    • Transfer Planned PRP Purchase Orders (tppss6230m000)
    • Approve Planned PRP Warehouse Orders (tppss6225m000)
    • Transfer Planned PRP Warehouse Orders (tppss6235m000)
    • Project Schedule (tppss2700m000)
    • Print Activities (tppss2400m000)
    • Print Milestones (tppss2402m000)
    • Delete Activities (tppss2200m000)
    • Generate Physical Progress from Planning (tpppc1240m000)
    • Generate Physical Progress in Planning (tpppc1250m000)
    • Check Customized Item Completed (tppss2203m000)
    • Print Cost Control (tpppc4411m000)
    • Print Project Control (tpppc4420m000)
    • Print Hours Control (tpppc4414m000)
  • In the Activities (tppss2100m000) session, a Category, Business Sector, Phase, Area, and Address can be specified. If an address is specified, values are automatically displayed in the related GPS fields. If no address is specified, the GPS fields can be filled manually.

    The activity address is used as the location address in Resource Planning. In Project Requirements Planning (PRP), the activity address is the ship-to address. The GPS location is not used in both processes.

    In PRP, the Cost Control setting of an activity is leading. If this check box is selected, the address of the activity is used. If this check box is cleared, the address of the activity is ignored.

  • An activity manager can be specified in these copy sessions:
    • Copying standard activities (tppss2202m000)
    • Copying project activities (tppss2201m000)

    If no activity manager is specified in the copy session, the activity manager of the activity is copied. If the activity manager is no longer employed, a warning message is displayed and the manager cannot be copied to the new activity.

  • The Synchronize option has been added to the Actions menu of the Activities (tppss2100m000) session. It starts the Activity - Synchronization (tppss2206m000) session, which allows to set specific fields on lower levels of the activity structure. For example, the activity manager, location, address and the new classification fields can be synchronized to lower levels of the selected activity.
Note: These constraints apply to activity classification:
  • All classifications must be explicitly set. They cannot be inherited.
  • Classifications or an address cannot be specified for a standard activity and therefore cannot be defaulted to a project activity.

Project management

The Financing Method range has been added to the Project Selection (tppdm6800m000) session.

Project and contract management

The code has been extended from three to six characters for these classifications:

  • Category
  • Financing Method
  • Project Location