Integration of Project with Service

Handling service requirements of completed projects

Handling service requirements of completed projects involves providing service to a part or the entire project, as per the contract. This is made possible by transferring the project structure and the materials consumed in the project to Service. You can copy the activity or the element structure and the material cost lines of the actual consumed material items, to Service so that these items become part of the physical breakdown structure. This enables identifying the items that need service and maintenance.

Handling service requirements of projects in progress

To handle service requirements of projects in progress, you can generate service orders for the project, in Project. The cost incurred for the service performed, is transferred from Service to Project. To generate service orders, the reference activity from Service is linked to the element or activity lines in Project.

When the service order is set to Costed in Service, the cost is transferred to Project as cost, according to the cost mapping. You cannot close a project with outstanding service orders or if the service orders linked to the project are not costed.