Project

Classification improvements for bids and extensions

The acquiring method and financing method, which are available as classifications on the project and contract (line), are now available as new classification options in the Bid (tpest3600m000) session. These classifications can be copied from the project to a new bid.

The classification fields Acquiring Method, Financing Method, and Line of Business have been added to the Extension (tpptc0110s000) session. The line of business is retrieved from the business partner for a bid and contract (line). The classification fields have also been added to the Extension Selection (tpptc0810m000) session.

The Extension Selection (tpptc0810m000) session can now be started from these sessions:

  • Transfer Transactions to Invoicing (tppin4200m000)
  • Process Pro Forma Invoices (tppin4200m100)
  • Generate Provisional Amount Transactions (tpppc3210m000)

Employee search and assignment calculation for projects

These improvements have been made to the resource management area of Project:

  • Specification of a default department for standard and project-specific tasks.
  • Retrieval of the number of hours for an assignment and calculation of the planned start or finish date of the assignment. Update of the planned dates on the budget line or activity.
  • Introduction of an employee search, based on which you can specify criteria for evaluation. In sessions, the activity budget for labor and the resource assignment enable you to select one employees and use this employee on a budget line or resource assignment.

File manager

When you use specific repository locations in the External Scheduling Interface (tppss2231m000) session, you can zoom to the LN File Manager. If you use a specific repository location during the import, the zoom for the XML file can be done on the server.

Note:  The options for specific repository locations are initially hidden.

Workbench for billable costs

For large projects, and contracts with many transactions, it can be difficult to evaluate transactions to be invoiced.

To support this, the Billable Costs (tppin2600m000) workbench has been added. The workbench focuses on one contract, one project, or one employee and displays the number and amount of billable and approved lines.