Project Parameters (tppdm0100s000)

Use this session to maintain and initialize the parameters that define how LN works.

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, change or delete the Description text as well.

Note: The parameters you set in this session are valid for all projects you set up in this company. Parameters also serve as defaults for some fields.

Field Information

Settings

Introduction Date

The date and time this parameter setting becomes valid.

Description

The description of the parameter setting.

Use

Element

If this check box is selected, you can use elements for the projects.

Note: You can create transactions for elements in Project for a company only if this check box is selected. You can change this parameter until a transaction is recorded for elements in Project . However, this field is disabled after a transaction for elements is recorded.

Activity

If this check box is selected, you can use activities for the projects.

Note: You can create transactions for activities in Project for a company only if this check box is selected. You can change this parameter until a transaction is recorded for activities in Project . However, this field is disabled after a transaction for activities is recorded.

Extension

If this check box is selected, you can use extensions for the projects.

Note: You can create transactions for extensions in Project for a company only if this check box is selected. You can change this parameter until a transaction is recorded for extensions in Project . However, this field is disabled after a transaction for extensions is recorded.

Cost Component

If this check box is selected, you can use cost components for the projects.

All Activity Types

If this check box is selected, you can use the Type of Activity in the Activities (tppss2100m000) session. You can link an organization breakdown structure (OBS) element to an activity with the type Control Account. If this check box is cleared, the activity type is a Work Package, therefore you cannot use the OBS option.

Project Archives

If this check box is selected, project archives can be used for reference and comparative purposes.

Note: When the project is archived or deleted, a subset of the project data specified in the Project (tppdm6600m400) session for the current company is present in the project archive.

Dutch WKA

If this check box is selected, the Dutch Wet Keten Aansprakelijkheid (WKA) law applies. The WKA law means that the contractor is liable for the subcontractor's taxes and social security contributions, if the subcontractor fails to do so.

The law is mainly concerned with:

The invoices from the subcontractor to the customer.
Who is responsible for paying taxes and social security contributions.

Note: This law applies to the Netherlands only. If you use LN in another country, leave this check box cleared.

Bank Guarantee

Allow Project Bank Guarantee for new Documents

If this check box is selected, the bank guarantee functionality is implemented for the new documents in the Project package. The bank guarantee related sessions, field and options are visible in the Project package.

Note:

By default, this checkbox is selected. However, you can modify the value.
This checkbox is applicable only for the project bank guarantee functionality and not for the bank guarantee functionality of the GTC module.

Hide Project Bank Guarantee

If this check box is selected, the bank guarantee functionality is hidden from the Project package. The bank guarantee related sessions, field and options are not visible in the Project package.

Note:

By default, this checkbox is cleared. However, you can modify the value.
This checkbox is applicable only for the project bank guarantee functionality and not for the bank guarantee functionality of the GTC module.

Options

Process Subprojects with Main Project: If this check box is selected, subprojects are also included in all processing activities relating to the main project. For example, if you use the Build Actual Cost Control (tpppc4803m000) session, all subprojects are included.
Update Main Project Totals for selected Subprojects: If this check box is selected, any changes made to subprojects are carried through (aggregated) in the main project. This affects the Build Actual Cost Control (tpppc4803m000) session, where changes in subproject costs are carried through in the Main Project Total.
Log Project History: If this check box is selected, history data of the project is logged in the Project History (tppdm6105m000) session.
Log Activity History: If this check box is selected, the changes that are made in the Activities (tppss2100m000) session, are logged in the Activity History (tppss2102m000) session.
Log Element History: If this check box is selected, the changes that are made in the Elements (tpptc1100m000) session, are logged in the Element History (tpptc1106m000) session.
Text: If this check box is selected, a text is present.

Settings

Log Commitments (Purchase Transactions)

Indicates how you want to handle commitments (preliminary purchase costs) in your company.

Allowed values

Not

An exception is hard commitments in case a purchase order is delivered directly to a Project location. In that case, a hard commitment line is created. In the case of a direct delivery to a project location, the cost of WIP is posted to Finance. Hence, the commitment in Project becomes cost in Finance.

This is done because of the timing of the next step: "invoice approval". The moment of the invoice approval is not controlled from Project but from Finance. Therefore, the cost of WIP is posted to Finance .

So, on one hand we cannot wait until invoice approval for registering WIP costs because this in many cases will be late. On the other hand, there is still commitment, because the goods are only delivered (not consumed) to the project and may be returned to a warehouse (for example, the goods have been ordered, but are not used).

Order and Delivery

Commitments are logged at the point of ordering and at the point of delivery (when the goods or services are received)or at the point of releasing the stage payments.

Delivery

Commitments are logged only at the point of delivery or at the point of releasing the stage payments.

Note: Infor LN also includes the purchase transactions resulting from supplier stage payments.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Log commitments.

Copy General Surcharges when creating Project

This field determines whether standard surcharges are copied as project surcharges to be used while generating a budget, control registration, or both.

Allowed values

Not: Standard surcharge information is not copied.
Budget: Standard surcharge information is copied, and so becomes available for use in budgets.
Cost Registration: Standard surcharge information is copied, and so becomes available for reuse in cost registration and control.
Both: Surcharge information is copied and becomes available for reuse both in budgets and in cost registration and control.

Profit Base

This field determines whether margin is calculated based on the sales value or on the cost of sales.


Setting	Calculation
Cost of Sales	`(Sales amount - Cost Amount)/Cost Amount * 100`
Sales	`(Sales amount - Cost Amount)/Sales Amount * 100`

Defaults

General

Default Exchange Rate Type Budget

The default exchange-rate type used for budgeting projects that do not use the business partner currency.

Description

The description or name of the code.

Default Exchange Rate Type for Costs

The default exchange-rate type for costs that have a currency other than the project currency.

This ERT is also used to:

Calculate estimated amounts in Estimating .
Calculate standard cost object amounts in the home currency.
Calculate amounts that are not directly project related and have no business partner and therefore no ERT.

Default Exchange Rate Type for Revenues

The default exchange-rate type is used for the calculation of invoices that do not use the business partner currency.

Unit Set

The default unit set used for projects while creating equipment or subcontracting cost objects.

Description

The description or name of the code.

Unit Code for Hours

The time unit in which labor is expressed in cost control.

Description

The description or name of the code.

Appointment Type

The default appointment type. If this type is used with the tender date: The first date (lowest sequence number) recorded for this appointment type in the Project - Appointments (tppdm6132m000) session is the tender date.

The date is printed on reports in the following session:

Print Progress Invoice Specifications (tppin1410m000)

Description

The description or name of the code.

Defaults

Template Code: The default project template, defined in the Projects (tppdm6100m000) session.
Description: The description or name of the code.
Extension for Fluctuation Settlement: The default extension code is used to create an extension of the extension type fluctuation settlement at the time a new project is created.
Item Code System (File Import): The default item code system.
Description: The description or name of the code.
Item Code System (Order Entry): The item code system. If no specific item code system is defined for the business partner in the Item Code System - Items (tcibd0104m000) session, LN uses the item code system that is defined in the current field. The item code system that you select must be of the General type.
Revenue Code for Installment: The default revenue code used for installments in Project.
Revenue Code for Progress Payment: The default revenue code used for progress payment requests in Project.
Revenue Code for Fee: The default revenue code used for fees in Project.
Revenue Code for Penalty: The default revenue code used for penalties in Project.
Revenue Code for Additional Work: The default revenue code used for additional work in Project.
Revenue Code for Holdback: The default revenue code used for holdback in Project.
Revenue Code for Advance Payment: The default revenue code used for creating advance payments in Project.
Fee Revenue Threshold: The fee revenue threshold, expressed in percentage, to check the Probability of a fee being included when generating the interim results. Only fees with a probability percentage equal to or higher than the threshold are considered.
Priority Supply Warehouse: The default priority supply warehouse used for projects, defined in the Warehouses (tcmcs0503m000) session.
Description: The description or name of the code.

Number Group and Series

Project Number Group

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

Description

The description or name of the code.

Project Series

The default series used for projects, defined in the First Free Numbers (tcmcs0150m000) session.

Description

The description or name of the code.

Estimate Series

The estimate series used to create a unique project number.

Description

The description or name of the code.

Estimate Line Number Group

The default number group used for project estimate

Description

The description or name of the code.

Estimate Line Series

The series used to create a unique codes for project estimates.

Description

The description or name of the code.

Order Series for PCS Project

The first free numbers used to create unique codes for project requirement orders.

Description

The description or name of the code.

Template Number Group

Select the default number group defined for the templates.

Template Series

Select the default series defined for the template number group.

Sequence Number

Item Code Length

The length defined here subtracted from the maximum length of the code, determines the sequence number length that can be added when using the Launch Estimate to Budget (tpest2200m000) session.

Maximum length: 47 characters.

Labor Code Length

The length defined here subtracted from the maximum length of the code, determines the sequence number length that can be added when using the Launch Estimate to Budget (tpest2200m000) session.

Maximum length: 8 characters.

Equipment Code Length

The length defined here subtracted from the maximum length of the code, determines the sequence number length that can be added when using the Launch Estimate to Budget (tpest2200m000) session.

Maximum length: 10 characters.

Example

If, in this field, you enter "6", a sequence of 4 characters can be created. As a result, equipment code 100230 in estimate could be transferred to 1002300001.

Subcontracting Code Length

The length defined here subtracted from the maximum length of the code, determines the sequence number length that can be added when using the Launch Estimate to Budget (tpest2200m000) session.

Maximum length: 8 characters.

Sundry Cost Code Length

The length defined here subtracted from the maximum length of the code, determines the sequence number length that can be added when using the Launch Estimate to Budget (tpest2200m000) session.

Maximum length: 8 characters.

Cost Control Levels

Project

Project: If this check box is selected, the cost control is implemented only at the project level, for projects.
Project/Cost Type: If this check box is selected, the cost control is implemented at the project and cost type level, for projects.
Project/Cost Component: If this check box is selected, the cost control is implemented at the project and cost component level, for projects.
Project/Control Code: If this check box is selected, the cost control is implemented at the project and control code level, for projects.

Element

Project/Element: If this check box is selected, the cost control is implemented at the project and element level, for elements.
Project/Element/Cost Type: If this check box is selected, the cost control is implemented at the project, element and cost type level, for elements.
Project/Element/Cost Component: If this check box is selected, the cost control is implemented at the project, element and cost component level, for elements.
Project/Element/Control Code: If this check box is selected, the cost control is implemented at the project, element and control code level, for elements.

Activity

Project/Activity: If this check box is selected, the cost control is implemented at the project and activity level, for activities
Project/Activity/Cost Type: If this check box is selected, the cost control is implemented at the project, activity and cost type level, for activities
Project/Activity/Cost Component: If this check box is selected, the cost control is implemented at the project, activity and cost component level, for activities.
Project/Activity/Cost Control Code: If this check box is selected, the cost control is implemented at the project, activity and control code level, for activities.

Extension

Project/Extension: If this check box is selected, the cost control is implemented at the project and extension level, for extensions.
Project/Extension/Cost Type: If this check box is selected, the cost control is implemented at the project, extension and cost type level, for extensions.
Project/Extension/Cost Component: If this check box is selected, the cost control is implemented at the project, extension and cost component level, for extensions.
Project/Extension/Control Code: If this check box is selected, the cost control is implemented at the project, extension and control code level, for extensions.

Overhead

Calculate Overhead Batch-wise over

Actuals: If this check box is selected, the overheads are calculated on actual costs.
Hard Commitments: If this check box is selected, the overheads are calculated on hard commitments.

Monitoring

Include in Monitoring: If this check box is selected, the overhead costs are included in the totals amounts (actual and forecast cost) in project monitoring.

Note: This checkbox is enabled only if the Actuals checkbox is selected.