Planning and requirements scheduling

Project planning provides the functionality for time-driven budgets, revenues, and unit costs in a project. Maintenance of planning data, setting up the activity structure and relationships, and performing a financial analysis is also covered in project planning.

Note: 

You can maintain more than one plan for an individual project. For example, to simulate different project scenarios.

The planned orders can be Purchase Order or Warehouse Order. The Purchase order is transferred and used in Procurement while the Warehouse Order is transferred and used in Warehousing. You can use the Project Planning Parameters (tppss0100s000) session to set up the parameters.

These parameters cover whether you want to use plans and if so, the default project plan and details that relate to the external scheduling package (including currency, time unit, and details of code lengths). The Project Planning Parameters (tppss0100s000) session includes the default number groups and series used by the PRP warehouse orders and purchase orders. You can also select the option for inventory checks to be performed for warehouse deliveries.

Requirement scheduling enables you to generate and maintain the planned orders for material, equipment, and subcontracting during a project, based on the activity or element control data. The budget type, Project Control and the planning data is specified for the activity-budget line. You can create the planned purchase orders or planned warehouse orders using the Generate Planned PRP Orders (tppss6200m000) session.

After these orders are confirmed, you can transfer:

  • Planned purchase orders to (as a purchase order, a request for quotation, or a purchase schedule) to Procurement
  • Planned warehouse orders to (as a transfer order) to Warehousing

Infor LN displays the planned transactions in the Order Line Balance (Material) (tppss6500m000) session and the delivery transactions in the Delivered Order Lines (Material) (tppss6550m000) session.

Project requirements planning also includes the rescheduling messages that are generated when the budget data is modified.

Generate orders using a project requirement planning run from the control data. The control data is aggregated budget information, for example to focus on certain elements or activities. This data is based on the actual budget. You define the control data in planning. If you select multiple projects, a control budget is created for each project.

Note: 

You can use an External scheduling package with the planning module to enhance the planning and scheduling capabilities.

External scheduling packages (ESP) (for example, Microsoft Project) can be used to determine the scheduling information for activities, budget milestones, OBS elements, and baselines. The ESP currency that is defined in the Project Planning Parameters (tppss0100s000) session is used in ESP. Most external scheduling packages do not support multi-currency. If the cost rate of a cost object defined in is in a currency other than the ESP currency, the rate for the currency is calculated with the Exchange Rate Type of the project definition. The ESP time unit defined in the Project Planning Parameters (tppss0100s000) session is considered as the unit for budget lines, such as labor, equipment and subcontracting in the integration.