Projects (tipcs2101m000)

Use this session to create, maintain and/or list projects.

In the details session, you can create and maintain projects that are used to calculate, plan and perform logistic activities that are directly related to customer orders.

You can only delete a project if:

  • The project has the Free status.
  • It is not linked to a sales quotation or a sales order.
Note: If you have started this session by zooming, you can only find and select a record.

Field Information

Project

project

Project Status

Indicates the current progress of the project. The following status values are available:

Allowed values

Free

You can carry out project engineering. This means that you can:

  • Define the project master schedule (PMS) by using the Project Control module.
  • Maintain the project structure.
  • Maintain the customized product structure by using customized bills of material and routing sheets.
  • Carry out project estimating.
Simulated

You simulate the rough capacity requirements planning and the detailed material and resource requirements planning (RRP) based on the network planning. The capacity requirements for a simulated project are visualized separately. LN generates planned RRP purchase orders, planned production orders, and PRP warehouse orders for customized items. However, those orders cannot be released. Moreover, the RRP does not allocate standard items to the project.

Active

This status indicates the project's execution stage. You can release planned orders, so that the required purchase and production activities can be actually started and completed.

Canceled

The project has been canceled. You cannot release new orders for the project, but you can, however, finish pending logistical activities. You can close a canceled project, but a project can also remain canceled. If the project remains canceled, be aware that the final costs are not posted to Financials , and that WIP can still exist for completed orders. Costs are only posted if you close the project.

Finished

As far as manufacturing is concerned, the project is finished. Also all purchase and production activities have been completed or closed, and all sales orders have been delivered for the project.

Closed

Financially, the project has been closed. This means that the financial project results have been computed. Financial project transactions can no longer be posted to the project.

To be Closed

If you select the COS and Revenues Restricted to Financial Company of PCS Project check box in the Project Control Parameters (tipcs0100m000) session, financial transactions are posted on the financial companies of the sales office, service department, and/or warehouse instead of on the financial company of the PCS project. If internal invoices are sent from the PCS project to those departments, and the internal invoices are not completed yet, the Close Project (tipcs2250m000) session sets the project status to To be Closed instead of to Closed. You must first complete the internal invoices, and then run the Close Project (tipcs2250m000) session again to set the project status to Closed.

Archived

The project has been archived. This means that all project data has been stored in archive files and are removed from the original files.

Description

An additional field for the project description if the project description does not fit on a single line.

Reference

Displays the reference data of the project. This field is only used for providing information. You can determine the reference data to enter, for instance, the number of a customer's sales order.

This field enables you to quickly search for project data using an argument other than the project code.

Search Key

search key

Project Type

Select the type of project.

Allowed values

Main Project

A main project is a separate project which is made up of several subprojects. Main projects and subprojects are both defined as projects. A main project either acts as:

  • The driver for planning its subprojects
  • The aggregate for the financial results of the subprojects

Recording a project structure by using main projects and subprojects is especially important for extensive projects in an engineer-to-order situation. As to main projects, only a limited number of project-control functions is feasible.

Subproject

A subproject is part of a main project. You can derive the network planning for the subproject from the planning for the main project. For a subproject, you can define several parameters on the main project level for a subproject (see also the Help file for main projects). The project control functions for a subproject also apply to the single project.

Single Project

A single project is a separate project which is not divided into several subprojects.

Budget

A budget is used for planning and estimating, not for production.

Calculation Group

calculation group

In case of a budget, you must always enter a calculation group. If you copy the budget to a main project or a single project, the calculation group is automatically copied so that the project's calculation group equals the budget's calculation group.

It is not allowed to overwrite the project's calculation group with a calculation group that is in use with any other project. Also if you copy a budget to a new project, and the calculation code is already in use in another project, the budget's calculation code is not copied to the new project.

For subprojects, the calculation group must be the same as the main project's calculation group. If the sub project is linked to the main project, the calculation group is automatically copied from the main project to the sub project.

Sold-to Business Partner

The business partner for whom the project is carried out.

Project Employee

The person who is in charge of the execution of the project.

First Free Item Code

The first item code which is used as a default value for the input of new customized items.

Cost Calculation Code

cost calculation code

Calculation Office

The calculation office defaults from either the production department or the warehouse, depending on the settings of the Enterprise Unit for calc.off. used from field in the Project Control Parameters (tipcs0100m000) session.

Engineering Allowed

If this check box is cleared, all end items of the project are standard-to-order items. No customized BOM or routing can therefore be maintained. As soon as a customized item is added to the project, LN automatically selects this check box.

If this check box is cleared, the following PCS functionalities do not apply:

  • Customized item data (BOMs and Routings).
  • Project Planning.
  • Project structures (main/sub projects).
  • Activities.
  • Network planning.
  • Module planning.
  • General costs.
  • Service orders are not allowed on the project.
  • Project surcharges.
  • Cost calculation at project level.
Note: Projects for which the Engineering Allowed check box is not selected in the Projects (tipcs2101m000) session, cannot be copied.
Reference Date

The date on which the bill of material and the routing operations are exploded when a customized product structure is generated with either the Generate (Project PCS) Structure for Sales Orders (tdsls4244m000) session or the Generate (Project) Structure for Product Variant (tipcs2220m000) session. The Reference Date is used as a default for the Reference Date field in the Generate (Project) Structure for Product Variant (tipcs2220m000) session.

If you generate a project using the Generate (Project PCS) Structure for Sales Orders (tdsls4244m000) session, the Reference Date field is filled according to the setting of the Configuration Date (PCS) field in the Sales Parameters (tdsls0100s000) session. The following settings are possible:

  • Order Date
  • System Date
  • Delivery Date

If the Configuration Date (PCS) field in the Sales Parameters (tdsls0100s000) session is System Date, the Reference Date field is empty after generating a project structure.

The Reference Date field is also used in cost-price calculation of the project, and when transferring RRP orders. If the PCS Project reference date is empty and either the Calculate Standard Costs by Project (tipcs3250m000) or the Generate Order Planning (cprrp1210m000) sessions are started, the current date and time are taken for the calculations. This means that the current date and time is always the effective date of the BOM line and falls before its expiry date.

Note: This reference date in Project Control overrules reference dates entered in Product Configuration or Sales Control .
Text

If this check box is selected, additional project text is available.