项目 (tppdm6600m400)

项目

Enter a new project code.

You can choose to create a project from:

An existing not-used general project.
A new number attached to the project series.
A new number attached to the estimate series. The estimate series is different from the project series. If you create an estimating project, the numbering helps you recognize that the project started as an estimate.
A first free number.

说明

代码的说明或名称。

项目状态

The status of the project. The project status is important for following the right course throughout the project life cycle.

Note:

For projects of type Template, the project status does not hold any significance.

通用

项目经理

The employee who is the manager for the project.

Note:

When you specify a value in this field, Infor LN checks if the specified employee’s data exists in the 员工个人数据 (bpmdm0101m000) session and the employee is Active (based on the 到职日期 and the 离职日期). Else, a warning message is displayed. You can ignore the message.

Description

代码的说明或名称。

项目管理部门

The code of the project management office.

Note:

You must specify a value in this field to perform intercompany trade transactions. The integration lines generated when this field is empty in relation to intercompany trade order (ITR) are different than when the ITR lines are generated.

项目地址码

The code that identifies the location where the deliverables for the project can be sent. In the US this address code is used for the tax provider.

姓名

代码的说明或名称。

供货方地址

The address entered here will be used as the standard ship-from address for the project deliveries and services.

企业单元

包含部门、工作中心、仓库和项目等实体、在组织中财务独立的一部分。企业单元的实体必须全部属于同一物流公司，但是一个物流公司可以包含多个企业单元。一个企业单元与一个财务公司相链接。

当您执行企业单元之间的物流事务处理时，产生的财务事务处理会过帐到每个企业单元所链接的财务公司。

Description

代码的说明或名称。

财务公司

The financial company to which the enterprise unit is linked. If the financial company is not the same as the operational company, the currency system of the financial company will be used for 项目.

Description

代码的说明或名称。

项目货币

如果项目是在另一个国家执行的，使用项目货币有助于监控项目。这种货币可以是未指定为任何本币的外部货币。

说明

代码的说明或名称。

项目处理程序

The project procedure code. A project procedure comprises various steps, also called activities, to update the budget status, update the work authorization status and generate control data. For more details, refer 使用项目处理程序.

说明

代码的说明或名称。

附加说明

The additional information related to the project. This can be used to communicate information about the project in different phases to the parties involved.

Note:

The Additional Description fields are synchronized with the Description fields in the 通用项目 (tcmcs0152s000) session.
The values specified in the 说明 fields in the 通用项目 (tcmcs0152s000) are defaulted to the Additional Description fields in this session and vice versa.
You can add multiple descriptions.

搜索关键字

为便于搜索而使用的另一种形式的说明。它通常是完整说明的缩写、首字母缩写或便于记忆的替代说明。

搜索关键字 II

The second search key for the item.

项目类型

内部

如果选中此复选框， the project is an internal project. An internal project has no contractual obligations to a business partner and its costs will be booked to the profit and loss account. Next to the simple internal project there is also a possibility of making a capital project if you check the 内部 check box and the 资本 check box. A capital project is an internal project that will be capitalized on the balance sheet as a fixed asset after completion.

资本

只供内部使用的项目，交付项可登记为固定资产，但不可能发生交货。在资本项目中，您是业务伙伴。

Note:

The check box cannot be selected if financial transactions have been processed for the project and the project has already been made 活动.

模板

如果选中此复选框， the project is of the type template and cannot be used for actual projects. This project can be used only for copying projects.

Note:

You can select the check box only if the status of the project is 自由.

分级结构类型

A project must belong to one of the project types.

允许值

/baanerp/tp/domains/pdm.kopr

Note:

If you use the 子项目 type and specify the main project code, you can enter unit costs and the budget on the sub project and aggregate them to the main project.

主项目

The main project to which the subproject belongs.

Description

代码的说明或名称。

计划

The code that identifies the program linked to the project.

说明

代码的说明或名称。

使用组织分解结构

如果选中此复选框， the organization breakdown structure (OBS) is used for the project.

Note:

You can view this field only if the 所有活动类型 check box is selected in the 项目参数 (tppdm0100s000) session.

组织分解结构

The code of the organization breakdown structure.

Note:

You can view this field only if the 所有活动类型 check box is selected in the 项目参数 (tppdm0100s000) session.

说明

代码的说明或名称。

协议明细单

合同

The code of the contract linked to the project.

Description

代码的说明或名称。

买方业务伙伴

The code of the sold-to business partner linked to the project.

Description

代码的说明或名称。

合同金额

指项目合同的总额。

对于分时段预算版本，合同金额表示如下：

合同金额 = 利润费用 + 管理储备金 + 已分配预算 + 未分配的预算

合同金额用于确定发票限额。

以本币表示

The contract amount expressed in home currency.

合同类型

This field determines how the project contract amount is calculated. This affects the invoicing in 项目.

Note:

This field is blank and disabled if the Multiple Contract Types check box is selected.

Multiple Contract Types

Indicates if multiple contract lines with different contract types are linked to the project. In such cases, the Contract Type field is blank and disabled.

Note:

This check box is displayed and selected by default only if the project is linked to various contract types.

发票类型

The invoice type you choose determines the way invoicing is handled in 开票.

Note:

This field is blank and disabled if the Multiple Invoicing Types check box is selected.

Multiple Invoicing Types

Indicates if multiple contract lines with different invoicing types are linked to the project. If such cases, the Invoice Type field is blank and disabled.

Note:

This check box is displayed and selected by default only if the project is linked to various contract types.

财务分析付款条款

材料: The average number of days between order date and payment date.
人工: The average number of days between order date and payment date.
设备: The average number of days between order date and payment date.
分包: The average number of days between order date and payment date.
杂项成本: The average number of days between order date and payment date.
业务伙伴: The average number of days between order date and payment date.

固定资产

资产编号: If you select the 资本 check box and you want to link the project to a fixed asset code, you can enter an asset number and an extension. The fixed asset will be appreciated at the closure of the project's actual costs. Zoom to the 资产 (tffam1500m000) session to enter the fixed asset.
Description: 代码的说明或名称。
资产扩展码: The asset extension is a description field. You can enter up to 15 characters. You can use this field to, for example, choose from a range of fixed assets that belong to one asset number in the 资产 (tffam1500m000) session.

财务结果

状态

This field determines the procedure for calculating the financial project result in 财务管理.

允许值

自由: 项目尚未结算，结果仍有待确定。
确定结果: 可以通过处理事务 (tpppc4802m000) 进程确定财务结果。

Note:
Infor LN 允许您人工设置此状态。
结果已确定: 在 Infor LN 财务子系统中已通过处理事务 (tpppc4802m000) 进程计算财务结果。

Note:
Infor LN 会为此项目设置状态。

方法

预算依据

The project budget type determines the way you look at your budget.

You can budget the project by:

要素
活动

控制依据

The project can be controlled by:

要素
活动

Note:

The project budget uses project control to:

Monitor the project outcome, the revenues, the costs.
Make a plan, if the Project control type is Activity Budget.

预算方法

The budgeting method for the project.

允许值

生产率: 当预算基于进度费率时，将按要素或活动记录所需的数量和进度费率。预算行中指定的数量与要素或活动的总数量相关。
人工定额: 根据人工定额指定执行人工所需的时间。这些定额可确定生产一个单位需要多少时间。还可以按要素或活动输入数量和进度费率。

预算中使用延伸合同

如果选中此复选框， extensions are used in the budget and in cost control.

主项目预算

如果选中此复选框， the budget cost analysis and the generated control data only include the budgeted costs of the main project itself. The actual costs include both the cost of the main project and the costs of the corresponding subprojects.

如果清除此复选框， the budget cost analysis and the generated control data include both the budgeted cost of the main project and the budgeted costs of the corresponding subproject.

实际成本

预算顶层要素: The top element of a project element or activity structure. The project budget is composed of a tree-like structure. The structure has only one top element or activity.
说明: 代码的说明或名称。
预算成本分析: Based on the project budget, several budget cost analyses can be performed in the 生成预算成本分析 (tpptc3200m000) session. Each budget cost analysis is stored under the combination of project code and budget cost analysis code. For each project it is indicated which budget cost analysis code must be regarded as actual.
说明: 代码的说明或名称。
分时段预算分析版本: For a project, multiple time-phased budget analysis codes can be present. This code is used as a default value in sessions such as 生成结构和自上而下预算 (tpptc5210m000) session.
说明: 代码的说明或名称。
汇率类型（预算）: The default exchange-rate type used for budget cost analysis across the package. The user can change the value while generating the budget cost analysis.
说明: 代码的说明或名称。
汇率类型（成本）: The default exchange-rate type used for purchase cost analysis across the package. The user can change the value while generating the budget cost analysis.
汇率类型（收益）: The default exchange-rate type used for sales cost analysis across the package. The user can change the value while generating the budget cost analysis.

预算人工费率路径

优先级 1: The budget labor-rate search path for the labor cost rate and the sales rate in labor lines in the budget.

默认数据

预算日期

The budget date that is used as the reference for currency transactions. By default, the budget date as specified for the project is added to the new budget lines.

人工成本费率

The project-specific labor cost rate is one of the three possible default values for the labor rate if the following is recorded:

Labor lines of the actual budget
Hours registration

The other defaults are:

任务
The labor rates defined in either the 项目任务 (tppdm6111s000) session or the 任务 (tppdm0511m000) session.
专业组
The labor rate codes associated with trade groups as defined in the 专业组 (tppdm0130s000) session. Trade groups are linked to standard labor rates. When a project is started, LN copies all existing standard labor rates to project-specific labor rates. Because of this, the project-specific labor rates are associated with particular trade groups. So, through the trade group, the cost rate of the project labor rate is known as the labor cost object.

Labor Cost Transaction Date

Whenever the general cost rate is changed in a project, the transaction date of the cost rate is automatically filled with the system date, so that it is always known when the latest cost rate change took place.

以本币表示

The cost rate in home currency.

Description

代码的说明或名称。

人工销售费率

A general sales rate for the labor costs in a project.

Labor Sales Transaction Date

Whenever the general sales rate is changed in a project, the transaction date of the sales rate is automatically filled with the system date, so that it is always known when the latest sales rate change took place.

以本币表示

The cost rate in home currency.

费率单位

For example, the cost rate is 25 EUR and the unit is hours, this means the costs are 25 euros per hour.

说明

代码的说明或名称。

进度计划

活动计划

The project plan used in the project. This field must be filled if the costs are controlled by the activity budget type.

Note:

You can view this field only if the 使用计划 check box is selected in the 项目计划参数 (tppss0100s000) session.

Description

代码的说明或名称。

计划方法

The planning method is used to calculate the earliest and latest start and finish dates for the project.

允许值

前进式: The network planning for the project is carried out on the basis of a fixed start date. When you start this planning in the 生成网络计划 (tppss2240m000) session, LN determines the project's delivery date with a Forward planning method.
后退式: The network planning for the project is carried out on the basis of a fixed delivery date. When you start this planning in the 生成网络计划 (tppss2240m000) session, LN determines the project's start date with a Backward planning method.

Note:

If the value is set to 后退式, the Finish date is required.
If the value is set to 前进式, the Start date is required.
You can modify the planning method if the 项目状态 is set to 自由 or 活动. However, LN displays a message. When the project status is set to 已结束/已结/已存档, you cannot modify the planning method. The option is disabled.

起始日期

This date is default for plans and of importance while running budget cost analysis and using surcharges. The start date is used to decide what (budget) surcharges are valid for the budget cost analysis. Lack of a start date will result in all surcharges to be used.

Note:

If you use an extension for a fluctuation with invoice calculation method 实际成本 (set in the 延伸合同 (tpptc0110s000) session), it is mandatory to enter the project start date.

结束日期

The finish date of the project.

实际完成日期

The agreed date of the first completion of the project. This field only provides information.

项目提前期类型

The way time is viewed at in a plan.

估计提前期

This field enables you to record the time which is expected to be needed for the execution of a project. The field only serves to provide information. The required project time can be expressed in workdays or in calendar days, depending on the setting of the 项目提前期类型 field.

项目最终提前期

This field indicates the project lead time according to the specifications. The field is only used to provide information. The required project time can be expressed in workdays or in calendar days, depending on the setting of the 项目提前期类型 field.

阶段

You can link a phase to a project irrespective of the status. A phase can be used to differentiate the various stages of a project. For example, analysis, proposal, negotiation, and so on.

示例

You can link the Phase code 001 with description Analysis to several projects. It is now possible to easily filter all projects that are in the Analysis phase.

说明

代码的说明或名称。

日历

The calendar which specifies the working hours of the 项目.

/

The code for the availability type. The availability type and the applicable calendar are used to calculate the start and finish time of the activity to be performed. The value in this field defaults from the 项目计划参数 (tppss0100s000) session.

Note:

This field is enabled only if the 日历 field is specified.

实际日历

Indicates the calendar code and the availability type linked to the project.

Description

代码的说明或名称。

日历来源

Indicates the entity where the 实际日历 is defined.

需求计划

库存承诺时机

Specify the phase when the inventory in the warehouse must be committed to the project, based on the availability.

允许值:

插入
You can reserve the real inventory, that is, commit the inventory in the warehouse when you insert a planned warehouse order in the 需求计划 module
核准
The inventory is committed when you confirm the planned warehouse order.
从不

Note:

An inventory reservation in 项目 is an inventory commitment in 仓储管理子系统. However, this value can only be modified if no inventory is reserved for the project.

优先供应仓库

A general warehouse that receives the deliveries for more than one project. The goods are sent from the priority supply warehouse to the project or the project warehouse.

Note:

This field is mandatory only when the 仓储管理 (WH) check box is selected in the 已实施的软件组件 (tccom0100s000) session.

说明

代码的说明或名称。

默认项目仓库

A project warehouse is used to store the delivered goods coming from the priority supply warehouse. Enter a warehouse in this field if you want to use one warehouse for the project. All inventory will be sent to that warehouse. You can also leave this field empty and link the warehouse on a lower level to an element or activity to improve inventory control.

计划组

The code that identifies the planning group, defined in the 计划组 (tcpeg0101m000) session.

Note:

If the project pegging functionality is implemented, a value must be entered in this field for the projects with the status 活动.

Description

代码的说明或名称。

安装组

The default installation group used to generate a physical breakdown in 服务管理子系统 or to generate service orders from 项目.

装运

路线: The route linked to the project.

Note:
Route is specified for the planned PRP warehouse orders. It is a line of travel from the owner's warehouses to the ship-to or ship-from business partner's warehouse and vice versa. Route is used to group business partners that are located in the same area or along one convenient route.
说明: 代码的说明或名称。
承运人/LSP: The carrier / LSP for the project.

Note:
Carrier is specified for the planned PRP purchase orders. It is an organization that provides transport services. A default carrier can be linked to both ship-to and ship-from business partners. In addition, sales and purchase orders can be printed on a packing list, sorted by carrier. For ordering and invoicing, you must define a carrier as a business partner.
说明: 代码的说明或名称。

实际进度

材料实际进度: The level at which you can record the progress for this cost type.
人工实际进度: The level at which you can record the progress for this cost type.
设备实际进度: The level at which you can record the progress for this cost type.
分包实际进度: The level at which you can record the progress for this cost type.
杂项成本实际进度: The level at which you can record the progress for this cost type.
登记进度: 使用进度结果

记录

控制数据生成日期: The last date the 生成控制数据 (tpptc1230m000) was run for this project.
已生成控制数据: The logon code of the user who last ran the 生成控制数据 (tpptc1230m000) session for this project.
Description: 代码的说明或名称。
上次历史记录过帐日期: The latest date on which actual cost transactions were posted to the history. This date is automatically saved by LN during execution of the 过帐事务处理 (tpppc4202m000) session. This field is only used to provide information.
上次向历史记录过帐的用户: This field shows the logon code of the user who last posted actual cost transactions for this project to the history. The value of this field is automatically updated during execution of the session.
Description: 代码的说明或名称。
实际成本控制上次建立日期: The date on which the 建立实际成本控制 (tpppc4803m000) session for this project was last run.
上次生成控制数据的用户: The logon code of the user who last ran the 建立实际成本控制 (tpppc4803m000) session for this project. This field is only used to provide information.
Description: 代码的说明或名称。

小时人工费率路径

优先级 1

The labor rate for hours registration search path for the labor cost rate per hour and the sales rate per hour in the labor lines.

允许值

项目

考虑在项目 (tppdm6100m000) 进程中指定的项目特定的人工费率。

未使用

专业组

考虑专业组 (tppdm0130s000) 进程中指定的与专业组关联的人工费率。

任务

考虑任务 (tppdm0511m000) 进程和项目任务 (tppdm6511m000) 进程中指定的成本费率。

员工

考虑员工项目数据 (tppdm8101m000) 进程中指定的与员工关联的人工费率。

部门

考虑项目管理部门 (tppdm0110m000) 进程中指定的部门关联的人工费率。

Note:

仅当指定项目 (tppdm6100m000) 进程中的项目管理部门时，此选项才可用。
如果搜索路径设置为此选项，则在项目 (tppdm6100m000) 进程中会禁用项目管理部门字段。

项目创建

用户

The user responsible for the project. The default value is the login name of the user who creates the project. This value can be changed.

Description

代码的说明或名称。

项目创建日期

The date the project is created.

项目来源

Indicates how the project was created:

从项目复制
从模板复制
从估算复制
由外部子系统插入
人工输入值

来源

If applicable, the source from which this project was copied.

Description

代码的说明或名称。

估算

拒绝: A project can be rejected after being estimated. This field indicates whether the estimated project can continue with its life cycle of estimating, budgeting and invoicing.
原因代码: Use this field, for example, in situations where a particular estimate is either rejected or the project is delayed. The reason code is mandatory if the estimate is rejected.
说明: 代码的说明或名称。
目标项目: This field is filled only if different series are used for projects and estimates. The target project is displayed, after the copy process.
说明: 代码的说明或名称。
来源自估算: This field is filled only if different series are used for projects and estimates. The estimate project used as the source is displayed.
最后执行者: The logon code of the person who has launched the estimate to a project. The logon will be registered from the last launch.
Description: 代码的说明或名称。
下达日期: The latest date that the launch process is run.

收益确认

收益确认方法

Select the method for revenue recognition:

按完成项目法 (RR)
按完成百分比法 (RR)
按挣值系数法
按实际收益法
按偿款合同法
按里程碑法 (only for projects controlled by Activity)

计算方法

The method to calculate the percentage of the work completed.

允许值

成本比例法: 完成百分比等于项目所发生的成本除以项目的估计总成本。如果在成本控制层，项目未用于此方法，则实际成本和预测成本不可用于计算完成百分比。
工时进度: 完成百分比等于项目所花费的实际工时数除以预测的完成项目的总工时数。如果在成本控制层使用了项目/成本类型，则不含承付款的实际成本和预测数量字段可用于成本类型人工并且可用于计算完成百分比。

Note:
如果未定义预测数量，则可以使用预算数量和不含承付款的实际成本来计算完成百分比。
人工输入: 完成百分比由人工输入。必须人工指定用于表示估计已完成工作的百分比。

Note:

This field is enabled only if the 收益确认方法 field is set to 完成百分比.

默认值 is 成本比例法.

You can modify this value only if the project status is 自由 or 活动.

To calculate the revenue to be recognized based on the 完成百分比 method:

In the 项目会计参数 (tpppc0100s000) session, 主要预测方法 field must be set to 完成前尚需成本的估算 (ETC) or 完成时成本估算 (EAC).
You must run the 建立实际成本控制 (tpppc4803m000) session to retrieve the latest aggregated cost for the project, based on which the percentage of completion is calculated.

完成百分比

The percentage of completion of the project. You must multiply this percentage with the contract amount to calculate the revenue to be recognized.

Note:

You can manually enter the percentage of completion or click 计算 to get the calculated value. LN calculates the percentage using the following formula:

percentage of completion = costs (incurred) / estimate at completion cost

or

percentage of completion = number of actual hours spent on the project / the total hours forecasted for the completion of the project.

挣值系数

Specify the earned revenue factor. You must multiply this factor with the cost to calculate the revenue to be recognized.

Note:

You can manually enter the earned revenue factor or click Calculate ERF to get the calculated value. LN calculates the factor using the following formula:

ERF = project contract amount / total budgeted costs

To calculate ERF, the project status must be 活动, because the total budgeted cost is known only for active projects.

挣值系数的基础

The method based on which the 按挣值系数法 is calculated.

允许值

完成时成本估算
预算
人工录入
不适用

收益确认阈值

The minimum percentage completion expected before revenue is recognized.

Note:

Only if the percentage completion is greater than or equal to this field, revenue is recognized when interim results are generated using the 生成期中结果 (tpppc3250m000) session. However, if the 按利润百分比 is negative, revenue will be recognized irrespective of minimum percentage completion being met or not.

默认值

0

收益确认限制

The limit on the revenue to be recognized. Specify a maximum percentage.

Note:

The value can be changed. The revenue recognition limit is valid for all RR methods except the 完成项目 method. The percentage times the contract amount gives the maximum revenue that can be recognized (until the completion of the project). This percentage is ignored when the project is complete and the final revenue (and COGS) is posted.

默认值

100

销售成本

起始标准

Select the method to calculate the cost of goods sold:

按完成项目法 (COGS)
按利润百分比法
按偿款合同法

完成百分比

The percentage of completion of the project. You must multiply this percentage with the estimate at completion (EAC) to calculate the cost to be recognized.

Note:

Calculation Method for Percentage of Completion
Infor LN defaults this value with the 完成百分比 calculated for the project when 起始标准 is set to 完成百分比.
You cannot use this value to calculate the cost to be recognized if the 起始标准 field is set to 利润百分比.

利润百分比

Specify the profit percentage. The COGS is calculated on the basis of this percentage and the revenue recognized.

Note:

You can manually enter the percentage or click 计算 to generate the calculated value.

When the COGS is determined at project level, LN allows you to select the base to calculate the profit percentage. You can either select 预算 or select 完成时成本估算 as the base to calculate the profit percentage.

If the profit percentage is calculated based on the Estimate at Completion (EAC), the application calculates the percentage:

profit percentage = (Contract Amount - EAC) / contract amount

or

If the profit percentage is calculated based on the budget, LN calculates the percentage:

profit percentage = (Contract Amount - budget) / contract amount

方案说明: The description of the primary results.
方案说明: The description of the alternate results.

分类

获取方法: For statistical reasons you can enter the method you used to acquire this project.
说明: 代码的说明或名称。
融资方法: The code that identifies the financing method used for this project.
说明: 代码的说明或名称。
业务部门: The code that identifies a business sector.
说明: 代码的说明或名称。
地理区域: The geographical area.
说明: 代码的说明或名称。
类别: 可自定义的项目分类
说明: 代码的说明或名称。
组: A user-defined classification of projects.
说明: 代码的说明或名称。

图片

Picture: If required, you can add an image.

文本

文本: Use this field to enter a text related to the project.

杂项

临时金额的杂项成本代码

Costs relating to an extension of the 临时金额 type are posted to a sundry cost object.

This field identifies the code of the sundry cost object (standard or project-specific) used for this project.

This field takes its default value from the 临时金额的杂项成本代码 field in the 项目 (tppdm6100m000) session.

Description

代码的说明或名称。

默认活动

The activity is used as default in processes in which an amount must be posted to an activity and the activity is not specified.

This occurs in the following cases:

If installments are generated automatically through the 创建进度发票和分期付款发票 (tppin1210m000) session.
If provisional amount settlements are generated through the 生成临时金额事务处理 (tpppc3210m000) session.
If invoices are generated for extensions.
If unit rate invoices are generated.

Note:

The activity code is defaulted from the following sessions:

项目 (tppdm6100m000)
创建进度发票和分期付款发票 (tppin1210m000)
生成临时金额事务处理 (tpppc3210m000)

The activity must be of the type Control Account or 工作包.

说明

代码的说明或名称。

使用附加费

The surcharges used to calculate the indirect costs for the project. If surcharges are used, you can select if the surcharges must be applied for the budgeted costs, actual costs, or for both the budgeted and actual costs.

基本设施使用税

The code that identifies the sufferance tax that applies to this project.

说明

代码的说明或名称。

在制品销售值附加费

The surcharge percentage calculated on the total costs of the project to determine the financial value of the work in process (WIP). This surcharge percentage is used only if the 在制品销售值附加费成本 check box in the 项目会计参数 (tpppc0100s000) session is selected.