活动 (tppss2100m000)

使用此进程以查看和维护以下内容:

  • 任何项目计划的活动结构的活动
  • 起始日期和结束日期,以便可以将挣值法附加到活动上。
注意
  • 如果单击“新建”,则以下各项适用:

    • 如果已选择现有行,则该活动将成为新行的父项。(相当于使用添加子项选项。)
    • 如果未选择行,则新活动即为顶层活动,该活动将成为前一个顶层活动的父项。(相当于使用插入顶层活动选项。)
  • 如果使用插入顶层活动选项,则新活动将成为前一个顶层活动的父项。
  • 如果使用添加子项选项,则新活动的父项将自动设置为选定活动。
  • 如果使用缩进选项,则选定活动将变成以上活动的子项。
  • 如果使用伸出选项,则当前父活动的父项将变成选定活动的父项。
  • 如果使用进度开票,则无法使用工作包计划包类型的活动。

通过定义前一活动和后一活动,可以使用这些选项创建活动关系。仅当选择活动时,才会启用这些选项。

  • 创建后一活动关系:选择此选项时,会启动活动关系 (tppss2110m000)进程。要创建后一活动关系,前一活动默认采用所选活动。必须指定后一活动。
  • 创建前一活动关系:选择此选项时,会启动活动关系 (tppss2110m000)进程。要创建前一活动关系,后一活动默认采用所选活动。必须指定前一活动
项目

The code that uniquely identifies the project.

Status

The project status.

计划

The code that uniquely identifies the plan.

活动位置

The activity's position number.

活动

The code that uniquely defines the activity.

活动
通用
Description

代码的说明或名称。

搜索关键字

The search key.

单位

The code that uniquely identifies the unit in which you specify the quantity of the activity.

活动类型

The type of activity.

允许值

WBS 要素

通常用来将项目范围分解为更小部分的活动类型。 您可以为工作分解结构要素定义工作, 可以汇总来自控制科目或工作包的成本。 不能记录这种活动类型的成本。

控制科目

唯一一种可以链接至组织分解结构的活动类型。 可以在此层指定工作和成本的功能责任。 您可以通过工作包详细说明控制科目。

计划包

在计划期间确定计划包,以便对控制科目中的主要活动划分时段。 不可有此活动类型的自下而上预算或登记成本。

工作包

一种类型的活动。 您可以在工作包中详细说明短期作业并将它用于项目执行中。

里程碑

指持续时间为零时的某个活动,通常代表项目中的某个重要事件。 在很多情况下,里程碑是指完成某个阶段或主要可交付工作。 里程碑可用于开票时刻和挣值计算。

Note: 

LN uses activities of all types only if the 所有活动类型 checkbox in the 项目参数 (tppdm0100s000) session is selected, else, only the activities of the type 工作包 are used.

父活动

The activity that encompasses the child activity.

A tree activity structure is formed by linking an activity to a parent activity. If you select the parent, you must take the following conditions into account:

  • The parent of a WBS element is always a WBS element, unless it is from the top of the activity-structure.
  • The parent of a control account is always a WBS element, unless the control account is the top of the activity-structure.
  • The parent of a planning package is a control account or a planning package. If you do not use an organizational breakdown-structure, the parent of the planning package is either a WBS element, or a planning package that forms the top of the activity-structure.
  • The parent of the work package can be a work package, a planning package or a control account. If you do not use an organizational breakdown-structure, the work package can have a WBS element, a planning package or a work package as its parents. Alternatively, the work package can itself form the top of the activity-structure.
组织分解结构要素

The organizational breakdown-structure element that you want to link with a control account.

This enables you to make an organizational unit or employee responsible for a subset of the overall project. This responsibility is expressed in the time-phased budget, in project scheduling, and in performance measurement.

Note: 

You can link an OBS element to the activity only if the 使用组织分解结构 check box in the 项目 (tppdm6100m000) session is selected.

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.

延伸合同

The extension.

关键能力类型

The critical capacity-type determines the cost type from which the percentage completed must be transferred. This value is transferred using the 在计划中生成实际进度 (tpppc1250m000) session to the time-related progress.

Choose a critical capacity-type to specify the cost-type progress to be exchanged. This is necessary because the progress in the 项目进度 module can be more detailed than the progress of the activity. The project control budget-type determines where this progress is taken from: either from the progress entered on elements or on activities.

预算状态

The budget status of the activity. Only the 实际 and 最终 status activities can be used for history and can be invoiced.

文本

如果选中此复选框,将显示文本。

开票
基于进度开票

You can decide whether and how you want the progress installments of the activity to be invoiced.

发票进度

If the activity will be invoiced, the invoice type: 直接 or 间接. Otherwise, 不适用.

间接工作组

The number of a group of costs that is related to indirect work.

Note: 

This field is only available if the 基于进度开票 field is set to 项目实际进度. As a result, the 发票进度 field becomes 间接.

使用暂扣款

如果选中此复选框, you can use holdback for this activity.

待结算

如果选中此复选框, you can enter a settlement price.

如果清除此复选框, the cost of additional work (direct work) cannot be settled.

Note: 

This field is only available in a project with Invoice Type field set to 进度发票 in the 合同行 (tpctm1110m000) session.

含可开票

如果选中此复选框, the activity costs are billed to the customer.

控制
实际进度层次

The default level at which progress is recorded.

成本控制

如果选中此复选框, you can include this activity in your cost control (report).

工作授权状态

The work authorization status of the activity.

冻结日期

The date after which the work execution on the activity must be suspended.

Note: 

The default value is the current date. The field is a display field.

原因代码

The reason for holding the work execution of the activity.

Note: 

This field is only available if the 工作授权状态 field is set to 冻结.

预算
数量

The quantity needed for this activity.

时间单位

The code that uniquely identifies the time unit.

生产率

The rate per production unit.

时间单位数

The number of time units.

实际进度数量

This field is used for cost control purposes and progress recording.

If the invoice method is 单位费率 or 进度发票 for the project, the progress quantity must be filled. This quantity can act as sales quantity for unit rate and progress invoicing by multiplying it with the sales price.

Note: 
  • For a 单位费率 method the actual quantity can differ from the estimated quantity.
  • For the 进度发票 method the progress must be equal to the physical progress quantity to be able to invoice the work.

Asset
资产

如果选中此复选框, the activity is assigned to a capital project.

Note: 
  • If the 预算依据 field is set to 活动 in the 项目 (tppdm6600m400) session, only activities can be capitalized.
  • If an activity is set to be capitalized, neither the child nor parent of the activity can be capitalized.

资产编号

The asset number.

Note: 

Infor LN enables the asset number and extension fields only for projects for which the 资本 check box is selected in the 项目 (tppdm6600m400) session. See: capital project.

Description

代码的说明或名称。

资产扩展码

The asset extension number.

定价
销售价格

The default sales price per unit.

Sales Price

The home currency.

Sales Price

The amount in the home currency.

汇率/货币因子

The rate.

用于销售价格的货币因子

The rate factor.

结算价格

The home currency for the cost amount.

结算价格

The unit price of additional work which may be charged during the progress invoicing procedure. This price may differ from the sales price for the budgeted work. The settlement price is printed under the heading additional work on the report in the 打印进度发票明细单 (tppin1410m000) session.

You can enter a value in this field only if the 待结算 check box is selected.

Settlement Price

The home currency.

Settlement Price

The amount in the home currency.

汇率/货币因子

The rate of the settlement price.

用于结算价格的货币因子

The rate factor.

计划
跟踪
计划起始日期

Scheduled start date of the activity.

计划结束日期

Scheduled finish date of the activity.

实际起始日期

Actual start date of the activity.

Note: 

The Actual Start Date of the activity is updated only if:

  • The 项目状态 is set to 活动 in the 项目 (tppdm6600m400) session.
  • The 活动类型 is set to other than 里程碑 in the 活动 (tppss2100m000) session.
  • The 工作授权状态 of the activity is set to 已下达 in the 活动 (tppss2100m000) session.
  • The Activity does not have a child activity other than Milestone.
实际结束日期

Actual finish date of the activity.

进度计划完成百分比

This is the scheduled progress for the activity, and must not be confused with the actual physical progress.

If you work with a external scheduling package, the planning package can fill this field with the scheduled progress. You can copy this progress to the physical progress with the 根据计划生成实际进度 (tpppc1240m000) session.

计划起始日期已更改

如果选中此复选框, you changed the scheduled start date of the activity. To recalculate the requirement date for your control data you must run the 生成计划 PRP 订单 (tppss6200m000) session.

If you made any other changes in this session, you must also run 生成控制数据 (tpptc1230m000).

Note: 

After you have run the 生成控制数据 (tpptc1230m000), this check box is cleared.

计划
计划方法

The planning method is used to calculate the earliest and latest start and finish dates for the project. The value specified in this field displays the method from the 项目 (tppdm6600m400) session.

允许值

前进式

用于生产订单时,生产订单的计划以某个固定开始日期为起点。 而且会在订单运行时计算交货日期。

用于项目时,项目网络计划的执行时间以某个固定开始日期为起点。 在生成网络计划 (tppss2240m000) 进程中启动此计划时,LN 会使用前进式计划方法确定项目的交货日期。

后退式

用于生产订单时,生产订单的计划以某个固定交货日期为起点。 而且会在订单运行时计算开始日期。

用于项目时,项目网络计划的执行时间以某个固定交货日期为起点。 在生成网络计划 (tppss2240m000) 进程中启动此计划时,LN 会使用后退式计划方法确定项目的开始日期。

最早起始日期

The earliest date on which the activity can be started.

最早结束日期

The earliest date on which the activity can be completed.

最晚起始日期

The latest date on which the activity can be started.

最晚结束日期

The latest date on which the activity can be completed.

进度计划
日历

The calendar which specifies the working hours of the Activities.

/

The code that identifies the availability type for which you can use the calendar.

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.

持续时间

The expected duration of the activity.

持续时间单位

The time unit in which the duration is expressed.

Description

代码的说明或名称。

约束条件类型

The constraints/checks that are implemented for the MSP XML file of the external scheduling package.

There are 3 types of constraints:

  • Flexible : The activity can be performed as soon as possible or as late as possible.
  • Semi-flexible: The activity must start or end before/after the specified date.
  • Inflexible: The activity must start/end on the specified date.

默认值

By default, this field is set to As Soon As Possible.

允许值

The constraint types for the Microsoft project XML file are:

  • Flexible

    • As Soon As Possible:

      The external scheduling package schedules the activity as soon as possible based on the project activity start date. This is the default constraint type applicable for all the activities. The Constraint Date is not applicable.
    • As Late As Possible:

      The external scheduling package schedules the activity as late as possible based on the project activity finish date. This is the default constraint type applicable for all the activities. The Constraint Date is not applicable.
  • Semi-flexible

    • Start No Earlier Than:

      The activity is scheduled to start on or after the specified constraint date.
    • Start No Later Than:

      The activity is scheduled to start on or before the specified constraint date.
    • Finish No Earlier Than:

      The activity is scheduled to end on or after the specified constraint date.
    • Finish No Later Than:

      The activity is scheduled to end on or before the specified constraint date.
  • Inflexible

    • Must Start On:

      The activity is scheduled to start on the specified constraint date.
    • Must Finish On:

      The activity is scheduled to end on the specified constraint date.
约束条件日期

The date specified for the constraint type.

Note: 

This field is disabled if the Constraint Type field is set to As Soon As Possible or As Late As Possible.

截止日期

The date by which the scheduled activity must be completed.

Note: 

This field is considered only by the external scheduling package.

计划模式

The mode in which the task is exported to XML.

允许值

/baanerp/tp/domains/pss.scmd

Note: 

This value is defaulted from the 计划模式 field in the 项目计划参数 (tppss0100s000) session. However, you can modify the value.

浮点数
自由浮动时间

The free float time between one activity and the next. The free float time indicates how many days the activity can be extended without affecting the progress of other related activities.

合计浮动时间

The total float of an activity is the maximum time expressed in (working) days in which that activity can be shifted without affecting the planned completion date of the relevant project.

The total float time is calculated:
Total Float = Latest Finish - Earliest Start - Activity Duration
The latest finish date and earliest start date are expressed in project days.
挣值跟踪
挣值法

The earned value method is a way to calculate the planned value and earned value.

链接的活动

If the earned value method is apportioned, you need to link an activity to this activity.

起始百分比

The percentage value assigned to the start point of the activity. At the start of the activity, a specified percentage of the project activity can be considered as earned value. The sum of the start and end percentage must be 100%.

Note: 

This field is enabled only when the 挣值法 is set to 起始和结束百分比. The percentage will be used as default for the 使用挣值相关数据 as part of the time phased budget.

终止百分比

The percentage value assigned to the end point of the activity. The sum of the start and end percentage must be 100%.

Note: 

This field is enabled only when the挣值法 is set to 起始和结束百分比.

里程碑百分比

The percentage earned when the defined milestone is reached, based on the 挣值法 of the type, 里程碑. This method is linked to the activity, and a percentage or amount of the budget is assigned to each milestone. Each time a milestone is reached, the assigned budget is released.

Note: 

This field is enabled only when the 活动类型 is set to 里程碑. The sum of all the milestone Percentages linked to the activity must be 100%.

参考活动%
参考活动

The reference activity.

Note: 

Only reference activities of the type, 通用 and 现场服务 are applicable for the activity.

频率

The number of times a reference activity occurs as a part of project activity.

频率应用于

The method in which the frequency of a reference activity as part of the project activity must be used.

允许值

乘以数量

指明作为参考活动数量的乘数应用频率。

不适用
创建服务订单活动

指明必须创建附加服务活动。

创建服务订单

指明必须创建服务订单。

杂项
活动管理员

The activity manager associated with the activity.

Note: 
  • The specified user must be defined as an employee (activity manager) in the 员工通用数据 (tccom0101m000) session.
  • Infor LN checks the employment status based on the 离职日期 specified in the 员工个人数据 (bpmdm0101m000) session. If the user is currently not an employee, Infor LN displays a notification message. However, the ex-employee can be added as an activity manager.
Description

代码的说明或名称。

优先供应仓库

The warehouse that receives the deliveries for more than one project. The goods are sent from the priority supply warehouse to the project warehouse. The value is defaulted from the Priority Supply Warehouse field in the Projects (tppdm6100m000) session.

Note: 

For a project, when an activity is performed at multiple locations, it is easier to transfer goods when the warehouse is also defined at the Activity/Element level.

ERP uses the following search path to check inventory, when generating PRP orders:

  1. The inventory in the Priority Supply Warehouse defined in the Activity (tppss2100m000)/ 要素 (tpptc1100m000)session.
  2. The inventory in the Priority Supply Warehouse defined in the Projects (tppdm6100m000) session.
Description

代码的说明或名称。

默认项目仓库

The project warehouse.

来源标准活动

If the project activity entered in this session does not have the required data, the defaults of this standard activity will be displayed.

类别

The category of the project activity.

说明

代码的说明或名称。

业务部门

The business sector where the project activity is performed.

说明

代码的说明或名称。

位置
地理区域

The geographical area of the project activity.

项目位置

The location for the project's activity. For example, the construction location.

地址

The address where the project activity is performed. This is used for the resource planning.

姓名

The name of the address.

GPS 纬度 (WGS84)

The latitude of the GPS coordinates where the project activity is performed.

GPS 经度 (WGS84)

The longitude of the GPS coordinates where the project activity is performed.

里程碑
Milestone
定制物料

The customized item (from the PCS project) linked to the milestone.

Description

代码的说明或名称。

进度计划
到达里程碑

如果选中此复选框,the milestone is reached.

Note: 

You can define the milestone as completed, in the following ways:

  • Manually in this session
  • From the progress entered in the external scheduling package
  • If the milestone is linked to a customized item, and you have run the 检查已完成的定制物料 (tppss2203m000) session to find that the customized item is completed.
收益
销售价格

The home currency for the settled amount.