Preparing Projects
This process describes how to define projects and prepare for the project start.
After using this process, the scope, budget, and possible scheduling are specified for a project.
Follow these steps
The section below describes the required activities in this process.
- Create project:
The first activity in preparing a project is to create the project structure and to assign a project number.
The project can also be started in the preparation phase with a so-called quick start. This is specified in the project order type or can be marked optionally when the project is opened manually in (POS062). Quick start involves skipping advance invoicing, locking a zero-budget and assigning the project status 20=started. See Start Project.
- Open project:
To create the project budget, the project must be opened. See Open Project.
- Budget project:
The project budget must be created and locked before the project can be started. Financial outcome can be recorded for the project once the budget is locked. Note that a revenue from advance invoicing is the only outcome that can be recorded for the project before it is started.
The following activities are optional and can also be done later in the process flow. These are also described in Performing Projects.
- Project scheduling.
Scheduling is optional. However, a locked schedule is necessary for performance indexes to be calculated.
- Detailed activity planning.
The detail in which each activity is planned depends on the activity category. Examples of categories are manufacturing, purchasing, and invoicing.
- Project information.
Project-specific information can be specified and saved in an information structure.