CJ20N

Work Instruction

CJ20N Change Project using Project Builder

Purpose

Use this procedure to make changes or updates to the project data, either to the project definition or to
any of the WBS elements, including changing the system statuses.

Trigger

Perform this procedure when a correction or change is needed on a project.

Prerequisites

 The project exists in Project Systems.

Menu Path

Use the following menu path to begin this transaction:

N/A

Transaction Code

CJ20N

Helpful Hints

 R/O/C column in tables represents Required, Optional, or Conditional entry.

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Work Instruction

CJ20N Change Project using Project Builder

Procedure
1. Start the transaction using the menu path or transaction code.

Project Builder

2. Click Open .

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Work Instruction

CJ20N Change Project using Project Builder

Open Project

3. As required, complete/review the following fields:

Field R/O/C Description
Project Definition R
Framework of data that is binding to the entire project.
Example:
P00234

4. Click Enter .

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CJ20N Change Project using Project Builder

5. Select the Project definition level .

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Work Instruction

CJ20N Change Project using Project Builder

Project Builder

6. Click Mass change to apply an update or change to the entire project.

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CJ20N Change Project using Project Builder

Mass Maintenance: Field View

7. Click WBS elements .

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CJ20N Change Project using Project Builder

Select fields

8. Select desired field from Pool section .

9. Click left arrow to move selected field to the Selection criteria section.
10. Click Continue (Enter) .

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CJ20N Change Project using Project Builder

Mass Maintenance: Field View

11. Click Person Responsible / New value field.

Remember to use the matchcode to view and select data inputs.

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CJ20N Change Project using Project Builder

12. As required, complete/review the following fields:

Field R/O/C Description
Person responsible / R
Number that identifies the project manager.
New value
Example:
12

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CJ20N Change Project using Project Builder

Mass Maintenance: Field View

13. Click Execute .

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CJ20N Change Project using Project Builder

Mass change: Display log

14. Click Back .

Notice the executed changes are listed in the Mass change: Display log screen.

In this example, the Message Text displays, "Person Responsible xxxx has been replaced
with yyyy".

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Work Instruction

CJ20N Change Project using Project Builder

Project Builder

15. As required, complete/review the following fields:

Field R/O/C Description
Person Respons. R
Person responsible for the work center or data elements as
master data, internal order, cost center, etc.
Example:
12

16. Click Cust. enhancement .

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CJ20N Change Project using Project Builder

Project Builder

17. As required, complete/review the following fields:

Field R/O/C Description
Budget CIP System R
City bureaus are categorized into service areas based on
the nature of their programs and services. Each service
area section of the budget document begins with a
description of the service area and budget highlights for
bureaus in that service area.
Example:
BCP003

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CJ20N Change Project using Project Builder

18. Click Budget Zone/Area field .

19. As required, complete/review the following fields:
Field R/O/C Description
Budget Zone Area R

Example:
BZA008

Budget Objective R
Bureaus are required to indicate which objective best
describes their capital project.
Example:
BOB006

Budget Program R
Each bureau establishes capital programs to achieve goals
set by City Council.
Example:
BPR017

Citywide Asset Type R

Assets have been grouped by type within OMF and Parks.
Example:
CAT014

Citywide CAFR Funding R

This is the major funding source for the project as indicated
in the CAFR.
Example:
CAF018

Citywide CGIS Number R

There is an unique GIS code for each project enabling the
use of Portland Maps.
Example:
PK000234

Citywide Funding R
These codes group funding sources for projects by external
Category
major funding source.
Example:
CAF012

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CJ20N Change Project using Project Builder

Field R/O/C Description

Citywide Project Group R
This field allows bureaus to group projects. Currently, the
field is planned for use by BES and Parks.
Example:
CPG008

Parks Site R
This field tracks each park separately.
Example:
PSI346

Parks Sub Asset R

This field further breaks out Parks assets by asset type.
Example:
PSA002

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Project Builder

20. Click WBS Element overview .

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CJ20N Change Project using Project Builder

Project Builder

21. Click Select All .

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CJ20N Change Project using Project Builder

Project Builder

22. Click Edit Status Release from the main

menu.

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CJ20N Change Project using Project Builder

Project Builder

23. Click Save .

REL - released status displays to confirm the WBS elements are released to accept
accounting functions.
Use the scroll bar or scroll arrows to view the User Status column.

24. The system displays the message, "Project xxxx is being created
created" .

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CJ20N Change Project using Project Builder

Result

You have created a new project in Project Builder.

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