Content Project Management 2020
Content Project Management 2020
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1
May 7, 2020
IFS PROJECTS™
PROJECT
MANAGEMENT
IFS SPECIALIST COURSE – IFS APPLICATIONS™ 10
IFS ACADEMY
YOUR DETAILS
Name:
Contact number:
Email:
© 2015 IFS 2
WELCOME
Timings
Safety
Ground rules
Objectives
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Class 1. Introduction
Introductions to Project
TIMINGS 09:00
Mangement
09:15
DAY 1
© 2015 IFS 4
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5. Define 6. Approve
Project Project
TIMINGS Deliverables
13:00 14:00
DAY 1
Break 7. Manually
Connect
Objects to
Activities
14:30 14:45
© 2015 IFS 5
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Day 2 9. Execute
introduction Activity
TIMINGS and review
09:00 09:30
DAY 2
© 2015 IFS 6
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17 18 Day 2 and
Project Project Cube Class Wrap up
Analysis – questions
and discussion
15:15 16:00 17:00
© 2015 IFS 7
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Respect
Access
Please take note of the fire, health & safety procedures at this venue.
During the course, the only rules we all need to observe are based around respect for each
person, no matter what their social background, culture, sex or abilities are. This will
manifest itself in allowing everyone to speak and be heard, not using any stereotypical
remarks about any social group etc.
Please respect everyone’s point of view, except if it is liable to cause offense. Use of
inappropriate language is not acceptable. Thank you for your consideration.
As for communication and mobile devices, at least put your mobile phones to silent and
only answer in case of emergency, otherwise use breaks to call back. When answering
during the course, please leave the class room without interrupting the course (e.g. by loud
speaking)..
For tablets, we cannot see what you are doing but expect that if they are used during the
course they are exclusively used for the course, not to read, respond and update Facebook,
mail etc.
We would like to have your undivided attention.
© 2015 IFS 8
IFS PRESENTATION May 7, 2020
CASH FLOW EXPENSE PROJECT CONFIGURE & SUPPLY CHAIN DYNAMIC API & ACCESS
MANAGEMENT REPORTING MAKE TO ORDER PLANNING SCHEDULING COMPLEX MRO
PROJECT PAYROLL PROJECT RISK COMPONENT INVENTORY FIELD VEHICLE CONFIGURATION &
FINANCE ADMINISTRATION DELIVERABLES MANAGEMENT REPAIR REPLENISHMENT SERVICE & INFORMATION EXTENSIBILITY
MOBILE MANAGEMENT
ACCOUNTS QUALIFICATIONS COMPATIBLE PLANNING & DISCRETE SRM & PRODUCT MAINTENANCE
PAYABLE &EMPLOYEE UNITS SCHEDULING MANUFACTURING PROCUREMENT ESTIMATE PLANNING LOBBY
DEVELOPMENT MANAGEMENT
IFS IFS
IFS HUMAN IFS IFS IFS IFS IFS IFS
CAPITAL BUSINESS
FINANCIALS™ ENGINEERING™ PROJECTS™ MANUFACTURING™ SUPPLY CHAIN™ SALES & SERVICE™ MAINTENANCE™
MANAGEMENT™ ENABLERS™
ACCOUNTING SUSTAINABILITY LIFECYCLE DOCUMENT REPORTING & CONNECTED QUALITY PROCESS IOT BUSINESS
BUSINESS
RULES MANAGEMENT MANAGEMENT MANAGEMENT ANALYSIS COCKPITS MANAGEMENT MODELS CONNECTOR
Our Cross-Functional Components are a set of powerful tools designed for streamlining, simplifying, and
handling critical processes found within most industries and businesses.
These processes include Business Performance, Customer Relationship Management, Supply Chain
Management, Business Modeling, Document-, Quality- and Eco-footprint Management.
© 2014 IFS 9
IFS PRESENTATION May 7, 2020
SERVICE
OPERATIONS QUOTATION
PLANNING MANAGEMENT
EMPLOYEE & MATERIAL & SERVICE OVERALL
CONSOLIDATION MANAGER RESOURCE CONTRACT EQUIPMENT
SELF-SERVICE PLANNING MANAGEMENT EFFECTIVENESS
CASH FLOW EXPENSE PROJECT CONFIGURE & SUPPLY CHAIN DYNAMIC COMPLEX MRO API & ACCESS
MANAGEMENT REPORTING MAKE TO ORDER PLANNING SCHEDULING
PROJECT PAYROLL PROJECT RISK COMPONENT INVENTORY FIELD VEHICLE CONFIGURATION &
FINANCE DELIVERABLES MANAGEMENT REPAIR REPLENISHMENT SERVICE & INFORMATION EXTENSIBILITY
ADMINISTRATION MOBILE MANAGEMENT
ACCOUNTS QUALIFICATIONS COMPATIBLE PLANNING & DISCRETE SRM & PRODUCT MAINTENANCE
PAYABLE &EMPLOYEE UNITS SCHEDULING MANUFACTURING PROCUREMENT ESTIMATE PLANNING LOBBY
DEVELOPMENT MANAGEMENT
IFS IFS
IFS HUMAN IFS IFS IFS IFS IFS IFS
CAPITAL BUSINESS
FINANCIALS™ ENGINEERING™ PROJECTS™ MANUFACTURING™ SUPPLY CHAIN™ SALES & SERVICE™ MAINTENANCE™ ENABLERS™
MANAGEMENT™
ACCOUNTING SUSTAINABILITY LIFECYCLE DOCUMENT REPORTING & CONNECTED QUALITY PROCESS IOT BUSINESS
BUSINESS
RULES MANAGEMENT MANAGEMENT MANAGEMENT ANALYSIS COCKPITS MANAGEMENT MODELS CONNECTOR
© 2014 IFS 10
07 May 2020
By the end of this course, students should be able to create, process and analyze Projects,
which should prepare them for the Project Management Exam.
© 2015 IFS 11
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Advanced Topics:
Detailed review of key features in Project Management
Infrequently used functionality – review all areas of functionality (anything excluded
from basic project management)
Review alternative processes in Project Management
Basic data will be discussed during the business process flow (when applicable)
© 2015 IFS 12
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PROJECT MANAGEMENT
COURSE OBJECTIVES
Understand benefits of using IFS Project Management
Understand Basic Data required for Projects
Learn how to create and plan a new Project
Initiate new Projects
Establish Project plans (Work Breakdown Structures “WBS”)
Understand options available to schedule Projects
Define Project Deliverables
Create and assign Project Resources
Approve and Start Projects
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PROJECT MANAGEMENT
COURSE OBJECTIVES
Learn how to execute Project activities:
Release Activities
Manually connect objects to Activities
Create supply requisitions
Process requisitions
Report progress on activities
Complete and close activities
Analyze Project data
Complete Projects
Exposure to advanced topics in Project Management
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HANDOUTS
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IFS Presentation May 7, 2020
ACCESS?
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07 May 2020
BASIC PROJECT
MANAGEMENT
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Basic data will be discussed during the business process flow (when applicable)
© 2015 IFS 17
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1. INTRODUCTION TO
PROJECT MANAGEMENT
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© 2015 IFS 19
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WHAT IS A PROJECT ?
Key points:
A Project is intended to be Temporary (as opposed to ongoing or repetitive)
A Project creates or provides something unique (as opposed to a standard product/service)
© 2015 IFS 20
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© 2015 IFS 22
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Project Reporting
Time & cost reporting/invoicing (Human Resources)
Project Delivery
Risk Management 23
Key Points:
• Project Management: is the umbrella under which other project functionality is built; It
provides the structure and framework.
• Project Reporting: overlaps into HR functionality; focus is on employee time/cost
charging and billing onward to a customer.
• Forecasting and Budgeting: provides added ability to develop static forecasts for a
project; it provides added flexibility in defining a Budget for a project, and comparing
ongoing performance against the budget.
• Project MS and MRP: production forecasting and planning tools to analyze project
Demands and generate project Supplies; overlaps with standard MRP and MS
functionality in Manufacturing.
• Project Delivery: overlaps into Engineering; provides for a Project-specific Bill of
Material, allows execution of purchasing and manufacturing of items in the BOM
• Risk Management: provides ability to define risks, identify potential problems and their
consequences, develop responses and actions to mitigate the problems; costs and
likelihood can be assigned to quantify the cost benefit of responses
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Key Points:
Project Execution relies on functionality of many other IFS modules – the project simply
collects information from all these related actions.
Sales, purchasing, manufacturing, inventory management, Work Orders, Invoicing –
these ALL are handled same as if they are NOT for a project. The only difference is that in
some cases the object (like PO) is connected to a project activity, so the activity collects
cost and progress information.
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25
Finance
This slide depicts the previous slides graphically – it shows how Project Management
(center) relates to many other IFS modules and features
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PROJECT MANAGEMENT
The project management process can generally be divided into three main phases. These
phases correspond to IFS Business Models for Project Management.
The first phase, Planning, consists of the following sub processes:
• Initiate Project,
• Establish Project Plan,
• Plan and Schedule Project,
• Plan and Assign Resources,
• Define Project Deliverables,
• Execute Tender Process,
• Approve Project
The second phase, Execution, consists of the following sub processes:
• Release Activity,
• Execute Project Miscellaneous Demand,
• Execute Manual Activity Connected Objects,
• Execute Activity,
• Complete and Close Activity,
• Analyze Project Performance
The third phase, Conclusion, consists of the following sub process:
• Complete and Close Project
© 2015 IFS 26
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Lesson objectives:
• …
• …
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2. INITIATE PROJECT
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INITIATE PROJECT
LESSON OBJECTIVES
By the end of this lesson, students should have:
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INITIATE PROJECT
PROCESS FLOW
Project ID, Program &
Create New
Name, Manager Company Categories
Project - Start
Description (optional)
Customer ID Project
Milestones
Site (optional) (optional Access/Team Calendar
(optional)
initially) (optional)
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INITIATE PROJECT
BASIC DATA
Company
Category
Manager
1&2
Basic
Program Data Calendar
Site Customer
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Key Point:
Much of the information needed to create a project comes from modules outside of
Project Management
Only Program and Categories setup is in Project Basic Data
© 2015 IFS 31
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INITIATE PROJECT
PROGRAM AND CATEGORIES
A Program is a way to group Projects – can be used for reporting and analyzing projects by
Program ID
© 2015 IFS 32
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INITIATE PROJECT
Various options to create a new project. This session will use Wizard.
Project screen – screen to be used when adding / viewing overall Project information
© 2015 IFS 33
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DEMO
1. Create a new Program Id using your initials “XX1” in Project Program window and a new
Category 1 “XXA” in Project Category window.
2. Open Projects screen
3. Use RMB command “Create New Project”
4. Create a new Project, ID = XX01; Name = XX01; Description = XX01 Academy Project; Manager
= your user id; Company = P10; Base Currency = SEK; Calendar ID = *; Program ID = XX1;
Category 1 = XXA; Uncheck “Copy Existing Project’ and ‘Project Access On’; select NEXT
5. Step 2 – Customer ID = C003; leave Responsible ID and Customer Project ID blank (optional
use); select NEXT select NEXT (not needed by most customers)
6. Step 3 – uncheck all boxes and leave other fields as they are; select NEXT (skips step 4)
7. Step 5 – add line to table for Site = M1; select NEXT
8. Step 6 – leave blank (optional); select NEXT
9. Step 7 –select FINISH
10. Use RMB for “Project” to open screen. Review all tabs and point out how they relate to Wizard
steps (if they do). Make sure Manual Connections are allowed.
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Lesson objectives:
• …
• …
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Manually created Activities in their Project, with early start and finish
dates
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A Project Structure consists of Sub Projects and Activities (also known as a “WBS” Work
Breakdown Structure). Use the “Project Navigator” screen to create and view.
Projects P1
Sub Projects S1 S2 S3
A1 A1 A2 A3
S11 S12
Activities
A1 A1 A2
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Key Points:
• Project Plan = WBS (Work Breakdown Structure): made up of sub projects and activities
• Sub Projects are for organization and summarizing
• Activities are the foundation of projects – most information seen in a project or sub
project is just summarized from activities below it
• General structure as shown above: Project – Sub project(s) – Activity(ies)
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Schedule Add
Progress
Project Estimates
Method
(optional) (optional)
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Basic process for developing a WBS or Project Plan – to be covered in this lesson
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Manually created or
Can be copied from existing Sub Projects /
Activities or
Imported from a MS Project or Primavera P6
plan
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Most develop a “template” Project and copy all sub projects and activities in it for each
new project
In this exercise, initially will manually create Sub Projects and Activities
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Sub Projects – used for WBS organization; must have at least one
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Activities – bottom component of the WBS; all cost, hours, revenue, progress and date
information contained in activities
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Copied from Early dates upon changing status of activity (Releasing and
Actual Start/Finish Completing)
Can be Modified
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Project
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Once Activities and Sub Projects have been defined, the project plan must be scheduled
based on activities dates and predecessor/successor relationships and constraints
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DEMO
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Lesson objectives:
• …
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Understand how the Planned Cost Driver is used and modify setting
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In addition to creating and scheduling activities, one can add estimates to activities and use
them as expected target values. This section of the lesson covers adding activity estimates.
© 2015 IFS 51
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Scheduled
Estimates Planned Baseline Earned Value
Work
Manually entered Copied based on Copied from Calculated Progress Planned or Baseline
values Planned Cost Driver Planned values x Planned or values x (Elapsed
(Estimates, when a Baseline is Baseline values Work Days / Total
Connected Objects, created Work Days)
or Activity
Resources)
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Planned
Committed Used Actual
Committed
Expected costs of planned Expected costs of Cost only Retrieved from financial
requisitions and released orders that have Cost incurred as a result transactions in the
unreleased orders (such not yet been completed or of accomplished work or General Ledger (i.e. –
as Purchase or Shop received confirmed time / expenses Used values that have
Requisitions) Unconfirmed time or been updated to GL)
expense charges to a
project
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All of these values represent expected or actual costs/hours of work associated with
activities.
Cost/Hour values depend on the object, whether it has been processed, and whether
transactions are updated in the General Ledger, or not.
Values in Planned Committed will decrease as orders are released; and Committed will
decrease as orders are reported /completed.
Used will reflect actual cost before transactions are updated in General Ledger. After GL
update, Used and Actual will reflect same value.
© 2015 IFS 53
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Preliminary
Posted
Estimates
Actual
Planned
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Estimated Values
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Estimates: Estimated values represent the approximate values of cost, hours or revenue
before the planning phase of the activity is carried out. Estimates are manually entered in
the Estimate tab. If activity expected cost, hours or revenue is calculated outside of IFS,
Estimates is a good place to enter those values.
Project Cost/Revenue Elements: these are user-defined groupings of costs/hours or
revenues. These values must be set up in Basic Data before entering Estimates.
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Exclude Activity Only the cost and hours from the connected objects are used.
Resources Resource cost and hours are ignored.
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Planned Costs/Hours: Values in this field are retrieved based on Planned Cost Driver
setting for each Activity.
Estimates can flow to Planned costs and hours. The system considers the Planned values as
the target for Earned Value and Scheduled Work (until a Baseline is created). If Estimates
represent a target created outside IFS, typically Planned Cost Driver will be set to Estimates.
© 2015 IFS 56
IFS Presentation 07 May 2020
DEMO
1. Enter Estimates for each of your activities as follows. Save after entering for each
activity.
Activity CRE Cost Rev
Hours
A.10 ProposalH01 45,000 100
A.20 Design H02 250,000 600
B.10 Support L-O 100,000 400
B.20 Long Lead P02 40,000
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2. Change Planned Cost Driver to “Estimates” for all activities in your project and save.
3. Review Cost, Hours and Revenue for each Sub Project and overall project.
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Modify the Planned Cost Driver in your Activities – set all to Estimates, save. 58
© 2015 IFS 58
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Lesson objectives:
• …
• …
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• The same resource can be connected to the three product areas, Projects,
Manufacturing and Maintenance. When creating the resource you have the option to
check box to select for which areas the resource is applicable.
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Project Resources
• Project Resources are labor resources
• Defined in Resource Groups
• Assign Resource hours to activities
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Project Resources: Examples of resource groups are engineers, developers, etc. You also
may think of a resource group as a single person. Each resource group has a cost and a
capacity. When entering a new resource group, you should make sure that cost and
capacity information is added
Key Point: intended for labor resources
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• The same resource can be connected to the three product areas, Projects,
Manufacturing and Maintenance. When creating the resource you have the option to
check box to select for which area(s) the resource is applicable.
© 2015 IFS 63
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© 2015 IFS 64
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DEMO
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© 2015 IFS 67
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Lesson objectives:
• …
• …
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5. DEFINE PROJECT
DELIVERABLES
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Understand Planned Cost Drivers and Progress Method options, and adjust
them on Activities
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PROJECT DELIVERABLES
© 2015 IFS 71
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Tasks
© 2015 IFS 72
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Key points:
Project Connections:
• This is the way the system relates projects to other modules (like Purchasing, Sales, etc.)
• Deliverables are a subset or type of Project Connections (also refered to as Connected
Objects sometimes)
• Are really Activity Connections
© 2015 IFS 73
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PROJECT DELIVERABLES
Task
Projects P1 Documents, Package
Etc…
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Misc. Parts/No Parts is a way to create a list of parts and no parts that will be used by an
activity
Misc. Parts is for something that has been defined as a part in IFS
• Project vs Standard Inventory on separate slide
• Supply Options allows one to choose what kind of supply (shop or purchase), and if
supply will be manually created or using Project MRP
Misc. No Parts is for something that has not been defined in the system, but must be
procured
Both require that a Site be assigned to the project. (A site is needed as soon as the project
connections include objects that are specified by site – purchasing, manufacturing, sales
orders, etc.)
Expected cost/hours of Misc Parts / No Parts can be used to develop Planned cost on an
activity
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Terminology:
© 2015 IFS 76
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Key Points:
Both Project and Standard Inventory are still inventory
• The KEY difference is that Project Inventory is flagged with the Project, Sub Project and
Activity ID and segregated for use ONLY within the project.
• Standard Inventory - Project, Sub Project and Activity ID fields will be blank, and
inventory is not segregated for a specific use
Project requirements (or Demands) can be specified to be satisfied by either project or
standard inventory
Planning tools differ for Project and Standard Inventory (Project MRP for Project vs. regular
MRP or Order Point planning for Standard)
• Project planned Supplies (like Purchase Orders, Shop Orders) will be marked with the
Project, Sub Project and Activity
• Standard planned Supplies will have no direct link to the needing Project, Sub project or
Activity
Typically, parts that are low cost and/or used across many projects are set up as Standard
Planned Parts so that requirements for all projects can be combined into orders, stocked
centrally, and used by all projects. Cost for such parts will show in the projects for
planning, and upon reserving and issuing the parts.
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Key Points:
Both Project and Standard Inventory are still inventory
• The KEY difference is that Project Inventory is flagged with the Project, Sub Project and
Activity ID and segregated for use ONLY within the project.
• Standard Inventory - Project, Sub Project and Activity ID fields will be blank, and
inventory is not segregated for a specific use
Project requirements (or Demands) can be specified to be satisfied by either project or
standard inventory
Planning tools differ for Project and Standard Inventory (Project MRP for Project vs. regular
MRP or Order Point planning for Standard)
• Project planned Supplies (like Purchase Orders, Shop Orders) will be marked with the
Project, Sub Project and Activity
• Standard planned Supplies will have no direct link to the needing Project, Sub project or
Activity
Typically, parts that are low cost and/or used across many projects are set up as Standard
Planned Parts so that requirements for all projects can be combined into orders, stocked
centrally, and used by all projects. Cost for such parts will show in the projects for
planning, and upon reserving and issuing the parts.
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The key difference between Misc. Part Demands and Project Master Scheduled Forecast:
• Misc. Part demands are intended to be consumed by the project (not to be used for
Shop Order Material or Customer Order Line delivery)
• Project MS Forecast is intended to be consumed by another demand, a Customer Order
Line delivery or Shop Order Material, etc.
Project MS does require unique MS Part Setup to allow use and generates orders by
running separate Project Master Scheduling process.
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Tasks are an easy way to break an activity in detailed actions, and check them off as
completed.
Adding more information to Tasks is optional, but provides added functionality.
Tasks do NOT create supplies or provide for invoicing – cannot collect actuals against tasks.
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Progress Method
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Bottom Up: / Top Down: There are two types of Progress Methods, which are referred to
as Top-Down and Bottom-Up in this document. Top-Down means that the progress is
calculated or assigned on the activity level and then applied to the individual project cost
element lines of the activity. Bottom-Up means that the progress is calculated or assigned
on the project cost element level of the object or of the activity, and then used in the
calculation of the activity's progress.
Connected Objects: (Bottom Up) System can calculate progress based on all objects
connected to an activity. Object progress considers the relative values of each object when
calculating progress (example: if two PO lines are connected to an activity with one valued
at 100 and the second at 900, completely receiving the first would calculate progress as:
100/(900+100) = 100/1000 = 10%)
• Note that Activity Resources are included as one of the possible Connected Objects to
retrieve progress, but can be excluded using check box.
Duration Progress: (Top Down) Assumes progress will be linear over the duration of the
activity and adds progress for each elapsed day
Manual: (Top Down or Bottom Up) Allows manual entry of progress. This manual entry
can be for the entire Activity; by Cost and Hours separately for the entire activity; by
Project Cost Element for he Activity; or by Cost and Hours by Cost Element for the Activity.
Desired level is defined within the activity.
Template Progress: (Top Down) Allows using a template that is defined in Project Basic.
© 2015 IFS 83
The Template has steps, each with pre-defined progress from 0% to 100%. This allows
manual selection of a pre-defined step and progress to be used for activity progress. It
provides a bit more control than straight Manual progess.
Consumption Based: (Bottom Up) Calculates progress by comparing used/actual values on
an activity against the planned, by Project Cost Element. This method results assumes that
used/actual values reflect progress on your activity.
Tasks: (Bottom Up) Calculates progress based on only Task completion. It considers tasks
connected to different cost elements which means that the progress can be different on
different cost elements. This requires manually marking Task completion and considers
weighted value of tasks, if entered. This method is useful for managing progress based on
completing a taks list.
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Bottom Up: / Top Down: There are two types of Progress Methods, which are referred to
as Top-Down and Bottom-Up in this document. Top-Down means that the progress is
calculated or assigned on the activity level and then applied to the individual project cost
element lines of the activity. Bottom-Up means that the progress is calculated or assigned
on the project cost element level of the object or of the activity, and then used in the
calculation of the activity's progress.
Connected Objects: (Bottom Up) System can calculate progress based on all objects
connected to an activity. Object progress considers the relative values of each object when
calculating progress (example: if two PO lines are connected to an activity with one valued
at 100 and the second at 900, completely receiving the first would calculate progress as:
100/(900+100) = 100/1000 = 10%)
• Note that Activity Resources are included as one of the possible Connected Objects to
retrieve progress, but can be excluded using check box.
Duration Progress: (Top Down) Assumes progress will be linear over the duration of the
activity and adds progress for each elapsed day
Manual: (Top Down or Bottom Up) Allows manual entry of progress. This manual entry
can be for the entire Activity; by Cost and Hours separately for the entire activity; by
Project Cost Element for he Activity; or by Cost and Hours by Cost Element for the Activity.
Desired level is defined within the activity.
Template Progress: (Top Down) Allows using a template that is defined in Project Basic.
© 2015 IFS 84
The Template has steps, each with pre-defined progress from 0% to 100%. This allows
manual selection of a pre-defined step and progress to be used for activity progress. It
provides a bit more control than straight Manual progess.
Consumption Based: (Bottom Up) Calculates progress by comparing used/actual values on
an activity against the planned, by Project Cost Element. This method results assumes that
used/actual values reflect progress on your activity.
Tasks: (Bottom Up) Calculates progress based on only Task completion. It considers tasks
connected to different cost elements which means that the progress can be different on
different cost elements. This requires manually marking Task completion and considers
weighted value of tasks, if entered. This method is useful for managing progress based on
completing a taks list.
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DEMO
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and RMB for Refresh Project Connections – Refresh all connections for your project
XX01. B.30 casting cost should => zero as you have a forecast to satisfy needed
castings. This step only required if forecast is added AFTER demand.
6. Activity A.10 Proposal, add Tasks: Add 3 tasks Task Name = “Develop Bid”; “Negotiate”;
“Finalize Contract” and save. The tasks can be connected to the same or different cost
elements. Change Progress Method to Tasks and save
7. Select Project node, attach a Document: Open Attachments Pane while focused in
Project tab. In Attachments pane, make sure Documents is selected and select Attach
button. Search for document class = 300 and status = Released. Select one of the
documents and OK. Close the Attachments pane and select the Documents tab (should
see the connected document here)
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Lesson objectives:
• …
• …
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6. APPROVE PROJECT
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APPROVE PROJECT
LESSON OBJECTIVES
By the end of this lesson, students should have:
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APPROVE PROJECT
PROJECT STATUSES
Cancel
Initiated Cancelled
Approve
Approved Closed
Start Complete
Complete Financial Project
Started Completed
Restart 91
Initialized: All projects are automatically set to Initialized status when created.
Approved: When the project is in Initialized status, and has a company, manager,
customer, it can be promoted to Approved status. This will typically be done when the
basic concept and budget has been approved. From Approved status, the project can
promoted to Started status. When the project is in Approved status, you can release
activities, before the project is in Started status. When the project has been approved, you
may still be in the tendering phase and the actual project has not started yet so the project
has not reached the Started status.
Started: When the project is in Approved status it can be promoted to Started status. This
will typically be done when the detailed planning is finished and the project activities have
actually started. There are no requirements to do this. From Started status, the project can
be promoted to Completed status. You can release activities when the project is in
Approved or Started status. When a project is in Completed status, it can be demoted to
Started status by clicking the Restart menu option.
Completed: This will typically be done when the project activities have been completed.
When the project is in Completed status, no cost or hours can be reported on the project
activities.
Closed: When the financial project in General Ledger is set to completed, the project is
automatically promoted to Closed status. This will typically be done when the post-project
activities (reports, evaluation, etc.) have been completed. Changing the status to Closed is
© 2015 IFS 91
irreversible.
Cancelled: When the project is in Initialized status, it can be cancelled. This will typically be
done when the project is terminated. Changing the status to Cancelled is irreversible.
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May 7, 2020
APPROVE PROJECT
PROCESS FLOW
92
Key Points:
Once a project is approved, it is possible to create a Baseline
History Tracking can be started at any time regardless of status
© 2015 IFS 92
May 7, 2020
APPROVE PROJECT
Approving a Project
Status change to the Project
Required to execute the Project
Creates a financial record for the project
Financial Project indicates how project costs and
revenues are handled
Creates Project Pre-Posting record
93
Key Point:
Approving the Project creates the Financial record of the project – determines Revenue
Recognition method, Capitalization, Posting Method (Transaction or Periodical), and
Internal Ledger settings.
Typically understood by Finance
© 2015 IFS 93
May 7, 2020
APPROVE PROJECT
CREATE BASELINE
94
© 2015 IFS 94
May 7, 2020
APPROVE PROJECT
HISTORY LOGGING
Logging
95
Project History records are similar to Baseline records, but do not impact EV or ongoing
Project screens.
Project History are strictly static, historical information records.
Also visible on Project History tab (in Project)
© 2015 IFS 95
IFS Presentation 07 May 2020
DEMO
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May 7, 2020
97
© 2015 IFS 97
IFS Presentation May 7, 2020
Lesson objectives:
• …
• …
98
May 7, 2020
7. CONNECT OBJECTS
MANUALLY TO ACTIVITIES
99
© 2015 IFS 99
May 7, 2020
100
Manual Connections
Many data objects can be manually connected to Activities.
When manually connecting, system validates Activity Status and
connected object
Object finish dates CAN be outside Activity dates – object date drives
planning
Manually connected objects can also be manually disconnected 101
Key Points:
Many objects cannot be manually connected to activities until after the project is Approved
and, in some cases, Activities have been Released
Connections can be made from the object (i.e. – Customer Order Line) or from the Activity
Work Orders
Can see which objects can be manually connected to a project in Project Navigator /
Connections tab (only available when Activity node is selected)
Release Select
RMB to Specify View results
Activity (if object(s) for
connect Activity on Activity
required) connection
103
DEMO
1. Create Customer Order: Customer = C003, Wanted Delivery = 3 months from today, Order
Type = NO, site = M1 and save header.
2. Create Customer Order Line: add line for Sales Part No = PY1, Sales Qty = 10 and save
3. Highlight line and use RMB command Project Connection / Connect to Activity. This opens
dialog to specify your project = XX01, sub project = B and activity = 40 Delivery. Select OK.
Note that system will inform you if the delivery is outside activity dates, but will allow. On
Customer Order Line – observe the supply code. If it is not, change to Project Inventory.
Review other Supply Codes available (Invent Order would be satisfied from Standard
Inventory)
4. Use Project Navigator and select activity B.40 Delivery: Review Cost, Hour, Revenue tabs.
Change Planned Cost Driver to Connected Objects and observe. Note that Baseline value does
not change, only Planned. Note that no Planned Casting cost – due to forecast. View
Connections tab.
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May 7, 2020
Create Customer Order Line for PN PY1, quantity = 10, due date = 3
months from today
106
Lesson objectives:
• …
• …
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May 7, 2020
8. EXECUTE PROJECT
MISC. DEMANDS
108
109
Completed ReOpen
111
Activity Status impacts ability to create and process supplies, and report progress:
Planned: When an activity is created, it is automatically set to Planned status. From here,
the activity can be released or canceled via the corresponding menu option.
Released: When the activity is in Planned status and the project is in Approved status, the
activity can be changed to Released. The activity is then released and can start. From there,
the activity can be set to Planned, Completed, Closed or Canceled. The activity cannot be
canceled or re-planned if it has any transactions registered. When the activity is released
then it is possible to report hours on the activity. Some objects can only be connected if the
activity is in Released status.
Completed: When the activity is in the Released status, it can be changed to Completed.
When the activity is in Completed status it can be promoted to Closed or demoted to
Released state. When the activity is completed it is not possible to add any new costs,
revenues e.g. by reporting hours on the activity. Costs already entered can be completed,
i.e. transactions related to hours reported can be transferred to Finance.
Closed: When the activity is in Released or Completed status, it can be changed to Closed.
When the activity is in Closed status it can be demoted to the Completed. When the
activity is closed it is not possible to create any financial transactions on the activity.
NOTE: It is possible to close activities without reaching 100 % progress.
Canceled: When the activity is in Planned or Released status, it can be changed to
Canceled. When in Released status, the activity can be canceled only if it has no registered
111
May 7, 2020
Manually Issue
Create Supply Manually Execute Receive
inventory to
Create Supply Supply supply into
& Auto Request Request inventory
project
Reserve demand
Issue
Using Project Execute Receive
Run Project Reserve inventory to
Supply supply into
MRP MRP
Request inventory
inventory project
demand
Transfer Issue
Transfer Reserve inventory to
Inventory to inventory inventory project
Project demand
112
The number of steps needed to process a Misc Part Demand varies depending on Supply
Option, whether material must be manually reserved, and whether inventory is already
available:
• Manually Create Supply and auto reserve: the supply is directly linked to the Misc Part
demand and is auto reserved upon order completion and receipt into inventory. Just
issue reserved material to demand.
• Create supply manually without auto reserve, or using Project MRP: Project MRP-
created supplies do NOT link directly to the Misc Part Demand. Upon completion and
receipt to inventory, manually reserve and issue parts to demand.
• NOTE: Parts do NOT require reserve prior to issuing; Project Netting – this process
will reserve available project inventory to Misc Part Demands if run (to avoid
manually reserving)
• Transfer Inventory to Project and manually reserve: No supply request is needed in this
case. Transfer material, reserve and issue to demand.
• Simplest approach: Supply = Standard Inventory and inventory arleady is available on
hand. Simply reserve and issue material directly from Standard Inventory
Can satisfy with inventory for any Activity within the project
Can auto-reserve material as it closes to inventory
Project Netting will reserve available inventory
Completed parts MUST be issued to the Misc. Part Demand
Process Misc. Part (to complete and close Activity)
Demand
113
Key Points:
• Flag on Project to indicate if inventory supplies can be used across Activities in a project
(or not)
• Project Netting: a way to reserve any available inventory to satisfy Misc Part Demands
• Misc Part Demands require inventory to be issued to them (otherwise the system will
NOT consider them complete and allow Activity completion)
No Inventory involved
Create and process Purchase Requisition/Order
Demand is satisfied by PO receipt
Process Misc. No
Part Demand
114
Key Points:
• No Part Demands require manually creating and processing Purchases.
• Recieving the No Part order satisfies the demand.
DEMO
115
Demand line and Connections tab.
3. Part Demand, Activity B.30 Materials:
• Use RMB command for Status / Release to release the activity.
• Select Demand Tab / Misc. Part tab: RMB on WS1 for Create Supply Request.
Review line to note Reserve at Receipt field (insure it is checked)
• Process Requisition and Order same as in steps c – g, reviewing Project
Navigator activity costs, connections, misc. part demand tab during each step.
Receive partial quantity of material into INVENTORY.
• Upon receipt of PO material, use Project Navigator Misc Part tab: view
received / reserved quantity. Use RMB command to Issue. (Cancel Create
Project Transaction pop up).
• Discuss other possible supply options and standard inventory
115
May 7, 2020
116
Lesson objectives:
• …
• …
117
May 7, 2020
9. EXECUTE ACTIVITY
118
EXECUTE ACTIVITIES
LESSON OBJECTIVES
By the end of this lesson, students should know how to:
119
EXECUTE ACTIVITIES
EXECUTING CONNECTED OBJECTS
MRP tools will re-evaluate Demands and Supplies each time they are
run.
120
Key Point:
• When activities have connected objects, executing the activity usually = executing the
connections.
• The Activity simply collects information from the objects as they are processed.
EXECUTE ACTIVITIES
PRODUCTION PLANNING
FOR ACTIVITIES
121
EXECUTE ACTIVITY
PRODUCTION IMPACTS ON ACTIVITIES
Costs and Hours Progress Earned Value
Key Points:
• Project Planned Parts: when supplies are created, they will be connected to associated
project activities. The connected activity will retrieve cost/hours from the connected
supplies as they are processed. Depending on Progress Method of activities, they can
also retrieve progress and Earned Value from the supplies.
• Standard Planned Parts: these supplies are NOT connected to activities. Activities only
get cost values for these when reserved to a project demand (and issued).
EXECUTE ACTIVITY
REPORT PROGRESS MANUALLY
Manual
Progress Resource
Tasks Progress by
Template Progress
Cost Element
Manual
Manual
Manual Progress by
Progress by
Progress by Cost Element
Activity Cost
Activity Cost and
and Hours
Hours
123
Manual Progress options: If NOT retrieving progress from Connected Objects (or Duration
or Consumption), executing an activity requires manually taking progress.
• Progress Template: can pre-define a progress template with steps and progress per
step; then can use the pre-defined steps for progress on an activity (or Task)
• Tasks: Task progress depends on 1) if progress templates are used (these allow taking
partial progress on a task); 2) which cost element the tasks are connected to (the
system can calculate different progress for different cost elements depending on the
progress of corresponding tasks); 3) if planned values exist, progress is weighted based
on relative cost/hours of the task.
• Manual: discuss different levels that Manual progress can be taken (Activity, Cost
Element, Cost/Hours)
• Resource Progress: Used Connected Objects as Progress Method. Explain how
Resource Progress can be manually entered (or based on charged time if using Project
Reporting Resources).
EXECUTE ACTIVITY
IMPACTS OF MANUAL
PROGRESS ON ACTIVITIES
No effect on planned committed, committed, or
Costs and Hours
used cost and hours
Progress
Depending on Progress Method, each can create
progress on an activity.
Key Points:
• Manual Progress does NOT retrieve Cost or Hours like connected objects – it simply
allows indicating Progress for an activity
• Manual Progress pushes Progress and Earned Value “down” from the manually entered
progress. Entire activity will inherit the entered progress.
EXECUTE ACTIVITY
COMPLETE AND CLOSE ACTIVITIES
Activity Status Options:
Completing an Activity stops new orders Planned
Cancel
Cancelled
from being created
RePlan Release Cancel
Closing an Activity requires that all
existing work on an Activity be finished, Release Close Closed
including processing transactions to
General Ledger; no residual material is ReOpen Complete Close
allowed
Completed ReOpen
125
DEMO
126
• Task progress: Activity A.10 – complete 2 of the tasks and view progress, costs
and hours. Discuss impact of progress template and costs/hours on task.
• Manual Progress: A.20 – change Progress Method and view the Details sub tab.
Discuss options and demonstrate setting progress in different ways. Discuss
how Progress Template can be used. Change Progress back to Connected
Objects when complete.
• Resource Progress: A.20 – Use Resource Tab and enter Progress value. Review
impact on Cost, Hours and activity progress
1. Use activity A.10 and RMB for Status / Complete. Observe pop-ups and continue.
Repeat RMB for Status / Close. Try same on activity A.20.
126
May 7, 2020
Run Project MS for your forecast, checking the box to run Project MRP
afterwards.
127
128
Lesson objectives:
• …
• …
129
May 7, 2020
131
Approve
Approved Closed
Start Complete
Complete Financial Project
Started Completed
Restart
132
In order to Complete a Project, the status first must be promoted to “Started” (although all
activities can be executed with the project set as Approved)
Started
No functional impact (informational only)
Completed
Automatically reviews all activities and attempts to close them. Validations that
apply to Closing activities will stop Project Completion.
Closed
Projects are closed in Finance module 133
Completing a project will automatically attempt to Close any unclosed activities in the
project. Each activity will be validated to insure it can be closed. If not possible, it will also
not be possible to Complete the Project.
Closing the Project requires that it first be Complete. Closing the Project is a Financial
process.
Lesson objectives:
• …
• …
134
07 May 2020
ADVANCED PROJECT
MANAGEMENT
Basic data will be discussed during the business process flow (when applicable)
136
Project Roles
Used for Project Roster and Purchase Authorizations
Define Roles in Project Basic
Defined by company
Indicate if should default to new projects
Roles can use field values for Project Manager, Responsible Persons,
and Financial Responsible Persons
Add Roles to Project, Sub Project or Activities
Generate assignments or manually assign people to roles 138
Key Points:
• Project Roles and assignments is intended to define who is assigned to roles for a given
project
• Project Roles can inherit assigned persons from project fields (such as Project Manager,
Financially Responsible Person)
• Project Roles can be used in Purchase Requisition and Order Authorization (for Project –
connected purchases)
• If a Project Organization is needed, use Project Roles and assigments to define
Project Access
Project Access allows only employees with access to view project
screens, and charge/authorize project time and expenses
Define Teams in Basic Data
Team members are Employees and defined by company
Indicate if Team should automatically access new projects
Project Access imposed at Project Level
Access is controlled at Sub Project Level
Popular feature, but difficult to maintain and control 139
Key Points:
• Project Access controls who can view a Project, who can charge time or cost to a
project, and who can approve/authorize those charges.
• Project Access does NOT control who can view or process project connections (such as
Shop, Purchase and Work Orders and Requisitions)
• Project Access utilizes Human Resource setup, so persons must be set up with
Employee ID’s and Positions in the project Company.
• Only the Project Manager can impose Project Access (and only Project Manager can
change who is the project manager)
Key Points:
• Project Addresses can be used in place of creating new a address in the Company
record.
• Project Addresses are intended to be unique for a project
• Project Addresses will be AUTOMATICALLY used for project purchase deliveries
(assuming flagged for Delivery)
Key Points:
• Project Milestones are an easy way to create a list of milestones and dates in one place,
and easily mark completion
• Project Milestones are NOT Activities
Key Points:
• Allows defining a unique Currency and Rate Type for a project (when different than
Project company base currency)
• Projects automatically retrieve and use the base currency of the company to which they
are assigned (values are displayed in base currency always)
• Project specific currency allows one to view Connections in both company base
currency and project currency (and transaction currency)
• Project specific Currency is NOT needed to handle transactions in different currencies.
143
IFS Presentation 07 May 2020
DEMO
1. Project Roles:
Search for Project Roles in company P10 in Project Basic / Default Project Role
tab – some should exist. Create a new role XXPE, Description = Project
Engineer, Type = Other, check Default to Project, Company = P10.
Review the Project screen for your project XX01 Roles tab – some roles already
show. Add your new Role XXPE to the list.
Use RMB in Role Assignments tab for Generate Role Assignments. System
assigned roles should have assignments. Manually add someone to your
role.
2. Project Access:
Open Project Team screen and create a new team XXT in company P10. Use
Team Members tab and add some employees from company 10
Open Project screen for your project XX01. On General tab, check Project Access
On box and save.
Select Access Tab – this tab shows who has access. Review Person Access sub
tab. Select Access Definition Tab and add a line: Sub project = % (all); Team
ID = XXT; Access = Include and save. Note that access to Documents can be
provided with Project Access.
3. Use Project Address tab and create a new Address for the project
4. Use Milestone tab: create milestones: ID = 1, Date = in one month, Description =
144
Design complete, Planned Revenue = 100,000; and save; Repeat for ID = 2, Date = 3
months from now, Description = Parts Delivered, Planned Revenue = 900,000; and save.
5. Review each remaining tab briefly and discuss features
144
May 7, 2020
145
Lesson objectives:
• …
• …
146
May 7, 2020
147
Know how to move Activities and Sub Projects around in the WBS
148
Key Points:
• Most users do NOT manually create sub projects and activities for each new project
• Most have create a project they define as a “Template” – this can contain all typically
used sub projects and activities, as well as Resource Hours, Miscellaneous Parts and No
Parts (plus Project Reporting setup).
• When creating a new project, they copy the template to create the new project WBS.
• It is also possible to copy just a sub project with associated activities, resources, etc.
• Projects are specific to Companies and Sites – copying between companies and sites can
result in site and company specific information NOT being copied
Projects P1
Sub Projects S1 S2 S3
A1 A2 A1 A2 A3
S11 S12
Activities
A1 A1 A2
150
Key Points:
• Project WBS can be easily modified by “Drag and Drop”: select one node in Project
Navigator and drag it to another node (another sub project or the Project), and drop it.
It will move to the new node.
• Rules still apply – Actvitiy ID must be unique within a sub project; Sub Project ID must
be unique in Project; Activities must be under Sub Project, etc.
Projects P1
Sub Projects S1 S2 S3
A1 A1 A2 A3
S11 S12
Activities
A1 A1 A2
DELETE
151
key Points:
• If a Template project needs modification, Activities and Sub Projects can be easily
deleted using RMB commands.
• Usually MUST use command to delete, as it will delete associated objects also (like
Resource hours, Tasks, etc.)
• Validations will not allow deleting activities/ sub projects after a Baseline is created, or
tranactions have occured.
DEMO
1. Use Project screen and RMB for Create New Project. Create a new Project XX02 as previously
done, but leave “Copy Project “ box checked this time.
2. After Create New Project dialog is finished, system will automatically open Copy Project dialog.
Copy your project XX01, Start Date = today. Leave everything else as it is and all boxes checked
on step 2 and Finish. This should open your new project, complete with estimates, tasks,
resource hours, Misc. Demands.
3. Using Project Navigator, drag and drop activity B.30 into Sub Project A.
4. Drag Sub Project B into Sub project A, and then back to the Project.
5. Delete activity B.50
6. Delete sub project B entirely
7. Delete the entire Project
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May 7, 2020
Lesson objectives:
• …
• …
154
May 7, 2020
COST/REVENUE ELEMENTS
LESSON OBJECTIVES
By the end of this lesson, students should:
156
Cost/Revenue Elements
All Project values for cost, hours and revenue are broken into CRE
CRE are user-defined
CRE are defined by company
CRE are mapped to a user-defined code part value (Financial
setup)
Project values are calculated by CRE based on:
Anticipated or actual postings
Manually defined CRE
157
Key Points:
• Setting up CRE’s is a mapping exercise
• All Project cost/hours/revenue information will be collected into CRE values
• Setup of CRE can be simple as single default values for cost and revenue (not usually
done)
• Setup of CRE can be quite complex if breaking project cost into many CRE for labor,
material, overheads, etc.
• Complexity is primarily result of setting up posting controls to maintain CRE
information throughout all transactions
• Manufacturing CRE can be complex if maintain labor, work center, material,
and overhead visibility through inventory receipt and cost of goods sold.
• Setup requires coordination between Project Management and Finance setup
Code Part
Code Part
Value =
Value = Office
Manufacturing
Labor
CRE = Labor
Labor
158
Key Points:
• Multiple code part values can be mapped to a singe Cost/Revenue Element
• Only ONE Cost/Revenue Element can be mapped to a Code Part Value ( fore example,
Manufacturing Labor could not be mapped to more than one CRE )
Buckets (i.e. – Labor, Labor User – defined (i.e. Labor) Cost Groups
OH, Machine Cost, etc.) Map to user-defined code part User defined (i.e. Labor, etc.)
Used for operational costs values Relate to buckets
Used for project costs, hours Can track overhead year info
and revenue Usable in posting control
Used for inventory costs
Cost source
User defined
Can associate OH rate for
project reporting (labor OH)
Indicator definition (how cost
source is determined)
Indicator setup (value setup
based on definition)
Used in posting controls
159
Key Points:
• Part Cost is contained in IFS Costing, and broken into various cost buckets (like Labor,
Labor Overhead, etc.).
• If we want to maintain this cost bucket visibility when parts are received into inventory
or sold to a customer, Financial setup must post transactions using Posting Cost Groups
that are mapped to the associated buckets. (Posting Cost Groups are set up in Cost
Details Basic Data)
• In some cases, Cost Details might be broken into further detail by Cost Source (labor =
assembly labor, test labor, etc.). In this case, Financial setup must post transactions
based on Cost Sources, as well as Cost Details. (Cost Sources are set up in Cost Details
Basic Data also)
• This Posting setup allows posted code part values (like “assembly labor”) to be mapped
to the desired Cost/Revenue Element (like “production labor”). Sometimes, Code Part
Values are set to match Cost/Revenue Elements exactly.
• If the chain described above is incomplete or incorrect, can create interesting project
costs:
• Labor and overhead costs on for a shop order can suddenly disappear and
reappear as Material cost.
• Can also result in posting errors and no project costs
160
Key Points:
• CRE are defined in Project Basic Data / CRE Setup – define desired values
• Code Part to be used for CRE is defined Accounting Rules – Define Code String (this must
be agreed by Finance); only one code part can be used for CRE
• Code Part Values are defined in Accounting Rules in Code Part Value screen
• Once these are set up, CRE can be mapped to Code Part Values in Project Basic Data /
CRE Setup.
• These steps define and allow the use of the CRE’s, but Posting Controls must be set up
so that ALL transactions that affect projects will map to the desired code part values and
subsequently the proper CRE values.
Part Costing
Key Points:
• CRE calculations for part costs are based on Part Cost in Costing module – this must be
up to date.
• Procedurally when new parts are created:
• structures and routings or purchased costs must be established,
• Cost must be calculated and Copied into Cost Set 1 (this is the official system
value of a part)
• Now include these parts in project demands – planned, planned committed,
committed values based on Cost Set 1 information
DEMO
1. Open Cost/Revenue Elements screen for CRE, Note Company ID P10 at top of this screen
(indicating Finance or HR record). Populate. Add a new CRE XXL and save.
2. Open Define Code String screen for company P10. Populate – note which code part is used as
Base for CRE by check box
3. Open Code Part Values for company P10 and populate – these are the values that are available
for posting controls, and mapping to CRE; add a new value XXLA and save
4. Open Cost/Revenue Element per Code Part Value screen and populate – notice you have the
new code part value XXLA with no CRE. Select your new CRE XXL and save – should allow this.
5. Open Posting Control for company P10 and search for Posting Type = M1. Review setup for C &
R code part (these are the posting controls that affect CRE and their associated code part
values. This control is an example of using Cost Details and Cost Sources for postings.
162
May 7, 2020
mapping screen
163
Lesson objectives:
• …
• …
164
May 7, 2020
166
Key Points:
• Project Reporting Resource links Project Resources with HR Employee information
• Has added functionality based on Person charging time directly to activities (Project
Reporting)
• Project Reporting Resources also enable use of Overheads and Pricing setups in Project
Reporting; Resource planned cost is now calculated based on anticipated postings, and
could include overhead values.
Key Points:
• Allows planning time for a specific person – as opposed to a Resource
• Allocated person hours can relate to planned resource hours
169
Key Points:
• Use Resource Capacity Calculation to view planned resources over multiple projects
• Can indicate under or over utilization of resources
170
170
IFS Presentation 07 May 2020
DEMO
1. Use Resource Detail screen for your Resource XXPM. Go to Cost tab and then Project
sub tab, Add a new line: Report Code = %; Internal Price = 535; valid from = 1/1/
current year; valid to = 12/31/next year and save.
2. Review Project Navigator for XX01, activity A.10 - resource cost should be updated
based on changes.
3. Return to Resource Detail screen, Persons tab, Add new line.
4. Review Project Navigator activity A.10 Resource Planning tab. When person is assigned
to a Resource charges time to the activity, reported hours/cost and Percent Used will
show values.
5. Select Employee Allocation sub tab: Add a line (for same person if able to add to your
resource) and Allocated Hours = 40; Resource ID = XXPM. Save. If person is set up with
a valid schedule in HR, will get % Allocated value. Discuss how dates can be refined for
allocation, and allocation can be viewed on Resource Allocation Gantt (part of Service
Management functionality)
6. Review Resource Summary tab – will also show allocation
7. Resource Capacity Analysis: For a resource group
• RMB on Resource Planning line for Resource detail – to view XXPM resource.
• RMB on the resource XXPM in tree view to Calculate Resource Capacity.
• In the dialog box, Resource ID=P10, from off set=0, To offset=180, keep the check
boxes as it is, OK
171
• RMB again and select Resource Analysis to review data graphically.
• When complete, check Resource Summary and Detail tabs – shows resource usage
by time period
1. Resource Capacity Analysis: For an entire structure
• Use Resource Navigator screen, search Resource Structure for company P10
• RMB on the structure in tree view to Calculate Resource Capacity.
• In the dialog box, Resource ID=P10, from off set=0, To offset=180, keep the check boxes as it is, OK
• RMB again and select Resource Analysis to review data graphically.
171
May 7, 2020
Add a person
Lesson objectives:
• …
• …
173
May 7, 2020
174
175
Design Objects are used in Asset Design (to develop and define
Design Objects Assets)
176
Key Points:
• Document Package: can develop Planned activity costs based on cost/hours expected
to create documents in a package. Can provide Progress and Earned Value based on
document completions for package. (part of Document Management functionality)
• Change Order: can develop Planned activity costs based on Change Order Action
costs/hours. Can provide Progress and Earned Value based on action completion (part
of PDM Configuration functionlaity)
• Work Orders: Work Orders have their own Project Navigator tab, and can be both a
Demand and Supply. They can create both planned values and committed/used values.
• Design Objects: Design Objects can be listed on Project Navigator ERMPL Demand tab.
177
Key Points:
• PQL can be created from Misc Part, No Part Demands (and MPL from Project Delivery).
• Use to get quotations and update Planned costs for these demands
• PQL creates Blanket Quotations (Purchasing functionality)
DEMO
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May 7, 2020
179
Lesson objectives:
• …
• …
180
May 7, 2020
181
182
Key Points:
Planned Netting Group: way the system groups activities for planning purposes.
• Can be created automatically for all activities within a project (Basic Data setup)
• PNG setup can range from “planning only” to detailed manual approvals and transfers of
materials and cost between activities.
Material Transfer Requisitions: Project MRP creates these to track part use between
activities within a PNG (or between PNG’s)
Key Points:
• Diagram is a graphic view of a Project PNG (pink highlight)
• Project MRP can be run by:
• Activity or Project – these options actually evaluate demands (like Misc No
Part or Customer Order Line) and supplies (like inventory on hand or PO lines)
within each activity. If supplies exist in other activity “B”, PMRP will NOT
consider those supplies for a demand in activity “A” (and will create further
supply in “A”)
• PNG – evaluates demands and supplies for all activities within a PNG together,
using supplies from any activity to satisfy demands for other activities within
the same PNG. If supply exists in “B”, it will be automatically used to satisfy a
demand in “A” (when A and B are in the PNG).
• Across PNG’s – it is possible to run PMRP for a site, and also possible to link
PNG’s such that excess material in one PNG can supply demands in another
PNG. Additionally, rules can be assigned to the PNG’s indicating if materials
can be taken and if payback is required.
DEMO
1. Open Project MRP Basic Data screen and view Default Settings tab – discuss settings:
• Create Project PNG Automatically – this should be checked
• Default for Project PNG – “Automatic” can process MTR’s with no manual
steps, transfer supplies and costs from one activity to another; “Planning
Only” will create MTR’s for information only, no transfers; also provides for
manual approvals and payback (these are not typically required)
• Part Transfer Between PNG – setup to indicate if linked PNG’s can use parts
2. Open Planned Netting Group screen and search for your project id XX01:
• Observe header values (defaulted from basic data setup) – these can be
changed on a given project
• PPSA’s (Program/Project/Sub Projects/Activities) within PNG tab – list of
activities from your project, automatically added
• Allowed Between PNG Transfer tab – allows adding other PNG’s for transfers
between them
• Excluded Parts tab – allows listing specific project, activity and PN to be
excluded from transfers
• Include Activities Automatically tab – simply shows related project (NOT to
add multiple projects)
3. Open dialog screens for each “Perform Project MRP per”, and “Perform PMRP per” (Activity,
Project, PNG), view and discuss:
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• All screens provide same basic functionality – Activity and Project differ only by
ability to exclude Activities in a PNG
• Each provides ability to run standard MRP after PMRP
• Dialogs are available from Project Navigator and Project screens via RMB
commands
1. Opens Project Navigator screen for your project XX01, select activity B.30 node and
Demand tab. View MTR sub tab and discuss how MTR could be created indicating a
demand for a part on B.30. Select the Supply tab and view MTR sub tab – a
corresponding MTR would be created as a supply in an activity supplying the part.
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Lesson objectives:
• …
• …
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$$$$
$$$ $
$ $$ $
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Key Points:
• Cost, Hours and Revenue can be assigned and collected on Activities in a project.
Project Navigator screen allows viewing summarized values by sub project or project.
• Use of Project Cost/Revenue Elements can allow easy visibility by PCRE at any WBS
level.
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Key Points:
• Project Analysis can be viewed in Project Navigator or separate Performance Analysis
screen.
• Project Analysis is the primary screen provided for Project Metrics
• Provides a standard list of well know performance metrics and indices – most values are
calculated and explained in Terms Help
• Provides date information
• Discuss Independent values (IETC, IEAC, IVAC) – calculated; ETC, EAC, VAC based on
value entered on Activity Estimate tabs; provides from manually entered ETC by activity
• Budgeting and Forecasting provides additional functionality for Project Analysis
(separate class)
Key Points:
• Project Exceptions provides a list of things that do not appear to meet project
requirements.
• Exceptions can trigger event to notify user.
• Resource Planning Tab – indicates if resource is missing cost or spreading information
(spreading is part of Resource Hour Forecasting, separate class)
• Planned Values Exceeded Tab – only Cost/Hours Exception screen; reflects issue at
overall Activity level
• Late Order Tabs – these tabs list objects with receipt/finish dates later than either their
related Misc Part demand required date or the Activity Early Finish Date.
• Forecast Part Quantity Tab – evaluates forecasted quantity against project demands
• Analyzing supplies and demands of specific part number for a project must use
Inventory Part Availability Planning or PMRP Material Plan / PMRP Part Information /
PMRP Action Proposals
Static Information
Key Points:
• Project Navigator information is dynamic – it always reflects the current status of a
project.
• Project History collects static “snapshots” of Activity values, dates and connections at
specific times.
• This information can be viewed at any time or used for reports/tracking historical
project information
Key Points:
• To analyze specific parts or orders, use standard analysis or overview screens and search
by connected project or activity
• Purchasing – overview screen Purchase Order Lines searched by Project ID. This will
show all PO lines connected to your project, and PO line details
• Shop Orders – overview screen for Shop Orders searched by Project ID. This will show
all shop orders connected to your project, and details. Overview screen for Shop Order
Cost can also be calculated and searched by Project ID. This screen shows cost
comparisons between expected SO cost and actuals.
• PMRP/MRP Analysis – each time MRP is run, data is created and shown in MRP/PMRP
Part Information and MRP/PMRP Material Plan. Action messages are created and show
in MRP/PMRP Action Messages. These screens are intended to allow Planners to
evaluate an MRP/PMRP run. Details are covered in separate Supply Chain Planning
classes.
• Inventory Part Availability Planning – this screen can be accessed directly from Project
Navigator Demand and Supply lines via RMB command. It provides analysis of supplies
and demands for a Part Number, and can be evaluated by Project ID, for Standard
Inventory only (Project ID = *), or for both Project and Standard Inventory (Project ID =
#). This is a very useful screen for analysis of specific parts.
DEMO
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May 7, 2020
Lesson objectives:
• …
• …
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May 7, 2020
PROJECT CUBE
LESSON OBJECTIVES
By the end of this lesson, students should:
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PROJECT CUBE
INTEGRATED IFS INFORMATION
SOURCES
General
Project Cost, Project Project Project
Hours and History Reporting Transactions
Revenue
Project
Project Project
Budgeting
Performance Invoicing
and
Analysis Plans
Forecasting
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PROJECT CUBE
DASHBOARDS USING THE CUBE
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PROJECT CUBE
DASHBOARDS USING THE
CUBE (CONTINUED)
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Since the cube comprises many information sources, it assists with viewing data in many
dimensions
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IFS Presentation 07 May 2020
DEMO
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IFS Presentation May 7, 2020
Lesson objectives:
• …
• …
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THANK YOU
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