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Create and Manage Projects

Background

The process below describes how to manage a members list of Projects.

Projects are used with external data from other systems and can import/replace existing data in the system. Note that Jobs are intended for internal projects as data cannot be deleted ie Time Sheets.

Process

1) Click Settings

2) Under Projects click Manage Project List,

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3) Before adding a new Project check that it doesn’t currently exist by filtering/searching the grid data.

4) Add, edit, delete Projects using the icon buttons identified below.

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5) Fill in the Project form.

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6) If required, Projects can be further refined into their own separate sub projects. This may be required for security reasons such as restricting the Design Team and the Construction Team accessing each others data or simply for providing separate control for a design team to the construction team and providing different CBS structures. Another reason may be for implementing separate packages of work ie Mine versus Port versus Rail packages.

Sub Projects can be achieved by creating a head project first in the top pane, then selecting it (highlighting its row) to provide the hierarchy tree in the bottom pane. Additional projects can then be entered by right clicking on the project in the bottom pane to bring up the context menu and adding sibling or child Projects.

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Pre-Requisite Requirements

Security Access

Licensing – users are to be licensed for the ORG module, this can be found under Settings then click User Licensing , set a billing account for the user. For more info see Knowledge Base Article -> User Licensing

Roles – users are to be assigned a user role for accessing the Billing Classification menu item. This can be found under Settings – System Security then click Assign User Roles . For more info see Knowledge Base Article -> Assign User Roles

Managers – are from the Internal Contacts menu item. This can be found under ORG – “Member” Contacts then click Internal Contact List . For more info see Knowledge Base Article -> Contact List

OBS (Organisation) – is from the Corporate Structure menu item. This can be found under ORG – ORG then click Corporate Structure. For more info see Knowledge Base Article -> Organisation Breakdown Structure (OBS)

Client Company – is from the Companies menu item. This can be found under ORG – ORG then click Companies. For more info see Knowledge Base Article -> Companies Register

Client Contact – is from the External Contacts List menu item. This can be found under ORG – External Contacts then click External Contacts List. For more info see Knowledge Base Article -> Contact List

Client Address – is from the Companies menu item. This can be found under ORG – ORG then click Companies. For more info see Knowledge Base Article -> Companies Register

Sector – is from the Sectors menu item. This can be found under Settings – Project then click Sectors. For more info see Knowledge Base Article -> Project Sectors

Industry – is from the Industry menu item. This can be found under Settings – Project then click Industry. For more info see Knowledge Base Article -> Project Industries

Category – is from the Category menu item. This can be found under Settings – Project then click Category. For more info see Knowledge Base Article -> Project Categories

Delivery Method – is from the Delivery Method menu item. This can be found under Settings – Project then click Delivery Methods. For more info see Knowledge Base Article -> Project Delivery Method

Contract Types – is from the Contract Type menu item. This can be found under Settings – Project then click Contract Types. For more info see Knowledge Base Article -> Project Contract Type

Additional Information

Field Explanation
Field Example Input Characters Field Restrictions
Project Num 1031 Min 2 Max 25 Mandatory

Alpha, Numeric and special characters allowed.

Duplicates Allowed.

Project Abbr SRH Min 2 Max 6 Mandatory

Alpha, Numeric and special characters allowed.

Duplicates Allowed.

Short Name Starr Resort Min 4 Max 50 Mandatory

Alpha, Numeric and special characters allowed.

Duplicates Allowed.

Full Name Starr Resort & Hotel Design Construct Min 4 Max 150 Mandatory

Alpha, Numeric and special characters allowed.

Duplicates Allowed.

OBS AR | PPM | Northern Region Select List Non Mandatory

Links the project to the Corporate Structure entity delivering the project.

Project Closed Check Box Check Box Closed projects do not display in the top dropdown project list to prevent further editing of data.
Manager Albert Salinas Select List Mandatory
Client Contract Number ISD-9872 Min 0 Max 50 Non Mandatory

Alpha, Numeric and special characters allowed.

Duplicates Allowed.

Client Company Panasonic Corp Select List Non Mandatory
Client Contact Jeff Belweather Select List Non Mandatory
Sector Real Estate Select List Non Mandatory
Industry Real Estate Management & Development Select List Non Mandatory
Project Category Cat 5 | Construction Category 5 Select List Non Mandatory
Profit Center PPM | Project and Project Management Select List Non Mandatory
Delivery Method DC | Design and Construct Select List Non Mandatory
Contract Type CFFB | Cost + Fixed Fee with Bonus Select List Non Mandatory