Realizing Top Project Item—Exercises

IMPORTANT
It is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Required Data

Releasing Document Surveys

Purpose: The purpose of this exercise is to familiarize you with the data that must be in place before you can do the the exercises below.

  1. Release the document surveys connected to project items.

General exercise for Releasing Document Surveys

Issuing Top Project Item Manually or Through a Customer Order Line

Purpose: The purpose of this exercise is to familiarize you with the data that must be in place before you can do the the exercises below.

  1. Issue the top project item manually to the delivery project or through a customer order line. 

General exercise for Issuing Top Project Item
General exercise for Shipping Project Delivery Product with a Customer Order

Main Exercises

Purpose: The purpose of this exercise is to show you how to realize the top project item in the project product structure. 

Windows:
Project Product
Project Product/Items

Realizing Top Project Item in the Project Product Structure

  1. Open the Project Product window, and query your project XXPD–01.
  2. On the Items tab, look at the values in the Status and Date Realized fields, and verify that the top project item, 20–10XX (Engine 1600), has not yet been realized.
  3. Select this row, right-click, and then click Status Realize. 
  4. In the Status field, verify that the status has changed from Designed to Realized.
  5. Verify also that today's date now appears in the Date Realized field.
  6. Refresh the delivery project and note that all the project items now have the Realized status.

Note: If you have done the Shipping the Project Delivery Product with a Customer Order exercises, i.e., you have created a sales part corresponding to the top project item and connected it to a customer order line and shipped it with a the customer order, you will see that both the Date Issued and Quantity Issued fields have also been updated at the same time that you realized the top project item.