Managing Contract Projects—Exercises
Required Data
Sales Contract
Purpose: The purpose of this exercise is to show you the
required data that is used in the exercises below.
For creating a sales contract see the general exercise for
Creating Sales
Contract
Creating a New Project
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.
- Create a project ID.
- Save your changes.
General exercise for
Creating Projects
Creating Activities
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.
- Create a subproject with activities.
General exercise for
Building a Project Plan
Main Exercise
Purpose: The purpose of these exercises is to show you how to
manage contract projects.
Windows:
Sales Contract
- Open the
Sales
Contract window and query for your contract.
- Click
Project tab.
- Create a new record. (F5)
- Enter a Project ID. Select a value from List of values.
- Check the Default Project checkbox if this is to be the default
project for the contract.
Note that if more than one project exist on a contract, it is required that one of
them is selected as default. Therefore, if entering the first project on a
contract, the default checkbox must be selected before it can be saved.
- Enter a Revenue Activity in project. Select a value from List of
values.
- If required, a Note can be entered.
- Save the record. (F12)
Option 2 - Adding project activities from
Sales Contract/Items/Lines/Items
- Open
Sales
Contract window and query for your contract.
- Click
Items tab and then
Lines/Items tab.
- Select the line item to which you want to add activities.
- Enter a Project ID, Sub Project ID and a
Revenue Activity or select a value from the List of Values.
- Enter an Item Report Code or select from
the from List of Values. Report Codes are defined for the activity in the
Project Navigator/Valid Report Codes tab.
- Save the record. (F12)
Option 1 - Adding project activities from
Sales Contract/Items/Activities
- Open
Sales
Contract window and query for your contract.
- Click
Items tab and then
Activities tab.
- Enter a new line. (F5)
- Enter the Line No and the Item No for the item you wish to
connect to an activity.
- Enter the Activity Seq for the activity you want to connect to
the item. Use List of values to select from all activities for projects
registered in the
Projects tab and that are not already
connected to an item.
Note that all other fields will be filled automatically when the
activity sequence is entered.
- Save the record. (F12)
Option 2 - Adding project activities from
Sales Contract/Items/Lines/Items
- Open
Sales
Contract window and query for your contract.
- Click
Items tab and then
Lines/Items tab.
- Select the line item to which you want to add activities.
- Right-click and select Set Activities.
Note that
Contract Items Connected to Activities
dialog box will be opened with Contract No, Line No and Item No
fields automatically filled in by the system.
- Click New to add a new activity. (F5)
- Enter the Activity Sequence for the activity you want to connect to the
item. Use list of values to select from all activities for projects
registered in the
Projects tab and that are not already
connected to an item.
Note that all other fields will be filled automatically when the
activity sequence is entered.
- Click OK to save and close the dialog box.
Note: The particular activity should be
connected to the Contract line item to which you want to retrieve the cost. It
is possible to retrieve Estimated, Planned or Baseline cost from the activity to
the contract line item. Estimated cost is used as an example.
- Open
Sales
Contract window and query for your contract.
- Click
Items tab and select the
Retrieve Item Cost from Project from the right mouse button menu
options.
- In the
Retrieve Item Cost from Project
dialog box select the relevant cost type you want to retrieve. In this
example we use estimated cost.
- Click OK.
- Refresh and observe the Cost Value Company
Currency field updated with the estimated cost you entered in the
activity.
Note: To enter Estimated Cost to an activity
follow the steps given below.
- Open
Project Navigator window and query for your project.
- Select the relevant activity from the navigator
and click the Activity tab and then click the
Estimate tab.
- Click New to add new cost element.
- Enter a cost element or select from the List of
Values and enter 100 as the estimated cost in the Estimated field.