Project records are used to record general information that is used to define the projects. Project Steps, which are the basis of a project, are defined in Project records. There is a 1-n relation between the Project Records and Project Steps. You can define multiple steps for an existing project record.
Projects are saved in Transactions menu > Projects browser.
In order to define a new project record or to modify the existing definitions, you can use Attached Records, Info and right click menu options and buttons in Projects browser.
| New | Used to make a new project definition. | |
| Update | Used to change project information. | |
| Delete | Used to delete project definition(s). | |
| Copy | Used to copy project definition. It ensures quick and secure data entry. | |
| View | Used to view project info. | |
Change Status | Used to change status information of project records as Inactive or Active. | ||
Refresh | Used to update Projects browser. | ||
Back to Defaults | Used to return to the default window sizes. | ||
| Attached Records | ||
Shifts | Start and end shifts of the projects are determined with Shift Assignment. A shift package is selected in shift definition form and validity start date is entered in Start Date field. | ||
Shift Exceptions | Used to record exceptions in start / end shift hours of the projects. Start and End Date fields are mandatory. It is saved by selecting the Exception Type. For instance, although shift is defined as full working day, two hours of this day can be defined as exception of "break" type. In this case, system does not save a full day record in Project Resource Usage transactions. | ||
Actual Quantity Entry | This option is used to generate usage and input from project transactions that are related to the project activities in the required quantity. | ||
Actual Counter Transactions | This option is used to save counter transactions of the activities. Counter transactions can be saved in batches for project activity resources of Asset type. | ||
Project Requirements | Project requirements are determined in this window. | ||
Project Roles | This option is used to designate the project roles of the existing personnel. | ||
Document Folder | It is the catalogue information by which the documents related to the existing project records are monitored. | ||
| Related Records | ||
Material Slips | Material slips that are generated after entering Actual Quantity can be accessed with this option. | ||
Progress Payments | Progress payments, which are made to the contractor company in exchange of the work performed by the contract, is accessed with this option | ||
Budgets | Project budgets are accessed with Budgets option. | ||
| Info | ||
Record Information | Displays the time and the user of the first registry and the last modification of the record. | ||
Tracking | Used to access and view system log records. | ||
Project Summary | Used to print Project Summary report. | ||
Activity List | Used to print Activity List report. | ||
Critical Activities List | Used to print Critical Activities List report. | ||
Resource Usage Report | Used to print Resource Usage Report. | ||
Material Procurement Transactions List | Used to print Material Procurement Transactions list. | ||
Material Service Requirement List | Used to print Material Service Requirements list. | ||
Material Slip Connections | Used to print Material Slip Connections report. | ||
Project Requirements List Report | Used to print Project Requirements List Report. |
