Visualizza wikitesto di Project configuration steps - Others

In order to properly deal with a ''project'', it can be needed/useful to manage additional information.

== Agreements ==
These functionalities and related guide are currently under review. Refer to itmSUITE support for more information.

== Cost Occurrences ==
In this section it is possible to enter actual ''[[glossary|cost occurences]]'' for the ''[[glossary|project]]''. The budget for ''[[glossary|cost occurrence]]'' categories is defined in ''[[glossary|estimations]]'' (see the [[Project configuration steps - Estimation|estimation guide]] section). ''[[glossary|Cost occurrences]]'' management is possible only if the [[FM - Financial Management]] module is active.

{| class="wikitable"
! Field !! Description !! Comment 


|-
| <u>Description</u> || This is the textual description of the ''[[glossary|cost occurrence]]''.
||

|-
| <u>Competence Period</u> || The competence period to which the ''[[glossary|cost occurrence]]'' refers.
||The type of competence periods is defined for the project (see [[Project configuration steps - Estimation#Basic settings|estimations guide]]). A competence period can be added among those specifically activated for the ''[[glossary|estimation]] ''(see [[Project configuration steps - Estimation#Add a competence period|estimations guide]]).

|-
| <u>Activity</u> || The ''[[glossary|project activity ]]''to which the ''[[glossary|cost occurrence]]'' refers.
||''[[glossary|Project activities]]'' are managed in the ''<u>Activities</u>'' section.

|-
| <u>External Activity Code(s)</u> || A read only text reporting the external activity code(s).
||The external activity code can be used to match the cost occurrence with ''[[glossary|project activities]]''.

|-
| <u>Cost Occurrence Category</u> || The category for the ''[[glossary|cost occurrence]]''.
||The ''[[glossary|cost occurrence]]'' category is a classification of the type of cost (e.g. hardware, software, services). The ''[[glossary|cost occurrence]]'' categories in '''''General/Projects/Cost Occurrence Categories'''''.

|-
| <u>Occurrence Date</u> || The date when the cost occurs.
||This date is a convention. For example the date when the order to which the cost refers is issued is often used as the ''[[glossary|occurrence date]]''.

|-
| <u>Currency</u> || The currency of the ''[[glossary|cost occurrence]]''.
||

|-
| <u>Value</u> || The amount of the ''[[glossary|cost occurrence]]'' in the <u>Currency</u>.
||

|-
| <u>Reference Number</u> || A text which can be used to store a reference for the ''[[glossary|cost ]]''

|-
| <u>Supplier Name</u> || A text where to store the name of the supplier of the ''[[glossary|cost occurrence]]''.
||

|-
| <u>Accounting Order</u> || A text where to store the order identifier to which the ''[[glossary|cost occurrence]]'' refers.
||The order which is issued and sent to the supplier to which the ''[[glossary|cost occurrence]]'' refers.

|-
| <u>Order Row</u> || A text where to store the order row identifier to which the ''[[glossary|cost occurrence]] ''refers.
||

|-
| <u>Internal Order</u> || A text where to store another order identifier to which the ''[[glossary|cost occurrence]]'' refers.
||In some organizations an internal order is issued before an external (the one issued to the supplier) is done.

|-
| <u>Reference User</u> || A text where the name of the user owner of the ''[[glossary|cost occurrence]]'' can be entered.
||

|-
| <u>Cost Dimension</u> || The ''[[glossary|cost occurrence dimension]]''.
||

|}

== Documents ==
In this section it is possible to manage documents specifically related to the ''[[glossary|project]]''.  See [[Documents management|document management]] guide for more information on how to manage documents.

== Daily Log ==
The ''<u>Daily Log</u>'' allows to enter logs about any events related to the ''[[glossary|project]]''. Logs can be related to any to the key ''[[glossary|project]]'' entities (''[[glossary|resources]]'', ''[[glossary|project activities]]'', ''[[glossary|project milestones]]'', etc.). See [[Standard mode|managing records in standard mode]] for more information on how to manage the daily log records.

== Issues/Risks ==
This section allows to manage ''[[glossary|project issues]]'' and ''[[glossary|project risks]]''. They are both managed with a single entity which can be either a ''[[glossary|project issue]]'', a ''[[glossary|project off-specs]]'', a ''[[glossary|project RFC]]'' or a'' [[glossary|project risk]]''.

{| class="wikitable"
! Field !! Description !! Issue !! Risk !! Off-specs !! RFC !! Comment 


|-
| <u>Creation User</u> || To show the ''[[glossary|user]]'' who created the record.
|| X
|| X
|| X
|| X
||This information is automatically recorded and cannot be manually changed.

|-
| <u>Creation Date</u> || To show the date and time the record was created.
|| X
|| X
|| X
|| X
||This information is automatically recorded and cannot be manually changed.

|-
| <u>Edit User</u> || To show the ''[[glossary|user]] ''who last edited the record.
|| X
|| X
|| X
|| X
||This information is automatically recorded and cannot be manually changed.

|-
| <u>Edit Date</u> || To show the date and time the record was last edited.
|| X
|| X
|| X
|| X
||This information is automatically recorded and cannot be manually changed.

|-
| <u>Number</u> || This is the record numeric identifier.
|| X
|| X
|| X
|| X
||This information is automatically recorded and cannot be manually changed.

|-
| <u>Close Flag</u> || This check box shows the status of the matter. 
|| X
|| X
|| X
|| X
||If checked it means it is closed and no further changes will be possible.

|-
| <u>Category Name</u> || The typology of the matter.
|| X
|| X
|| X
|| X
||Possible values are: "Risk" (the record represents a ''[[glossary|project risk]]''), "Off-Spec" (the record represents an off specification of some ''[[glossary|product]]''), "RFC" (the record represents a request of change for the ''[[glossary|project]]''), "Issue" (the record represents a ''[[glossary|project issue]]'').

|-
| <u>Description</u> || The textual description for the matter.
|| X
|| X
|| X
|| X
||

|-
| <u>Estimated Date</u> || The date estimated for the closure of the matter.
|| X
|| X
|| X
|| X
||Closure usually means no more activity are needed and the related topic is no more an issue.

|-
| <u>Closure Date</u> || The actual date of the closure of the matter.
|| X
|| X
|| X
|| X
||Closure usually means no more activity are needed and the related topic is no more an issue. The actual closure is updated with <u>Close Flag</u>.

|-
| <u>Referent</u> || A textual field.
|| X
|| X
|| X
|| X
||It is intended to be used to store the name of the owner or coordinator of the activities needed to deal with the matter.

|-
| <u>Issue Subject</u> || A topic to which the matter refers to.
|| X
|| X
|| X
|| X
||This is a pick list and the possible values are managed in '''''General/Projects/Issue Subjects'''''.

|-
| <u>Issue Priority</u> || A value showing the priority of the matter.
|| X
|| X
|| X
|| X
||This is a pick list and the possible values are managed in '''''General/Projects/Issue Priorities'''''.

|-
| <u>Criticality Level</u> || A value showing the criticality of the matter.
|| X
|| X
|| X
|| X
||The possible values are fixed ("HIgh", "Medium" and "Low").

|-
| <u>Value</u> || The economic value of the matter.
|| X
|| X
|| X
|| X
||This is expressed in the ''[[glossary|project]]'' ''[[glossary|currency]]''.

|-
| <u>Probability</u> || The likelihood of the ''[[glossary|project risk]]''.
|| || X
|| || ||This value shall be between 0 and 100.

|-
| <u>Proximity</u> || The proximity of the ''[[glossary|project risk]]''.
|| || X
|| || ||This is a pick list and the possible values are managed in '''''General/Projects/Risk Proximity'''''.

|-
| <u>Weighed Value</u> || The economic weighed value of the matter.
|| || X
|| || ||This is automatically calculated as <u>Value</u> x <u>Probability</u>.

|-
| <u>Mitigation Actions</u> || A text field.
|| || X
|| || ||Usually used to record the mitigation actions to be done for the matter.

|-
| <u>Comments</u> || A text field.
|| || X
|| || ||Usually ued to record any comment.

|}
Managing the above data will affect some ''[[glossary|project semaphores]]'' if configured. See the [[Semaphores|semaphores management guide]] for more information.

== History ==
In the ''<u>History</u>'' section the updates of ''[[glossary|project]]'' key data are logged.

== Reports ==
A set of basic ''[[glossary|reports]]'' is provided for the [[glossary|''projects'']] with the installation of the [[PM - Project and Portfolio Management|PM - Project and Portfolio Management module]]. Additional (custom designed) ''[[glossary|reports]]'' can be added with the [[REP - Reporting|REP - Reporting module]].

It is possible to access to the provided ''[[glossary|reports]]'' either in the ''[[glossary|project]]''  ''<u>Reports</u>'' section or in the '''''Projects/Reporting''''' menu with the difference that in the ''[[glossary|project]]'' section ''[[glossary|reports]]'' are specific for the ''[[glossary|project]]'' while in the menu entry ''[[glossary|reports]]'' are available on multiple ''[[glossary|projects]]'' according to ''[[glossary|user]]'' privileges and choice.

{| class="wikitable"
! Report title !! Description !! Comment

|-
| <u>Cost Trend Report</u> ||  This ''[[glossary|report]]'' shows the trend of [[glossary|''project'']] costs in time. The trend is shown per each executed ''[[glossary|project milestone]]'' and related attached ''[[glossary|estimation]]''.
||Data will be available only if the [[FM - Financial Management|FM - Financial Management module]] is active.

|-
| <u>Tree Report</u> ||  This ''[[glossary|report]]'' shows all the [[glossary|''project'']] ''[[glossary|semaphores]]'' in a tree structure. The warning and alarm thresholds for the ''[[glossary|semaphores]]'' are propagated to the tree node.  
||Financial data will be available only if the [[FM - Financial Management|FM - Financial Management module]] is active.

|-
| <u>Project info report (by activity)</u> ||  This ''[[glossary|report]]'' shows the details of the budgeted and actual days and expenses per ''[[glossary|project activity]]'' and ''[[glossary|timesheet]]'' status.
||Data will be available only if the [[FM - Financial Management|FM - Financial Management module]] is active.

|-
| <u>Profitability report</u> ||  This report summarizes costs, revenues and margins of the ''[[glossary|project]]''. 
||Data will be available only if the [[FM - Financial Management|FM - Financial Management module]] is active.

|-
| <u>Summary Report</u> ||  This report summarizes all the information  concerning the ''[[glossary|project]]''.
||Financial data will be available only if the [[FM - Financial Management|FM - Financial Management module]] is active.

|}

== Messages ==
In this section it is possible to manage ''[[glossary|messages]]'' specifically related to the ''[[Glossary|project]]''. See [[Messages management|messages]][[Documents management| management]] guide for more information on how to manage [[glossary|messages]].

== Models ==

== Sale Contracts ==
In this section, one or more ''[[glossary|sale contracts]]'' related to the project can be assigned. ''[[glossary|Sales contracts]]'' are use to bill or assign a value to ''[[glossary|project activities]]''. ''[[glossary|Sales contracts]]'' can be fixed price or time&material. In any case only ''[[glossary|sales contracts]]'' for one ''[[glossary|project]]'' <u>Client</u> (defined in the <u>''General''</u> section) can be entered and they should not overlap (<u>Term Start Date</u> and <u>Term End Date</u>). For more information on ''[[glossary|sales contracts]]'', see the [[Client Management|client management guide]]. 

To manage sales contract the [[FM - Financial Management]] module shall be active. 

== Settings ==
The <u>''Settings''</u> section of the ''[[glossary|project]]'' allows to set configuration options. These are grouped in different subsections as described in detail below.

<u>''Capacity Management''</u>

This section allows to define how the ''[[glossary|project]]'' is considered in order to determine ''[[glossary|resources]]'' capacity. The following parameters are made available.

{| class="wikitable"
! Field !! Description !! Comment 

|-
| <u>Capacity Evaluation</u> || ||

|}