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Table of Contents

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titleTipsProject

(1) Role Center helps users focus on the work that is important to them. Choose the role ‘Project Manager’ to use the Role Center, which shows the relevant tasks related to the project.

(2) Create a "Project" for project template that includes tasks and planning lines

(3) Task Billing Method: The default option is ‘One Customer.’ According to BC standards, the project task line dimension will not default according to the project if you choose ‘Multiple Customers.’” 

(4) Project Archives (Job) - To find the Project Archive, please select the link "Project Archives (Job)" 

1. Create Project

Step 1 - Go to Project

Note: if the link not included in navigation menu, click Search button then enter "Project" into search box. and then select related link.

Step 2 - Create a new project

In Projects list, select action New to create a new project

Step 3 – Enter Project Information

Enter the Project Information in General Tab.  Key information is listed below. Enter other fields as required.

Fields

Details

No.

Enter the number for the project identifier.

Project Brand

Select the Project Brand 

Description

Enter the Project Description

Bill-to Customer No

Select from Customer List

Bill-to Contact No

Default from customer, user can select another contact for the customer if needs

Salesperson

Select from Salesperson List

Person Responsible  

Select from Resource List

Project ManagerSelect from User Setup List


Step 4 – Enter Project Tasks Line by Copy function

To copy the tasks from "Template", select action "Copy Project Tasks from..." in action menu.

Alternatively, Go to Tasks Tab, and then click 'New" to add project tasks manually.  

Enter the "Project No" that the record is created for Template, and then click "OK" to copy the Project Tasks.

The Tasks Line and related Project Planning Lines copied from the "Template".  The Start Date and End Date for the tasks to be default "Work Date". 

Edit the Tasks Line for the Project

Step 5 – Enter Project Planning Line

To access to the project planning line, user can click on either "Start Date" or "End Date".  Alternatively, user can select the Tasks then click the Action "Project Planning Lines"

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