PC120 Create and Maintain Projects TRAINacademic.macewan.ca/psft_training/ILT/PC/PC120/PC120 Create an… · PC120 Create and Maintain Projects PC120 Create and Maintain Projects

PC120 Create and Maintain Projects

Training Guide

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Training Guide PC120 Create and Maintain Projects

PC120 Create and Maintain Projects Page iii

Table of Contents PC120 Create and Maintain Projects ......................................................................................... 1

Create a Project ....................................................................................................................................... 1 Create a Project ..................................................................................................................................................... 1

Create a Project Activity ...................................................................................................................... 20 Create an Activity for a Project ........................................................................................................................... 20

Maintain and Modify a Project ............................................................................................................ 39 Modify a Project Activity ................................................................................................................................... 39 Add a Resource to a Project ................................................................................................................................ 43


PC120 Create and Maintain Projects Page 1 of 50

PC120 Create and Maintain Projects

Create a Project

Create a Project Procedure In this topic you will learn how to Create a Project.

Step Action 1. Click the Project Costing link.

2. Click the Project Definitions link.

3. Click the General Information link.



Step Action 4. Click the Add a New Value link.

5. Click the Look up Business Unit (Alt+5) button.

6. Click the MCEWN link.

7. Leave the Project field as NEXT. The system will automatically pull the next number in the

sequence to add to your Project. Click the Create list.



Step Action 8. Choose the correct type from the Create list.

Click the Blank Project list item.



Step Action 9. Click the Add button.



Step Action 10. In the General Information tab, begin entering the appropriate details for your Project.

Enter the desired information into the Description field. Enter "Project 1".

11. The Integration field is used to enter the integration template that is used to integrate this project with other financial applications. Click the Look up Integration (Alt+5) button.

12. Click the MCEWN link.

13. Use the Project Status field to enter the projects status when you are in Add mode. After

you save the project, the field becomes read only on this page and appears as a link to the Project Definitions - Status page so you can update the status.

14. Use the Calculate field to calculate one of the entries based on the other two. Click the Calculate list.



Step Action 15. Click the Duration list item.



Step Action 16. Now enter the desired Start and End Dates to automatically calculate the Duration in Days.

Click the Choose a date (Alt+5) button.

17. Click the 25 link.

18. Click the Choose a date (Alt+5) button.

19. Click the Month list.



Step Action 20. Click the June list item.



Step Action 21. Click the 30 link.

22. Click the space below the scroll bar to move the screen down. 23. You must save each page before moving on to the next tab.

Click the Save button.

24. Click the space above the scroll bar to move the screen up. 25. Click the Project Costing Definition link.



Step Action 26. Click the Allow Interest Calculation option if it applies to this project.

27. Click the Save button.

28. Click the Program Management link.



Step Action 29. Click the Look up Budget Approver (Alt+5) button.

30. Choose the appropriate Budget Approver from the Search Results.

Click the Gallagher,Mike link.

31. Click the Realtime Calculations option.

32. Click the Enable Change Control option.

33. Click the space below the scroll bar to move the screen down. 34. Click the Save button.

35. Click the OK button.

36. Click the space above the scroll bar to move the screen up. 37. Click the Manager link.

38. For a project, the Project Manager value defaults from the Program.



Step Action 39. Click the Location tab.



Step Action 40. Assign the physical location of the project.

Click the Look up Location Code (Alt+5) button.

41. Choose the correct location from the Search Results list.

Click the City Centre Campus link.

42. Use the Refresh button to refresh the screen if the address information has not displayed.

Click the Save button.



Step Action 43. Click the Phases tab.

44. Use the Phases page to track time spent on stages of a project.

Click the Look up Phase Type (Alt+5) button.

45. Choose the desired Phase Type from the Search Results.

Click the Design link.

46. Enter a Description and modify the Status as required.

Click the Choose a date (Alt+5) button.

47. Choose a start date.

Click the Current Date link.




Step Action 49. Choose an end date.

Click the 31 link.


51. Click the Approval tab.

52. Use the Approval page to enter detailed information about the approval event that you

would like to define. Remember to click the Save button after any entry to save the details.

Step Action 53. Click the Show following tabs button.

54. Click the Justification tab.



Step Action 55. As required, enter the Justification details.

Click the Look up Justification Type (Alt+5) button.

56. Choose the desired Justification Type to enter.

Click the Cancel button to return to the previous screen without adding a Justification Type.

57. Click the User Fields tab.



Step Action 58. At this time, the Rates tab is not required. Skip to the Attachments tab.

Click the Attachments tab.



Step Action 59. Click the Add Attachments button.

60. Click the Browse... button.



Step Action 61. Choose the desired document from your computer.

Click the Doc1.docx list item.

62. Click the Open button.



Step Action 63. Click the Upload button.


65. At this time the Asset Integration Rules and Budget Alert tabs are not in use. These tabs

will become active after January 1, 2011. For now, they can be skipped. 66. You have successfully completed the topic on how to Create a Project.

End of Procedure.

Create a Project Activity

Create an Activity for a Project Procedure In this topic you will learn how to create an Activity for a Project.




2. Click the Activity Definitions link.

3. Click the Project Activities link.



Step Action 4. Enter the desired information into the Business Unit field. Enter "MCEWN". 5. Click the Search button.

6. Click the space below the scroll bar to move the screen down. 7. Choose the correct Project from the Search Results.

Click the Project 1 link.



Step Action 8. Click the Collapse Menu (Ctrl+Y) button to minimize the portal menu and give you more

viewing space on the screen.

9. Use the Project Activities screen to enter the details of the activities you will be applying to this project. Enter the desired information into the Activity Name field. Enter "Design meeting".

10. Enter the Duration of this activity (in days), or leave it as the default 1. Because the Calculate field is set to End Date, the system will automatically calculate the End Date for you, once you've entered the Start Date .

11. Use caution when changing these dates AFTER the project is open; a Change Request will be required. Click the Choose a date (Alt+5) button.

12. Choose the Start Date for this activity. Use the Month and Year fields as required.

Click the 26 link.

13. Click the Save button to save the activity and to assign an Activity number to it.



Step Action 14. To add more rows, and thus more activities, click the 1 checkbox on row 1.

15. Click in the Number Rows field.

16. Remove the default.

Press [Delete]. 17. Enter the desired information into the Number Rows field. Enter "2". 18. Click the Add button.

19. Two rows have been added to the Project Activities page. 20. Unselect row 1.

Click the 1 option.

21. To remove unwanted rows, select them using the checkbox on the row.

Click the 3 option.

22. Click the Delete button.

23. That row will be removed. 24. Enter the desired information into the Activity Name field. Enter "Complete design

plans". 25. Change the Duration.

Enter the desired information into the Duration (Days) field. Enter "7".


27. Select the appropriate Start Date for the new activity. Click the 27 link.


29. To establish Predecessor Activities for the current activity,

click the Create Predecessors button.



Step Action 30. Click the Look up Predecessor Activity (Alt+5) button.

31. Choose the correct predecessor activity from the Search Results list.

Click the 00004 link.

32. Click the OK button.

33. The activity is now linked to a Predecessor Activity.



Step Action 34. Click the space beside the scroll bar to move the screen to the right.

35. Use the Resources button to add resources to the activity. Click the Drill to Resources by Activity button.



Step Action 36. Enter any details required regarding the Resources required for this activity.

Click the Return to Project Activities link.



Step Action 37. Click the More Dates tab.

38. Use the More Dates page to enter further dates associated with the activity. 39. Click the space to the right of the scroll bar to move the screen to the right. 40. More date fields exist.

Click the space to the left of the scroll bar to move the screen back.

41. Click the Details tab.

42. The Details page can be used to enter an Activity Type.

Click the Look up Activity Type (Alt+5) button.

43. Click the Design link.

44. Click the Look up Activity Type (Alt+5) button.

45. Click the Build link.



Step Action 46. Click the space to the right of the scroll bar to move the screen to the right.

47. The Details page is also where you can set the activity as Milestone, using the checkbox on the appropriate row. You can choose to Allow Interest Calculation or not for each activity, using the checkbox for that action.

48. Click the space to the left of the scroll bar to move the screen back.


50. Click the Schedule tab.

51. To view or enter activity definitions, use the button at the end of the row.

Click the Activity Definition button.

52. You are routed to the Activity Definition page.

Starting on the General Information tab, enter any additional details you wish to have for this activity. The only Required fields for entry are those noted with an asterisk (*).



Step Action 53. Move through each tab to enter further details.

Click the Definition tab.

54. Use this screen to select further options associated with the Activity.

The links at the bottom of the screen allow you to view more information or to return to the Project Activities screen. Use the Save button to save any information changed or entered.



Step Action 55. Click the Location tab.

56. Enter any locations associated with the Activity. Use the Add Location link at the bottom of

the screen. Remember to save any information entered before moving on.



Step Action 57. Click the Attachments tab.

58. Use the Paper Clip button to add an attachment to the Activity. You will be able to choose

any document from your computer.



Step Action 59. Click the Quality tab.

60. Use this screen to capture any Quality details. Remember, only fields noted with an asterisk (*) are required; all other fields provide further details but are not necessary for processing or saving.



Step Action 61. Click the User Fields tab.

62. Enter User information as you see fit for this activity, using the fields provided.



Step Action 63. Click the Rates tab.

64. Enter Rate information as required or necessary for your Activity, using the fields provided.



Step Action 65. Click the Budget Alerts tab.

66. If you would like to enter a Budget Alert, use this screen to enter and save your alert

details.



Step Action 67. Click the Show following tabs button.

68. Click the Asset Integration Rules tab.

69. Use this screen to enter details about Asset Integration, if required, for your Activity.



Step Action 70. Click the space below the scroll bar to move the screen down. 71. Remember to use the Save button to save any information entered in these tabs, before

returning to the Project Activities page. Click the Return to Project Activities link at the bottom of any tab screen to return.



Step Action 72. Click the Save button.

73. You have successfully completed the topic on how to Create an Activity for a Project.

End of Procedure.

Maintain and Modify a Project

Modify a Project Activity Procedure In this topic you will learn how to modify a Project Activity.




2. Click the Activity Definitions link.

3. Click the Project Activities link.




6. Select the correct Project from the Search Results.

Click the Project 1 link.



Step Action 7. Click the Collapse Menu (Ctrl+Y) button.

8. Review the Activity details and make any necessary modifications.

NOTE: Take caution in changing the dates after the project is open; a change request will be required.

9. Navigate to the area you need to make modifications. Click the Details link.

10. Click the Look up Activity Type (Alt+5) button.

11. Click the DESGN link.

12. Click the Save button after making any changes to the activity.

13. Click the Return to Search button.

14. You have successfully completed the topic for how to Modify a Project Activity.

End of Procedure.



Add a Resource to a Project Procedure In this topic you will learn how to add a Resource to a Project.


2. Click the Project Definitions link.

3. Click the Team link.




6. Click the space below the scroll bar to move the screen down. 7. Choose the correct Project from the Search Results list.

Click the 00027 link.



Step Action 8. Click the Collapse Menu (Ctrl+Y) button to minimize the portal menu and give yourself

more viewing space.

9. Click the Look up ID Number (Alt+5) button.

10. Choose the correct Employee ID from the Search Results. Click the 0002380 link.

11. Click the Look up Project Role (Alt+5) button.

12. Choose the correct Role for the individual from the Search Results.

Click the PROJECT MGR link.

13. Click the Add button.

14. Click the Resource Name Hyperlink to assign workflow for a Project Manager.

Click the James Ross link.



Step Action 15. Click the space below the scroll bar to move the screen down. 16. Click the Project Manager checkbox.




Step Action 18. You will be routed to the Change Control User Input screen when you make a change to the

Project. Enter justification comments for the change. Enter the comments into the Justification for Change field. Enter "New project manager".

19. Click the Save and Return button.

20. You have successfully completed the topic to Add a Resource to a Project.

End of Procedure.

Documents

PC120 Create and Maintain Projects TRAINacademic.macewan.ca/psft_training/ILT/PC/PC120/PC120 Create an… · PC120 Create and Maintain Projects PC120 Create and Maintain Projects