Creating a Project

In this topic, you will learn the basics of creating a project.

Steps:

1. Begin by navigating to the General Information page.

    

   Click the Main Menu button.

   Step 1

2. Click the Scroll Down button.

   Step 2

3. Click the Project Costing menu.

   Step 3

4. Click the Project Definitions menu.

   Step 4

5. Click the General Information menu.

   Step 5

6. Click the Add a New Value tab.

   Step 6

7. Enter the desired information into the Business Unit field.

    

   Enter "USCIP".

   Step 7

8. Click the Add button.

   Step 8

9. Use the General Information page to create or update a project.

   Step 9

10. Use the Description field to enter a description for the new project that you are creating.

     

    Step 10

11. Enter the desired information into the Description field.

     

    Enter "Campus Beautification".

    Step 11

12. Use the Integration field to enter the integration template that is used to integrate this project with other financial applications.

    Step 12

13. Enter the desired information into the Integration field.

     

    Enter "USC01".

    Step 13

14. Once determined, you can assign the Project Type as "Capital" or "Non-capital".

    Step 14

15. Once a project is started, it can be listed as active. Status options are "Active", "Inactive", and "Pending".

    Step 15

16. Use the Project Status field to enter the status of the project when you are in add mode.

     

    After you save the project for the first time, the field becomes read only on this page and appears as a link. The link takes you to the Project Definitions - Status page where you can update the status.

    Step 16

17. Use the Start Date field to enter the date that the project is scheduled to begin. The start date cannot be after the start date of any activity for the project.

    Step 17

18. Enter the desired information into the Start Date field.

     

    Enter "10012014".

    Step 18

19. Use the End Date field to specify the date the project ends. The end date cannot be before the end date of an activity for the project.

    Step 19

20. Enter the desired information into the End Date field.

     

    Enter "09302016".

    Step 20

21. When entering a new project, you must save the information on the General Information page before adding information on other pages.

    Step 21

22. Click the Save button.

    Step 22

23. Notice that the project has been assigned an ID number.

    Step 23

24. Click the Location link.

    Step 24

25. Use the Location page to assign the physical location of the project.

    Step 25

26. Use the Effective Date field to specify the effective date of the location. By default, this date is carried over from the General Information page. 

    Step 26

27. Use the Location Code field to identify the facility where the project is based.

    Step 27

28. Enter the desired information into the Location Code field.

     

    Enter "236".

    Step 28

29. Click the Refresh button.

    Step 29

30. After clicking Refresh the location description and address have been added to the page.

    Step 30

31. Click the Phases tab.

    Step 31

32. Use the Phases page to track time spent on each phase of the project.

    Step 32

33. Use the Phase Type field to track the time spent on different stages of a project and, for exception reporting, to view the projects that are on schedule.

    Step 33

34. Click the Look up Phase Type button.

    Step 34

35. Click the PLAN link.

    Step 35

36. Enter the desired information into the Description field.

     

    Enter "Planning the Beautification".

    Step 36

37. Click the Approval tab.

    Step 37

38. Use the Approval page to enter detailed information about the approval event that you would like to define.

    Step 38

39. Click the Save button.

    Step 39

Congratulations, you have successfully learned the basics of creating a project.

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