Create a project to associate to a capital planning request.
To associate a project to a capital planning request:
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Select Work > Capital Planning Requests.
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Select the capital planning request for which to associate a project, and then click the Record View tab.
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Click Create Project.
The system automatically populates Capital Planning Request.
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Specify this information:
Project - Specify a unique code identifying the project, and then enter a description of the project in the adjacent field.
Organization - Specify the organization of the project.
Parent Project - Specify the parent project if applicable.
Shutdown - Specify a shutdown identification code to associate with the project if the project requires the shutdown of equipment.
Status - Select the status of the project.
All projects start with a Status of Awaiting Approval.
Class - Specify the class of the project. The system automatically populates Class Org.
Coordinator - Specify the employee code of the project coordinator.
Estimated Start Date - Specify the intended starting date for the project.
Estimated End Date - Specify the intended ending date for the project.
Actual Start Date - Specify the actual starting date for the project.
Actual End Date - Specify the actual ending date for the project.
Current Budget - Specify the total budget amount for the project. Budgets of child projects do not roll up to the budget of the parent project.
Labor - Specify the estimated internal labor costs.
Stock Items - Specify the estimated stock material costs.
Services - Specify the estimated services costs.
Budget Date - Specify the date the budget was established.
You must enter a Budget Date that is before or equal to the current date.
Hired Labor - Specify the estimated hired external labor costs.
Direct Purchases - Specify the estimated amount of money needed to purchase materials not normally stocked in house.
Tool Cost - Specify the estimated cost of the tools.
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Click Submit.